Introduction
Connect Microsoft To Do to Sana to manage your tasks and to-do lists. Create, update, and organize tasks into lists so you can keep track of what needs to get done. In summary, the connector has the following key characteristics:
Category: Productivity
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
List task lists |
Create task lists |
List tasks |
Create tasks |
Update tasks |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Microsoft To Do. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create list |
Create task |
List task lists |
List tasks |
Update task |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
Tasks.ReadWrite | Read and modify your Microsoft To Do tasks |
User.Read | Read basic information about your account |
Access your primary email address | |
offline_access | Refresh access when you're not signed in |
openid | Sign you in using your Microsoft identity |
profile | Read basic profile details like name and photo |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Microsoft To Do in the list of available integrations
Scroll to the Available integrations section and locate Microsoft To Do.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Microsoft To Do and approve the requested scopes
You'll be redirected to Microsoft To Do to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Microsoft To Do account. Click Continue to complete the setup and start using the connector.
Known limitations
Status: The connector cannot mark or unmark tasks as complete.
Deletion: The connector cannot delete task lists or tasks.