How to: Create Team To-dos

You can create to-dos for teams from the team To-do List.

To create a team phone call to-do or a blank to-do

In the Search box, enter Teams and then choose the related link.
Select the team you want to create a to-do for.
On the Navigate tab, in the Teams group, choose To-dos. The To-do List window opens.
On the Actions tab, in the Process group, choose Create To-do. The Create To-do wizard opens.
Select the option Blank or Phone Call.
Fill in the Description, Date, and Time fields, and then choose the Next button.
To select a contact for this to-do, choose the AssistEdit button, and select a contact from the Contact List.
Choose the Next button to add more information, or choose the Finish button.

In the Search box, enter Teams and then choose the related link.
Select the team you want to create a to-do for.
On the Navigate tab, in the Teams group, choose To-dos. The To-do List window opens.
On the Actions tab, in the Process group, choose Create To-do. The Create To-do wizard opens.
Select the option Meeting.
Fill in the Description, Date, and Time fields and choose the Next button.
In the Attendance Type field, select To-do Organizer, and fill in the line for the organizer. Add other attendees.
Choose the Next button to add more information, or choose the Finish button.

Note

The information from to-do organizer's salesperson card will be used for synchronization with Outlook.