Outlook - Share a task list Video

Discover how to effortlessly share task lists in Outlook, enhancing collaboration with colleagues on team projects. Learn how to create, distribute, and manage task lists, allowing for seamless coordination and productivity. With step-by-step guidance, you can streamline the process and boost efficiency in Microsoft 365. Engage in smoother teamwork and efficient task allocation with this insightful tutorial!

  • 03:10
  • 292 views

Objectifs :

This video aims to guide users through the process of sharing a task list in Outlook, facilitating smoother collaboration on shared projects within Microsoft 365.

Chapitres :

  1. Introduction to Task Sharing in Outlook
    In today's fast-paced work environment, effective collaboration is essential. Microsoft 365 provides various tools for team task management, and Outlook is one of the platforms that allows users to share task lists. This guide will walk you through the steps to create and share a task list, enhancing teamwork on shared projects.
  2. Creating a Task List
    To begin, follow these steps to create a new task list in Outlook: 1. Click on the 'To Do' icon. 2. In the 'New List' field, enter the name of your list (e.g., 'Team Project') and press Enter to create it. This initial setup is crucial for organizing your tasks effectively.
  3. Adding Tasks to Your List
    Once your list is created, you can start adding tasks: 1. Enter the name of the task in the 'Add a task' field (e.g., 'Organizing a business meeting'). 2. To move a task, right-click on it and select 'Move Task To'. 3. For duplicating a task, right-click and choose 'Copy Task To'. Additionally, if you have a deadline, you can set a due date by selecting a specific day from the calendar. For example, choose September 30th as the due date and click 'Add' to confirm.
  4. Distributing Your Task List
    After assembling your task list, you can share it with your colleagues: 1. Click on 'Share' located in the upper right corner of the list window. 2. Click on 'Create Invitation Link' to generate a link. 3. You will have two options: - 'Invite by Email': Compose an email using the standard template or personalize it while ensuring the link is included. - 'Copy Link': Directly share the link with relevant individuals. Note that only individuals within your organization who have access to the link can join and edit the list.
  5. Managing Collaborators
    Once your list is shared, the 'Assigned To' button will appear, allowing you to allocate tasks to your collaborators. Recipients can view the list by following the provided link, where they will need to click 'Join the List' to access the tasks. To check who is involved in managing the list, click on the share icon in the upper right corner. A window will open showing an overview of all participants. You can manage access by clicking 'Manage Access'. If you wish to stop new people from joining, toggle the corresponding button or remove participants by clicking the cross beside their name.
  6. Conclusion
    In conclusion, sharing a task list in Outlook is a straightforward process that enhances collaboration among team members. By following the steps outlined in this guide, you can create, share, and manage tasks effectively, ensuring that all changes made by team members are synchronized and visible to everyone involved.

FAQ :

How do I create a task list in Outlook?

To create a task list in Outlook, click on the To Do icon, enter the list name in the new list field, and press enter to create it.

Can I set a due date for tasks in Outlook?

Yes, you can set a due date for tasks by selecting a specific day from the calendar after creating the task.

How do I share my task list with colleagues?

To share your task list, click on the share button in the upper right corner, then create an invitation link or invite by email.

What happens when I share a task list?

When you share a task list, recipients can view and update the tasks. You can also allocate tasks to collaborators using the 'assigned to' button.

How can I remove someone from my shared task list?

To remove someone, click on the share icon, manage access, and then click the cross beside the person's name you wish to remove.

Quelques cas d'usages :

Project Management in Teams

Using Outlook's task list feature, project managers can create and share task lists with team members to ensure everyone is aware of their responsibilities and deadlines, improving collaboration and accountability.

Event Planning

Event coordinators can utilize shared task lists to organize tasks related to event planning, such as scheduling meetings, sending invitations, and coordinating logistics, ensuring all team members are aligned.

Sales Team Collaboration

Sales teams can share task lists to track leads, follow-ups, and client meetings, allowing for better coordination and efficiency in achieving sales targets.

Remote Work Coordination

In a remote work environment, teams can use Outlook's task sharing feature to manage projects and tasks effectively, ensuring that all members can contribute and stay updated regardless of their location.

Glossaire :

Microsoft 365

A cloud-based suite of productivity applications and services offered by Microsoft, including tools like Word, Excel, PowerPoint, and Outlook.

Outlook

An email client and personal information manager developed by Microsoft, which includes features for email, calendar, task management, and contact management.

Task List

A list of tasks or activities that need to be completed, often used for project management and collaboration.

Due Date

The specific date by which a task or project must be completed.

Invitation Link

A URL generated to allow others to access a shared resource, such as a task list, typically sent via email or direct message.

Manage Access

A feature that allows the owner of a shared resource to control who can view or edit the resource.

Collaborators

Individuals who work together on a project or task, sharing responsibilities and contributions.

