How to Create a Task in Microsoft Outlook

How to Create a Task in Microsoft Outlook thumbnail
Create a Task in Microsoft Outlook

The tasks function of Microsoft Outlook is one way to keep track of all of the things you must do in a day. If you are on your computer and don't have any paper handy, create your task in Outlook and set yourself a reminder.

Things You'll Need

  • Microsoft Outlook
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Instructions

    • 1

      Open Microsoft Outlook and navigate to the Tasks section.

    • 2

      Click on "New Task" on the upper left-hand section of the screen. Or double-click "Click here to add a new task" to open the task creation tool. Or click "File," New" and "Task."

    • 3

      Enter the subject of your task along with the due date, start date and priority level. The task also has a spot to record the percentage of the task you have completed. If the task you have created occurs in the distant future, set a reminder.

    • 4

      Enter date completed, total work and billing hours on the details tab. Much like the other aspects of Outlook, you can add an attachment to the body of the task.

    • 5

      Make a reoccurring task. Choose daily, weekly, monthly or yearly. Set up the task to occur on the fourth Tuesday of every month or the last Saturday.

    • 6

      "Assign task" allows you to send the task to another person.

    • 7

      Click "Save and Close" when you are done.

Tips & Warnings

  • If someone sends you an email with a task, you can drag and drop this email onto the tasks and it will create a task for you with all the information in the email included, with the exception that it won't include an attachment unless you personally copy and place the attachment in the task.

  • Using the tasks in Microsoft Outlook can be addicting

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Resources

  • Photo Credit download-west.oracle.com

Comments

View all 8 Comments
  • tocuriousgeorge Jan 30, 2009
    I did not know this!Thanks!
  • Elander Guthrie Jan 19, 2009
    Good explanation on setting up a task. I use these constantly at work.
  • Allyn Jan 18, 2009
    Thanks.
  • maryellen1001 Jan 17, 2009
    Great info & step by step instructions!
  • Upon-Request Jan 17, 2009
    Great article for one of the most under-utilized functions in Outlook :)

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