What is Microsoft To Do? Organizing Personal Task Management in M365 E3/E5 from a Business Perspective

Microsoft 365・Azureカテゴリを表すパンダのイラスト Microsoft 365 / Azure

About this article
This article was created using an automated generation workflow powered by generative AI. By reviewing official Microsoft To Do/Outlook information and current Microsoft 365 details, we have structured this guide so that general users, administrative staff, and IT administrators alike can understand where To Do tasks are stored and how they connect with Outlook and Planner.

Verification Status: 📘 Microsoft Official Information Verified / Live Environment Unverified (2026-09-17)

Microsoft To Do is a personal task management app for organizing your "next actions." It is not just a simple sticky notes app. With a work account, your tasks are stored in the Exchange Online service and integrate with Outlook on the same account.

Clarifying Terminology First

TermSimple Meaning
TaskA "to-do" item whose completed/incomplete status is tracked
My DayA view to temporarily gather tasks you want to focus on today
Smart ListA list that automatically aggregates tasks based on specific criteria
Flagged EmailA list for viewing emails flagged in Outlook as tasks
Exchange OnlineThe cloud service that powers Microsoft 365 email, calendars, and more
PlannerA task and plan management service for sharing assignments and progress among multiple people
Microsoft GraphThe official API for programmatically accessing Microsoft 365 data

Where is To Do Located?

flowchart LR
    U[利用者] --> T[Microsoft To Do]
    U --> O[Outlook]
    T <--> E[(Exchange Online)]
    O <--> E
    P[Plannerの自分への割り当て] --> V[Assigned to me]
    V --> T
    M[Outlookでフラグを付けたメール] --> F[Flagged Email]
    F --> T

The key is not to think of To Do and Outlook as separate "to-do databases." Official Microsoft Support explains that To Do tasks are stored in the Exchange Online service and automatically appear in Outlook as well.

How to Think About E3 vs. E5?

When Microsoft 365 E3/E5 users utilize To Do, avoid assuming that personal task management suddenly becomes highly advanced just because of E5. Rather than focusing solely on basic features, organizations should evaluate usage based on surrounding management conditions, including Exchange Online, identity, devices, and Conditional Access.

PerspectiveE3E5Practical Focus Area
Personal Task ManagementIncludedIncludedWhether the service is provisioned to users
Outlook IntegrationSupportedSupportedWhether the same Microsoft account is being used
E5-Specific Advanced FeaturesNot the primary focus of To Do standaloneNot the primary focus of To Do standaloneVerify security and compliance as separate features

Since licensing tables are affected by contract types and SKU changes, please also check Microsoft's latest plans and Service Descriptions when making adoption decisions.

Try This First: Add Just 3 Items to My Day

My Day is "the place to choose what to do today." It resets daily, but the original tasks themselves are not deleted.

- 会議資料の数字を確認する

- Aさんへ回答する

- テスト環境のログを確認する

What to Look For

Add three tasks to My Day and confirm that the "today's view" and the "original task list" are separated.

Success Criteria

It is successful if a task marked as completed in My Day is also treated as completed in the original task list.

Try Changing One Thing

Set only "Review weekly report" to repeat every Friday. This helps you get a feel for not handling one-off tasks and routine work in the exact same way.

Don't Leave Emails Sitting in Your Inbox

When you flag an email in Outlook, you can manage the corresponding email from the Flagged Email list in To Do. According to official information, this requires using the same Microsoft account and having an email account hosted by Microsoft.

sequenceDiagram
    participant U as 利用者
    participant O as Outlook
    participant E as Exchange Online
    participant T as To Do
    U->>O: 要対応メールへフラグ
    O->>E: フラグ状態を保存
    E-->>T: Flagged Emailとして表示
    U->>T: 期限・My Dayなどを設定
    U->>T: 完了を管理

As a caveat, official Microsoft Support states that flagged emails in shared folders or shared mailboxes are not supported by the Flagged Email integration. This workflow is not suitable for processing department-shared emails solely within a personal To Do list.

How to Choose Between To Do and Planner?

ScenarioBest ToolReason
What I will do todayTo DoBest suited for personal focus
Viewing Planner tasks assigned to meTo Do / PlannerEasy to review across plans via "Assigned to me"
Sharing assignees and progress with a teamPlannerPrimary purpose is sharing plans, assignments, and progress
Following up on my own emailsTo DoWorks well with Flagged Email
Organization-wide project registryConsider Microsoft Lists, etc.Personal tasks often lack the necessary information structure

Instead of "putting everything into To Do,"consolidate your personal next actions into To Doto make organization much easier.

Start with Read Operations in Microsoft Graph

When automating, do not start by creating a large number of tasks all at once. First, verify the connection endpoint and permissions.

Connect-MgGraph -Scopes "Tasks.Read"
Get-MgContext | Select-Object Account, Scopes

What to Look For

Accountis the intended user, orScopescontains read permissions.

Success Criteria

The first step is successful if you connect with the intended account and can verify the data without requesting write permissions.

If You Change One Thing

Next, use Graph Explorer or the Microsoft Graph To Do API documentation to proceed with "reading your task list." Creation, updates, and deletions should be separated into a different step after reading and verifying the target list.

Practical Prompts for Breaking Down Tasks with Generative AI

次の仕事を、30〜60分程度で完了確認できる個人タスクへ分解してください。
各タスクは動詞で始め、成果物または完了条件を1つ付けてください。
他人へ依頼する作業と、自分が実行する作業を分けてください。
推測で期限を付けないでください。

仕事:
「新しいファイル共有ルールを部内へ説明する」

Do not register the generated results as-is; only add "what you actually need to execute next" to To Do. Separate the roles: AI assists with decomposition, while To Do manages execution.

Administrative Staff Example: Never Forget Month-End Processing

For example, suppose you have three steps at the end of the month: "Verify billing data -> Report to manager -> Archive." Instead of making this one giant task, break it down into steps or multiple tasks, and set due dates and recurrences only where necessary.

月末処理
├─ 請求データの件数を確認
├─ 差異を上司へ報告
└─ 確定ファイルを所定場所へ保管

Because the completion criteria are visible, you can reduce the occurrence of vague tasks like "month-end processing" lingering for days.

Points for IT Admins and Managers to Check

  • Microsoft 365/Exchange Online usage requirements for target users

  • Sign-in and Conditional Access

  • Device and app protection policies when allowing access from mobile devices

  • Ensuring workflows do not assume shared mailboxes are processed individually via Flagged Email

  • Delegated permissions and consent when integrating with Graph

  • Operational guidelines to prevent users from carelessly writing sensitive information in tasks

  • Verify the actual contracted SKU and management policies rather than focusing on E3 vs. E5 differences

Common Misconceptions

"It disappeared from My Day, so the task must be deleted."
My Day is a view for daily focus. Incomplete tasks remain in their original lists.

"If I flag an Outlook email, it will appear in To Do regardless of the mailbox."
There are limitations with shared mailboxes and other configurations. It is safer not to design workflows assuming they behave the same as a personal primary mailbox.

"If I have To Do, I don't need Planner."
To Do is for personal execution management, while Planner is for team planning and assignment management. Even though they integrate, their roles are not the same.

Official Information & Primary Sources

The value of To Do lies not in the sheer number of features, but in its ability to break down your "next actions"—gathered from email, Planner, and elsewhere—into actionable units for today. It is safest to start by adding just three items to My Day and renaming them so that their completion criteria are clear.

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What is Microsoft To Do? Organizing Personal Task Management in M365 E3/E5 from a Business Perspective
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