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How To Create Task on Outlook

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Aside from setting up meetings and appointments, Email Exchange helps you to organise your daily task with Exchange Task. Create different tasks for events, reminders, to-do lists for personal and business needs. You can even assign it to team members in your organisation.

Read this article to know how you can: create Task via Outlook Desktop or Outlook Web Access (OWA).

 

Creating Task via Outlook Desktop

NOTE: There are different options on how to create task in Outlook Desktop. Please select your preferred access below:

 

Create Task From Mail Window

Open Outlook on your desktop, and click the New Items ribbon at the top menu and select Task option.

Screenshot of CD Email Exchange Outlook Task Option Under Home Tab
 

Then continue to follow the steps in creating Task in Outlook Desktop in this linked guide.

 

Create Task via Shortcut Key

Use your keyboard shortcut: Ctrl + Shift + K on any window in Outlook desktop, then continue to Step 3 in this guide.

 

Create Task From Task Window

Another option to create a task is from the task window. Follow the guide below:

  1. Open Outlook on your desktop.
  2. Click New Task button at the top.

    Screenshot of CD Email Exchange Outlook Create New Task Ribbon
     
  3. Complete the following then click Save & Close button:

    Screenshot of CD Email Exchange Outlook Task Window


     
    Subject Enter a Name for your Task.
    Start date/ Due Date Choose the time and date for the meeting or choose to make it as a reminder, by clicking the check box.
    Status Set the status of a task depending on its progress. You can select from Not Started, In Progress, Completed, Waiting on someone else, Deferred.
    Priority Set the importance of a task to: Low, Normal or High.
    % Complete Enter the task progress percentage.
    Reminder Sound Customise your own Reminder Sound for a task by clicking the Sound icon and browse saved audio from your computer.
    Assign Task You can collaborate with other users in your organisation on a task by sending a notification through email.
    Recurrence You can plan ahead on your task better and set a task to occur the following day, week, or monthly.
    Message Box You can compose an email message to Assigned user for a task, or simply additional information for the task.


The task created will appear under To-Do List on your Task window.

 

Create Tasks via OWA

If Outlook Desktop is not available for you, you can still create tasks by using a browser with Outlook Web Access. Follow these steps below:

  1. Log in to Outlook in your browser.
  2. Click on the 9-Square Icon at the top menu and select Tasks.

    Screenshot of CD Email Exchange Outlook Create Task in OWA
     
  3. Click the New button and complete the following details:

    Screenshot of CD Email Exchange Outlook Task Input Details Window

     
    Subject Enter a Name for your Task.
    Due date/ Start Date Choose the time and date for the meeting or choose to make it as a reminder, by clicking the check box.
    Status Set the status of a task depending on its progress. You can select from Not Started, In Progress, Completed, Waiting on someone else, Deferred.
    % Complete Enter the task progress percentage.
    Priority Set the importance of a task to: Low, Normal or High.
    Repetition You can plan ahead on your task better and set a task to occur the following day, week, or monthly.
    Assign Task You can collaborate with other users in your organisation on a task by sending a notification through email.
    Recurrence You can plan ahead on your task better and set a task to occur the following day, week, or monthly.
    Message Box You can compose an email message to Assigned user for a task, or simply additional information for the task.

  4. Click the Save button, the task will be added and appear under My Tasks on OWA.
 

Please let us know if you need further assistance or if you have any questions. We’d love to help!

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