Which tool you use will depend on a few things, such as if the tasks are private or within a group, or where you’d like them displayed to best suit your workflow and preferences. This integration is important because if your workflow is in Microsoft Teams, all your tasks are centralized in one place, even if those tasks originate in multiple places. All three of these apps have integration capabilities with Microsoft Teams, but only To Do and Planner shows up in the Teams’ Tasks app. Microsoft Lists is a newer app that has task management capabilities, but its best use is in more specific use-cases which I’ll get into below. Task management in Microsoft 365 revolves around 2 main tools, To Do and Planner. With the expansion of apps for both communication and collaboration, the need for a convenient place to view all your tasks has become critical. You may be surprised at the difference a little organization can make.Effective task management keeps us focused and productive, no matter which app or device we are working on. Take a minute right now and try some of these tips. Overall, emptying your inbox and managing your tasks is all about getting into a regular habit of following some simple steps, like the ones we have shared with you. The Outlook default is to display tasks alphabetically, but it’s easier to go down your to-do list if you have it sorted in the order you want to tackle them. Inside the high priority, each morning I take 15 minutes to organize these in the order they need to be done by adding a number at the beginning of the task name. This is how I organize my tasks: High = absolutely must be done Normal = things that I should do, time permitting Low = FYI stuff Notice in the example above my view is showing me only things that are “high priority” and the items are numbered. Use this method if you want to drag an entire email into a task including attachments, or if you want to open a brand new task. Only use this method if there are no attachments you want to maintain in your task.ģ. If it’s coming from an email, drag and drop into the word “task” at the bottom of Outlook.Ģ. How do we get those emails into tasks? Here are 3 good ways to do this:ġ. Often assignments are received via an email.
![manage tasks in outlook manage tasks in outlook](https://img.webnots.com/2019/06/Delegating-or-Assigning-a-Task-in-Outlook.png)
To demonstrate the end result of those settings, using today’s date as May 17th, your Outlook View would look like this: Outlook will highlight in red anything that is past due.
Manage tasks in outlook full#
I can always go to my full task list for other items. Every morning I see what’s due today and what’s past due. I also want to see something that does not have a start date assigned (in case I forget to give it one!). Notice I said due to START, not complete. In my case I want to see anything due to start on or before today. Next, in the advanced filter tab you can set some finer parameters around how tasks are displayed.This lets me see items not yet done, in order of highest to lowest priority Notice my settings are to group by “Complete” and “Priority”. First, you want to organize your task list in way that will show you what is due and not yet complete.
Manage tasks in outlook manual#
While this blog isn’t a manual we do want to share some of our tips with you for the best settings for prioritizing.
Manage tasks in outlook how to#
MS Support has some great articles on how to access and create settings. Add your To-Do Bar to the right hand side.Expand out to the full week when needed,īut your primary focus should be on what you need to be doing right now and what needs to be prepped for tomorrow. Set up your calendar to view only today and tomorrow.So what’s the best way to set this up? Here’s my advice: We do not live in our inbox, we only visit the inbox. At any moment you should be able to answer 2 things: (1) where do I need to be (2) what do I need to be doing.
![manage tasks in outlook manage tasks in outlook](https://images.squarespace-cdn.com/content/v1/55257272e4b0fff9d741a7aa/1619552912272-7NPEOIW69VWSZNWWWQHC/outlook+1.png)
The ideal view for outlook is a mix of calendar and tasks. Whether you agree with this theory or not, you can probably agree that just because someone has emailed you this minute doesn’t mean it’s the most important thing in your world, nor does it automatically deserve your immediate attention. It’s the same need that compels us to click on a social media app whenever there is a notification that someone has liked, mentioned, commented or tagged something that involves you. Checking our emails somehow validates that we’re worth attention. I once attended a time management course where the instructor shared a theory that this behavior is the result of a deep rooted need to feel loved.
![manage tasks in outlook manage tasks in outlook](https://mailsmartly.com/wp-content/uploads/2019/12/How-to-view-task-in-Outlook.jpg)
You might even have the alert turned on to notify you each time a new email arrives.
![manage tasks in outlook manage tasks in outlook](http://www.trackeroffice.com/graphics/scrn_task_overviews_l.gif)
If you’re like most, you have your default view of Outlook set to your inbox. Today we will explore how to set yourself up for success using tasks in Outlook.īut let’s back up for a moment and talk about what view your “resting” outlook should have. Last week we talked about how to manage your inbox, a big part of which involves “date activating” some of your emails into tasks.