Microsoft Outlook – Printing the Task List

Printing the Task List. 

It is possible to Print the entire Task List or highlight select tasks to be printed. Either select Print from the File

Menu or select the Print icon from  the Task toolbar.



The Print dialog box will be displayed.



Select the required options, click the Ok button to Print the tasks or the Preview Icon to preview the task information before printing.

Deleting a Task. 

Either highlight and press the Delete button of the computer keyboard.

OR

Highlight the task and press the Delete icon from the Task toolbar.

Microsoft Outlook – Creating a Task

Creating  a Task. 

1. From the Ribbon click on the New icon.



The Untitled task  dialog  will be displayed

2. Enter a Subject for the Task.

3. Enter a Start Date & Due Date for the task.

4. Set a Priority for the Task ( Low, Normal or High ).

5. Enter a Reminder date if you require Outlook to remind you of the task.

6. Enter a Category for the task.

7. Set a Recurrence for the task.

8. Save & Close the new task.



9. Update the Status of the task.

Preview of the Task Screen.

Microsoft Outlook – Assigning Tasks

Assigning Tasks. 

It is possible to create a  task and then assign the Task to another Outlook user.

Once the task has been sent, the recipient will receive a Task Request into their Inbox.

If the recipient accepts the Task Request, the task is then added to their Task List and a notification is automatically sent back to the creator (sender) of the task.

It is possible for the recipient of the task to send the progress of the task back to the creator throughout until the completion of the task.

Assigning a Task Request.

1. Select File Menu → New → Task Request.



2. Address the task to the recipient.

3. Enter a subject (description) for the Task Request.

4. Set the task parameters (Start Date, Due Date, Priority etc..)




5. If you wish to keep a copy and status report select the check boxes required.

6. Press Send button to generate the Task Request.

Receiving a Task Request. 

The Task Request will be delivered into the recipients Inbox



2. Select either to Accept or Reject the Task Request.



3. The Accepting Task dialog box will be displayed.

You are able to Edit or Send the response back to the Creator of the Task Request.



The task is now entered onto the recipients task list, the recipient now becomes the Task ‘Owner’.

Sending a Status Report. 

1. Open the Task that you wish to update.

2. Enter the Percentage completed



3. To edit the response select from the Ribbon select the Send Status Report.



4. Enter you additional response.

5. Click on Send.



The response will be sent back to the Task creator (sender), the Task information will be updated automatically on the creator’s (sender) task pad

Preview:
Task update message from the task recipient (owner).



Once the Task Request has been completed by the recipient (owner), an email will be sent back to the task creator to notify that the task has been completed.

Microsoft Outlook – Applying a Current View

Applying a Current View 

There are thirteen different Views available within tasks, it is also possible to create a custom View as well.

The To-Do List groups the task by

Current Week, Next Week, Next Month and Later.





If you have entered a Category for your tasks, select the By Category to group by Category.



This is useful when running several projects. Create a Category for each of your projects, select the custom Project Category when entering each of the project tasks.

Apply the By Category to view the tasks grouped by the Category.

Microsoft Outlook – Notes Explained

Notes Explained 

.
A place to keep general notes, this is the equivalent of the old post-it note that we all loved to stick over the monitor.

Yes we still have them, not only can we apply several different colours to our note, we can also forward them to others.

Microsoft Outlook – Forwarding a Note

Forwarding a Note. 

Select with the mouse the Note that you require to forward.

Click the right mouse button, a short-cut menu will be displayed.



(reverse if mouse has been set for left hand use).

Select Forward option, the note will be attached to a new email message. Address the email message and send.

Microsoft Outlook – Creating a Note

Creating a Note. 

File menu → New → Note.

A blank Note will be displayed.

Enter text that you wish the Note to contain.



The first line of the Note will be used as the name of the when saved and closed. To close a note select the cross which is found at the top right corner of the Note.