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Creating and assigning tasks

From: Outlook 2013 Essential Training

Video: Creating and assigning tasks

So let's dive right in to how to create a task and even how to assign it to somebody else. I got into my tasks list by choosing Taskss from the navigation bar. If it doesn't show up in this list, I can click on the three dots and choose Tasks from the navigation view. To create a new task, from the HOME ribbon, select New Task. Here's where I can type the subject of what the task is actually is. Now there's lots of things I can do with this task now that I'm actually into the big picture of the task. I can add a Start Date and a Due Date to the task.

Creating and assigning tasks

So let's dive right in to how to create a task and even how to assign it to somebody else. I got into my tasks list by choosing Taskss from the navigation bar. If it doesn't show up in this list, I can click on the three dots and choose Tasks from the navigation view. To create a new task, from the HOME ribbon, select New Task. Here's where I can type the subject of what the task is actually is. Now there's lots of things I can do with this task now that I'm actually into the big picture of the task. I can add a Start Date and a Due Date to the task.

I'll start at tomorrow, but it's not due until the end of December. Now because I haven't started it, I can't really change the status but I can adjust it while I'm doing the task such as In Progress, Completed, Waiting on somebody else and even Deferred. I can set the Priority of this task and even how Complete it is. I can even put a Reminder on this task if I don't want to forget to do it. For example, if I haven't started it by the 26th, I want a reminder that I better get to it.

When I'm all done, I can hit Save & Close. So it'll show up in my list. To get into this list at any time. I can actually take any task and double-click on it to go in and change any of these values. Now let's come back to my compile list of product names from the brainstorming meeting task. I want to assign this, so I'm actually going to choose Assign Task from the TASK ribbon and now it looks like an email. I can choose who I want to assign it to.

I can even come down here and include notes. When I'm all done, I can hit Send. It's going to tell me that since I'm no longer the owner of this task, the reminder has been turned off and that's just fine because it's not up to me to remember to do it anymore. Now the last thing I want to show you with tasks is how to actually mark them complete. When I've done a task, I can select it once and either Delete it from the HOME ribbon tab or select Mark Complete.

It's going to remove it from my tasks list. If I want to see it, I can go to Tasks and here it is with a line through it, because it's already been done. So that's how you use tasks in Outlook.

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This video is part of

Image for Outlook 2013 Essential Training
Outlook 2013 Essential Training

58 video lessons · 22459 viewers

Jess Stratton
Author

 
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  1. 43s
    1. Welcome
      43s
  2. 14m 45s
    1. Getting started
      2m 16s
    2. Touring the Outlook interface
      3m 54s
    3. Exploring the Ribbon
      4m 50s
    4. Exploring the Navigation and Status bars
      3m 45s
  3. 19m 40s
    1. An overview of adding accounts
      55s
    2. Adding an IMAP, Exchange, or POP account automatically
      1m 55s
    3. Adding an IMAP, Exchange, or POP account manually
      3m 22s
    4. Adding a Facebook and LinkedIn account using the Social Connector
      3m 18s
    5. Adding an RSS feed
      3m 28s
    6. Connecting to an iCloud account
      2m 57s
    7. Connecting with SkyDrive
      3m 45s
  4. 23m 14s
    1. Reading mail
      4m 54s
    2. Customizing the inbox
      5m 45s
    3. Saving attachments from a message
      3m 25s
    4. Searching mail
      3m 23s
    5. Flagging messages as junk mail
      3m 4s
    6. Finding messages quickly
      2m 43s
  5. 27m 22s
    1. Using conditional formatting to change font and color
      3m 43s
    2. Creating follow-up flags and color categories
      5m 49s
    3. Organizing mail into folders
      3m 42s
    4. Using Quick Steps to process messages
      4m 26s
    5. Using mail rules to process messages
      4m 40s
    6. Cleaning up your mailbox
      5m 2s
  6. 26m 32s
    1. Creating a new message
      3m 17s
    2. Replying to and forwarding a message
      3m 12s
    3. Formatting a message
      3m 43s
    4. Creating voting buttons in a message
      1m 57s
    5. Adding signatures
      2m 27s
    6. Sending an out-of-office or autoreply email
      4m 11s
    7. Exploring delivery options
      2m 39s
    8. Creating personal stationery
      4m 5s
    9. Exploring other mail settings
      1m 1s
  7. 22m 15s
    1. Introducing the Address Book
      51s
    2. Creating a new contact
      5m 17s
    3. Creating a new contact group
      2m 48s
    4. Assigning a category to a contact
      2m 38s
    5. Searching for contacts quickly
      3m 23s
    6. Moving and copying contacts into folders
      2m 1s
    7. Sharing contact data with others
      3m 38s
    8. Getting driving directions to a contact's address
      1m 39s
  8. 31m 22s
    1. Introducing the calendar
      4m 59s
    2. Creating an appointment and a reminder
      5m 44s
    3. Creating a meeting
      5m 5s
    4. Chairing a meeting
      2m 50s
    5. Responding to a meeting invitation
      3m 6s
    6. Opening other calendars
      3m 58s
    7. Printing, emailing, and sharing the calendar
      4m 7s
    8. Setting calendar preferences
      1m 33s
  9. 6m 24s
    1. Introducing tasks
      2m 6s
    2. Creating and assigning tasks
      2m 17s
    3. Creating notes
      2m 1s
  10. 13m 35s
    1. Exporting PST and OST data files
      3m 12s
    2. Reusing text by creating Quick Parts
      3m 14s
    3. Inserting pictures, charts, and screenshots into messages and calendar entries
      3m 24s
    4. Setting language preferences
      2m 19s
    5. Setting advanced general Outlook options
      1m 26s
  11. 27s
    1. Next steps
      27s

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