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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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