Charms are icons you can apply to Tasks s visual cues that help you quickly identify specific types of tasks. Select the task you want to edit and then select Edit in the Task pane. Select the task you want to categorize from the tasks list, select Categories , and then select the category.
For example, select the Yellow category. Select the Filter menu and choose how you want to sort the tasks in the tasks list. For example, in the following image, tasks are sorted by status Active , due date, and with the oldest tasks on top. You can sort by Active , Overdue , or Completed. Note: Outlook. Note: You will need to sign in first to get support.
If you can't sign in, go to Account support. To Do. Use the My Day pane to create a task from a message. Use the My Day pane to create an event in your calendar from a task. You can add one or more files to a task. Select the task you want to add a file to.
Choose Add a file from the task details pane. Browse to and select the file you want to add. You can't share individual tasks, but you can share tasks lists that you create. Go to To Do. Right-click the tasks list you want to share and select Share list. Select Create invitation link. Select Copy link.
Create a new tasks list. Select New list in the navigation pane. Enter a name for your new list. Press Enter to save your new list. Select Tasks from the app launcher. Select New. Type the subject, due date, and if you like, a note about the task.
Select Attach to attach a file to the task. Select Save. Make the edits to the task and select Save. Need more help? Expand your skills. Get new features first.
Was this information helpful? Yes No. Thank you! Any more feedback? The more you tell us the more we can help. Can you help us improve? Resolved my issue. Clear instructions. In Parts 2 and 3 of this series , we described how to create a special task list folder for project management items and how to customize what fields can be edited for those items. Open the Project Management folder created in Part 2 of this series.
Alternatively, if you decided to use the default Tasks folder to manage your project task list, open that instead. Click the image on the right for a larger view. Step 3: Position your cursor on the first field of the area where the words Click here to add a new Task are shown.
Step 4: Begin typing in the information for the task. Great suggestions! Do you know where Outlook stores the categories if you add categories to the Master list? I just managed to lose all of mine, so I was curious if there was a way to get them back. Outlook stores the master category list in the registry.
Weird, eh? I think this might have been fixed in Outlook Being a geek I've done things like export all the categories tags I've used in my tasks, cleaned 'em up, and pasted them in as a new master category list. I suspect there are tools for non-geeks to do this, but the simplest thing for a non-geek to do is copy all the master category items to an Outlook task. Keep 'em there and current. When your master tasks vanish, paste the list back in. I want to see my tasks by category and then by due date.
Isn't there a way to do this? Hi Natalie, You can group by category then group by due date -- that works and I use it. You can even have two windows open at once with different views, so one groups by category and due date, the other by priority and due date, and you can drag tasks between them to change the task attributes like category, due date, etc. Wild, eh? There's a lot of ugliness in Outlook, but some wild brilliance too.
As for the sort bug -- that's a bad one. It's really old, might go Outlook 97 or earlier. You need to get to avoid it. I'm having a problem when assigning a task.
I choose a category for the task and send it to the person I've assigned the task to. It seems the category does not come with the task. It is almost like the category is deleted when I've assigned the task. I'm using Outlook Is there any fix? The start date is linked to certain views. You can set a later start date so it doesn't show up in "Today's tasks" and some of the built in views include a begin parameter and some don't. Also, using the "Save my settings wizard" will allow you to transfer your master category list.
In , you can create a custom view using a filter for certain categories including all, none, or some, and then sort by date using the "organize" utility.
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