Microsoft To Do Integration
Microsoft To Do connection via OAuth, task list sync, personal task creation, AI-powered task suggestions.
Microsoft To Do Connection
We use OAuth to securely connect with your Microsoft account. No API keys or developer setup is needed — you authorize EffiClose directly through Microsoft.
- Navigate to Settings → Integrations
- Find "Microsoft To Do" in the integrations list and click Connect
- You will be redirected to Microsoft — sign in with your Microsoft account (personal or work/school) and authorize EffiClose
- Select the task list where new tasks will be created
- EffiClose creates a test task in the selected list to verify that permissions are configured correctly
- The integration status will show as "Connected"
Permissions: During authorization, EffiClose requests read and write access to your Microsoft To Do task lists and tasks. A refresh token is used to keep the connection active — you do not need to re-authorize periodically.
Personal tasks only: Microsoft To Do is a personal task manager. Tasks created through EffiClose are added to your own task lists — they cannot be assigned to other team members.
Meeting Action Items to Tasks
After a meeting finishes, EffiClose extracts action items from the transcript and creates them as tasks in your connected Microsoft To Do list.
- Task Title: The action item text becomes the task title
- Notes: Additional context from the meeting, including referenced assignee and meeting timestamps, is added to the task body
- Due Date: When a deadline is mentioned in the meeting, it is set as the task due date
AI-Powered Task Suggestions
After a meeting, EffiClose analyzes the transcript and action items to suggest new Microsoft To Do tasks. Suggestions include the task title, notes, and due date when available.
- Suggestions appear as "pending" for you to review and approve before any tasks are created in Microsoft To Do
- Duplicate detection prevents suggesting tasks that already exist in your task list
- Approved suggestions are created as tasks in your configured task list
Troubleshooting
Connection issues:
- Disconnect and reconnect the integration to re-authorize with Microsoft
- Ensure your Microsoft account has access to Microsoft To Do
- Check that EffiClose has not been revoked in your Microsoft account app permissions or in your organization's Azure AD enterprise applications
Sync errors:
- Disconnect and reconnect the integration
- Verify the user account has proper permissions
- Review error messages in the integration status page
Permission issues:
- Ensure your Microsoft account has Microsoft To Do enabled
- Check that the selected task list still exists and has not been deleted