Apply Click to Do across job roles
Click to Do can be used across many roles and tasks. These examples show how it helps simplify common workflows in everyday work. Use these scenarios as illustrative examples—they highlight common patterns, but aren’t a complete list of what you can do.
IT and Operations
When quickly reviewing technical content, even small delays in extracting key steps can slow troubleshooting.
An IT administrator is reviewing a configuration guide shared in an email and needs to identify the key steps. Instead of copying the content into another tool, they select the paragraph and choose Summarize to quickly extract the most important details.
Result: Faster troubleshooting and less time spent reviewing documentation
Use Click to Do when you need to quickly review or extract key information from technical content without switching between apps.
Marketing and Sales
When working with images, switching tools to make small edits can interrupt your workflow.
A marketing manager is preparing campaign materials and needs to update an image. Instead of opening a separate editing app, they select the image directly on screen and choose an option such as Remove background to quickly refine it.
Result: Faster image editing and smoother content creation
Use Click to Do when you need to quickly edit or refine images without switching between apps.
Finance
When reviewing reports, small edits or refinements can slow you down if they require extra steps.
A financial analyst is reviewing a report and needs to improve the clarity of a section before sharing it. They select the text and choose Rewrite to refine the wording directly from what’s on screen.
Result: Clearer communication and faster report preparation
Use Click to Do when you need to quickly refine or improve written content without leaving your workflow.
Legal
When reviewing documents, quickly acting on contact details can help keep work moving without interruptions.
A legal professional is reviewing a contract and needs to follow up with a colleague about a specific clause. They select the email address directly from the document and use Click to Do to schedule a meeting with Teams to discuss it.
Result: Faster coordination and communication without switching between apps
Use Click to Do when you need to take quick action on contact information, such as starting a conversation or scheduling time directly from your screen.
Human Resources
When managing communication tasks, switching between tools for simple actions can slow response time.
An HR specialist sees an email address in onboarding materials and needs to follow up. They select the email address using Click to Do and choose Send email to start a message.
Result: Faster communication without switching between apps
Use Click to Do when you need to take quick action on contact information directly from your screen.