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Start Learning “Office” – Right Now! Outlook organizes your emails, calendars, contacts, tasks, and to-do lists, all in one In Outlook or Outlook for Windows, you can download a. Create rules to automate tasks for incoming mail; Recall messages, redirect replies, and archive old emails. Download Free Outlook Cheat Sheet! Please consider.
 
 

Create tasks and a to-do list in Outlook – Microsoft Support

 

My tasks – Displays folders you can use to view and manage your tasks. Choose whether you want to view items you have flagged as important. You can create new task folders and rename or move existing ones. To add a folder, right-click My tasks and select Create new folder. To rename or delete folders, right-click the folder and select Rename or Delete. Tasks list – Filter and display tasks based on the status you’ve assigned to them. Use the Filter menu to sort tasks based on different criteria.

Use the command bar above the tasks list to delete, categorize, or mark complete a selected task. For email messages, Reply is available. Task details – View details of the task selected in the tasks list. To edit task details such as status, priority, and percent complete, select. Create a task Sign in to Outlook. Select Charm to add a charm to a task. Charms are icons you can apply to Tasks s visual cues that help you quickly identify specific types of tasks.

Sign in to Outlook. Select the task you want to edit and then select Edit in the Task pane. Select the task you want to categorize from the tasks list, select Categories , and then select the category. For example, select the Yellow category. Select the Filter menu and choose how you want to sort the tasks in the tasks list. For example, in the following image, tasks are sorted by status Active , due date, and with the oldest tasks on top. You can sort by Active , Overdue , or Completed.

Note: Outlook. Note: You will need to sign in first to get support. If you can’t sign in, go to Account support. To Do. Use the My Day pane to create a task from a message. Use the My Day pane to create an event in your calendar from a task. You can add one or more files to a task.

Select the task you want to add a file to. Choose Add a file from the task details pane. Browse to and select the file you want to add.

You can’t share individual tasks, but you can share tasks lists that you create. Go to To Do. Right-click the tasks list you want to share and select Share list. Select Create invitation link. Select Copy link. Create a new tasks list. Select New list in the navigation pane. Enter a name for your new list. Getting Started Series with Excel Training. Microsoft is currently offering a free download of 3 handy ebooks that will guide you on how to Get Started with OneDrive, Outlook and OneNote Learn all about OneDrive, how to add files using your computer or the OneDrive website, get files from your phone or tablet, and create, edit, and share Office docs on the go.

Sharing and collaborating is also covered. The download is 1. This eBook will introduce you to hidden features, techniques, and timesavers specifically for Windows users.

The eBook is broken down into the following 12 sections:. The third eBook is OneNote Tips and Tricks created for both existing and new users who are seeking those hidden features, shortcuts, techniques, and timesavers that will make using OneNote for Windows so much easier. This informative eBook contains the following 16 sections:. Many people manage their To Do lists on paper or in a spreadsheet but there is a much more effective way. Managing the action items on your to-do list in Outlook, for yourself and others, has never been easier when you use the Tasks feature in Outlook The Tasks feature keeps track of what you need to do with your tasks list and will also remind you of any up and coming deadlines.

From your Outlook to do list and Outlook task list, you can also view your tasks in several different views. There a couple of different ways to create tasks, and you can add as much or as little detail about the task as you want.

From here you can assign a status, due date, priority and reminder to the task. When you assign a task to somebody else, a people icon will appear next to the task as follows:. Here are some very useful Outlook tutorials from Microsoft: How to add an email account to Outlook — Learn how to add many different types of email accounts to Outlook, including Office , Gmail, Yahoo, iCloud, and Exchange accounts.

Download just the ones you want or get the entire set for your preferred operating systems. While viewing any guide, you can save a copy of it to your computer, zoom in to get a closer look at a screenshot, or search for feature names or keywords to quickly find something in the text.

You can leave comments here on this blog post or at the bottom of each of the Quick Start Guide download pages. At Microsoft, we believe that the cloud will power the work of the future. Overwhelmingly, our customers are choosing the cloud to empower their people—from frontline workers on the shop floor, to on-the-go sales teams, to remote employees connecting from home.

