4. Create Outlook tasks from OneNote
If you use Microsoft OneNote, you already know how it gives you one convenient place to keep meeting notes, make sketches, capture text, save images, and more—in one easily accessible place. And OneNote integrates seamlessly with Outlook Tasks to give you some quick shortcuts to save you time and increase your productivity. It just takes a couple of clicks, for example, to create an Outlook task from within OneNote—and keep that task synced automatically between the two programs.
Note: If your installation of Outlook is configured for multiple email profiles, you must first start Outlook before you can successfully create and save Outlook tasks in OneNote. To check the email profiles on your computer, in Control Panel, in category view, click User Accounts, and then click Mail. If you are using Control Panel classic view, double-click the Mail icon.
OneNote 2010
In Microsoft OneNote, create a page with notes, drawings, or any information you want to include in your task. On the Ribbon, click the Home tab, and then click the red flag icon in the Outlook group. The task appears in your Outlook Tasks list when you open or return to Outlook.
By default, the due date for the task you created in OneNote is Today. To set a different due date, click the Home tab, click Outlook Tasks in the Outlook group to display the dropdown menu, and then click another due date.
It’s easy to create a new task in OneNote 2010 to send to Outlook Tasks.
.OneNote 2007
In any part of your notes in OneNote, type a description for the task that you want to create. For example, type Send out notes from the meeting.
On the Insert menu, point to Outlook Task, and then click the due date for the new task.
A task flag appears next to the description when the task has been created. To view details about the task, move the pointer over the task icon until a tooltip appears.
Note: The task flag may appear dimmed until Outlook recognizes the new task and the task is synchronized between Outlook and OneNote. When this is the case, the task tooltip also displays synchronization status.
OneNote 2003
On the Tools menu, point to Create Outlook Item, and then click Create Outlook Task.
In the Outlook Task window, enter the information you want, and then, on the Standard toolbar, click Save and Close.
Note: The functionality described here is available only if you have installed OneNote 2003 Service Pack 1. To learn more about the service pack and how to download it, see Service pack features in OneNote 2003.
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5. Create and track assigned tasks
When you collaborate on a team or manage the work of others, you may want to delegate a task to someone else and keep track of its progress. Outlook makes it nice and easy to create and track a task that you assign. Here’s how:
1.To create a new task, on the Home tab, in the New section, select New Items, select Tasks, and in the Manage Task section, select Assign Task. To assign an existing task, in the task list, open the task you want to assign, and click Assign Task.
2.In the To box, enter the name or email address of the person you want to assign the task to. To select the name from a list, click the To button.
3.For a new task, in the Subject box, type a task name. (In an existing task, the Subject box is already filled in.)
4.Select the due date and status options you want.
5.Select or clear the Keep an updated copy of this task on my task list check box and the Send me a status report when this task is complete check box.
Outlook 2010 makes it easy to create, assign, and track tasks.
.Note: If you select the Send me a status report when this task is complete check box, you will receive a status report for each completed occurrence of the task
6.If you want the task to recur:
◦If you’re using Outlook 2010, click Recurrence.
◦If you’re using Outlook 2007, click the Options group, and then click Recurrence.
◦If you’re using Outlook 2003, click the Actions menu, and then click Recurrence.
Select the options you want, and then click OK.
Note: If you assign a recurring task, a copy of the task remains in your task list, but it won't be updated.
7.In the body of the task, type instructions or information about the task.
8.Click Send .
Learn more about creating and tracking assigned tasks.
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6. Send status reports for tasks from Outlook
If you ever have a client or task that is of utmost importance to your boss, this tip will become a favorite. In Outlook, you can send a periodic status report. It's a great way to communicate that you’re managing things efficiently and remind your boss how well organized you are.
The report is automatically generated from Outlook to an email message that you send.
Here’s how to do it:
1.In Outlook, open the task for which you want to send a status report.
2.Do one of the following:
◦In Outlook 2010 and in Outlook 2007, on the Task tab, in the Manage Task group, click Send Status Report.
◦In Outlook 2003, on the Actions menu, click Send Status Report. Outlook opens an email window with your task status automatically added at the bottom of the message window.
3.Enter recipient names in the To, Cc, and Bcc boxes. If the task was assigned to you, the names of people on the update list are automatically added.
4.Add any other information you want in the email message.
5.Click Send.
Now you have a status report ready to send.
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