Microsoft Office 2007 Tasks Get Started

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1 About Microsoft Office 2007 Tasks Organizing your time and work with Microsoft Office Outlook is easy when you utilize Office 2007 Tasks. Similar to digital to-do lists, Office 2007 Tasks enables you to work smoothly between applications by integrating tasks across Outlook, Microsoft Office SharePoint, and Microsoft Office One. Topics in this guide include: Most of the procedures in this guide use the To-Do Bar. If the To-Do Bar is not displayed on your screen, go to the View menu, point to To- Do Bar, and then click Normal. About the Outlook To-Do Bar Create a Task in Outlook Flag Messages for Follow-Up Attach Files and Messages to a Task Use Outlook with SharePoint Tasks Reply to Task s from SharePoint Create an Outlook Task from One About the Outlook To-Do Bar The Microsoft Outlook To-Do Bar includes both calendar and task information. Tasks include tasks, from SharePoint and the task folder, and e- mail messages flagged for follow up. Create a Task in Outlook 1 On the To-Do Bar, in the Type a new task box, type the name of the More Work Smart Content: 1 o f 9

2 new task, and then press ENTER. The task appears in the To-Do Bar Task List with a default due date set for the current date. 2 To add a specific start date, due date, reminder, or any additional information, double-click the task in the To-Do Bar Task List. Make changes in the task window, and then click Save & Close. If the Type a new task box does not appear, on the To-Do Bar Task List, right-click the Arrange By bar, click Custom, click Reset Current View, and then click OK. Tip To create a task from an Outlook item, drag the item (such as an message, contact, or calendar event) onto the To-Do Bar Task List. Schedule Time for an Outlook Task Schedule time in your Outlook calendar to work on a task, or schedule a meeting to talk about a task. 3 On the Outlook navigation pane, click Calendar. More Work Smart Content: 2 o f 9

3 4 Drag the task you want to schedule time for from the To-Do Bar Task List to the Calendar. Flag Messages for Follow-Up Use flags to add incoming messages to the Tasks list. When you flag an message, it automatically appears in both the Daily Tasks List in the Calendar, and in the To-Do Bar Task List. 1 Right-click the flag icon on an unopened message. 2 Click the flag with the preferred due date. To choose a specific start and due date, click Custom. 5 Double-click the calendar appointment that you created. On the Appointment tab, select the options you want, and then click Save & Close. Tips To apply the default flag (Today), click the flag icon on the message. To mark the task complete, click the flag again and a check mark appears. To change the default flag, click the flag icon on the message, and More Work Smart Content: 3 o f 9

4 then click Set Quick Click. Flag Messages as a Reminder To remind yourself to follow up on messages that you are sending, you can also add flags when you send messages. When you flag messages, the flags are only viewable by you, unless you also specifically set a flag for the recipient. 1 Create a new message. 2 On the Ribbon, on the Message tab, click Follow Up, and then click the time on which you want to follow up. click Flag for Recipients. To set a specific date for follow up, click Custom, and then select the desired date. Attach Files and Messages to a Task You can keep task-related content conveniently located in one place by attaching related files and messages to a task. 1 Open a task. This procedure will not work with flagged messages. To make sure you actually opened a task, the window must be labeled with [Task Name] - Task at the top, and include a Task tab. 2 Select the file or message, and then drag it into the Task window. You may need to resize your windows to drag items into the Task window. s If you want to also set a flag for the recipient, click Follow Up, and then More Work Smart Content: 4 o f 9

5 3 Click Save & Close. Mark a Task as Complete 1 On the To-Do Bar Task List, right-click the flag to the right of the task, and then click Mark Complete. The task no longer appears in the To-Do Bar Task List, and now appears as complete in the Tasks To-Do List. More Work Smart Content: 5 o f 9

