by Jason C | Jun 12, 2022
Although Outlook supports recurring tasks, don’t use the feature. It can be unreliable and confusing in some situations. Instead, use this simple approach: Create a task normally. At the very end of the task name, add: (REPT). This reminds you that the task...
by Jason C | Jun 12, 2022
Tasks leave the list automatically. You created an Unprocessed Tasks view that manages the tasks. Tasks leave the list when they are fully processed.
by Jason C | Jun 12, 2022
To manage very large projects in Outlook, create special categories to track which project a task belongs to. The category is the project name, starting with “=”, like this: =Remodel, =Pilots License, =Pick a Grad School. Unlimited tasks per project. Use...
by Jason C | Jun 12, 2022
In the Tasks view, click the line at the very top that says “Click here to add a new task.” Type in a short description of the task, taking time to add any relevant information, such as phone numbers, dates, filing locations, etc. If you need to take...
by Jason C | Jun 12, 2022
Hover over highlighted terms for details. Record Next Step Project / Next Step (required) W/F step if delegated Add Notes (Only to clear my mind) Future Steps (incl. R/B) [Filing Location] History/Ideas/Documents Schedule Next Step Someday/Maybe = Low Priority Soft...
Recent Comments