Microsoft To Do & Outlook

Keeps your Karani tasks in step with Microsoft To Do, so fundraising work appears alongside everything else you have to do. If you live in Google instead, see Google Calendar & Tasks, which does the same for tasks and adds your events to Google Calendar.

Connecting

From Integrations, find Microsoft To Do and connect. You’ll authorise with your Microsoft account.

What syncs

Tasks, both directions. The integration page offers:

• Pull tasks — bring Microsoft tasks into Karani
• Push all tasks — send Karani tasks to Microsoft
• Trigger sync — run a sync now
• Settings — sync mode and behaviour

Sync mode

The Microsoft settings page controls how the sync behaves. Set it before your first full sync — the modes differ in which side can create and complete tasks, and changing it later after both systems hold tasks is more work than getting it right first.

Why bother

The argument for it: if you live in Outlook and To Do, a task in Karani that you never see isn’t a task. Syncing means your donor follow-ups compete for attention alongside everything else, which is where they belong.

The argument against: Karani tasks carry a contact, a type, and notes, and completing one logs an interaction. A task completed in Microsoft may not carry that context back.

If you sync, complete in Karani

The interaction log is what makes Out of Touch Donors and Unthanked Donors work. Use Microsoft to see your tasks; tick them off in Karani so the record lands where the reports can see it.

Per-task sync

The integration supports syncing an individual task, which is useful for checking behaviour before turning on a full sync.

Disconnecting

Disconnect stops the sync. Tasks already in both systems stay where they are.