6 2 On the menu bar, click Actions, and then click Connect to Outlook. Tips To mark a task complete, in the Outlook navigation pane, you can also click Tasks, and then select the check box to the left of the task. To delete a task in Outlook, in the Outlook navigation pane, click Tasks, right-click the task, and then click Delete. Use Outlook with SharePoint Tasks With Outlook 2007, you can now view and change tasks that exist on your SharePoint team site. Any changes that you make to tasks in Outlook 2007 are automatically synchronized with SharePoint. To view and edit SharePoint tasks in Outlook, you must connect Outlook to the SharePoint Task List. Working with SharePoint tasks in Outlook requires a SharePoint Server 2007 site. Connect Outlook to SharePoint Tasks 1 On the SharePoint team site or My Site, in the left navigation pane under Lists, click Tasks. 3 In the Microsoft Office Outlook dialog box, click Yes. s All tasks are now added to your Outlook Tasks list. However, only o tasks assigned to you are displayed in the To-Do Bar Task List and the Daily Task List. Repeat the steps above for each SharePoint Task List that you want to connect to Outlook. You can automatically connect Outlook to a SharePoint Task List if you receive a Task message from that SharePoint site. See the following topic Reply to Task s from SharePoint. More Work Smart Content: 6 o f 9

7 As with any SharePoint site, you need the proper permissions to view, edit, add, and delete items. If you do not have the correct permissions to the SharePoint Task List, request access from the site administrator. Reply to Task s from SharePoint When you receive a Task message from a SharePoint site and add the task to your Outlook Task List, Outlook automatically creates a connection to the SharePoint Task List. All the tasks in the SharePoint Task List will be displayed and synchronized in your Outlook Task List. However, only tasks assigned to you will be displayed in your To-Do Bar Task List and Daily Task List. 1 In the Outlook reading pane, in the SharePoint Task message, click View and Synchronize [Task List Name] list. To opt-out of receiving SharePoint Tasks in Outlook, click Modify Notification Settings in the body of the SharePoint Task message. Use Outlook to Create SharePoint Tasks You can create and assign tasks from Outlook to a SharePoint Task List. This allows you to use Outlook to manage tasks that exist on a SharePoint site. To complete the procedure below, you must be connected to a SharePoint Task List. See the previous section, Connect Outlook to a SharePoint Task List. 1 On the Outlook navigation pane, click Tasks. 2 In the All Task Items section, under Other Tasks, click the SharePoint site where your tasks reside. After you click the link, the task on the SharePoint site is added to your To-Do Bar Task List. A folder with the SharePoint Task List name also appears under Other Tasks in the Tasks navigation pane. More Work Smart Content: 7 o f 9

8 3 On the File menu, point to New, and then click Task. 4 In the Task window, add a specific start date, due date, any additional information, or assign the task, and then click Save & Close. Any changes made to the task in Outlook are saved to the SharePoint task list. Create an Outlook Task from One Create Outlook tasks using Microsoft Office One, and then view and manage the tasks using Outlook. Changes you make to these tasks in Outlook or One are automatically synchronized. 1 In One, click the note to which you would like to add a task. 3 To add task details in One, right-click the flag, and then click Open Task in Outlook. 2 On the Insert menu, point to Outlook Task, and then click the desired flag. The flagged task now appears on both the Outlook and To-Do Bar Task Lists. 4 OR To add task details in Outlook, double-click the task in the To-Do Bar Task List. 5 In the task window, add a reminder, any additional information, specific start or due dates, or assign the task, and then click Save & Close. More Work Smart Content: 8 o f 9

9 For More Information Office Online Web Site s The task is now in your One notes and Outlook To-Do Bar Task List. You can now manage the task using Outlook. You can make minor changes to the task in One without opening the task in Outlook. In One, right-click the flag next to the note, and then click a flag to mark the task complete, or delete the task. The change is automatically saved in Outlook. To make more detailed changes, open the task in Outlook as previously described. To go from an open task in Outlook to the One page where the task resides, double-click the One icon in the task body. More Work Smart Content: 9 o f 9