Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

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

List time zone options

Update task

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Microsoft To Do.

Trigger

New List Created

New Task Created (Instant)

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
email	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:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Microsoft To Do in the list of available connectors

Scroll to the Available connectors section and locate Microsoft To Do.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Microsoft To Do card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: 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 6: 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.