Assign a task in outlook to your subordinate, in a professional manner, you can assign tasks for yourself as well as other network people. Outlook keeps records of every movement and progress and reassigned the task. Outlook collaborates effectively and results beyond emailing.
In this article, you will explore and dive deeper into “How to Assign Tasks in Outlook“.
How to create and assign a task in Outlook?
There are two segments of the task.
- A user who creates the task.
- The user who receives the assignment/tasks.
Let’s begin and create a task.
- Open Outlook >> Click Home Tab
- Go to New Items >> Select Task
You can also get the task option from the navigation section from the left button corner of your Outlook screen.
- Task New Window appears, which consists of numerous options just like composing a new email. You are assigning the task to yourself (to-do list), you can also set up a recurrence list, (for such acts which are required on the regular basis, monthly, weekly, and so on).
There is the role of email address, the task created and saved in your own to-do list and calendar.
- Name your task by entering the subject.
- Select the start date.
- Select the Due date.
- Mention your status.
- Setup the priority
- Check box, in case you need a reminder in task
- Reminder Time.
- Percentage status of the task
- Finally, hit save and close.
You can also click recurrence; in case you want Outlook to remind you of specific time intervals. (I personally use recurrence for rent payment reminders).
You can assign tasks to one person or multiple people to work on a task. Outlook at the same time can track the progress of a task assigned.
Assigning tasks to multiple people, to begin with, from the new task window, click on Task Tab >> Assign Task
There are few inputs required to assign tasks to an individual or group of people, the information must be filled in carefully.
- Select the email address from which you like to assign your task, click “from” and the dropdown list appears.
- Enter the email address of your recipient, and the initial letters trigger auto-fill from the contact list.
- Enter the Subject Line or name your task.
- Select the start date.
- Enter the deadline (date).
- Select the status from the dropdown list. (Not started, in progress, Completed, waiting for someone else, Deferred).
- Can fix the level of Priority.
- Adjust the percentage of work assigned.
- Keep an updated copy of this task on my task list. (By default, this option is selected), which is important, do not change the status.
- Send me a status report when this task is completed.
- Mention the task details (content) in the body of the email message.
- Hit Send.
For instance: Once you set the commencement date and deadline date. Outlook creates a message on the top of the message body, just below the tab section. [Refer: Image]
Outlook also allows you to save the task which is stored in a to-do list that can exercise later and send to your recipient.
(Date of the stored task in your to-do list can directly change without opening it in the separate window).