> ## Documentation Index
> Fetch the complete documentation index at: https://learn.cleftnotes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Microsoft To Do tasks from Cleft notes

> Automatically sync voice-captured action items to Microsoft To Do for seamless task management

Keep your Microsoft 365 task list in sync with your voice-captured action items. Perfect for teams already invested in the Microsoft ecosystem who want voice-to-task automation without leaving their workflow.

<Note type="success">
  **✅ Public Template** — Ready to use now with Cleft Plus
</Note>

## Install Template

<Card title="Create Microsoft To Do tasks from Cleft notes" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679816" aria-label="Install Zapier template to create Microsoft To Do tasks from Cleft notes">
  One-click setup. Integrates with your Microsoft 365 account. Takes 2 minutes.
</Card>

## What It Does

Automatically create tasks in Microsoft To Do from Cleft voice notes. Voice capture your action items with checkboxes and they instantly appear in your To Do lists, keeping your personal and team productivity perfectly synchronized.

## How It Works

Simple 7-step automation:

<Steps>
  <Step title="Voice Capture">
    Create a new note in Cleft with your ideas or action items
  </Step>

  <Step title="Format with Checkboxes">
    Add checkboxes for items you want to track:

    ```markdown theme={null}
    - [ ] Review Q4 budget
    - [ ] Schedule team meeting
    - [ ] Send client proposal
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint—review the checkboxes before automation runs.
  </Step>

  <Step title="Trigger">
    When you save the note, the automation starts immediately
  </Step>

  <Step title="Extract">
    Python code pulls all unchecked checkboxes from your note
  </Step>

  <Step title="Loop">
    Creates a To Do task for each checkbox
  </Step>

  <Step title="Sync">
    Tasks appear in your To Do list within seconds
  </Step>
</Steps>

## Setup Requirements

* ✅ **Cleft Plus** subscription
* ✅ **Microsoft To Do** account (free with Microsoft account)
* ✅ **Zapier** account (free tier works)
* ✅ Access to create lists in To Do

## Installation Steps

1. Click the Install button above
2. Connect your Cleft account
3. Connect your Microsoft account (same account as To Do)
4. Select which To Do list receives tasks
5. Review the settings and turn on the Zap

**Important**: When creating a note, add the **tasks** tag to trigger automation. This gives you a chance to review items before they sync to Microsoft To Do.

Done! Start voice-capturing your tasks.

## Use Cases

### 1. Daily Standup → Task List

Voice your standup updates in Cleft, add checkboxes for action items. They flow into To Do instantly, giving you a unified task list.

**Time saved**: 10 minutes per standup

### 2. Email Triage → Prioritized Tasks

Review emails and voice-log priority items in Cleft with checkboxes. To Do auto-updates with your inbox action items.

**Time saved**: 15 minutes per day

### 3. Meeting Notes → Shared Tasks

Capture meeting action items in Cleft, let them flow into To Do. Your team stays in sync without manual typing.

**Time saved**: 20 minutes per meeting

## Customization

<Accordion title="Change Trigger to All Notes" role="button" aria-expanded="false">
  By default, only notes tagged with **tasks** will trigger automation (your human review checkpoint). To trigger from every note instead:

  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the "tags contains tasks" filter
  4. Save and turn on

  Now every note with checkboxes will auto-sync to Microsoft To Do, with no review step.
</Accordion>

<Accordion title="Use Different Lists" role="button" aria-expanded="false">
  Change which To Do list receives tasks:

  1. Edit the Zap in Zapier
  2. Select a different list in the "Create Task" step
  3. Save and test
</Accordion>

<Accordion title="Add Due Dates" role="button" aria-expanded="false">
  Set task due dates automatically:

  1. Add your due date in the note (e.g., "Tomorrow" or "Friday")
  2. In Zapier, map this to the Due Date field
  3. All tasks get the same due date, or parse from your note text
</Accordion>

<Accordion title="Organize with Categories" role="button" aria-expanded="false">
  Group tasks by priority or type:

  1. Use different To Do lists for different categories
  2. Create multiple Zaps with filters
  3. Only certain notes go to certain lists based on keywords
</Accordion>

## Checkbox Format

Use standard Markdown checkboxes:

```markdown theme={null}
- [ ] Task 1
- [ ] Task 2
- [ ] Task 3
```

Each checkbox becomes a separate To Do task.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Tasks not appearing in To Do" role="button" aria-expanded="false">
    1. **Check checkbox format**: Use `- [ ] text` with space
    2. **Verify Zap is ON**: Check Zapier dashboard
    3. **Check permissions**: Ensure your Microsoft account can create tasks
    4. **Wrong list**: Verify you're checking the right To Do list
  </Accordion>

  <Accordion title="Tasks have missing information" role="button" aria-expanded="false">
    Make sure your checkboxes have text:

    * **Correct**: `- [ ] Review budget`
    * **Wrong**: `- [ ]` (empty checkbox)
  </Accordion>

  <Accordion title="Zap keeps turning off" role="button" aria-expanded="false">
    Your Microsoft account may have disconnected. Reconnect in Zapier and turn the Zap back on.
  </Accordion>
</AccordionGroup>

## Microsoft Ecosystem Integration

Perfect for:

* Teams using Outlook and Microsoft 365
* Organizations standardized on Microsoft productivity tools
* Users wanting integrated calendar + task management
* Those preferring web and mobile-first task management

## Template Details

* **Template ID**: 255679816
* **Status**: ✅ Public
* **Trigger Type**: Note Created
* **Target Platform**: Microsoft To Do
* **Setup Time**: \~2 minutes
* **Best For**: Microsoft 365 users

## Related Templates

<CardGroup cols={2} role="group" aria-label="Similar personal task management templates">
  <Card title="Todoist" href="/user-guides/integrations/todoist/zaps/create-todoist-tasks-from-cleft-notes" aria-label="Create Todoist tasks from Cleft notes">
    For power users and cross-platform task management
  </Card>

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  </Card>

  <Card title="Google Tasks" href="/user-guides/integrations/google-tasks/zaps/create-google-tasks-from-cleft-notes" aria-label="Create Google Tasks from Cleft notes">
    For Google Workspace integration
  </Card>

  <Card title="TickTick" href="/user-guides/integrations/ticktick/zaps/create-ticktick-tasks-from-cleft-notes" aria-label="Create TickTick tasks from Cleft notes">
    For advanced task management with habits
  </Card>
</CardGroup>

## Support

* **Microsoft To Do Help**: [support.microsoft.com](https://support.microsoft.com/office)
* **Cleft Support**: [support.cleftnotes.com](https://support.cleftnotes.com)
* **Zapier Help**: [help.zapier.com](https://help.zapier.com)

***

Ready to automate your Microsoft To Do? [Install now →](https://zapier.com/webintent/create-zap?template=255679816)