Manage to-do lists

Create, assign, and complete tasks

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Create, edit, and mark tasks as completed or delete a task.

Create a task

  1. Select Tasks.

  2. Select New Task.

  3. In Subject, type the subject of the task.

  4. Select a Start Date, Due Date, Status, Priority, or % Complete.

  5. Select Reminder to set a reminder for the task.

  6. Finish by selecting Save & Close

Assign a task

  1. Select Tasks.

  2. Select New Task.

  3. In Subject, type the subject of the task.

  4. Select a Start Date, Due Date, Status, Priority, or % Complete.

  5. Select Reminder to set a reminder for the task.

  6. Select Assign Task.

  7. Select To… to add contacts from address book or type in the recipient's name or email address.

  8. Add Notes to the task.

  9. Select Send.

  10. Select OK to confirm.

Mark as complete

  1. Select Tasks.

  2. Select a task from the task list.

  3. Select Mark Complete or check the box next to the task.

Edit a task

  1. Double-click a task to open it.

  2. You can add notes and make other necessary changes.

  3. Select Save & Close.

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Create a task

Keep upcoming tasks always in view

View your tasks

Create a task from a message

There's a few ways to create tasks, and the level of detail that you want to add to each task is completely up to you.

The easiest way to create a New Task is to click inside the box labeled click here to add a New Task.

From here, you can simply type your task and hit the Enter key.

The task's been created, and you could continue to Add New Task.

You can see your task here.

I could right click on it and choose Mark Complete, or I can also click Tasks on the left-hand side.

To mark it complete from here, I can place a check mark next to it.

It's going to cross it off, and the Task is considered done. I can also double click a Task.

This is going to bring me up to a much larger screen with some more information about it.

I could add a note to that task if I want, and then click Save & Close.

Another way I can create a New Task is by clicking New Task from the Home ribbon tab.

I can enter in a Subject for that task.

I can choose a Start Date for the task by clicking the Calendar icon.

I'll choose today as a Start Date, and I can also choose a Due Date, which I'll make the 28th.

I can set the Status if I want.

Right now, since this is a brand new task, it's not started, though I could choose in progress, completed, waiting on somebody else, or deferred.

I can also set the Priority of the task. I can mark at the percentage complete of the task.

And you'll note, once I up that value, the status changes to in progress.

I can set a Reminder for this task.

Because it has a Due Date, I want to remind myself by the 26th that if I haven't started, I better get started.

I could click Save & Close right now.

However, I want to assign this to Leslie, so from the ribbon tab, I'll choose Assign Task.

It's going To give me To box.

I can address it to who I'd like to assign the task to.

I can include an additional note if I need to.

I can leave the check box selected that says send me a status report when this task is complete.

I'll click Send, and Outlook will tell me that since I'm no longer going to be the owner of the task, it's going to turn off the task reminder.

It's up to Leslie now to put her own reminder on it. I'll click OK, and my task has been sent.

I can tell by the icon that I've sent this task to somebody else.

That's how easy it is to work with tasks in Microsoft Outlook.

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