Microsoft Office Tutorials and References
In Depth Information
Creating tasks from scratch
You can create a task item from scratch by entering the task information in a task window
or in the entry box provided at the top of any of the task list views (in the Tasks module, in
the Tasks peek, or in the Daily Tasks List). The amount of information you can enter when
creating the task item varies based on the location in which you create it.
When you create a task item, the only information you really need is the subject. As with
many other types of Outlook items, you can set several options for tasks to make it easier
to organize and identify tasks.
▪ Start date and due date You can display tasks on the various Outlook task lists on
either the start date or the due date. The color of the task lag indicates the due date.
▪ Status You can track the status of a task to remind yourself of your progress. Specific
status options include Not Started, In Progress, Completed, Waiting On Someone, or
Deferred. You also have the option of indicating what percentage of the task is
complete. Setting the percentage complete to 25%, 50%, or 75% sets the task status to In
Progress. Setting it to 100% sets the task status to Complete.
▪ Priority Unless you indicate otherwise, a task is created with a Normal priority level.
You can set the priority to add a visual indicator of a task’s importance. Low priority
displays a blue downward pointing arrow and High priority displays a red exclamation
point. You can sort and filter tasks based on their priority.
▪ Recurrence You can set a task to recur on a regular basis; for example, you might
create a Payroll task that recurs every month. Only the current instance of a recurring
task appears in your task list. When you mark the current task as complete, Outlook
creates the next instance of the task.
▪ Category Tasks use the same category list as other Outlook items. You can
assign a task to a category to associate it with related items such as messages and
▪ Reminder You can set a reminder for a task in the same way you do for an
appointment. The reminder appears until you dismiss it or mark the task as complete.
TIP By default, Outlook doesn’t set a reminder for tasks. You can turn on reminders
from the Outlook Options dialog box. For more information, see “Configuring Office
and Outlook options” in Chapter 11, “Customize Outlook.”
▪ Privacy Marking a task as private ensures that other Outlook users to whom you
delegate account access can’t see the task details.