[How To Manage your Tasks in Outlook] This tutorial is for users of "Microsoft Outlook". Introduction: You perform many tasks in your daily life. In Outlook, a task is an activity that must be completed within a specified period of time and has a current status. The status of a task can be In Progress, Not Started, Waiting on Someone Else, Deferred, or Completed. Outlook provides the Task folder where you can create tasks and monitor their status. (Create a Task) Step 1. Click on Tasks in your Folder List or Navigational Pane. Screen reader users, Press keys "control + Y" while in the inbox and then arrow down to tasks. Press enter key to access the task list area. Step 2. Click on New on the Standard toolbar or select Actions.New Task to open the Task window Screen reader users, press keys "control + letter N" to launch a new task sheet. Step 3. The task window contains two tabs, Task and Details. *. Use the Task tab to enter the details about the tasks . Subject (this is what will show in your list of tasks) . Start and Due Date -- you can sort your tasks & taskpad view by Due Date so you know when you need to get something done. . Status (In Progress, Not Started, Waiting on Someone Else, Deferred, or Completed. . Priority of the task (you can have Outlook sort your tasks based on the priority you give them) *. Use the Details tab to enter details such as total work estimated, actual time taken, and expenses incurred to complete a task . Verify the reminder is checked. This indicates that you have set a reminder for the task. . In the Reminder date list, verify that the due date appears. This indicates the date on which the reminder will appear. Step 4. Click Save & Close on the Standard toolbar to save the task. Screen reader users, simply press keys "alt + F4" to close the newly created task and it will ask you if you wish to save it, answer "ok" by pressing the enter key. (Edit a Task) You can change information about the tasks, such as Status, Due Date, and % Complete by double-clicking the task to open it. Screen reader users, just arrow up or down throught he task list and press the enter key on the task youw ish to open up for editing. Now use your tab key to jump through the various fields and then modify them accordingly. Use the keys "alt + F4" to then close and resave the newly edited task. (Task Recurrence) If you create a task that you perform on a regular basis, you can use the recurrence feature. Step1. Create a task (refer to above steps) Step 2. Click the recurrence button on the standard toolbar Step 3. Specify the options for recurrence pattern and range of recurrence and click OK. Step 4. Click Save and Close button on the Standard toolbar to save the task. Screen reader users, use keys "alt + F4" and then save as you close the task sheet. (Mark a Task as Complete) You can change the status of a task at any time. There are 3 ways to mark a task as complete. Option 1. Open the task you created and tab to the "task completed"field and Enter 100 in the % Complete field Option 2. Open the task and select Completed in the Status field Option 3. In the Folder Contents list, right-click and choose Mark Complete from the shortcut menu. Screen reader users, press the application key which is the third key out from right of spacebar. Then arrow down to "mark complete" and press enter. (Insert tasks in mail messages) You can insert any existing Outlook item such as a message, task, or an appointment into an email message. This saves the time of having to retype the information in that item into the message. Step 1. Click the drop-down arrow on the Insert File button (paper clip icon) and choose Item to open the Insert Item dialog box. Screen reader users, Press keys, "alt + I" and arrow down to "item" then hit enter. Step 2. From the Look in list, select tasks Screen reader users, arrow down to asks and hit enter key. Step3. From the Items list, select the task you want to insert in the message Step 4. Under Insert as, select the way in which you want to insert the task in a message Step5. Click or tab key to the OK button. (Categorize Tasks) After creating tasks, you might want to categorize them to keep all the related tasks together. After you have categorized tasks, you can use the By Category view to show all the tasks in the same category grouped together. You can easily locate a specific task. Step 1. Open a task window (either a new or an existing one) Screen reader users, press keys, "control + n". Step 2. Click the Categories button (lower right-hand corner of window) to open dialog box. Screen reader users, when you open up the existing task or have opened up a new task sheet, use the keys, "shift + tab key" and do a reverse tab approx "3 times" to jump to the catagories button. Then press the spacebar. Step 3. You will now be in a list of possible catagories. Choose one of the existing categories or click Master Category List button to create one of your own categories. (Assigning Tasks to Others) End of tutorial. ******************************************************************** NOTICE: The information contained in this email and any attachments is confidential and may be privileged. If you are not the intended recipient you should not use, disclose, distribute or copy any of the content of it or of any attachment; you are requested to notify the sender immediately of your receipt of the email and then to delete it and any attachments from your system. NCBI endeavours to ensure that emails and any attachments generated by its staff are free from viruses or other contaminants. However, it cannot accept any responsibility for any such which are transmitted. We therefore recommend you scan all attachments. 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