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Outlook 2010: Time Management with Calendar and Tasks
Illustration by Neil Webb

Creating a to-do item from an email message


From:

Outlook 2010: Time Management with Calendar and Tasks

with Gini Courter

Video: Creating a to-do item from an email message

If you've looked at the To-Do List, you know that you can take a mail item and add it to that list very easily. Let's see how that's done. I have a request here from Greg and he'd like me to do some work on something real quickly for him. So I'm going to right-click this and say, I'm going to get back with Greg on this today. When I do that, a flag for Today is placed here on this mail item, but if I go take a look at Tasks and look at my To-Do List, that mail item is right here, that's exactly how it's done.

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Outlook 2010: Time Management with Calendar and Tasks
2h 27m Intermediate Jan 17, 2012

Viewers: in countries Watching now:

Rediscover the robust task management features in Microsoft Outlook 2010. Author Gini Courter explains the difference between Outlook tasks and To-Do Lists, and shows how to use Outlook 2010 to handle both business and personal schedules, from making appointments, to creating and completing tasks, to color-coding calendars and tasks for at-a-glance review.

Topics include:
  • Creating an appointment, event, or meeting
  • Inviting others
  • Creating recurring meetings
  • Flagging emails
  • Creating tasks from email or from scratch
  • Creating custom QuickSteps
  • Applying categories to tasks and to-do items
  • Completing a task and sending an update
  • Setting calendar and task list options
Subjects:
Business Productivity Time Management
Software:
Office Outlook
Author:
Gini Courter

Creating a to-do item from an email message

If you've looked at the To-Do List, you know that you can take a mail item and add it to that list very easily. Let's see how that's done. I have a request here from Greg and he'd like me to do some work on something real quickly for him. So I'm going to right-click this and say, I'm going to get back with Greg on this today. When I do that, a flag for Today is placed here on this mail item, but if I go take a look at Tasks and look at my To-Do List, that mail item is right here, that's exactly how it's done.

You take the mail item, you point to the flag and say, I'd like to work on this, This Week. Now that it's flagged, it appears on my To-Do List for This Week. If I want to remove an item from this list, there are a couple of different ways to do it; the easiest way is simply to go and to say, I'm going to Clear this Flag and then it will be removed. I can also choose to remove it from the list by choosing Remove from List here. So if I take this item here, Print Photos, and I Remove it from the List, it's gone.

It's still in my E-mail folder, that it didn't go away there, but it's removed from the list. What I don't want to do, let's go ahead and grab something else here, this Catering item from Greg, and let's say I'd like to do this Today. And I go back to my To-Do List, and there's a Catering item. What I don't want to do is I don't want to delete this, because if I do, not only will I remove it from the list, I'll accidentally delete the E-mail message as well. So right-click and Clear the Flag or Remove from the List if you would simply like to have it gone, and still maintain the original message here in your Inbox.

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