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Outlook 2007 Essential Training
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Setting Task details


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Outlook 2007 Essential Training

with Sean Conrad

Video: Setting Task details

What Let's set some details on a Task. I've got a Task here with a Subject or a name of "Write remarks for chamber of commerce dinner", and I can set some more details on that. In addition to the Subject and the details, I can also put in a Start date and a Due date. I think I'm going to do these over the weekend. So, I'll set the Start date as Saturday, and I really need to have it done by Sunday, because it's in the middle of the week in the evening and I won't have any other time I don't think. I can also set the Status of it, and actually, I've started a little bit, and I could set the Status here, or I could just set the Percent Complete, and notice as soon as I set the Percent Complete to 25%, automatically turned the the Status to "In Progress".
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  1. 1m 38s
    1. Welcome
      19s
    2. Starting Microsoft Office Outlook 2007
      1m 19s
  2. 5m 20s
    1. What is Microsoft Office Outlook 2007?
      58s
    2. Exploring the user interface
      1m 33s
    3. Learning about the Ribbon
      2m 11s
    4. Using the Office button and the Quick Access toolbar
      38s
  3. 18m 6s
    1. The Inbox
      58s
    2. Reading email
      2m 14s
    3. Flagging for follow-up
      2m 6s
    4. Categorizing messages
      2m 2s
    5. Previewing attachments
      3m 45s
    6. Organizing messages
      3m 4s
    7. Dragging messages to create other items
      1m 27s
    8. Finding messages
      1m 16s
    9. Deleting messages
      1m 14s
  4. 23m 14s
    1. Creating a message
      27s
    2. Addressing email
      3m 39s
    3. Formatting text
      2m 10s
    4. Attaching and inserting
      6m 38s
    5. Flagging
      1m 41s
    6. Proofing tools
      1m 43s
    7. Sending email
      37s
    8. Sending and receiving internet email
      1m 22s
    9. Replying and forwarding
      2m 15s
    10. Resending a message
      54s
    11. Recalling and replacing a message
      1m 48s
  5. 31m 55s
    1. Viewing the Calendar
      1m 59s
    2. The different types of Calendar items
      55s
    3. Creating Appointments
      1m 9s
    4. Setting Appointment details pt. 1
      4m 46s
    5. Setting Appointment details pt. 2
      38s
    6. Creating Meetings and inviting people
      3m 46s
    7. Responding to Meeting Requests
      4m 11s
    8. Creating Events
      2m 15s
    9. Creating Tasks
      3m 1s
    10. Adding Holidays
      58s
    11. Printing the Calendar
      1m 31s
    12. Sharing Calendars
      4m 16s
    13. Managing multiple Calendars
      2m 30s
  6. 22m 12s
    1. Viewing Contacts
      1m 6s
    2. Searching for Contacts
      1m 48s
    3. Creating a new Contact
      4m 0s
    4. Editing the details of a Contact
      5m 56s
    5. Configuring business cards for Contacts
      4m 23s
    6. Categorizing Contacts
      56s
    7. Creating Distribution Lists
      3m 9s
    8. Printing Contacts
      54s
  7. 9m 30s
    1. Viewing Tasks
      1m 26s
    2. Creating a new Task
      45s
    3. Setting Task details
      4m 4s
    4. Using Reminders
      2m 16s
    5. Completing and deleting Tasks
      59s
  8. 4m 11s
    1. Creating new Notes
      1m 36s
    2. Forwarding Notes
      48s
    3. Date/Time Stamps
      47s
    4. Categorizing Notes
      1m 0s
  9. 32m 22s
    1. Adding additional email accounts
      3m 13s
    2. Creating and using Signatures
      3m 36s
    3. Customizing the look of your email messages
      2m 19s
    4. Polling with Outlook
      2m 51s
    5. Tracking messages
      3m 16s
    6. Directing replies to another email address
      1m 14s
    7. Configuring the Junk E-mail Filter
      8m 31s
    8. Using Rules to stay organized
      4m 35s
    9. Reading RSS feeds
      2m 47s
  10. 9m 23s
    1. Cleaning up your mailbox
      1m 3s
    2. Configuring Outlook options
      4m 34s
    3. Backing up and restoring your Outlook information
      3m 46s
  11. 10s
    1. Goodbye
      10s

