This will then open the Advanced View Settings dialog box and from here you can format your tasks in a number of different ways. Next go to ‘View’ > ‘Current View’ group > ‘View Settings’ Formatting Tasks in Microsoft Outlookįirst of all click ‘ Tasks’, which is located in the navigation pane Here in part one, we’ll look at how to format your task list to make tasks easily identifiable by progress, due date and client. You can also assign tasks to other people, or more to the point, if your client uses Outlook too, they can assign tasks to you! You can also customise the font, size, or colour of overdue or completed tasks so that they stand out in the Tasks view. In my opinion, the task list in Outlook is a frequently underused tool, most often because people just don’t know how to use it! If you are thinking “well it’s just a tick list” – you are not alone, but believe you me it can do so much more!įor example, did you know that with the task list you can specify start and end dates, order them by importance and change the level of progress to reflect how you are getting on with the task. It will be on your task list so you can set the start and end dates, update the status, mark it as complete, etc.Microsoft Outlook is a popular email program used to send and receive emails, but as you might know by now, I’m often amazed by the amount of people who don’t know about all of the other things Outlook can do for you to make your life easier.įor virtual assistants in particular, the vast majority of our workload comes in via email, and as such, it makes perfect sense to be able to add tasks to a list as and when they come through so that you can keep track of them. Now you can identify a due date and a start date (these will appear as reminders if you have the reminder setting on).The subject of the email becomes the subject of the task. Once you drag the email to the task icon, a new task window will open and the email will be in the body of the task.
You will find the task folder at the bottom left of your screen, in the navigation panel below your folders.Locate a message someone sent you and simply drag and drop it into the task folder.How to Create a Task List in Outlook from Your Inbox See Microsoft Outlook: Tips and Tricks for similar articles.įollow these steps to add an email message to your task list.
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