How to Assign a Task in Outlook?

Last Updated on September 3, 2022 by Amit Bansal

Assign Tasks in outlook 365 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
How to create and assign a task in  Outlook

You can also get the task option from the navigation section from the left button corner of your Outlook screen.

Task Outlook
  • 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).
create and assign a task

There is the role of email address, the task created and saved in your own to-do list and calendar.

  1. Name your task by entering the subject.
  2. Select the start date.
  3. Select the Due date.
  4. Mention your status.
  5. Setup the priority
  6. Check the box, in case you need a reminder in the task
  7. Reminder Time.
  8. Percentage status of the task
  9. Ownership
  10. 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).

assign task

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

Outlook task

There are few inputs required to assign tasks to an individual or group of people, the information must be filled in carefully.

How to create and assign a task
  1. Select the email address from which you like to assign your task, click “from” and the dropdown list appears.
  2. Enter the email address of your recipient, and the initial letters trigger auto-fill from the contact list.
  3. Enter the Subject Line or name your task.
  4. Select the start date.Outlook task status
  5. Enter the deadline (date).
  6. Select the status from the dropdown list. (Not started, in progress, Completed, waiting for someone else, Deferred).
  7. Can fix the level of Priority.
  8. Adjust the percentage of work assigned.
  9. 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.
  10. Send me a status report when this task is completed.
  11. Mention the task details (content) in the body of the email message.
  12. 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]

How to Delegate Tasks in Outlook

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).

How To Assign And Reassign Tasks In Outlook

How to Assign Emails into Tasks in Outlook to Others?

Apart from the above, you can assign a task to your employee/partner or your colleague when you received an important email.

You can directly Turn Emails into Tasks in Outlook and assign the person to take care of them.

The quickest method is the Drag and drops method, you can simply select the email message, click the mouse right button, drag the email to the text icon available on your screen and drop it.

That will open the task creation window, which already includes all the information available in the email message, all you have to do is insert inputs like (start date, due date, status, priority, and reminder if required).

You can simply Click Save and Close, which will be added to your to-do list, but in this scenario, you like to assign this email as a task.

Before clicking save and close, go to the task tab and click Assigned Task.

That will open a few things:

  • From “Your email address” already appears, you can change to clicking from the drop-down list.
  • Enter the email address of the person you will assign the task.

The rest of the things remain unchanged. Click Send your recipient to receive an email, that way you can simply assign a task in outlook in a few seconds.

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Amit Bansal

Hello, my name is Amit Kumar Bansal, and I am the founder of MailSmartly.com. Through this blog, I focus on Microsoft Outlook, offering insightful and informative content. Additionally, I produce educational videos on YouTube to further enhance the understanding of my audience. visit my YouTube Channel

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