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Microsoft 365 Tip: How to create a task from Microsoft Teams conversations

Often you get asked to do something by a colleague or a customer in Microsoft Teams, the following tip will help you create a task in To Do so that you don’t forget to action it.

Instructions

So, imagine you receive a request to do something from a colleague in Microsoft Teams, how do you track this request and remind yourself that it needs to be done?

In this example, my colleague in Marketing is asking to whether I had checked the social media posts, I had forgotten to do this but now I can create a task in To Do to remind myself by:

  • Hover over the message in chat or the Microsoft Teams channel conversation,
    • Choose the …
    • Choose More actions
    • Choose Create Task

Once create task has been selected, then I have the option to choose which Microsoft To Do list to add the task to. By default it will add it to Tasks.

  • Fill in the optional due date and add any extra description
  • Click Add task

The task will be added to your Microsoft To Do where you can complete the task once it is done.

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