 

Use Tasks in replace.me – Microsoft Support

 

The eBook is broken down into the following 12 sections:. The third eBook is OneNote Tips and Tricks created for both existing and new users who are seeking those hidden features, shortcuts, techniques, and timesavers that will make using OneNote for Windows so much easier.

This informative eBook contains the following 16 sections:. Many people manage their To Do lists on paper or in a spreadsheet but there is a much more effective way. Managing the action items on your to-do list in Outlook, for yourself and others, has never been easier when you use the Tasks feature in Outlook The Tasks feature keeps track of what you need to do with your tasks list and will also remind you of any up and coming deadlines. From your Outlook to do list and Outlook task list, you can also view your tasks in several different views.

There a couple of different ways to create tasks, and you can add as much or as little detail about the task as you want. From here you can assign a status, due date, priority and reminder to the task. When you assign a task to somebody else, a people icon will appear next to the task as follows:.

Here are some very useful Outlook tutorials from Microsoft: How to add an email account to Outlook — Learn how to add many different types of email accounts to Outlook, including Office , Gmail, Yahoo, iCloud, and Exchange accounts. OneDrive — A Web App. The Task Pane will open. Under the My Tasks heading on the left hand side of the pane, you will see two sub-headings, the To-Do and Tasks. The To-Do List in Outlook not only contains your tasks but items that you have flagged for follow-up in your inbox.

Tasks are items that you created in the Tasks section of Outlook Creating New Tasks There a couple of different ways to create tasks, and you can add as much or as little detail about the task as you want. Simply t ype your task and hit the Enter key and t he task will be created and you can continue to add new tasks. Guides are now available for all three of our recent Office releases. Download just the ones you want or get the entire set for your preferred operating systems.

While viewing any guide, you can save a copy of it to your computer, zoom in to get a closer look at a screenshot, or search for feature names or keywords to quickly find something in the text. You can leave comments here on this blog post or at the bottom of each of the Quick Start Guide download pages. At Microsoft, we believe that the cloud will power the work of the future. View the following image and the numbered items corresponding to each area to get an overview of the Tasks pane.

Create, delete, move, or categorize tasks. Mark tasks as complete as you finish them. My tasks – Displays folders you can use to view and manage your tasks. Choose whether you want to view items you have flagged as important. You can create new task folders and rename or move existing ones.

To add a folder, right-click My tasks and select Create new folder. To rename or delete folders, right-click the folder and select Rename or Delete.

Tasks list – Filter and display tasks based on the status you’ve assigned to them. Use the Filter menu to sort tasks based on different criteria. Use the command bar above the tasks list to delete, categorize, or mark complete a selected task.

For email messages, Reply is available. Task details – View details of the task selected in the tasks list. To edit task details such as status, priority, and percent complete, select. Create a task Sign in to Outlook. Select Charm to add a charm to a task. Charms are icons you can apply to Tasks s visual cues that help you quickly identify specific types of tasks. Sign in to Outlook. Select the task you want to edit and then select Edit in the Task pane.

Select the task you want to categorize from the tasks list, select Categories , and then select the category. For example, select the Yellow category. Select the Filter menu and choose how you want to sort the tasks in the tasks list. For example, in the following image, tasks are sorted by status Active , due date, and with the oldest tasks on top. You can sort by Active , Overdue , or Completed. Note: Outlook. Note: You will need to sign in first to get support.

If you can’t sign in, go to Account support. To Do. Use the My Day pane to create a task from a message. Use the My Day pane to create an event in your calendar from a task. You can add one or more files to a task. Select the task you want to add a file to. Choose Add a file from the task details pane.

Browse to and select the file you want to add. You can’t share individual tasks, but you can share tasks lists that you create. Go to To Do. Right-click the tasks list you want to share and select Share list. Select Create invitation link. Select Copy link.

 
 

Create tasks and to-do items – Microsoft Support

 
 

For more information, see Attach a file, message, contact, or task to an email message. You can open an attachment from the reading pane or from an open message. After opening and viewing an attachment, you can save it. If a message has more than one attachment, you can save them as a group or one at a time. Depending on the version of Outlook you’re using, there might be multiple options available to open an attachment.

For more information, see Open attachments. On the Attachments tab, in the Actions group, choose Save As.

