About this lesson
Tasks are to-do items that are tracked electronically and can be recurring weekly or monthly.
Quick reference
Tasks: New and Recurring
Tasks are to-do items that are tracked electronically and can be recurring weekly or monthly.
When to use
A Task list allows you to keep track of to-do items and check them off as they are completed. The process is simple and has many useful features.
Instructions
OR 
- Click the TASK icon on the Folder Pane (aka Navigation Pane)
- Click New Task
and enter the base information for the task:
- Choose “Details” to record job specific task details for billing purposes:
- Recurring Task:
- Know your Task Icons:
- Mark as Done: Checking the box will put a line through the task indicating it has been completed. It remains on the task list as long as you determine it should.
- Categorize Tasks:
- Sort Tasks by clicking the column headers
- The Task Folder Pane
The folder pane shows the Tasks “and” the To-Do List which includes flagged emails for follow up.
- 00:04 The task area is basically for a to do list when you don't want
- 00:07 to write your items on your calendar, you keep a separate list.
- 00:11 On the navigation pane at the bottom is a little clipboard with a check mark.
- 00:14 When I flip my mouse there, I get my peek pane that comes up or
- 00:18 I can just click this and it opens up to my task area.
- 00:21 On the task area, our home ribbon is now related simply to task items.
- 00:25 I'll go ahead and click New Task and I'll begin to enter a brand new task,
- 00:31 of course filling in the start date, the due date,
- 00:36 a reminder, if I want to mark it percentage complete I can.
- 00:40 Right down here is a notes area.
- 00:44 And right up here, on the ribbon we can delete it,
- 00:47 forward a finished task to someone else, or I can show the details of the task.
- 00:51 The Details simply allows me to record hours worked, mileage,
- 00:55 billing information.
- 00:57 If this is a situation where you travel to jobs and bill by the hour,
- 01:01 if you don't use a separate billing system, this might work for you.
- 01:05 I'll go back to the task itself.
- 01:07 At this point, I could mark it complete, but I won't.
- 01:09 A couple other items we'll do in the next video.
- 01:12 But I do wanna show you the Recurrence.
- 01:14 In this particular case,
- 01:16 Recurrence looks very similar to the calendar recurrence items.
- 01:19 Of course you can choose weekly, monthly, which day, and
- 01:24 how many times to recur or on what date to end the recurrence.
- 01:31 You can also skip a certain recurrence, and I'm gonna go ahead and
- 01:34 save and close right here so you can see what happens.
- 01:37 Now, right here my task is showing up, only one of them.
- 01:40 It's not showing my recurring one until I mark this finished.
- 01:44 Notice my little clipboard here has a little tiny recurrent circles.
- 01:48 If I do mark this finished, that is when the second one shows up.
- 01:51 And the first one has a line through it that it is completed
- 01:54 with a check mark off to the side.
- 01:56 Notice I do also have flags available.
- 02:00 And you can also categorize.
- 02:02 A single click will put a red category in here,
- 02:04 but a right click will allow you to choose any color category you desire.
- 02:09 We can also sort these by the headers up on top and
- 02:13 over on the left hand side in my task pane I do have task and to do list.
- 02:18 The to do list is showing me flagged e-mails that have
- 02:23 nothing to do with tasks, but they are items I need to follow up on, so
- 02:26 they are on the to do lists, or just my tasks right down here.
- 02:29 If you just mark tasks, you'll only view your tasks.
- 02:33 So that's the intro to the task area.
- 02:35 I can go ahead and Delete this or I can hit Remove From List, but
- 02:39 sometimes it's nice to keep them with those lines through them, so
- 02:44 that you can see, yes I did get that done.
- 02:48 And we can chose a field header that would show completed date as well.
- 02:53 All right, please watch the next couple videos for more details about Task.
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