Using tasks is a great way to manage the things you have to do.
To open the Tasks folder, click the Tasks button in the Navigation Pane (or Command + 4 shortcut). Note that any tasks shown in red are overdue.
Understanding the Home Tab
The Home tab is the central place for basic task commands:
Let's look at its options:
Group |
Commands |
Task |
Creates a new task item |
Email-New |
Starts a new Email Message or a new items selected from the drop down |
Mark Completed |
This function will take a current open Task and mark it as being completed |
Delete |
Will delete the currently selected Task |
Categorize |
Allows you to set a category for the selected task |
Follow Up |
Flags the task for follow up based on specified criteria |
High-Low Priority |
Sets the priority level in the Task |
Filters |
Sorts tasks based on Date/Start Date/Competition Date…etc. |
Flagged-Overdue-Completed |
Displays tasks with these criteria set |
Creating a New Task
To create a new task from scratch, click the Task button or use the shortcut Command + N.
You will now be presented with a Ne task. Fill out all data you wish to include and Hit Save & Close.
This is much like the New Appointment window. Type a subject, set a start date and a due date, add a reminder if you wish, and add notes. Then, click Save and Close.
Editing a Task
Like other Outlook items, you can double-click a task to open and edit it.
Note the Check Box to mark the Task completed.
You can also Control + Click on a task to see editing options, or use the Home tab to edit tasks.
Customizing Tasks Views
There are many different ways that you can view your tasks. The Home tab offers these options:
You can also use the Organize tab to customize your view:
Arrange By being the most customizable option offering several Task filtering options:
The options available on the Organize tab include:
Group |
Commands |
Categories |
Show Tasks associated within certain categories |
Arrange By |
Arrange your tasks by: Account, Category, Completed Status, Date Completed, Date Modified, Due Date, etc… |
Reading Pane |
Changes the orientation of the Reading Pane – Top, Bottom-Off |
Flagged-Overdue-Completed |
Allows you to filter Tasks based on these criteria |