You can also right-click the attachment, and then choose Save As. For more information, see Save attachments. If you use Outlook for iOS or Outlook for Android , your drafts will automatically synchronize to your mobile device. From there, you can finish messages you’ve started at your computer, easily add attachments from your photos or camera, or use Office Lens to capture notes from a whiteboard in a meeting.

Appointments and meetings are a byproduct of your personal and business life and your calendar is the perfect vehicle for managing both. With Outlook you also can set reminders of scheduled events. In a Calendar folder, choose New Appointment. You can also right-click a time block in your calendar grid, and then choose New Appointment. For more information, see Schedule an appointment. In Outlook, a meeting includes other people and can include resources such as conference rooms.

For more information, see Schedule a meeting with other people. You can set or remove reminders for almost anything in Outlook, including email messages, appointments, and contacts. Open an Appointment or Meeting , and then in the Reminder list box, choose the amount of time before the appointment or meeting when you want the reminder to appear.

To turn off a reminder, choose None. Tip: You can quickly flag email messages as to-do items by using reminders. Right-click the flag in the message list to add a reminder. People is the bucket name for those persons—and companies—who form your business and personal contacts. Who you add as a contact is completely discretionary and the only restrictions that might apply as to who you can or can’t add are the limitations that you or your company impose.

Your company, for example, might have rules about correspondence with certain external email addresses. A contact can be as simple as a name and email addresses, or you can include, for example, details such as street addresses, multiple phone numbers, a picture, and birthdays. You’ll find your Contacts under the People option in the shortcuts bar in the lower-left corner of the Outlook window. For more information, see Create or add a contact. Saving a copy of contacts in your address book is a good practice.

In Outlook or Outlook for Windows, you can download a comma-separated value. Choose Comma Separated Values and then, on the Export to a File page, choose Contacts as the folder to export from for your account.

Important: Before proceeding, make sure the Contacts folder you choose is attached to your email account. This is especially important if you’re carrying out these steps from another person’s computer. Note: Outlook doesn’t display a message when the export process is complete.

Close the file without making any changes to avoid potential problems importing the file on a different device that has the same version of Outlook or a different email service.

Many people keep to-do lists—on paper, in a spreadsheet, or with a combination of paper and electronic methods. In Outlook, you can combine various lists into one, get reminders, and track task progress. For more information, see Create tasks and to-do items. Choose on the quick access bar or Tasks on the navigation bar.

Accept or clear the default selection of the two check boxes: Keep an updated copy of this task on my task list and Send me a status report when this task is complete. If you want the task to repeat, choose Recurrence on the ribbon, select the options you want in the Task Recurrence dialog box, and then choose OK. Note: If you assign a recurring task, a copy of the task remains in your task list, but it never updates. If you select the Send me a status report when this task is complete check box, you receive status reports for each completed occurrence of the task.

Tip: Outlook can track the progress of a task assigned to one person. If you want multiple people to work on a task, divide the task into smaller pieces or assign each task individually. For example, to track a report to be written by three writers, create three separate tasks and assign each individual task to the appropriate writer. Open the task, choose Accept or Decline on the ribbon, and regardless of the option you chose, select either Edit the response before sending or Send the response now , and then choose OK.

Note: Accepted tasks appear in your Outlook task list. If you open a task, you can Reply , Reply all , or Forward to the person who assigned the task to you and to others as appropriate.

You also can include a comment in the message block. Open Outlook, and on the quick access bar, choose. In your To-Do List or Tasks list, double-click an item to view the full form. On the Home tab, in the Current View group, choose a different view. You can choose how you view your tasks, and then, based on what you choose to print, in what format—Table Style or Memo Style—the task is printed.

If you select a single task to print, for example, then the only print setting available is Memo Style. Choose on the quick access bar. Choose the version you’re using to see the instructions that apply to you. Note: The classic Tasks experience will be removed in the coming months. See Instructions for To Do in Outlook. See Instructions for classic Tasks in Outlook. Microsoft To Do is now integrated with Outlook. To Do is taking the place of Tasks and includes smart lists.

Smart lists are filtered lists that make it easier to track tasks and organize your day. With To Do integration, you can quickly organize your tasks by adding them to My Day, marking them as important, or adding them to new lists that you create. There’s even a list for tasks that you’ve assigned a date to. To get started, Sign in to Outlook. To Do is a bit different from the classic Tasks in Outlook. Some features are different, and others will be added as To Do is rolled out.

