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
You learned these steps when you configured the All Categories view, so this view can be set up quickly. Go to the Task view manager. Highlight All Categories. Copy and rename it “Unprocessed Tasks”. Select This folder, visible only to me (or This folder,...
by Jason C | Jun 12, 2022
Your Unprocessed Tasks list shows you all tasks you entered in Outlook but have not yet processed. When you add new tasks, they should always show up here. To see the Unprocessed Tasks list, go to the Tasks view and select Unprocessed as the current view. Your...
by Jason C | Jun 12, 2022
After you set up your Recent Tasks view, the Recent Tasks view will be a permanent part of your Current View list. To see Recent Tasks: Press Ctrl+4 to open Tasks. Select the Tasks folder in the Folders pane at the left. (You may need to click the arrow to open the...
Recent Comments