by Jason C | Jun 12, 2022
In Outlook, right click the task when you see it in a list, and select Copy (or click the edge of the task and type Ctrl+C). Then right click and select Paste (or hit Ctrl+V) as many times as you need copies.
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...
by Jason C | Jun 12, 2022
To mark a task as completed in Outlook, either check the box to the left of the task, or right-click the task and select Mark as Completed. You can also open the task and and click Mark as Completed at the top of the task window. Clean Up Your Lists If you mark tasks...
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