• Accessing Tasks
• Creating a New Task
• Modifying a Task
• Sending a Status Report about a Task
• Marking the Task as complete
• Deleting a Task

• Launch Microsoft Outlook 2003
• Depending on how you have customized Outlook, click on either the Tasks button (see Figure 117) or the Tasks icon in the Navigation Pane

Figure 117 - The Tasks button       Figure 118 - The Tasks icon

• Your Tasks interface should resemble (Figure 119)

Figure 119 – Tasks interface

• In your Tasks interface, click on the New button in the Standard Toolbar (see Figure 120)

Figure 120 – Click on New to create a new Task

Note: If you clicked on the down arrow beside the New button, click on Task to create a new Task

• A new Task window opens (see Figure 121)

Figure 121 – New Task window

• Type the name of the Task in the Subject: field (see Figure 122)
• Use the down arrows beside the Due date: and Start date: fields to select the Task’s due date and start date – this is optional (see Figure 122)

Figure 122 – Type the name of the Task, select the due date and start date, enter details of the Task

• Enter the Task’s details in the main text box (see Figure 122)
• Click the down arrow beside the Status: field to select the status of the Task (See Figure 123)
  

Figure 123 – Select the Task’s status

• Select the Task’s priority to Low, Normal, or High (see Figure 124)
• Select the percentage of completion (see Figure 124)
• Decide whether or not you want to be reminded of when the Task is due and select how far in advance you want to receive a notice (see Figure 124)

Figure 124 – Select the priority, percentage of completion, and reminder options

• When you are finished, click on Save and Close in the Standard Toolbar (see Figure 125)

Figure 125 – Click on Save and Close when you are finished creating your Task

• The Task window will close and the Task will be added to your Task List

• In the Tasks List, right-click on the Task you want to modify (see Figure 126)

Figure 126 – Right-click on the Task you want to modify and select Open

• That Task’s window opens
• Modify or update the information regarding that Task
• When you are finished, click on the Save and Close button on the Standard Toolbar

If someone wants to know where you are on a specific Task, you can send them a status report on that Task:

• In your Tasks interface, right-click on the Task you want to send a status on (see Figure 127)

Figure 127 – Right-click on a Task and Select Open in the Menu

• Select Open in the menu (see Figure 127)
• That Task’s window will open
• Click on the Send Status Report button on the Standard Toolbar (see Figure 128)

Figure 128 – The Send Status Report button

• An email window will open with details of the Task (see Figure 129)
  

Figure 129 – The Task Status Information will appear in the email automatically

• Fill in the email address of the person you want to send the email to (Click the To.. button to send it to someone in your Personal Contacts, or the Check Names button to send it to someone in the Global Address List)
• Enter any comments about the Task in the main textbox
• Click Send in the Standard Toolbar to send the Task

• In your Tasks List, right-click on the completed Task
• That Task’s window will open
• Click on the Mark Complete button on the Standard Toolbar (see Figure 130)

Figure 130 – Mark the Task as completed

• That Task’s window will close and the Task will be crossed out in your Tasks List (see Figure 131)

Figure 131 – This Task has been completed

Note: A completed Task will not automatically be deleted. It will remain in your Task List until you delete it.

• In the Task interface, right-click on the Task you want to delete
• Select the delete button in the menu (see Figure 132)

Figure 132 – Right-click and select Delete to remove the Task

• That task will now be removed from your Tasks List