Microsoft outlook task templates




















For more information, see form regions. When tasks are used in a personal folder, you can assign tasks to other people. However, when task items are placed in a Microsoft Exchange public folder, they cannot be assigned. Instead, the Owner field can be modified to reflect who currently owns the task. It is recommended that you create a custom view so that the tasks are grouped by their owner. Have questions or feedback about Office VBA or this documentation?

Important is a Smart List that includes tasks that you've marked as important. You can mark a task as important by right-clicking it and selecting Mark as important , or by selecting the star icon next to it.

Planned is a Smart List that includes tasks that have a reminder or due date and have not been marked as complete. Tasks that you create with a reminder or due date will automatically appear in this list. The only way to add tasks to this list is to assign a reminder or due date to an existing task. Flagged Email is an optional list. When on, messages that you've flagged in Mail are copied to the Flagged Email list as tasks.

You can turn the Flagged Email list on or off by going to Tasks, then selecting Settings at the top of the page, going to Connections and using the slider to turn the Flagged Email list on or off. Note: The Flagged Email list is available only on accounts that are hosted by Microsoft, such as accounts that end in Outlook. Also accounts from private domains that are hosted by Microsoft. You can add new tasks by selecting a tasks list, then choosing the plus sign next to Add a task and entering a description of your task.

If you add a task to a Smart List, the task will be saved in Tasks and linked to the Smart List you were in when you created it.

Note: You can't create new tasks in Planned. To add a task to Planned, add a reminder or due date to an existing or new task. Select a task in any list to see all of the available options for that task. You can do things like add additional steps, add them to My Day, make them repeating, add a due date or reminder, and add a note. Note: The My Day pane is a new feature that might not yet be available in your account. Open the My Day pane by selecting My Day on the toolbar at the top of the page.

Select To Do at the bottom of the navigation pane. Note: You can attach more than one file to a task, but can add them only one at a time. Go to Mail and create a new message. Address it to the people you want to share the list with, paste the link in the body of the message and add any information you want, then send the message.

Note: You can send the link to anyone, but only people who have a Microsoft account such as Outlook. After you've shared a tasks list, you can right-click it and select Sharing options to get the invitation link again. Select Sharing options then More options to stop sharing the list, or prevent people who haven't already joined the list from joining.

Tip: You can identify shared lists by the shared icon. In addition to the default tasks lists, you can create and manage lists to organize your tasks into. Right-click a list in the navigation pane to Share , Duplicate , or Delete it.

Select a list, then select the more actions icon in the task window to access list options such as Rename list , Change theme , or Hide completed tasks. Settings for To Do are on their own page. You can switch back to the classic Tasks by selecting The new Tasks toggle at the top of the To Do page. If you've switched to classic Tasks, you can switch back by selecting the Try the beta toggle at the top of the Tasks page.

Classic tasks includes tasks that you previously created and saved in any Tasks folder, plus messages that you've flagged. View the following image and the numbered items corresponding to each area to get an overview of the Tasks pane. My tasks - Displays folders you can use to view and manage your tasks. Choose whether you want to view items you have flagged as important. You can create new task folders and rename or move existing ones. To add a folder, right-click My tasks and select Create new folder.

To rename or delete folders, right-click the folder and select Rename or Delete. Tasks list - Filter and display tasks based on the status you've assigned to them. Use the Filter menu to sort tasks based on different criteria. Use the command bar above the tasks list to delete, categorize, or mark complete a selected task.

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