Outlook includes both percent complete and status fields to keep your tasks on track – use one or both depending on your preference. From here you can either type in a person’s name or email address to assign the task, or you can click the ‘To’ button to open your contact list, and select the person this way. All you need to do, is open the task and select ‘Assign Task’ from the top navigation ribbon. If you’re working with someone else, assigning tasks to one another is super simple. To choose other fields for your tasks, just right click on the Tasks column, select Add Columns and then choose the ones you would like to add from the list. For example, to track time you can add actual work and total work, and for status tracking you can add percent complete and custom status. You can easily add and remove fields within the task section. So now that we’ve covered creating and viewing tasks, let’s look at the basic features that make Outlook a great task management tool. You can find them in the To-Do bar, in Tasks and in the Daily Task List in your Calendar. There are a few ways you can view your tasks. How do you view the tasks you have created?
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Pro tip: you can also drag contacts, calendar items and notes to Tasks option in the navigation bar. Just like for any task, you can set a due date, add reminders or assign it to someone. When creating a task with an email, the contents are automatically copied to the body of the task, saving you heaps of time. To create tasks from emails, click the message and drag it to Tasks on the navigation bar at the bottom of your application (see below).
You can create tasks even faster when creating them based on an email you’ve received, so you don’t have to re-enter information. In the task creation window, you can add a start and end date, set the priority of the task and add pop-up reminders to ensure you meet deadlines. The task name will appear in the task list, so you want it to be as short and explanatory as possible, for quick viewing. It’s a good idea to keep the name short in the subject line, and add in other details into the body of the task. In the Subject box, type a name for your task. There are a few different ways to create a task in Outlook, you can simply click the “New Items” dropdown menu and select Task or you can click Tasks>New Task or press Ctrl+Shift+K. First things first, how do you go about creating a task in Outlook? We’ll also discuss some of the great features that Outlook can offer to better manage your tasks or projects.
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In this article, we’ll give a quick run-down of how to create and view your tasks. It has some great features that allow you to keep on top of your workload and meet the deadlines you set. How do you keep track of your tasks? You possibly didn’t know that you can use Outlook to manage your many daily, weekly, monthly or one-off tasks. Previous Next Using Outlook for Easy Task Management