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Outlook - Create a task or reminder Tutorial

Discover how to efficiently create and manage tasks in Outlook with this step-by-step guide. Set due dates, alerts, and repetition features to stay organized and boost productivity. Learn to highlight essential tasks, add sub-tasks, and utilize the category feature for better organization. Don't forget to attach files and extra notes for supplementary information. Start organizing your daily activities now!

01:50
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Available in Microsoft365

Objectifs :

This video aims to teach users how to efficiently create and manage tasks in Outlook, enhancing their organizational skills and productivity.

Chapitres :

Introduction to Outlook Tasks
Outlook tasks are an excellent tool for organizing daily activities. This guide will walk you through the process of creating and managing tasks effectively within the Outlook application.
Creating a Task
To create a task in Outlook, follow these steps: 1. Click on the 'To Do' icon located on the left side of the screen. 2. In the task field, type a short description of your task. 3. Before confirming, set a due date by choosing one of the preset options or selecting a specific date from the calendar. 4. Click 'Save' to finalize the task.
Setting Alerts and Repetitions
To ensure you stay on track with your tasks: - Set an alert to be notified when it's time to start working on the task or as the deadline approaches. - For tasks that occur regularly, utilize the repetition feature to specify how often they should repeat, avoiding the need to create a new task each time.
Highlighting Important Tasks
To emphasize essential tasks: - Click the star icon on the right to add the task to your list of important tasks.
Managing Tasks
To manage your tasks effectively: 1. Select the task you recently created to see additional options. 2. You can insert subtasks in the 'At a Step' section if needed. 3. Add the task to your daily task list by clicking the appropriate option. 4. Access the same options such as reminders, due dates, and repetition frequency.
Organizing and Attaching Information
To keep your tasks organized: - Utilize the category feature to group tasks that require similar levels of attention. - Attach relevant files and extra notes to provide supplementary information.
Viewing Tasks
To view your tasks while in the mail section: - Click 'My Day' at the top of the app to see all tasks for today and upcoming days.
Conclusion
By following these straightforward steps, you have learned how to efficiently create and manage your tasks in Outlook. This will help you stay organized and boost your productivity.

FAQ :

How do I create a task in Outlook?

To create a task in Outlook, click on the 'To Do' icon, type a short description of your task, set a due date, and click 'Save'.

Can I set reminders for my tasks in Outlook?

Yes, you can set reminders for your tasks by selecting the reminder option when creating or editing a task.

What is the repetition feature in Outlook tasks?

The repetition feature allows you to set tasks to repeat at specified intervals, making it easier to manage recurring activities.

How can I organize my tasks in Outlook?

You can organize your tasks using the category feature, which allows you to group tasks that require similar levels of attention.

What are subtasks and how do I add them?

Subtasks are smaller tasks under a main task. You can add them in the 'At a Step' section when creating or editing a task.

How do I view my tasks for today in Outlook?

To view your tasks for today, click on 'My Day' at the top of the app, which will show all tasks scheduled for today and upcoming days.

Quelques cas d'usages :

Project Management

Use Outlook tasks to manage project deadlines by creating tasks for each project phase, setting due dates, and reminders to ensure timely completion.

Daily Task Organization

Organize daily activities by creating a list of tasks in Outlook, setting reminders, and using the 'My Day' feature to prioritize what needs to be done each day.

Team Collaboration

Utilize the task feature to assign tasks to team members, set due dates, and track progress, ensuring everyone is aligned on project goals.

Recurring Meetings

Set up recurring tasks for regular meetings or reports using the repetition feature, which helps in maintaining a consistent schedule without manual entry each time.

Personal Productivity

Enhance personal productivity by categorizing tasks based on priority and attaching relevant files or notes to ensure all necessary information is readily available.

Glossaire :

Outlook

A personal information manager from Microsoft, primarily used for email, calendar, task management, and contact management.

Tasks

Items that represent work or activities that need to be completed, which can be organized and tracked within Outlook.

Due Date

The specific date by which a task must be completed.

Repetition Feature

A function that allows users to set tasks to recur at specified intervals, eliminating the need to create new tasks for regular activities.

Subtasks

Smaller tasks that fall under a larger task, allowing for more detailed organization and tracking.

Category Feature

A tool in Outlook that allows users to group tasks based on similar characteristics or levels of priority.

Reminder

A notification set to alert users about upcoming tasks or deadlines.

My Day

A feature in Outlook that displays all tasks scheduled for the current day and upcoming days.

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This video will guide you through the process of creating them

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in outlook. Click on the to do icon on the left of the screen

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type a short description of your task in the at a task field

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before confirming set a due date by picking one of the

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preset options or selecting a specific date from the calendar.

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Then click save

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by setting an alert.

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You will be informed when it's time to begin

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working on it or as the deadline draws near

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for tasks that occur regularly,

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use the repetition feature to set how often they should

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repeat rather than creating a new task each time.

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After setting everything up, click add to confirm

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to highlight an essential task,

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click the star icon on the right to add it to your list of important tasks.

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To see additional options, select the task you recently established.

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You can insert sub tasks in the at a

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step section.

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If required, you can add it to your daily task list. By clicking here,

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you will see the same options such as reminder, due date and repetition frequency.

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If you need to make changes.

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Utilize the category feature to organize tasks

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that need similar levels of attention,

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include appropriate files with your task if needed.

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Also remember that you can attach

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extra notes to provide any supplementary information

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to view your tasks while in the mail section,

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click my day at the top of the app to see all tasks for today and upcoming days.

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That's it.

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You have learned how to efficiently create and manage your tasks in outlook.

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By following these straightforward steps,

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you can stay organized and boost your productivity.

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