Connect Microsoft To Do and Portfolio Manager
Integrate Microsoft To Do with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Event in LiquidPlanner Classic when New Task in Microsoft To Do
Create Folder in LiquidPlanner Classic when New Task in Microsoft To Do
Add Comment to an Item in Liquid-planner-classic when New Task in Microsoft To Do
Create a Milestone in LiquidPlanner Classic when New Task in Microsoft To Do
Create a Note for an Item in Liquid-planner-classic when New Task in Microsoft To Do
Popular Microsoft To Do + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft To Do
When this happens...
New Task
Updated Task
Completed Task
Choose an action
Portfolio Manager
Automatically do this!
Create an Event
Create Folder
Add Comment to an Item
Create a Milestone
Create a Note for an Item
Create a Link for an Item
Create a Package
Create Checklist Item for a Task
Update a Link
Send Item Move After Command
Send Start Timer
Send Stop Timer
Create partial day event
Update Milestone
Create an Estimate for a Task
Create Dependency
Send Clear Timer
Send Item Move Before Command
Create a Project
Create a Task
Trigger Accept Timesheet
Update Event
Trigger Submit Timesheet
Trigger Un-Accept Timesheet
Trigger Un-Submit Timesheet
Update a Task
Create an Event in LiquidPlanner Classic when New Task in Microsoft To Do
Use this flowCreate Folder in LiquidPlanner Classic when New Task in Microsoft To Do
Use this flowAdd Comment to an Item in Liquid-planner-classic when New Task in Microsoft To Do
Use this flowCreate a Milestone in LiquidPlanner Classic when New Task in Microsoft To Do
Use this flowCreate a Note for an Item in Liquid-planner-classic when New Task in Microsoft To Do
Use this flowCreate a Link for an Item in Liquid-planner-classic when New Task in Microsoft To Do
Use this flowCreate a Package in LiquidPlanner Classic when New Task in Microsoft To Do
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when New Task in Microsoft To Do
Use this flowUpdate a Link in Liquid-planner-classic when New Task in Microsoft To Do
Use this flowSend Item Move After Command in Liquid-planner-classic when New Task in Microsoft To Do
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft To Do and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created.
Updated Task
Triggers when a task is update.
Completed Task
Triggers when a task is completed
New or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
New or Changed Task
Triggers when a task is created or updated in your LiquidPlanner Classic workspace.
New or Changed Project
Triggers when a project is created or updated in LiquidPlanner Classic.
Do thisActions
Action is the task that follows automatically within your Microsoft To Do integrations.
Complete a Task
Marks a task as completed in Microsoft To Do.
Create Task List
Creates a new list in Microsoft To Do to organize tasks.
Get Task
Gets the details of a task by its ID or Name.
Create a Task
Creates a new task.
Get All Lists
Get an all lists
Get User Details
Get an existing user details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft To Do and Portfolio Manager workflows.
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About Microsoft To Do
Microsoft To Do is a task management app to help you stay organized and manage your day-to-day. You can use Microsoft To Do to make shopping lists or task lists, take notes, record collections, plan an event, or set reminders to increase your productivity and focus on what matters to you.
Learn moreSimilar apps
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft To Do and Portfolio Manager accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft To Do and Portfolio Manager as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Portfolio Manager. No coding required.
Yes. You can set up a workflow where Microsoft To Do triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Microsoft To Do. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft To Do and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft To Do and Portfolio Manager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
