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Microsoft Outlook 2010 : Track Tasks (part 2) - Updating Tasks

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6/22/2013 8:57:30 PM

Updating Tasks

Tasks generally appear on the Outlook task lists by start date or due date. You can change the details or dates of a task, or track the progress you've made on it.

To update the status of a task:

  1. Open the task window.

  2. In the % Complete list, type or select (by clicking the arrows) the percentage of the project you estimate as complete.

    Outlook changes the status to reflect your selection. Tasks that are 0% complete are Not Started, tasks that are 1% to 99% complete are In Progress, and tasks that are 100% complete are Completed.

  3. If you want to manually change the task status—for example, to Waiting on someone else or Deferred—click that option in the Status list.

  4. Save and close the task.

    Outlook updates the task both in your own task list and in the task originator's task list.

You can't track the status of a flagged message.

In this exercise, you'll update the status and due date of a task on your task list.

Note

If you didn't create that task, you can do so now, or you can substitute any task in your default task list. Display your To-Do List in the Tasks module, and then follow the steps.

  1. In the Tasks pane, double-click the SBS Dinner Reservations task.

    For the purposes of this exercise, assume that you are waiting for the banquet manager to confirm whether a private dining room is available. You want to update the task to reflect your progress, change the task due date, and also remind yourself to call again if you don't hear from her by the end of the day.

  2. Click the Start date arrow, and then on the calendar, click Today.

  3. Click the Status arrow, and then in the list, click Waiting on someone else.

  4. In the % Complete box, type or select (by clicking the arrows) 25%.

  5. In the notes pane, on a new line, type the following sentence:

    Left message for banquet manager—will call back tomorrow.

  6. Click the Due date arrow, and then on the calendar, click the next day.

    The information bar at the top of the task header changes to reflect the new due date.

  7. Select the Reminder check box. Click the first Reminder arrow, and then on the calendar, click the due date.

  8. Click the second Reminder arrow, and then in the list, click 3:00 PM.

    Outlook is set to display a reminder on the afternoon of the new due date.

    image with no caption

    You can easily update a task to reflect its current completion status.

  9. On the Task tab, in the Actions group, click the Save & Close button.

    In the To-Do List, the SBS Dinner Reservations task moves under the Tomorrow heading.

image with no caption

The changes you made in the task window are reflected in the Reading Pane.

Note

CLEAN UP Retain the SBS Dinner Reservations task for use in later exercises.

 
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