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

Follow-up Follow-up is the most basic way to creating a task When sending an , 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?