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Outlook 2007 Essential Training
2h 38m Beginner Jan 26, 2007

Viewers: in countries Watching now:

Outlook 2007 is the latest full-featured emailing and contact management software from the Microsoft Office suite. Instructor Sean Conrad explains each of Outlook 2007's components and new features in detail, from the basics of the main interface to the more advanced elements of the application. Sean covers the Office button and the Quick Access toolbar as well as the ins and outs of reading and writing email. He delves into using the advanced filtering features to prioritize incoming mail and avoid unwanted spam or files. Sean also explains how to integrate Outlook's Calendar and Notes features for increased productivity.

Subjects:
Business Email
Software:
Outlook
Author:
Sean Conrad

Setting Task details

What Let's set some details on a Task. I've got a Task here with a Subject or a name of "Write remarks for chamber of commerce dinner", and I can set some more details on that. In addition to the Subject and the details, I can also put in a Start date and a Due date. I think I'm going to do these over the weekend. So, I'll set the Start date as Saturday, and I really need to have it done by Sunday, because it's in the middle of the week in the evening and I won't have any other time I don't think. I can also set the Status of it, and actually, I've started a little bit, and I could set the Status here, or I could just set the Percent Complete, and notice as soon as I set the Percent Complete to 25%, automatically turned the the Status to "In Progress".

Priority is, well, let's say Low. In comparison to my business Tasks, this is lower priority. I can also set a Reminder on this Task, and Sunday is definitely when I want to be reminded. But 8 a.m is just too early; I'm unlikely to be looking at my computer at that point. So let's set a Reminder to two o'clock in the afternoon. There's additional details I can set for this Task. Let's look at the Ribbon here, and up in the Show group we have Task is currently selected. You can tell 'cause it's orange and kind of highlighted.

And if I click on Details, it's going to show me some other information, including Date completed, Total work, Actual work, Company and so on. So if I want to put some other details in here, I might need to do that, but in this case I don't need to, let's go back to the Task view. Now there's some other things in the Ribbon I can do here, such as Manage Tasks. So if it was appropriate, I could assign this Task to someone else. I can choose them from my Address Book here, and it would send them an e-mail with a Task request with the settings I've completed. Notice some of the options down at the bottom.

Keep an updated copy of this task on my task list, Send me a status report when this task is complete. In this way I can keep updated on what's happening with that Task. I'm going to Cancel the Assignment however, 'cause this something I'm going to need to do myself. Now if this is a Task I'm working on that someone else may be involved with, for example, my manager, I might want to Send a Status Report. Clicking Send Status Report, it's going to say "Task Status Report:" with the name of the Task. And I could for example send a status report off to my manager about how we're doing on this particular Task, or how I'm doing on this Task.

I'm just going to cancel this for now. I could also of course Mark the Task as Complete, or I could Forward it off to someone else. I can set Recurrence on this Task. So, if maybe there was a monthly dinner where I had to write some remarks, maybe I set it up so the third Saturday of every month I do this, that way by the next week, by last week of each month, I'm ready for my remarks, maybe I'm the president and I have to open each Chamber of Commerce meeting. I can set the usual Recurrence settings.

Now you can Skip a given Occurrence of it, or you can go back into the Recurrence settings and remove the Recurrence altogether. So it's just going to be this single Task with this single due date. Of course, like any of the other items, I can Categorize this. Put this as Personal. It's not really related to business directly. I can flag it for Follow up, but it is a Task, and I already have a reminder set. I can also set it as Private, so that way if it's in a format that other people could see, they won't be able to see the details.

In this case that's not necessary. And of course, I have my Proofing tools, such as spell checking and others. And I've just put my remarks down here in the details. But remember there's other tabs in the Ribbon, so in the Insert tab I could put in Business Cards, Files, Pictures, whatever else makes sense. And I can format the text appropriately. But I'm happy with the Task at this point; I'm going to Save & Close. And here's the updated Tasks. Notice you can tell by the icons, there's a down arrow that indicates its Low Importance. We have the details here, we can see the Percentage Complete.

The Category I've put it in, where it is, and we could tell by the color of the flag roughly what the Due Date is, I know it's not today because it's a very very light red.

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