Wednesday, September 2, 2015

Start your day with Outlook Today!

OUTLOOK TODAY gives the ability to see the “big picture” of your day - messages, calendar, and tasks.  These are the three areas where time is spent. 

To locate this feature, look for the folder right above the Inbox.  It might be your name, email address, or be called Personal Folder.   This is your MAILBOX and all your Outlook folders (Inbox, Calendar, Contacts, Notes, Tasks, etc.) are under this folder.

To customize OUTLOOK TODAY:

Ø  Highlight MAILBOX – (your name)

Ø  Choose CUSTOMIZE OUTLOOK TODAY
 
These options can be customized:

Ø  START UP - It is recommended that this box is checked (Note: to turn this feature off, simply uncheck the box)

Ø  MESSAGES – Select CHOOSE FOLERS (In addition to default folders, others can be added.)

Ø   CALENDAR – Select the number of days

Ø  TASKS – Show TODAY’S TASKS ONLY sorted by DUE DATE, then IMPORTANCE (Uncheck INCLUDE
    TASKS WITH NO DUE DATE.)

Ø   STYLES – Several styles are available to choose from

Ø  Select SAVE CHANGES

This is a great way to start the day!  It can help you be proactive & easily prioritize.

 

Friday, August 28, 2015

Delegate a task using Assign Task Feature


Use this feature to efficiently delegate tasks!

Ø  In TASKS, select NEW TASK icon

Ø  In SUBJECT, type your request and be sure to include the due date

Ø  Select the ASSIGN TASK icon in the MENU RIBBON

Ø  Choose TO and select the recipient

Ø  Note:  You can assign task to multiple people, but you will lose the tracking ability.

Ø  In the body of the task you can add more detail or attach documents/emails using the INSERT tab

Ø  Select SEND

This task will show your list with and ASSIGN TASK icon.  You will not be able to change or update after you give this task away.

The recipient will receive an invitation to ACCEPT or DECLINE this task.   Once it is accepted, any changes or updates will be sent to you via email.  

Important!  Only use this for people who use their Outlook Tasks Feature.