Create a task that occurs once
1. Click on File and point to New.
2. Click Task.
3. In the Subject box, type a task name.
4. Select the options you want.
5. Click Save and Close.
Create a task that recurs at regular intervals
1. Click on File and point to New.
2. Click Task.
3. In the Subject box, type a task name.
4. Select the options you want.
5. Click on Recurrence.
6. Click the frequency (Daily, Weekly, Monthly, Yearly) at which the task recurs, and then select options for the frequency. Do not click Regenerate new task, or the task will not recur at regular intervals.
7. If you want the task to start and end on specific dates, set start and end dates.
8. Click OK, and then click Save and Close.
Create a task that recurs based on completion date
1. Click on File and point to New.
2. Click Task.
3. In the Subject box, type a task name.
4. Select the options you want.
5. Click on Recurrence.
6. Click the frequency (Daily, Weekly, Monthly, Yearly) at which the task recurs.
7. Click Regenerate new task, and then type a time frequency in the box.
8. If you want the task to start and end on specific dates, set start and end dates.
9. Click OK, and then click Save and Close.
Open a task
1. Click on Tasks or Calendar.
2. Find the task in the task list, and then double-click the task icon.
Set reminder options for new task
1. Click on Tools and select lick Options.
2. Click the Other tab.
3. Click Advanced Options.
4. Click Advanced Tasks.
5. To have a reminder automatically turned on for new tasks, select the Set reminders on tasks with due dates check box.
Change the priority level for a task
1. Open the task you want to change the priority level for.
2. In the Priority box, select a priority level.
Change the due date for a task
1. Open the task you want to change the due date for.
2. In the Due date box, enter a new due date.
Note: If you change the due date to a day of the week that is outside the normal recurrence pattern for the task, a new task will appear in the task list for this one-time exception. The new task won't repeat, but the original task will continue to repeat as set.
Change a task to a recurring task
1. Open the task you want to change to a recurring task.
2. Click on Actions and select Recurrence.
3. Click the frequency (Daily, Weekly, Monthly, Yearly) at which you want the task to recur.
4. To repeat the task at regular intervals, select any of the options on the right side of the Recurrence pattern group box, except Regenerate new task. To repeat the task based on the date it is marked complete, click Regenerate new task, and then type a time interval in the box.
5. Select start and end dates.
Note: Only the owner of a task can change the task into a recurring task. Recurring tasks appear one at a time in the task list. When you mark one occurrence of the task complete, the next occurrence appears in the list.
Accept a task request
1. Open the message that contains the task request.
2. Click Accept.
3. To accept without comment, click Send the response now. To accept and return a comment, click Edit the response before sending, and then type your comment in the text box.
4. Click Send.
Creating and Assigning a Task
1. A new task can be created within Outlook by first going to tasks and then double clicking on Click here to create a new task.
2. This opens a window where the details can be entered. Type a subject name for the task. You can then choose from a number of options that include:
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• Specifying a date you would like the task completed.
• How important the task is.
• Whether you would like a reminder set, before the task is due. |
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You can also attach contacts, documents or files to the task.
3. Once you have finished inputting information you are then ready to assign the task to a colleague.
4. Just click on Assign Task then To and you can now choose who you would like to receive the task.
5. Finally click OK and Send.
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