Microsoft To Do: a guide for Not-for-Profits

Speak to a Not-for-Profit specialist at CSG

Staying organised and efficient is essential for your not-for-profit, especially when resources are limited and impact is everything.

That’s where Microsoft To Do comes in.

Included in your Microsoft 365 Business Premium license, this simple yet powerful task management app can help your team automate daily operations, collaborate more effectively and stay focused on what matters most: your mission.

What is Microsoft To Do?

Microsoft To Do is a cloud-based task management app that helps staff within your not-for-profit plan their day, track progress and manage workloads. Whether you’re coordinating volunteers, planning events or juggling multiple funding applications, To Do makes it easy to stay on top of tasks.

Key benefits for your Not-for-Profit

1. Improved task visibility

Create shared task lists for projects, campaigns or events. Everyone knows what needs to be done and by when, reducing duplication and missed deadlines.

2. Better collaboration

Assign tasks, set reminders and share progress with your team. Whether you’re office-based or remote, To Do keeps everyone aligned.

3. Time management made easy

The “My Day” feature helps staff and volunteers prioritise daily tasks, making workloads more manageable and focused.

4. Cross-device access

Access your tasks from desktop, mobile, or tablet, perfect for teams on the move or working in the community.

5. Intergration with Outlook

Flagged emails automatically become tasks in To Do, helping you turn conversations into action without missing a beat.

Included in Microsoft 365 Business Premium

If your not-for-profit already uses Microsoft 365 Business Premium, you already have access to Microsoft To Do, no extra cost, no extra setup. Business Premium is designed to support your Not-for-Profit with productivity tools, cloud services and advanced security features. For NFPs, this means:

  • Affordable licensing through Microsoft’s nonprofit program
  • Access to enterprise-grade tools like Teams, SharePoint and OneDrive
  • Built-in cyber security protections to help meet compliance and certification requirements

Cyber security benefits for your Not-for-Profit

Security is a growing concern for not-for-profits, especially those handling sensitive data or applying for certifications like Cyber Essentials, IASME Cyber Assurance or ISO 27001. Microsoft 365 Business Premium includes:

  • Microsoft Defender for Business: protects against malware, phishing and ransomware
  • Conditional access & MFA: ensures only authorised users access your data
  • Data loss prevention & encryption: helps protect personal and financial information
  • Compliance manager: assists with tracking and meeting regulatory requirements

These features not only protect your organisation but also support your journey toward cyber security certifications, improving trust with funders, partners and beneficiaries.

Getting started with Microsoft To Do

  1. Download the app: available on Windows, macOS, iOS and Android.
  2. Sign in: use your Microsoft 365 Business Premium credentials.
  3. Create lists: organise tasks by project, team, or priority.
  4. Add Tasks: include due dates, reminders, and notes.
  5. Share & collaborate: invite team members to shared lists.
  6. Use ‘My Day’: focus on what’s most important today.

Microsoft To Do is helping not-for-profits become more organised, whilst remaining secure and modern. Specficially for not-for-profits, the To Do feature offers a low-barrier, high-impact tool that fits right into your existing Microsoft ecosystem and is already included in your Business Premium licencing.

Set up a meeting with CSG today so we can talk you through the process.

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