Is there a way to syncronize my To-Do and my Planner? Or maybe my Outlook and my Planner?

Question

Right now, I'm the focal point for people to share documents with. To try and keep myself organized, I started to flag the e-mail I got with documentations and organize them on a list in my "To-Do" App. But now I'll have to share them with other people in my team (And they'll need access to the attachments)... Is there a way to make the tasks on To-Do get into the Planner? Or maybe straight from the e-mail to the Planner, whatever works best.

Answer 1

Good day, Lucas!Hope you're doing great!Just wanted to follow up on my last response regarding to the synchronization of your To-Do and Planner. If you have any questions or need more info, I'm always here to support you. If you think my reply is helpful to you, please remember to mark it as an answer.Looking forward to hearing from you soon!All the best,Hoang-D - MSFT | Microsoft Community Support Specialist

Answer 2

Good day, Lucas!  Thank you for posting on Microsoft Community!After reviewing your concerns, I suggest that you can sync tasks between Microsoft To-Do and Planner by enabling the integration as following steps:

1. Open To-Do Settings:

• Windows app: Select your name, then choose "Settings."
• iOS or Android app: Select the menu icon, then select your name.
• To-Do or Outlook on the web: In the upper right corner, choose "Settings," then "To-Do Settings."

1. Enable Planner Integration:

• In Settings, scroll down to the "Smart lists" section and make sure "Assigned to me" is turned On.
• Under "Connected apps," for Planner, choose "On."

Once enabled, tasks assigned to you in Planner will appear in the "Assigned to me" list in To-DoHere are the guidance article related to your need:

• See Planner tasks in Microsoft To Do - Microsoft Support
• Planner and To-Do integration: bringing you a more cohesive task management experience in Office 365 | Microsoft Community Hub

I hope this helps you have a better experience with To-Do and Planner for your working. Please feel free to reach out to us again for further assistance. Best Regards, 

Hoang-D - MSFT | Microsoft Community Support Specialist