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Introducing tasks

From: Outlook 2013 Essential Training

Video: Introducing tasks

Outlook comes with a built-in mechanism for handling all your To-Do's and it's called Tasks. It's a little hard to find. Click on the three dots next to People in the navigation bar and choose Tasks. However, if I want it to show all the time, I can select Navigation Options and change the maximum number of visible items to 4. Clicking on OK will make my Tasks list show up in the navigation bar. I can hover my mouse over it for a quick peek at my To-Do List or I can click once to actually, get into my tasks.

Introducing tasks

Outlook comes with a built-in mechanism for handling all your To-Do's and it's called Tasks. It's a little hard to find. Click on the three dots next to People in the navigation bar and choose Tasks. However, if I want it to show all the time, I can select Navigation Options and change the maximum number of visible items to 4. Clicking on OK will make my Tasks list show up in the navigation bar. I can hover my mouse over it for a quick peek at my To-Do List or I can click once to actually, get into my tasks.

There's a couple of things that we can see right away. The first thing is that there's a couple of my follow-up actionable items are in here, too. That's because Outlook considers these tasks. It's going to group it as part of my big To-Do List. I can actually separate my task list into each email account that I have such as my Exchange file and My Outlook Data File. If I click on my To-Do List, I can see them all in one place. You'll also notice that this has a category assigned it and that's because it was an email message and I assigned a category to that email message.

That category follows me all the way to my task list. I can change the view by going to VIEW ribbon tab and changing the sort order. It defaults to sorting by categories, but I can change that to things like Start Date, Due Date and even the type. Right now, there's two types; Message and Task. Message are follow-up items that I had set in my mail file themselves. Tasks are things that I directly made in this task list. Now I can search for a To-Do by coming up here to the Search bar and just typing as much or as little as I want.

When I'm all done, I can choose Close Search or I can actually really quickly create a new task by putting the cursor into the Type a new task box and just putting something in. Hit the Enter key and it will make our new task. It will show up right at the bottom of the list. Now let's move on to creating, and even better, assigning a task to somebody else.

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This video is part of

Image for Outlook 2013 Essential Training
Outlook 2013 Essential Training

58 video lessons · 20841 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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