If your firm tracks work in Microsoft To Do, this integration lets Filed read those lists. Ask Chat what needs attention before a deadline, or set up a Routine that reviews tasks on a schedule or in response to a trigger.
Read access is always enabled. Keep Write off when Filed should only read tasks; enable it in the connection settings once your firm approves task changes, and Filed will show proposed updates for review.
How it works
- Pull task information into Filed Chat
- Automate recurring task reviews with Routines
- Prepare approved task updates when Write access is enabled
- Keep a read-only connection for reporting
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
Summarize the Microsoft To Do information for [client name] for [date range].
Find items in Microsoft To Do that need review before [deadline].
With write access enabled, prepare the approved Microsoft To Do update and show the proposed changes first.
The questions firms ask us
You sign in with the Microsoft account that owns the lists you want Filed to use, approve consent, and return to Filed. The connection is then verified before use.
Only when Write access is enabled in the connection settings. Read access is always on, so you can keep the connection read-only for reporting.
Filed only reaches what the authorized account can reach. If a list is missing, the connected account does not have access to it; reconnect with the right account.