Assigning Tasks

If you manage others and use Outlook in your organization for e-mail and collaboration, you’ll probably want to assign tasks to others. Outlook sends the task assignment as an e-mail message and the assignee has the option of accepting or rejecting the task. When you assign a task you define a status update distribution list. The people on that list receive status reports when the assignee makes changes to the task.

Assign a Task

  1. Click the arrow beside New on the Standard toolbar and choose Task Request to open a new task form that includes message address fields.

  2. Use the fields on the Task tab to define the task.

  3. Select Keep An Updated Copy Of This Task On My Task List to have Outlook keep track of the assigned task with a copy on your own task list that updates as the assignee works on the task.

  4. Select Send Me A Status Report When This Task Is Complete to have Outlook send you a status report when the assignee completes the task.

  5. Type the assignee’s name, or click To and select the person to whom you want to assign the task from your Contacts list.

  6. Click the Details button.

  7. Add other information for the task.

  8. Click Task to return to the task form.

  9. Click Send.

    Assign a Task
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