Tasks in Outlook 2010
Intro• Outlook has four key components: Mail,
Calendar, Contacts, and Tasks• Tasks are as simple as you make them
Personal Use• Tasks can be a to-do list• Can also be used to measure progress
and meet goals• Make great reminders
Email Follow-up• Follow-up is the most basic way to
creating a task• When sending an email, go to the
Messages tab and (in the Tags section) select the Follow up drop down menu– Default creates a task for you, in Custom you
can designate who the task is for
Creating and Managing Folders• In Outlook you have the option
to create folders to divide your tasks
• To add a new folder, right-click on a task folder (in left-hand panel) and select “New Folder…”
• It is possible to give permission to others for creating, editing, and viewing your shared task folder(s)
• To adjust permissions of a folder, right-click on the folder and select “Share” > “Folder Permissions” to change how the folder is accessed
Sharing Folder Permissions
Creating Tasks• To create a task either click
“Click here to add a new Task” or right click the Task area and select “New Task” or select “New Task” from the Home navigation bar (at the top)
• Note: To make adjustments in the first method requires you to double-click the task after creation
Task Specifics• Start/Due dates• Set task status as:
• Not Started• In Progress• Completed• Waiting on someone else• Deferred
• Priority can be: • Low• Normal• High
• Percent complete• Set alarms as reminders to due
the ask
Task Due, Overdue, or Complete• Tasks that are due or overdue
show up in red along the right-side panel and in the middle
• Complete tasks are crossed-out in the tasks list (shown in middle) and do not show up on the right-side panel
Share Tasks• Choose a Tasks folder• Select the Folder tab then click
on “Share Tasks”• In the pop-up window you can
designate who you wish to share your Tasks folder with
• You can also request to view the recipient’s Tasks folder
Viewing the Tasks Folder• Like with other folder systems,
there are many ways to change the view of task folders
• “Change View” adjusts the layout of the middle task folder panel
• The Arrangement section along with clicking the headings in the middle panel allows for rearrange of tasks by specific fields
• In any section of Outlook, clicking the “View” tab and the “To-Do Bar” dropdown menu allows you to customize the right-side panel or remove it
Relation to mobile devices• BlackBerry’s
• The BB mail app can assign tasks to yourself
• Handles the general fields such as priority and status
• Other task apps are available in the App World, such as SlickTasks
• Androids• Default mail app cannot use
tasks• uWaterloo’s Outlook Web App
(Connect) does not support tasks on android devices
• iDevices• Tasks can be synced to/from
Outlook using the Reminders app
BlackBerry SlickTasks app
Apple Reminders app
Questions?
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