Outlook task request template

Tasks help track things you need to do. You can assign tasks to other people as well. Click Assign Task. In the To box, enter a name or an email address. Open the task that you want to send. There are three ways to track the tasks that you have assigned to other people: Automatically keep copies of tasks that you assign, and receive automated status reports On the Tools menu, click Options.

Click Task Options. Select the Keep updated copies of assigned tasks on my task list check box. Select the Send status reports when assigned tasks are completed check box. View tasks that you have assigned to others Click Tasks. View the list of people who receive updated copies of an assigned task Open the assigned task for which you want to view the list.

Open the task or task request. Do one of the following: Click Edit the response before sending , type your comment in the message, and then click Send. Click Send the response now. Open the task for which you want to send a status report or comment. If the task is assigned to you, then the names of people to be updated are added automatically. In the body of the message, type any information that you want to include in the status report.

Need more help? Expand your skills. Get new features first. Take note that you can only choose one or the other method.

This means that the first action you take will determine the connection that will be created. If you flag a message first, it will sync your tasks between the Flagged emails list in To Do and your Outlook inbox. Some tasks are more time-sensitive than others and for many busy professionals, blocking out certain parts of the day is an effective way to stay focused and on task.

Luckily, task management for Outlook is easier than ever now that you can quickly schedule tasks into your calendar.

On the web version of Outlook, click the calendar icon on the bottom left part of the navigation pane to view your calendar. Next, click the My Day pane to open up your tasks from To Do. If you open up the event in your calendar, you can invite others, add a reminder, and edit other details.

This will open up your to-do list and all you have to do is drag a task to your calendar as we did from the web version. The native To Do integration seems like a very simple and straightforward approach to Outlook task management.

The flagged email list in To Do only shows a maximum of most recently flagged messages from the last 30 days. On your Pleexy dashboard, choose Outlook as your source application and login to Microsoft Outlook. From there, you can customize the connection however it suits you best. The first section lets you choose the folders where Pleexy should search for any flagged emails.

You can bring in messages from your inbox , from all folders , or from select folders only. You also have the option to ignore out-of-date emails by setting a date range. If you want to take your task organization up a notch, it helps to group your tasks in the same way wherever they are instead of dumping them all to one list in your to-do app. You have two options:. With the second option, you can select a root project from the drop-down menu and Pleexy will create separate lists under it.

You can assign the task to more than one person by entering multiple email addresses; however, if you assign the same task to more than one person, Outlook won't update the task on your task list. Click "Send" to submit the task request. The recipient can either accept the task, decline it or assign the task to someone else. If the other person declines the task, it returns to you and becomes your task until you assign it to someone else.

Alan Sembera began writing for local newspapers in Texas and Louisiana. His professional career includes stints as a computer tech, information editor and income tax preparer. 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. For email messages, Reply is available. Task details - View details of the task selected in the tasks list. To edit task details such as status, priority, and percent complete, select.

Sign in to Outlook. Select Charm to add a charm to a task. Charms are icons you can apply to Tasks s visual cues that help you quickly identify specific types of tasks. Select the task you want to edit and then select Edit in the Task pane. Select the task you want to categorize from the tasks list, select Categories , and then select the category.

For example, select the Yellow category. Select the Filter menu and choose how you want to sort the tasks in the tasks list. For example, in the following image, tasks are sorted by status Active , due date, and with the oldest tasks on top. You can sort by Active , Overdue , or Completed. Note: Outlook. Note: You will need to sign in first to get support.

If you can't sign in, go to Account support. To Do. Use the My Day pane to create a task from a message. Use the My Day pane to create an event in your calendar from a task.

You can add one or more files to a task. Select the task you want to add a file to. Choose Add a file from the task details pane. Browse to and select the file you want to add.