Outlook 2016 Intermediate/Advanced

Lesson – Working with Tasks and To Do Bar

Outlook 2016

U SING THE T ASKS P ANE



Discussion

A Task in Outlook is an item you create from scratch with as much or little detail as you want. After you create the Task , it appears not only in the Tasks folder in the Tasks pane, but also in the To-Do Bar , depending on your display preferences.

A To-Do item is automatically added to your To-Do list (in the Task pane) when you flag an e-mail for follow up. To-Do Items appear in both the To-Do list and the To-Do Bar , depending on your display preferences

You can use the Tasks component of Outlook to manage your tasks and To-Do Items (discussed later in this lesson). Tasks can be recurring or happen only one time. For example, you can make an appointment a task that happens one time, and you can also create a recurring task to have your car washed every month. In addition to creating your own tasks, you can assign a task to another user by sending a task request. The recipient of the task request becomes the temporary owner. They can either accept or decline the task request. If they accept the task, they become the new owner of the task. If they decline the task request, it is returned to you.

The owner of a task is the only person who can make changes to the task. By default, when an owner makes changes to the task, Outlook updates the person who originally sent the task request. The settings of each assigned task can be changed, though, to accommodate individual preferences.

Tasks are saved in the Tasks folder, which you can access through the Tasks pane. You can open the Tasks pane from the Folder Pane or the Go To command (Ctrl-4). Tasks work in conjunction with the Daily Task List in the Calendar pane. You can manage and view tasks using either the Daily Task List , the Tasks pane or the To-Do Bar . The Tasks pane, however, offers more features and a larger viewing area than the Daily Task List .

Using the Tasks pane, you can prioritize tasks, track the progress of tasks, and perform other task management-related functions. Tasks that are late or overdue appear in the color red.

Page 28

OFFICEPRO, Inc.