Use Tasks

Use Tasks

Outlook can be useful to easily manage and integrate your to-do lists with e-mails and contacts using Tasks

Create a New Task

1.   Click on Tasks icon in the View Switcher

 

2.   From the Ribbon, go to Home tab > click on Task button

 

3.   In the new task dialog box, do the following:

• Type in the name of the task
• If it has a due date, click on No date next to Due > choose the due date from the drop down calendar

• If you need to track when you started the task, click on No date next to Start > enter the date
• If you would like to be reminded about the task, click None next to Reminder > select the date and time that Outlook will remind you of the task

4.   Enter any notes into the white area at the bottom of the window

5.   Click Save & Close

 

 

Manage Tasks

Edit a Task

In the task dialog box, from the Ribbon, do any of the following:

1.   If the task is recurring, click Recurrence > set when you wish the task to repeat

 

2.   To categorize the task, click on the Categorize button on the Home tab of the Ribbon

 

3.   To apply a flag to the task,  click on the Follow Up button on the Home tab of the Ribbon

4.   To assign a priority to the task, click on either the red exclamation point (high priority) or the blue arrow (low priority)

 

 

Change Task View

1.   Click the Task icon on the View Switcher

2.  Do one of the following:

• From the Ribbon, go to Organize tab > click on Reading Pane > choose a desired option from the list

• From the Menu Bar, click on the View menu > select Reading Pane > choose view option

3.   To sort by ascending or descending order, click on any of the column headings, to toggle between the two

4.   To add more columns, do one of the following:

• From the Menu Bar, go to View menu > point to Columns > check which columns you wish to appear
• Right click on any header > select a desired column heading title 

5.   To re-order the columns for you list, do the following:

• Click on the header for the column you wish to move
• Drag and drop it to a new location

 

Mark Task as Complete

1.   When a task is complete, select the task on the list  

2.   Do one of the following:

• Click the box on the left in the task list

• From the Ribbon, go to the Home tab > click on Mark Complete

 

3.   The task will briefly get a check mark, then disappear off your list

 

Arrange Tasks

1.   From the Ribbon, go to the Organize tab > click on Arrange By > click on an option to arrange your tasks by

 

2.   To save a new arrangement, go to Organize tab > click on Arrange By > click on Make This the Default View

3.   To go back to the default arrange, go to the Organize tab > click on Arrange By > click on Restore to Default

 

 

Filter Tasks

1.   Filters are cumulative, and you filter tasks the same way as e-mails.

• If you click Completed you will see all the completed tasks
• If you click Completed then High Priority you will see all the completed tasks that were marked with high priority

2.   Do one of the following:

• From the Ribbon, go to the Home tab > click on Filters > select which filters you wish to apply to the tasks

3.   You can choose which type of action items appear on your tasks lists. From the Ribbon, go to the Home or Organize tab > select a desired option: