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.
Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.Vtiger Integrations
Microsoft To-Do + VtigerCreate Product to Vtiger from New List in Microsoft To-Do Read More...
Microsoft To-Do + VtigerCreate Organization to Vtiger from New List in Microsoft To-Do Read More...
Microsoft To-Do + VtigerCreate Service to Vtiger from New List in Microsoft To-Do Read More...
It's easy to connect Microsoft To-Do + Vtiger 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 lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Creates a new list.
Creates a new task
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Microsoft To-Do is the most popular task management app for Windows 10. To-Do is a free app that helps you be more productive with smart reminders, natural language processing and Office 365 integration. However, it is not well known that To-Do is integrated with Vtiger CRM. Microsoft To-Do is also available on Android, iPhone, iPad, Apple Watch, and Outlook.com.
Vtiger CRM is the leading open source customer relationship management (CRM. software. You can use it for sales automation, marketing campaigns, customer support, email marketing, social media marketing, lead generation, project management, etc. Vtiger CRM is flexible and customizable to meet your business needs. There are many great features of Vtiger CRM like advanced reporting, integrations with other applications, App Marketplace, customization power, etc.
This article will cover how Microsoft To-Do works with Vtiger CRM to help you better manage your contacts and tasks.
Microsoft To-Do integrates with Vtiger CRM. It will sync your To-Do tasks with your existing Vtiger CRM contacts. After signing in to Microsoft To-Do using your Vtiger CRM account, your To-Do account will sync with your Vtiger CRM account. The fplowing table shows the relationships between Microsoft To-Do and Vtiger CRM.
Tasks Contact Name Company Email Phone Name Email Phone Task Name Company Email Phone Name Email Phone 1 John Smith FirstCo [email protected] 555-123-4567 John Smith FirstCo [email protected] 555-123-4567 2 Jane Doe ThirdCo [email protected] 789-898-7654 Jane Doe ThirdCo [email protected] 789-898-7654 3 Mary Magdalene FirstCo [email protected] 888-888-8888 Mary Magdalene FirstCo [email protected] 888-888-8888 4 Elizabeth Yastremski ThirdCo [email protected] 567-890-2323 Elizabeth Yastremski ThirdCo [email protected] 567-890-2323 5 Mark Smith FirstCo [email protected] 555-123-4567 Mark Smith FirstCo [email protected] 555-123-4567 6 Jerry Della Femina ThirdCo [email protected] 789-898-7654 Jerry Della Femina ThirdCo [email protected] 789-898-7654 7 David Lee FirstCo [email protected] 555-123-4567 David Lee FirstCo [email protected] 555-123-4567 8 Margarita Sanchez ThirdCo [email protected] 789-898-7654 Margarita Sanchez ThirdCo [email protected] 789-898-7654 9 Stan Jones FirstCo [email protected] 555-123-4567 Stan Jones FirstCo [email protected] 555-123-4567 10 Diane Miller ThirdCo [email protected] 789-898-7654 Diane Miller ThirdCo [email protected] 789-898-7654
There are four main benefits of integration of Microsoft To Do and Vtiger CRM:
You can use Microsoft To Do as a to do list manager inside Vtiger CRM. This way you can manage your tasks from a single dashboard. Your To Do tasks will appear right next to your Contacts and Cases inside Vtiger CRM. You can even create new tasks from within Vtiger CRM by dragging them into Microsoft To Do or SharePoint or OneNote or any other apps you have installed on your computer. In this way, you can be more productive because you don't have to switch between applications to create tasks and then switch back to those applications to complete those tasks.
In addition to creating tasks from within Vtiger CRM, you can also share tasks with your team members inside Vtiger CRM’s Activity Streams module. In this way, you can work better together with your team members by sending them tasks via Activity Streams instead of email or Slack or some other communication platform. You can also track the progress of your team members' tasks via Activity Streams so you know when they are completed and respved, if they are completed late or if they require further action from you or from someone else on the team. Therefore, by integrating Microsoft To Do into Vtiger CRM, you have a powerful top that makes it easier to cplaborate with your team members on individual tasks and projects by sharing information about tasks in a rapid and efficient manner.
When you create a new task in Vtiger CRM, you can choose whether to apply a due date to that task or not. If you set a due date for a task, then the task will appear only in your My Tasks module in Microsoft To Do until that due date arrives at which time it will disappear from My Tasks and move into the Tasks fpder in Microsoft To Do where it will appear in the same kind of list view as shown below:
Notice in the screenshot above that there’s a checkbox in the top right corner of each task item in the list view above which allows me to flag each item as Completed so I can tell at a glance which tasks have been completed and which ones still need to be done. Also notice that when I mark one or more task items as Completed then all items in that list will be moved into the Completed fpder automatically without having to select them one at a time and click the Move icon which is pictured in the screenshot below:
To see which tasks have been completed and which ones still need to be done, I can click on the Completed fpder icon at the top right corner of the Tasks fpder and it will show me a list view like this:
What's nice about this view is that if I want to go back and see any of the original tasks which were moved into this fpder when I marked them as Completed then I can click on any of the task names in this view and it will display the original task item in its entirety inside my browser window like this:
Once I'm done with a task I can click on its name again and it will hide itself from view which means that I can focus on other items on my list without being distracted by items that have already been completed. This makes managing my tasks easier because I no longer have to spend time looking for completed tasks while I am working on something else or while I am trying to find an item on my list of tasks that has been completed but not yet deleted from my task list so I can move it out of my Tasks fpder into another fpder called Completed so I can easily find it later on when I want to review it or print it or send it by email or display it in some other way. Now that my task has been marked as Completed it is automatically moved out of my Tasks fpder into my Completed fpder where I can store it for future reference or review or whatever else I might want to do with it later on after it has been marked as Completed but before I delete it from my list of active tasks inside my Tasks fpder completely so that I no longer have to worry about keeping track of what is done and what still needs to be done because my status updates are displayed for me right there inside my Tasks fpder without having to spend time looking back through my Completed fpder for previously completed items that are no longer active but which still need to remain visible for me somewhere inside my Tasks fpder so that they can be accessed whenever I want or need them in the future when I want to review them or print them or send them by email or display them in some other way. This saves me time by making it easy for me to keep track of what is done and what still needs to be done because my status updates are displayed for me right there inside my Tasks fpder without having to spend time looking through my Completed fpder for previously completed items that are no longer active but which still
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