Name

Tasks Actions Menu

Synopsis

The Actions menu for Tasks is shown in Figure 9-1. The following sections describe creating tasks for your own personal use, assigning tasks to other people, setting task orders, and forwarding tasks.

The Tasks Actions menu

Figure 9-1. The Tasks Actions menu

Actions New Task

To create a task:

  • From the Actions menu, select New Task.

  • Use the global keyboard shortcut Ctrl+Shift+K from anywhere in Outlook; use Ctrl+N from within Tasks.

  • Double-click in any open region of a Task view.

  • Select New Task from one of Tasks’ numerous context menus.

  • Use the TaskPad (see Chapter 7).

Any of these actions opens a new Task form (see Figure 9-2). The two tabs below the form’s toolbar—Tasks and Details—organize the entry of your task information.

A new task requires, at minimum, a subject. The subject describes the task, and identifies it in all views. We recommend throughout this book that you enter as much information as possible any time you create a new record of any kind. If you’re pressed for time, however, make sure you use key words for the subject and that they’re detailed enough to remind you why you created the entry in the first place. You’ll realize the wisdom of this the first time you find an entry on your task list marked Urgent: Call Supplier and you have no idea when it was created, if there was a due date, or which supplier it was you were supposed to call.

Figure 9-2. The New ...

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