5.3 Using Tasks

A task is an item to be completed by a specified date and time. When you assign a task to a user, the user can accept or decline the task, but until it is declined or completed, the task appears in the user’s Tasklist folder and on the user’s Calendar each day.

5.3.1 Assigning a Task

When you create a task, you can assign it to yourself (a personal task) or assign it to multiple people.

Assigning a Task to Other Users

  1. On the toolbar, click New Task.

  2. In the To field, type a user name, then press Enter. Repeat for additional users. If necessary, type user names in the CC and BC fields.

    or

    To select user names or resources from a list, click Address on the toolbar to use the Address Selector to add users. For more information on how to use the Address Selector, see Using the Address Selector.

  3. Specify the date you want the task to begin and the date and time you want the task to be completed.

  4. Type the subject.

  5. (Optional) Type a priority for the task.

    The task priority can consist of a character followed by a number, such as A1, C2, B, or 3.

  6. Type a description of the task.

  7. (Optional) Click the Send Options tab to specify other options, such as making this task a high priority, requesting a reply from recipients, and more.

  8. Click Send on the toolbar.

Assigning a Task to Yourself

  1. On the toolbar, click New Task.

  2. Next to the To field, click the single user button.

  3. Specify the date you want the task to begin and the date and time you want the task to be completed.

  4. Type a subject.

  5. (Optional) Type a priority for the task.

    The task priority can consist of a character followed by a number, such as A1, C2, B, or 3.

  6. Type a description of the task.

  7. (Optional) Click the Send Options tab to specify other options, such as making this task a high priority, requesting a reply from recipients, and more.

  8. Click Post on the tool bar.

5.3.2 Tracking Task Completion

When you finish a task, you can mark it as complete. Tasks you mark as complete are not carried over to the next day on your Calendar. Completed tasks are distinguished by a check mark in your Calendar. Overdue tasks display in the Overdue section of your Tasklist.

If you mark a task as complete, then realize you left some part of it incomplete, you can unmark it. Unmarked tasks display on the current day in your Calendar.

Marking an Item As Complete

  1. Click Calendar on the Nav Bar.

    Tasks can also be marked as complete in the Tasklist folder. See Tracking Task Completion for more information.

  2. In your Tasks section, select the check box next to the task.

    To unmark a task that has been marked as complete, deselect the marked check box next to the task.

Checking the Completion Status of a Task You Sent

  1. Click the Sent Items folder in the Nav Bar.

    If you also assigned the task to yourself, you can find it in the Calendar or in the Tasklist folder.

  2. Right-click the task you want to check, then click Properties.