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Microsoft To Do Make integrationAutomate Microsoft To Do with Make.
Tired of copying requests into your task lists by hand? The Microsoft To Do Make integration gives you 16 modules: 1 trigger, 11 actions and 4 searches. This guide is for people who know To Do well but are new to Make, and it walks you from connecting your account to a working first scenario.
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What can the Microsoft To Do Make integration do for you?
The Microsoft To Do Make integration links your To Do account to Make so that tasks and lists get created, updated, completed or removed by a scenario, which is the automation you build in Make as a chain of bricks called modules. It can also watch your tasks and start a scenario when one is created or modified.
Requests that turn into tasks on their own. A message, a form entry or a row in a spreadsheet comes in through another app, and Create a Task drops it into the right list with its title already written. Nobody has to retype anything.
A clean board when a project closes. Search Tasks finds what still sits in a list, Complete a Task ticks it off, and Delete a List removes the list once the project is archived elsewhere.
A follow up on what slipped. Search Overdue Tasks returns the late items, so a scenario can send them to a chat channel or a report instead of leaving them buried in the app.
The official documentation lists no connection prerequisite and no numbered limit for this app. When a listed module does not cover your need, Make an API Call reaches the rest of the API with the same connection. The same app also exists in n8n: see the Microsoft To Do n8n integration and our n8n vs Make comparison. To learn the editor properly, the Make training starts from zero.
How do you connect Microsoft To Do to Make?
- 01
Add a To Do module
Open a scenario, click the +, search for Microsoft To Do and pick any of its modules. In the module panel, click Create a connection. A connection is your To Do account linked to Make once, then reused by every To Do module.
- 02
Name the connection
This step is optional, but a clear name helps later. If you link a personal account and a work account, call them by what they hold so you never send a client task into the wrong place.
- 03
Authorize and save
A Microsoft window opens and asks you to let Make access your account. Accept, come back to Make, and click Save. The module can now read your lists and offer them in its fields.
Your first scenario with Microsoft To Do
GoalWhen a request with a file arrives in another app, Make creates a task in Microsoft To Do and attaches the file to it.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the +. The first module is the app where your requests land: a form tool, an inbox or a shared folder.
- 02
Add Create a Task
Click the + on the right of that first module, search for Microsoft To Do and pick Create a Task. Select your connection, then choose the list Make proposes once it can read your account.
- 03
Map the request
Fill the task fields with data from the first module: the subject of the message becomes the title, for example. Each item passing between modules is a bundle, one request per bundle here.
- 04
Attach the file
Add Add an Attachment after the task, point it to the task Make just created and to the file coming from the first module. The file now sits inside the task.
- 05
Test with Run once
Click Run once and send yourself a test request. Open each module bubble to read the bundle it received, then check the new task in To Do.
- 06
Schedule and switch on
Set the schedule on the first module (every 15 minutes by default) and switch the scenario on. Each module run on a bundle counts as one operation on your plan.
What starts a Microsoft To Do scenario
1 module starts a scenario when something happens in Microsoft To Do. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Microsoft To Do as soon as it happens.
Watch Tasks
Scheduled triggerIn Make“Triggers when a new task is created or modified.”
Watch Tasks gives your scenario a starting point inside To Do: it picks up every task that was created or modified since the last check and passes each one on as a bundle.
Every Microsoft To Do module, explained
Microsoft To Do gives you 15 modules in 4 groups. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Task
7 modulesSearch Tasks
SearchIn Make“Searches for Microsoft To-do tasks by a filter.”
You get back the tasks that match a filter, one bundle per task, ready to be updated, completed or copied somewhere else in the next module.
Search Overdue Tasks
SearchIn Make“Searches for overdue Microsoft To-do tasks with a filter.”
This search hands you only the tasks that are overdue, filtered the way you need, which saves you from sorting dates yourself in the scenario.
Get a Task
ActionIn Make“Gets the details of a Microsoft To-do task.”
Get a Task reads the full detail of one task you already know, so every later module works from the complete, current version of that task.
Create a Task
ActionIn Make“Creates a new task with a file attachment (File size should not be above 3MB).”
This action writes a new task into the list you choose, with the content mapped from any earlier module, so requests stop living only in email threads.
Update a Task
ActionIn Make“Updates an existing task.”
Update a Task changes an existing task in place, so it keeps following what happens in your other tools without anyone editing it by hand.
Delete a Task
ActionIn Make“Deletes a task.”
This module removes a task for good. Your lists stay short once an item no longer matters anywhere.
Complete a Task
ActionIn Make“Completes a task.”
Complete a Task marks a task as done, which closes it for the team while keeping a record of it, unlike a deletion.
List
5 modulesSearch Lists
SearchIn Make“Searches for Microsoft To-do lists by a filter.”
Search Lists returns the lists of the account that match your filter, one bundle each, so a scenario can find where to write without a hard coded choice.
Get a List
ActionIn Make“Gets the details of a Microsoft To-do list.”
With this module you read the details of a single list you already identified, which is handy to check its name before writing tasks into it.
Create a List
ActionIn Make“Creates a new list.”
Create a List opens a brand new list in To Do, which gives each new project or client its own place from the first minute.
Update a List
ActionIn Make“Updates an existing list.”
This action renames or edits an existing list, so its label stays in step with the project or client name used in your other tools.
Delete a List
ActionIn Make“Deletes a list.”
Delete a List removes a whole list from your account, which clears the app once a project is archived elsewhere and nobody needs it anymore.
Attachment
2 modulesList Attachments
SearchIn Make“Get a list of attachment objects attached to an Outlook task.”
List Attachments gives you the files attached to a task, one bundle per file, so they can be copied to a storage app or sent along with a message.
Add an Attachment
ActionIn Make“Adds an attachment to a Microsoft To-do Task (The file must not be larger than 3MB).”
This module puts a file inside an existing task, so the person who picks it up has the document right there instead of hunting through email.
Other
1 moduleMake an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Make an API Call lets you call any endpoint of the To Do API from your scenario, with the connection you already set up, when the other modules stop short.
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