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Five ways to create a task

From: Outlook 2010 Power Shortcuts

Video: Five ways to create a task

Welcome to chapter 4, "Staying on Task." In this chapter, I'm going to arm you with a variety of ways to help manage your tasks within Outlook, starting with five different ways to create them. The first is the To-Do bar. To add a task to the To-Do bar, place your cursor here and just start typing. Press Enter when you're done. Outlook will add the task to your list and set the due date as today. You should try and keep the task name short. But if you want to add notes, just double-click on the task after you've created it.

Five ways to create a task

Welcome to chapter 4, "Staying on Task." In this chapter, I'm going to arm you with a variety of ways to help manage your tasks within Outlook, starting with five different ways to create them. The first is the To-Do bar. To add a task to the To-Do bar, place your cursor here and just start typing. Press Enter when you're done. Outlook will add the task to your list and set the due date as today. You should try and keep the task name short. But if you want to add notes, just double-click on the task after you've created it.

Number two is the Daily Task List. If you're viewing your Calendar, and you need to get something done, you can click on the Daily Task List area for the appropriate day and start typing. By the way, if you don't see either the To-Do bar or the Daily Task List, don't worry; the very next video discusses how to turn those features on. The third is to flag an e-mail. If an e-mail directly relates to a task, you can save time by just flagging the e-mail itself.

Click on the outline of a flag, and it will turn red and be marked as due today. Later in this chapter, we will discuss how to change a task's due date. Flagged e-mails like this appear in the same To-Do list as your other tasks. However, double-clicking on them opens up the original e-mail, not a Task window with notes. By the way, messages can be flagged in any folder, including Sent Items and custom Folders. The fourth is to drag to your Navigation Pane. If you want to create a task from an e-mail but also want the ability to add notes, you are going to want to try this handy trick.

Here I will take this e-mail from Greg and drag it to the Tasks area of my Navigation Pane. When I let go, Outlook creates the tasks with the contents of the original e-mail, but this time I can customize the Notes area. And Finally, shortcut keys. What tip wouldn't be complete without a shortcut key? To create a task from anywhere within Outlook, press Ctrl+Shift+K. Type what you need using Tab to move between the fields, and then press Alt+S to save.

Also, if you have an e-mail selected, you can use the Insert key as a shortcut to flag a message. So there are five ways to make a task, but what about when you want to get something done? Just click on the flag to mark the task as Complete, or select it and press the Insert key. Completed tasks disappear from the To-Do bar for convenience, but they're still in Outlook. You can see them whenever you view the Daily Task List, and in certain views, from the Main Task Listing.

Our next video discusses three ways to view your tasks.

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This video is part of

Image for Outlook 2010 Power Shortcuts
Outlook 2010 Power Shortcuts

73 video lessons · 15727 viewers

David Diskin
Author

 
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  1. 1m 7s
    1. Welcome
      1m 7s
  2. 15m 24s
    1. Finding a contact in seconds
      47s
    2. Viewing Outlook in multiple windows
      54s
    3. Sending a text (SMS) message from Outlook
      53s
    4. Viewing the schedule for an entire group
      1m 55s
    5. Setting your default Address Book
      1m 14s
    6. Color-coding important messages
      1m 17s
    7. Sending business cards via email
      1m 27s
    8. Using Quick Parts to avoid retyping
      1m 55s
    9. Adding hyperlinks to an email
      2m 36s
    10. Conducting a vote via email
      2m 26s
  3. 34m 52s
    1. Working with folders and subfolders
      2m 52s
    2. David's Rule of Email Organization
      2m 9s
    3. Staying organized with shortcut keys
      1m 49s
    4. Conversation view
      2m 9s
    5. Three ways to change how your Inbox displays
      2m 48s
    6. Deleting old messages
      2m 20s
    7. Three automatic rules for incoming messages
      4m 47s
    8. Creating a rule that replies with a message
      2m 39s
    9. Four ways to deal with junk email
      2m 50s
    10. Two ways to find an email
      2m 33s
    11. Repeating searches with Search Folders
      1m 12s
    12. Applying Quick Steps
      4m 42s
    13. Using the Activity Feed
      2m 2s
  4. 31m 1s
    1. Seven shortcut keys for sending emails
      1m 27s
    2. Three ways to use your Address Book
      2m 14s
    3. Three ways to send email to lists or groups of people
      2m 38s
    4. Five ways to use the Bcc field
      3m 27s
    5. Five ways to use formatting effectively
      2m 25s
    6. Three ways to spice up the occasional email
      2m 18s
    7. Four faster ways to attach a file to email
      2m 46s
    8. Skipping attachments altogether
      1m 45s
    9. Sharing your Calendar via email
      1m 43s
    10. Marking an email for follow-up
      1m 9s
    11. Setting up multiple signatures
      3m 0s
    12. Two unusual ways to use the Drafts folder
      2m 25s
    13. Holding an email in your Outbox
      2m 2s
    14. Inserting a screenshot
      1m 42s
  5. 8m 42s
    1. Five ways to create a task
      2m 50s
    2. Three ways to view your tasks
      2m 9s
    3. Three ways to change task due dates
      1m 10s
    4. Four ways to customize your Tasks folder
      1m 36s
    5. Setting task reminders (alarms)
      57s
  6. 17m 41s
    1. Four ways to reschedule an appointment
      2m 42s
    2. Four ways to track appointment details
      2m 14s
    3. Creating recurring appointments
      2m 0s
    4. Two ways to clone an appointment
      1m 37s
    5. Working with time zones
      2m 57s
    6. Setting the time zone of an appointment
      2m 10s
    7. Changing the time scale
      55s
    8. Finding an appointment quickly
      1m 1s
    9. Using the Calendar with shortcut keys
      2m 5s
  7. 13m 9s
    1. Adding a photo to a contact
      58s
    2. Tracking birthdays and anniversaries
      1m 19s
    3. Getting directions to a contact's address
      46s
    4. Three ways to customize your Contacts list
      2m 3s
    5. Adding a field to your Contacts list
      1m 13s
    6. Filtering your Contacts list
      1m 38s
    7. Merging your contacts into Microsoft Word
      2m 12s
    8. Customizing a business card's appearance
      1m 48s
    9. Quickly view and add a new contact
      1m 12s
  8. 19m 7s
    1. Using Outlook Today
      1m 16s
    2. Navigating through Outlook with the keyboard
      53s
    3. Windows 7 Quick Tasks
      42s
    4. Organizing by category
      3m 23s
    5. Setting an out-of-office message
      3m 1s
    6. Working offline
      1m 59s
    7. Ten email netiquette tips
      5m 4s
    8. Six tips for supervisors and managers
      2m 49s
  9. 6m 52s
    1. Customizing the Navigation pane
      1m 8s
    2. Customizing other panes
      3m 11s
    3. Customizing the Quick Access Toolbar
      2m 33s
  10. 54s
    1. Additional resources
      54s

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