Microsoft To Do integration

What it does

The Microsoft To Do integration runs task-list work on a client's behalf. Connect a client's Microsoft account once, and your workflows can create and complete tasks, keep checklist steps and links in sync with other apps, attach files, manage task lists, and start whenever a task is added, changed, completed or deleted.

It works with work and school accounts (Microsoft 365) and with personal Microsoft accounts (outlook.com, hotmail.com, live.com).

Connect a Microsoft To Do account

Microsoft To Do connects through your agency's own Microsoft Entra app registration, so the consent screen your client sees carries your agency's name.

1. In the Microsoft Entra admin center, open App registrations and create a registration. Under Supported account types, choose Accounts in any organizational directory and personal Microsoft accounts so both kinds of account can connect.
2. Add a Web redirect URI of https://<your TaskJuice domain>/oauth/callback, create a client secret, and add the Microsoft Graph delegated permissions Tasks.ReadWrite and offline_access.
3. In TaskJuice, open Settings > Integrations > OAuth clients and add the client ID and secret for Microsoft To Do.
4. Add a Microsoft To Do step to a workflow and choose Connect from the step. Sign in with the client's Microsoft account and approve the permissions.

To revoke access, the client removes your app at My Apps (work or school) or Microsoft account privacy (personal).

Pick a list and a task

Steps ask for a Task List, and task steps then offer a Task picker listing that list's tasks. In most workflows you map the task from an earlier step instead, for example the task ID from a trigger. Steps that work on a checklist step, a link or a file offer a picker for that too.

Triggers

These triggers check the list's change feed on a schedule: every five minutes by default, and never more often than your plan's minimum poll interval. Items that already exist when you publish are never sent; on a very large list, the first few checks only record them. Each run carries everything found since the last check in an items list; add a Loop step to handle them one at a time.

• New Task: starts when a task is added to a list.
• New or Updated Task: starts when a task is added or anything about it changes, including its status.
• Task Completed: starts when a task is marked complete. A task that is reopened and completed again soon afterwards does not start it a second time. On a list with hundreds of completed tasks, editing an old completed task can start it once.
• Task Deleted: starts when a task is deleted. Microsoft sends only the deleted task's ID, not its title.
• New Task List: starts when a task list is created in, or shared with, the account.

Actions

Tasks

• Create Task: title, notes, status, importance, due and start dates, a reminder, categories and an optional repeat pattern.
• Update Task: changes only the fields you fill in.
• Complete Task and Delete Task.
• Get Task: returns the task with its checklist steps.
• List Tasks: optional filter and sort, with Return All to page through big lists.
• Find Tasks by Title: searches open tasks, or completed ones too when Include Completed Tasks is on.
• List Overdue Tasks.

Checklist steps

• List Checklist Items, Get Checklist Item, Add Checklist Item, Update Checklist Item (rename or check off) and Delete Checklist Item.

Linked resources

A linked resource shows on the task as a link back to a record in another app, such as a CRM deal or a support ticket.

• List Linked Resources, Get Linked Resource, Add Linked Resource, Update Linked Resource and Delete Linked Resource.

Attachments

• List Attachments, Add Attachment (up to 3 MB), Download Attachment and Delete Attachment.

Task lists

• List Task Lists, Find Task Lists by Name, Get Task List, Create Task List, Rename Task List and Delete Task List.

Known limitations

• Deleting a list deletes its tasks. Delete Task List removes every task in the list along with it. A deleted list can only be recovered from Outlook's Deleted Items; set the step to Pause for approval if a person should confirm it first.
• Built-in lists are fixed. The default Tasks list and Flagged Emails cannot be renamed or deleted.
• Dates need a time zone. When you set a due, start or reminder date, also set its time zone, for example UTC or Pacific Standard Time.
• Moving a task changes its ID. To Do has no move operation. A task created in another list is a new task.
• Attachments over 3 MB. Add Attachment sends the file in one request, which Microsoft caps at 3 MB.
• Throttling. Microsoft throttles bursts of requests to one account. Throttled calls are retried automatically.