Microsoft To Do integration with Workboard
How to Create Workboard action items from new tasks in Microsoft To-Do
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Workboard action items from new tasks in Microsoft To-Do" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Workboard integrations
Workboard actions
Nekton can use any feature that is available in Workboard API.
Using our advanced AI, you can easily create custom automations for Workboard.
Here are some typical actions you can do in your automated workflows.
Create Team
Creates a new team
Create Action Item
Create an action item in Workboard
Create Workstream
Creates a new Workstream
Update Goal Metric
Update a metrics assigned to a goal in Workboard
New Action Item
Triggers when you select an action item on Workboard and push it to your Flow.
New Comment in Goal
Triggers when a new comment is added in a goal
About Workboard
Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.