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To Do - Outlook tasks in To Do Tutorial

In this video, you will learn about Outlook tasks in To Do.
The video covers how to connect Outlook to Microsoft To Do, create tasks from emails, add steps and reminders, attach files and notes, and validate completed tasks.
This will help you effectively manage your tasks and stay organized.

  • 2:51
  • 4185 views

Objectifs :

This document aims to provide a comprehensive overview of how to connect Outlook to Microsoft To Do, manage tasks, and utilize various features for effective task management.

Chapitres :

  1. Connecting Outlook to Microsoft To Do
    To begin, you can connect Outlook to Microsoft To Do, which allows for asynchronous task management. Once connected, an indicator will appear on your app's home screen each time you add a task related to an email in Outlook.
  2. Task Creation and Management
    When you add an indicator to an email in Outlook, a corresponding task will be created in Microsoft To Do. You can mark these tasks as important, similar to tasks created directly in To Do. Each task will display the content of the associated email, including the recipient's name and the date of receipt.
  3. Accessing Emails and Tasks
    You can open the task in Outlook online if the text is truncated or if you prefer to view the email in its original format. Additionally, you can create tasks in To Do by adding steps, setting reminders, and establishing deadlines.
  4. Adding Attachments and Notes
    You have the option to attach files to tasks or add notes that will be visible in your Outlook desktop app. However, these notes can only be viewed in To Do or the online version of Outlook.
  5. Task Completion and Visibility
    To mark a task as completed, simply check it off. Completed tasks will disappear from your list if you choose to hide them, or they will appear scratched if you opt to display all tasks. Note that once a task is marked as completed, unchecking it in To Do will not reactivate it in Outlook.
  6. Managing Tasks in Outlook
    You can find tasks created in To Do within the task tab of your Outlook desktop app. Options available include changing the status of a task, assigning it to another person, or sending a status report. You can also sort your tasks using various filters, change the graphic theme by assigning colors or photos, view completed tasks, and print or pin your task list to the start menu.

FAQ :

How do I connect Outlook to Microsoft To Do?

To connect Outlook to Microsoft To Do, ensure you have the latest version of both applications. In Outlook, you can add an indicator to your emails, which will automatically create a task in To Do.

What happens when I mark a task as completed in To Do?

When you mark a task as completed in To Do, it will disappear from your task list if you have chosen to hide completed tasks. However, if you uncheck it to reactivate, this change will not reflect in Outlook.

Can I add notes to my tasks in Outlook?

Yes, you can add notes to your tasks in Outlook, which will be visible in the Outlook desktop app and the online version of Outlook.

How can I sort my tasks in Microsoft To Do?

You can sort your tasks in Microsoft To Do through various filters available in the menu, allowing you to organize your tasks based on different criteria.

Is it possible to assign tasks to other people in Outlook?

Yes, you can assign tasks to other individuals in Outlook and send reports on their status through the task management features.

Quelques cas d'usages :

Project Management

In a project management setting, team members can use Outlook and To Do to track tasks associated with specific projects. By adding indicators to emails, tasks can be created and assigned, ensuring everyone is aware of their responsibilities and deadlines.

Personal Task Organization

Individuals can utilize Outlook and To Do to manage personal tasks effectively. By creating tasks from emails, users can keep track of important deadlines and reminders, enhancing their productivity and organization.

Team Collaboration

In a collaborative work environment, team members can assign tasks to each other using Outlook. This allows for clear communication regarding who is responsible for what, and the ability to track progress through To Do helps ensure accountability.

Email Management

Professionals can streamline their email management by converting important emails into tasks in To Do. This ensures that critical follow-ups are not overlooked and can be prioritized effectively.

Deadline Tracking

Using Outlook and To Do, users can set deadlines for tasks and receive reminders. This is particularly useful for managing multiple projects with varying timelines, ensuring that all tasks are completed on time.

Glossaire :

Outlook

A personal information manager from Microsoft, primarily used as an email application but also includes calendar, task manager, contact manager, note-taking, journal, and web browsing.

To Do

A task management application by Microsoft that allows users to create, manage, and track tasks and reminders.

Asynchronous

A method of communication where messages are sent and received at different times, allowing users to respond at their convenience.

Indicator

A visual cue or marker that signifies a specific action or status, such as a task associated with an email in Outlook.

Task

A specific piece of work or duty that needs to be completed, often tracked in task management applications like To Do.

Deadline

A specific date or time by which a task or project must be completed.

Truncated

When text is cut off or shortened, often due to length limitations in a display area.

Notes

Additional information or comments added to a task or email for clarification or reference.

Status

The current state or condition of a task, such as 'completed', 'in progress', or 'assigned'.

Graphic Theme

The visual design elements of an application, including colors and images that can be customized by the user.

Mandarine AI: WHAT YOU SHOULD KNOW

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