Microsoft To Do is the task management app that makes it easy to stay organized and manage your life. It's simple, smart, and a whole new way to get work done in less time.
Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.
Daylite IntegrationsMicrosoft To-Do + Daylite
Create Opportunity for Person to Daylite from New List in Microsoft To-Do Read More...Microsoft To-Do + Daylite
Update Task in Daylite when New List is created in Microsoft To-Do Read More...Microsoft To-Do + Daylite
Update Appointment in Daylite when New List is created in Microsoft To-Do Read More...Microsoft To-Do + Daylite
Create Task to Daylite from New List in Microsoft To-Do Read More...Microsoft To-Do + Daylite
Create Appointment to Daylite from New List in Microsoft To-Do Read More...It's easy to connect Microsoft To-Do + Daylite without coding knowledge. Start creating your own business flow.
Triggers when a new list is created.
Triggers when a new task is created.
Triggers when any task is update.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Creates a new list.
Creates a new task
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Microsoft To-Do is a simple and intelligent task management app that helps you get more done every day. It’s designed to help you focus on the tasks that matter most, so you can accomplish more with less effort.
Microsoft To-do is available on PC, Mac, iOS, Android, Windows 10, Amazon Alexa, and the web. You can access your tasks on any device or via the web at www.microsoft.com/todo.
Daylite is a project management application that helps people organize their work and life, communicate effectively, and achieve goals. It has a rich set of features that let you manage multiple projects, clients, company structure and more.
Daylite is available for iPhone, iPad, Android phones and tablets, the Web (including the Chrome browser), and Outlook. Daylite is also available on Amazon Fire tablets. Daylite is free for 7 users (up to 5 users on the free plan. and $10 per user per month for more than 7 users (or $5 per user per month for teams. You can start a 30-day free trial at daylite.com. If you already have a subscription, you can upgrade from your account page.
Integration of Microsoft To-Do and Daylite provides a better experience for people who want to use Office 365 to manage tasks in a project management system. Microsoft To-Do offers a lightweight task management experience that works well with other Office 365 services like Outlook, OneNote, Planner, Power BI, Teams and more. Its integration with Daylite lets you view and edit your Daylite tasks right from Microsoft To-Do, so you don’t have to switch between apps to get work done. This integration makes it easier for you to complete tasks from task management activities by using tops in both apps. For example, when you mark an email as completed in Outlook, it will appear as completed in your Daylite tasks list in Microsoft To-Do. When you add a new task in Microsoft To-Do, it will be added to your Daylite workflow.
Benefits of Integration of Microsoft To-Do and Daylite:
The fplowing benefits are available because of the integration of Microsoft To-Do and Daylite:
You can create new tasks in Microsoft To-Do from emails sent from Salesforce or Gmail by using your existing email signature or by adding a task button to your email template. These new tasks will be synced to Daylite .
in Microsoft To-Do from emails sent from Salesforce or Gmail by using your existing email signature or by adding a task button to your email template. These new tasks will be synced to . You can generate reports that show the status of your tasks and projects in Microsoft To-Do and Daylite . For example. Work. Work. Work. Work reports show how much work has been completed against each task. Project Summary reports show how much work has been completed against each project. Task Summary reports show how much work has been completed against each task.
that show the status of your tasks and projects in Microsoft To-Do and . For example. Using the “Outlook Today” view in Outlook , you can create new tasks in Microsoft To-Do from unread emails in your inbox. These new tasks will be synced to Daylite .
view in , you can create new tasks in Microsoft To-Do from unread emails in your inbox. These new tasks will be synced to . You can configure Outlook to automatically sync read/unread status for emails between Outlook and Microsoft To-Do . This allows you to check off items in your Daylite task list when you mark them as read in Outlook . You can do this by adding the Outlook Daily Task item to the list of Daily Tasks that appear when you click on Daily Tasks in the View tab in Microsoft Outlook . This Daily Task item is located in the “Personal” category in the Daily Task list. By default, this Daily Task item is not enabled. You must enable it before you can sync read/unread status between Outlook and Microsoft To-Do . If you decide later that you do not want to sync read/unread status between Outlook and Microsoft To-Do , disable this Daily Task item again in the Daily Task list using the same steps above. Read/Unread Sync with Outlook is supported in Outlook 2016, 2013, 2010, 2007 for Windows only. This feature does not work with the Outlook Web App (OWA. for Exchange Online accounts. If you use OWA with Exchange Online accounts, changes made in OWA will not be reflected in the read/unread state in Microsoft To-Do or in Outlook . You can read more about syncing read/unread status between Outlook and Microsoft To-Do here . Note . If Outlook crashes while this Daily Tasks item is enabled (or after it is enabled but before it syncs), then you must manually reenable it again (and wait for it to refresh. Fplow the steps above again to get started syncing read/unread status between Outlook and Microsoft To-Do . After this Daily Tasks item is enabled again (and it refreshes), it will sync reading status with Microsoft To-Do . If this Daily Tasks item is disabled again (and it refreshes), it will sync reading status with Microsoft To-Do for up to one hour before it updates again with its latest setting (which was disabled. Note . The Daily Tasks item that appears on the View tab in Microsoft Outlook depends on whether you are using Exchange Online mail account or an IMAP email account, because these accounts have different types of email fpders that can be used for synchronization. If you use an IMAP email account , fplow these steps. Open Outlook . On the File tab, click Options > Mail > Accounts > Add Account . Click IMAP , then click Next . Type your account information including server name, user name, password, description, and incoming IMAP server port number. Click OK , then click Finish . In the Inbox fpder window, click Tops > Change Fpder List > Customize Categories . In the Categories dialog box , click New > Category . Type Daily Task , then click OK . In the Fpder List window , click Close > OK . In the Fpder List window , click Tops > Options > Other tabs > Email Options . Under Message Options , click Send & receive , then choose one or both of these options. Mark messages as read when they arrive . Mark messages as read when they arrive when I’m online . Enable these options if you want messages to be marked as read when they arrive when you are online or offline . Disable these options if you want messages to be marked as read when they arrive when you are offline only . Mark messages as read when they arrive when I’m offline . Enable these options if you want messages to be marked as read when they arrive when you are online or offline . Disable these options if you want messages to be marked as read when they arrive when you are offline only . Click OK twice to close all dialog boxes. In the Fpder List window , click Tops > Options > General tabs > Advanced Settings . In the Advanced Settings dialog box , under Other Settings , select Use Cached Exchange Mode . Click OK twice to close all dialog boxes. In the Fpder List window , click Close > OK . In the Fpder List window , click Tops > Options > General tabs > Advanced Settings . Under Other Settings , clear Use Cached Exchange Mode . Click OK twice to close all dialog boxes. In the Fpder List window , click Close > OK .
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