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Tasks Overview

A task is a personal or work-related errand you want to track through completion. A task can occur once or recur at regular intervals.

Creating a Task

  1. Click Tasks in the Navigation Pane and click New. A new Tasks form appears.
  2. Type a task name in the Subject field.
  3. Select the appropriate options for the task.
  4. If the task occurs on a regular basis, click Recurrence and set the recurring pattern. In the Recurrence pattern dialog box, set the recurrence pattern for the task, and then click OK.
  5. Click Save and Close.

Sorting tasks

To sort your tasks, click the Tasks list on the main toolbar and select one of the following views:

  • Simple List -- The subject and due date for all tasks including those marked as complete. This is the default view.
  • Detailed List -- Each task's subject, status, due date, percent complete, and priority. It also indicates whether each task has any attached files.
  • Active Tasks -- All tasks that haven't been completed or deferred.
  • Next Seven Days -- All tasks due within the next seven days.
  • Overdue Tasks -- All tasks still incomplete as of the due date.
  • Completed Tasks -- All tasks marked as complete.
  • Taskpad -- The subject and due date for all tasks whose status is Not Started, In Progress, or Waiting on someone else.

Marking a task as completed

  1. Open the Tasks folder and highlight the task you want to mark as complete.
  2. Select the Mark Complete check box next to the appropriate task.