Deadline Dates

Enter deadline dates right after the task name and/or project name. There, they advise but do not control you, like this:    Factory Proposal (4/30) – Verify funding (4/23) The “Verify funding” step has a hard deadline of 4/23 or the...

Your Someday/Maybe List

Check the Sort Order If you don’t see Low Priority tasks only (Someday/Maybe), optionally sorted by Due Date, oldest at the top, then something is wrong. See instructions in Someday/Maybe view setup. After you set up your Someday/Maybe view, it will be a...

Set Up the Someday/Maybe List

You learned these steps when you set up the All Categories view, so this view can be set up quickly. Make sure that you are viewing your Outlook Tasks. Go to the Task view manager. Highlight All Categories. Copy and rename it “S/M”. Select This folder,...

“Delegation”

Do NOT use Outlook’s Assign Task Feature Outlook’s Assign task feature may seem like a nice idea, but it is horribly implemented. You lose all control of the assigned task, so it is stuck in your lists without being able to re-process it. Don’t use...

Custom Views

Outlook has powerful features for creating custom views into your task list. To show you how to do this (and to support special TRO views) we will customize the built-in Simple List. Then we will create your All Categories list, which is your main, auto-prioritized...