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Outlook Workshop - Task Skills
Outlook contains many tools and views to help organize your work with tasks.  This section highlights many of them.  
 
  VII. Task Skills

Setting up the task folder.

There are just a few, self explanatory setup options for your task folder:

Categorizing tasks.

Categories are a very powerful means of organizing not just your tasks, but any item in Outlook.  To assign a category to a task (or appointment or contact) open the task form and click the categories...  button at the bottom.

The Master Category list can be edited to suite your needs, and you can add categories whenever you want.

(Simply type the new category in the box at the top of the Categories form and click "Add to List.")  To assign a category (or multiple categories) to a task, place a check in the box next to the category title.

Arranging tasks by category.

To arrange your tasks by category, first be sure categories are assigned to them (you can open each task's form and select a category, as described above, or you can select a group of tasks, click Edit > Categories... and select the categories to assign to the group of tasks all at one time).

Within your tasks folder, first, using the view drop-down, arrange tasks in a basic manner, like All active tasks.  (This drop-down menu is on the advanced toolbar).

Then, use the View > Arrange By > Categories choice to arrange the list of active tasks into categories.

Assigning a task to someone else.

To do this, open a new task form and click the Assign Task button. 

On the resulting form, fill in the To... field, the due date (if the task has a due date) and the other variables associated with this form.  Once the task is assigned, you are no longer the owner of the task, but rather the person it is assigned to is the owner.  She is the one responsible for updating its status and completing it.  The details tab of the task form can be very useful in tracking the time spent on a certain task for reporting purposes.  Also, organizing by categories makes it easy to summarize work on a certain project.

 
 

Click here to return to the Outlook Workshop page.

 

 
 

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