Workflows V: Handy tips for tasks

Workflow icon spinning on a finger

Does your company use workflows on a Microsoft Office SharePoint Server 2007 site? Are you frequently completing workflow tasks? If so, you’ll like the handy tips explained in this short course.

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About this course

This course includes:

  • A Quick Reference Card you can take away from the course.

Goals

After completing this course you will be able to:

  • Start a workflow inside Word 2007, Excel 2007, or PowerPoint 2007.

  • Start a workflow for any type of file.

  • How to reassign a task to someone else

  • See all tasks for a site.

  • See workflow tasks inside Outlook 2007

Before you begin

You should know how to start the Approval and Collect Feedback workflows and know how they work. Or, you should take Workflows I: Basics you should know and Workflows II: Collect feedback for a file.

Topics in this course

  1. Handy tips

  2. Start a workflow for any kind of file

  3. Complete a task from Outlook 2007

  4. Reassign a task

  5. Where to see all tasks

  6. The Tasks list

  7. How to sort

  8. What about Outlook 2007 tasks?

  9. How to see tasks inside Outlook 2007

  10. Where tasks appear in Outlook 2007

  11. The To-Do bar

  12. Complete a task in Outlook 2007

  13. Quick reference card

Applies To: Excel 2007, Outlook 2007, PowerPoint 2007, SharePoint Server 2007, Word 2007



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