Note: You can also view and manage your tasks on the go by installing the To Do app. To view and manage your tasks, select To Do at the bottom of the navigation pane. The To Do page includes four default tasks lists, plus optional tasks lists and any tasks lists that you create. My Day is a Smart List that can help you track the tasks that you want to get done today.

It’s empty at the start of each day by default, so that you can organize your day by adding tasks to it. You add existing tasks to My Day by right-clicking a task and choosing Add to My Day , or by dragging a task from any other tasks list to My Day.

Tasks that appear in My Day are kept in their original list. Note: My Day is cleared at midnight every night. Tasks that appear in My Day are stored in other tasks lists, so they aren’t deleted when My Day is cleared.

Suggestions are tasks that aren’t completed that you might want to add to My Day. To see suggested tasks, go to My Day , then select Suggestions at the top of the page. Select Done to close Suggestions and return to My Day. Suggestions includes tasks that are due today or in the future, are overdue, were previously moved to My Day but not completed, or that might be relevant to start working on. Important is a Smart List that includes tasks that you’ve marked as important.

You can mark a task as important by right-clicking it and selecting Mark as important , or by selecting the star icon next to it. Planned is a Smart List that includes tasks that have a reminder or due date and have not been marked as complete.

Tasks that you create with a reminder or due date will automatically appear in this list. The only way to add tasks to this list is to assign a reminder or due date to an existing task. Flagged Email is an optional list.

When on, messages that you’ve flagged in Mail are copied to the Flagged Email list as tasks. You can turn the Flagged Email list on or off by going to Tasks, then selecting Settings at the top of the page, going to Connections and using the slider to turn the Flagged Email list on or off.

Note: The Flagged Email list is available only on accounts that are hosted by Microsoft, such as accounts that end in Outlook. Also accounts from private domains that are hosted by Microsoft.

You can add new tasks by selecting a tasks list, then choosing the plus sign next to Add a task and entering a description of your task. If you add a task to a Smart List, the task will be saved in Tasks and linked to the Smart List you were in when you created it. Note: You can’t create new tasks in Planned. To add a task to Planned, add a reminder or due date to an existing or new task.

Select a task in any list to see all of the available options for that task. You can do things like add additional steps, add them to My Day, make them repeating, add a due date or reminder, and add a note.

Note: The My Day pane is a new feature that might not yet be available in your account. Open the My Day pane by selecting My Day on the toolbar at the top of the page. Select To Do at the bottom of the navigation pane. Note: You can attach more than one file to a task, but can add them only one at a time. Go to Mail and create a new message. Address it to the people you want to share the list with, paste the link in the body of the message and add any information you want, then send the message.

Note: You can send the link to anyone, but only people who have a Microsoft account such as Outlook. After you’ve shared a tasks list, you can right-click it and select Sharing options to get the invitation link again.

Select Sharing options then More options to stop sharing the list, or prevent people who haven’t already joined the list from joining. Tip: You can identify shared lists by the shared icon.

In addition to the default tasks lists, you can create and manage lists to organize your tasks into. Right-click a list in the navigation pane to Share , Duplicate , or Delete it. Select a list, then select the more actions icon in the task window to access list options such as Rename list , Change theme , or Hide completed tasks.

Settings for To Do are on their own page. You can switch back to the classic Tasks by selecting The new Tasks toggle at the top of the To Do page. If you’ve switched to classic Tasks, you can switch back by selecting the Try the beta toggle at the top of the Tasks page. Classic tasks includes tasks that you previously created and saved in any Tasks folder, plus messages that you’ve flagged. View the following image and the numbered items corresponding to each area to get an overview of the Tasks pane.

My tasks – Displays folders you can use to view and manage your tasks. Choose whether you want to view items you have flagged as important. You can create new task folders and rename or move existing ones. To add a folder, right-click My tasks and select Create new folder.

To rename or delete folders, right-click the folder and select Rename or Delete. Tasks list – Filter and display tasks based on the status you’ve assigned to them. Use the Filter menu to sort tasks based on different criteria.

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