- 1). Create a task. Open Outlook and click on "Tasks" in the navigation pane. Click "New" on the menu bar. In the subject field, add a subject for your tasks. Enter a start date and end date using the provided drop-down list. Add a status to indicate the current status of the task. Add a priority and percentage complete.
If desired, add a reminder by checking the "Reminder" box. Once you check the box, you can specify a date and time for reminders for this task. Reminders appear as a pop-up window when you open Outlook. You can delay the reminder or dismiss it when the pop-up window appears. - 2). Delegate this task if you want someone else to work on it. Click the "Assign Tasks" button. Enter the email address of the person who will complete this task in the "To" field. Stay updated on the progress of this task by checking "Keep an updated copy of this task on my task list." Get a status report for the task completion by checking "Send me a status report when this task is complete."
- 3). Set a recurrence pattern for this tasks, if the task will occur more than once. Click the "Recurrence" button. Set the recurrence pattern and a range of recurrence. Use this feature if the task will occur more than once. For example, if you have a monthly meeting occurring on the second Tuesday of every month, set a recurrence pattern so it appears in your task list automatically. If these meeting were going to last for one year, you would set the recurrence range to stop after the year is over.
- 4). Save your tasks by clicking the "Save & Close" button. Your task will appear in a to-do list and to-do task pane.
- 5). Complete the task. Click the "Mark Complete" button. This action will remove the task from your active tasks.
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