Keeping Track of Your Tasks

Tasks can be added to your Tasks folder in one of two ways: you can create the task yourself or accept a task that someone else assigns to you. If you create the task yourself, you can create it using the New menu, or you can create it through the Tasks folder.

Outlook includes a Tasks folder that you can use to store your tasks and tasks that you assign to others. The Tasks folder offers a handful of ways to view and work with your tasks, including the Daily Task List that appears at the bottom of the Calendar, and the Tasks List in the To-Do Bar. The default view for the Tasks folder is the Simple List view, which shows whether the task is complete, the name (subject) of the task, and the due date.

Set the Task Name and Due Date

  1. Click the Tasks icon on the Navigation Pane to open the Tasks folder.

  2. Click New to start a new task.

  3. Type a subject for the task.

  4. Click the arrow beside the Due Date field and select a date from the Date Navigator.

  5. Click Save & Close.

    Set the Task Name and Due Date
    Set the Task Name and Due Date

Tip

Tip

With any folder open, you can use the New menu to open a new task form and create the task. Click the arrow beside the New button on the Standard toolbar and choose Task from the submenu to open the new task form.

Open the Task Item Window

  1. Click the Tasks icon on the Navigation Pane to open the Tasks folder.

  2. Double-click a task to open the task’s form. If you don’t have a task created yet, just double-click in the Tasks folder to start a new task.

  3. Click Details in the Show group of the Ribbon’s Task tab to display additional task information.

  4. Click Save & Close to close the form.

    Open the Task Item Window

Use the Task List

  1. Click the Tasks icon on the Navigation Pane to open the Tasks folder.

  2. When the Tasks folder opens, click the Arranged By column and choose an item by which to sort the list.

  3. Click Arranged By again, and click Due Date to restore the default sort method.

  4. Click the flag beside the task’s subject to mark the task as complete.

    Use the Task List
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