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• Todoist And Microsoft Teams
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We’re pleased to announce two new feature updates with the Flow integration in Microsoft Teams – a new tab in team channels and triggers for the Teams connector. Earlier this year, we released a “personal” Teams app that allowed you to create and manage flows and launch flows from the Flow Bot – all within Teams. We’ve now extended these capabilities to everyone in the team with a Flow Tab. In addition, in response to your feedback on the Flow Ideas forum, we’ve added two new triggers to the Teams connector – When a new channel message is added and When I am mentioned in a channel message.

Let’s imagine that you’re a member of the Strategy and Planning team at Contoso (the world’s largest imaginary corporation at the bleeding edge of technology). You’d like to alert the team whenever a document is uploaded to SharePoint that contains the word “Spec.” With the Flow integration in Teams, you can quickly create a flow that does exactly that and immediately share it with your team so that others can make edits if required. Let’s see how.

To get started, navigate to the Strategy and Planning team in Teams and add the Flow tab to the General channel. To do so, click on the Add a tab + button.

Then select Flow from the All Tabs category. Finish installation by choosing Install, followed by Save. If prompted, sign in.

Create a flow

Once you’ve signed into Flow, you can choose to create a flow from blank or select from a template. With Flow, you can connect your team to a wide variety of services like SharePoint, Microsoft Forms, Twitter, and UserVoice. Select Create from template.

Now choose the template labeled Alert the team when specific documents are uploaded.

When prompted, verify your connections and click Continue.

In the Flow designer, the Teams action, Alert the team, is prepopulated with your current Team and Channel.

Choose a Site Address and Library Name for the trigger – When a file is created (properties only). In this example, we’ll choose the Strategy and Planning site and the Documents library. In the Condition, we’ll Alert the team when the file name contains “Spec.”

Finally, in the Alert the team action, we’ll customize the message to look like the following.

Save and close the flow by choosing Save. Once the flow is saved, it is automatically shared with the team and any member of the team can edit the Flow.

When a new document containing the word “spec” is uploaded, a new message is posted to the channel with a link to the file and the text you set in the flow.

Use the bot to launch flows

Just like the personal app, the Flow tab also includes a Bot that enables you to run manual flows and those triggered on a schedule. Let’s suppose that we have a flow that runs weekly and posts a message to the Team reminding everyone of upcoming tech demos. You can check out this blog post on how to create such a flow. With the Flow Bot, you can run this flow immediately.

In the Conversations tab, enter @Flow followed by the command List flows. Once you get back a list of flows, enter the command Run flow followed by the index of the flow you want to run. For example, Run flow 1.

In this release, we’ve also enhanced the Teams’ connector by adding triggers for When a new channel message is added and When I am mentioned in a channel message. You can use these triggers to create reminders in services like Microsoft To-Do and Todoist or to save certain messages to services like SharePoint.

Note – Currently, these triggers only apply to new messages. They don’t apply to replies and edits.

We hope you enjoy this new update. We'd like to seek your help in shaping the roadmap, so please leave us suggestions below and post on our Ideas forum.

Carl Pullein has recently shared his top 10 tips and hacks to get the most out of Todoist.

Carl is a productivity specialist, presenter, and author, he runs a successful YouTube channel and works with busy people and teams helping them to be more productive and get things done.

This is a really fantastic list and you’ll find so much value from it in video form.

📹 Watch the video below

This is a shortlist of all of the recommendations for taking your Todoist to expert.

1. Native App

Use the Todoist native app instead of the web version because it’s more reliable and it allows you to easily add tasks.

2. Keyboard Shortcuts

Get used to taking vantage of the keyboard shortcuts. You can find and set them up in the Preferences section of the Todoist Settings.

3. Dashboard

Create a customized dashboard using filters and set it as the home page of your desktop app. This way, you’ll have a clear overall view of what needs to get done.

4. Mobile Start Page

Additionally, you can create a customized starting page on your mobile device based on what you want to see when you open the app.

5. Make the App Accessible

Be sure to place Todoist in an accessible place on your smartphone, this way, you’ll be able to use it more easily.

6. Today List

Create a today list for your 10 most important tasks.

7. Closing Down Session

Spend 10-15 mins at the end of the day to do a closing down session. Carl uses the Golden 10 filter showing all the tasks to be done and the inbox.

8. Drafts App

Use the Drafts app on iOS to quickly add tasks from your iPhone and Apple Watch.

9. Weekly Review

Do your weekly review on your desktop app, so you can easily see your active projects and have a better view of your tasks.

10. Don’t Copy Someone Else’s Filters

Todoist And Microsoft Teams Login

When you create filters, try to think of what you need to see displayed or filtered, don’t try to copy someone else’s filters.

Todoist And Microsoft Teams

Bonus: Do What Works For You

Just like filters, don’t copy someone else’s system when you set up your Todoist account. You can get ideas by other people’s set ups but create what works for you.

Additional resources

Microsoft Office 365 Login

Microsoft To Do Vs Todoist

Microsoft Teams Download