Is there a way to have tasks created from OneNote using the "To Do" tag and move them to Planner and assign someone to the task?

Hi Tin,

I have the same problem. The problem isn't synchronisation of tasks between OneNote en ToDo. For Mattie: if you're on Windows, don't use Onenote for Windows 10, but use the OneNote app. Within this app you can flag items, instead of checkbox them. That will automatically create an Outlook Task for the item and from there, a ToDo task.

BUT: that's not what I'm looking for, and reading Mattie, I think also not what Mattie is looking for. I'm in the same boat:

We are with a team. In this team we make our meeting notes in OneNote. We also have a planner board as our kanban. When I create a task from OneNote I don't want it to be a personal task in my personal Outlook, but would like the task for getting into planner and assigned to my teammate that's responsible for the task. That doesn't seem to be possible, and I didn't find a workaround to transfer the personal task to planner or something like that.

Would be great if a feature like this could become available!

Sincerely,

Evelien

Dear Mattie Goodwin,

 

Good day! Thank you for posting to Microsoft Community. We are happy to help you

 

I understand your concern and to my knowledge, OneNote for Mac can' connect Microsoft to-do services directly at present.

As a workaround, you could link Microsoft To-Do and OneNote automatically by using Power Automate.

Power Automate provide a pre-configured flow template Create To-Do task when a new page added in OneNote (Business) can easily meet your requirement.

If you are experiencing any issues and questions when using it, you can also post a new thread on our Microsoft Power Automate Community - Power Platform Community for expert help.

If you need any further assistance or any misunderstanding from our end, please feel free to post back to us.

Thanks for your cooperation.

 

Sincerely,

Tin | Microsoft Community Moderator

Hi Tin,

Thanks for that.

I had the same problem, but the solution didn't work much for me.

We note all items from weekly meetings in OneNote. Each meeting has its separate OneNote page where we assign the tasks to different team members. However, since they are not synced with MS Planner, it is a bit challenging to follow up on those outside OneNote. Is there way to assign tasks and deadlines to each team member in OneNote so that is shows up in Planner?

Could you please suggest a way to fix this? Here's an example:

Best,

Akaki

Hey All -

Not sure why Microsoft is saying so themselves, but I think they are pushing us towards their new product, Loop, for this use case. It does exactly what you are requesting.

Now, what I am unclear on is how they see this fitting in with OneNote in the future. Does Loop work for shared notes and tracking while OneNoe is just for our individual notes? I wish MS would explain this to us. it could explain why there have been so few updates to OneNote in the past 18 months or so.

Dear Mattie Goodwin,

Good day! Thank you for posting to Microsoft Community. We are happy to help you

I understand your concern and to my knowledge, OneNote for Mac can' connect Microsoft to-do services directly at present.

As a workaround, you could link Microsoft To-Do and OneNote automatically by using Power Automate.

Power Automate provide a pre-configured flow template Create To-Do task when a new page added in OneNote (Business) can easily meet your requirement.

If you are experiencing any issues and questions when using it, you can also post a new thread on our Microsoft Power Automate Community - Power Platform Community for expert help.

If you need any further assistance or any misunderstanding from our end, please feel free to post back to us.

Thanks for your cooperation.

Sincerely,

Tin | Microsoft Community Moderator