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
Nothing Falls Through As you complete each project step, you will re-process the task, choosing a next action and adjusting the contexts and dates accordingly. Only mark it as complete when the entire project is finished. This way, projects can’t stall and your...
by Jason C | Jun 12, 2022
Enter the next action in the task Subject, after the project name, like this: Project Name – Next Action Handle multiple tasks at once by adding other tasks with the same “Project Name”. Future next steps are kept in the...
by Jason C | Jun 12, 2022
You learned these steps when you configured the All Categories view, so this view can be set up quickly. Go to the Tasks view (using the Navigation Pane). Go to the Task view manager. Highlight All Categories. Copy and rename it “Recent Tasks”. Select This...
by Jason C | Jun 12, 2022
Check the Sort Order If you don’t see your most-recent tasks at the top of your list, then you probably clicked a column header by accident. (Outlook breaks the sort when you do that.) See sort and grouping instructions in Context Views setup. After you set up...
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