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Using Tasks in Outlook as your To Do List – Training Manual

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Step by Step instructions for how to use Outlook Tasks as your to-do list.

Using Outlook Tasks as your To Do List

  • My Tasks
  • Different Task views
  • Completed Tasks View
  • Creating a New Task
  • Basic Task Form “Layout”
  • Use the Task Notes area
  • Recurring Tasks
  • Marking a Task “Complete”
  • Customising your Task Views
  • Choose Columns to display
  • Choose how to “Group” your Tasks
  • Apply “Grid Lines” in “Other Settings”
  • Using Tasks as your To Do List
  • Categories & Tasks
  • Create a Task from an Email
  • Insert Emails or Attachments into Task
  • Insert Hyper-Links
  • Create a Task from MS Teams
  • Create a Task from MS OneNote
  • Assigning Tasks

Introducing the “To Do Bar”

  • Customising your “To Do Bar”
  • Choose how to “Group” your Tasks
  • Other Settings – Grid Lines and Single Line Layout
  • Show in Groups
  • Using Your “To Do Bar”
  • Change Due Dates Quickly
  • Change Priority Status of Items Quickly
  • Reorder your To Do Items in your list with your Mouse
  • Re-Naming Email Subject in To Do Bar