résultat(s)
00:00:06
facilitating smoother collaboration with your coworkers on shared projects.
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While Microsoft 365 offers various team task management tools.
00:00:16
Outlook allows users to share task lists and collaborate with others
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to start. Click on the to do icon,
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enter the list name in the new list field and press enter to create it.
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For instance, we'll make a list called team project
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to create a new task. Enter its name into the add a task field.
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For instance, you can add a task called organizing a business meeting
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note to transfer an existing task to the list,
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right, click on it and select move task two
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for duplicating the task, right, click and choose copy task too.
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If you have a deadline to meet,
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you can also set a due date by choosing a specific day from the calendar.
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For our example, we'll select September 30th as the due date.
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Click on add to confirm,
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then enter the required steps to finish the task or
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for distribution by inputting them in the ads step field.
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After you have assembled your task list you can distribute it to your colleagues
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to do this. Click on share located in the upper right corner of the list window.
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Click on create invitation link to generate a link.
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You will then see two options.
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Invite by email
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which lets you compose an email and send the link to the list.
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You may use the standard email template.
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But if you prefer personalization,
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ensure the link remains included.
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If you wish to directly share the link with relevant individuals, select copy link
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note,
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only individuals within your organization who have access to
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the link can join and edit this list.
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After sharing your list,
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the assigned to button will appear enabling
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you to allocate tasks to your collaborators.
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Recipients of the invitation can view the list by following the provided link.
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They will be taken to a web page where they need to
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click on join the list and then open to access to do
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here.
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They will see all tasks shared with them and
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will have the ability to update or complete these tasks
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to check who is involved in managing the list.
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Click on the share icon located in the upper right corner.
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A window will open showing an overview of all participants in the list.
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Next click on manage access.
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If you wish to stop new people from joining your list,
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you can toggle the corresponding button
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to remove participants. Return to the sharing window by clicking the back icon
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and then click the cross beside the person's name. You wish to remove
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any changes made by a member will be
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synchronized and visible to all other team participants
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that concludes the instructions on sharing a task list in outlook.

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résultat(s)
00:00:02
Este vídeo irá guiá-lo através do processo de partilha de uma lista de tarefas no outlook,
00:00:06
facilitando uma colaboração mais suave com os seus colegas de trabalho em projetos partilhados.
00:00:10
Enquanto o Microsoft 365 oferece várias ferramentas de gestão de tarefas de equipa.
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O Outlook permite aos utilizadores partilhar listas de tarefas e colaborar com outras pessoas
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para começar. Clique no ícone de fazer,
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introduza o nome da lista no campo da nova lista e prima enter para a criar.
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Por exemplo, faremos uma lista chamada team project
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criar uma nova tarefa. Introduza o seu nome no campo adicionar uma tarefa.
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Por exemplo, pode adicionar uma tarefa chamada organizar uma reunião de negócios.
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nota para transferir uma tarefa existente para a lista,
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direita, clique nele e selecione mover a tarefa dois
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para duplicar a tarefa, clique com o botão direito do rato e escolha copiar tarefa também.
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Se tiver um prazo a cumprir,
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também pode definir uma data de vencimento escolhendo um dia específico no calendário.
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Para o nosso exemplo, selecionaremos 30 de setembro como data de vencimento.
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Clique em adicionar para confirmar,
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em seguida, introduza as etapas necessárias para concluir a tarefa ou
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para distribuição, inserindo-os no campo da etapa de anúncios.
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Depois de ter montado a sua lista de tarefas, pode distribuí-la aos seus colegas
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para o fazer. Clique em partilhar localizado no canto superior direito da janela da lista.
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Clique no link criar convite para gerar um link.
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Em seguida, verá duas opções.
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Convidar por e-mail
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que permite repor um e-mail e enviar o link para a lista.
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Pode utilizar o modelo de correio electrónico padrão.
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Mas se preferir a personalização,
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garantir que o link permaneça incluído.
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Se você deseja compartilhar diretamente o link com as pessoas relevantes, selecione copiar link
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nota,
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apenas indivíduos dentro da sua organização que tenham acesso
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o link pode aderir e editar esta lista.
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Depois de partilhar a sua lista,
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o botão atribuído a aparecerá ativando
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para atribuir tarefas aos seus colaboradores.
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Os destinatários do convite podem ver a lista seguindo o link fornecido.
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Serão levados a uma página web onde necessitam
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clique em entrar na lista e, em seguida, abra para aceder a fazer
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aqui.
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Vão ver todas as tarefas partilhadas com eles e
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terá a capacidade de actualizar ou concluir estas tarefas
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verificar quem está envolvido na gestão da lista.
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Clique no ícone de partilha localizado no canto superior direito.
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Uma janela será aberta mostrando uma visão geral de todos os participantes da lista.
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Em seguida, clique em gerir acesso.
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Se quiser impedir que novas pessoas se juntem à sua lista,
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pode alternar o botão correspondente
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para remover participantes. Retorne à janela de partilha clicando no ícone Voltar
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e, em seguida, clique na cruz ao lado do nome da pessoa. Deseja remover
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quaisquer alterações feitas por um membro serão
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sincronizado e visível para todos os outros participantes da equipa
00:03:04
que conclui as instruções sobre a partilha de uma lista de tarefas no outlook.

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résultat(s)
00:00:02
Questo video ti guiderà attraverso il processo di condivisione di un elenco di attività in Outlook,
00:00:06
facilitando una collaborazione più fluida con i colleghi su progetti condivisi.
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Mentre Microsoft 365 offre vari strumenti di gestione delle attività di squadra.
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Outlook consente agli utenti di condividere elenchi di attività e collaborare con altri
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per iniziare. Fai clic sull'icona da fare,
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inserisci il nome della lista nel nuovo campo della lista e premi invio per crearla.
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Ad esempio, creeremo un elenco chiamato progetto di squadra
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per creare una nuova attività. Inserisci il suo nome nel campo aggiungi un'attività.
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Ad esempio, puoi aggiungere un'attività chiamata organizzazione di una riunione di lavoro
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nota per trasferire un'attività esistente nell'elenco,
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con il tasto destro, fai clic su di esso e seleziona sposta l'attività due
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per duplicare l'attività, fai clic con il pulsante destro del mouse e scegli anche Copia attività.
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Se hai una scadenza da rispettare,
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puoi anche impostare una data di scadenza scegliendo un giorno specifico dal calendario.
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Nel nostro esempio, selezioneremo il 30 settembre come data di scadenza.
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Fai clic su aggiungi per confermare,
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quindi inserisci i passaggi richiesti per completare l'attività o
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per la distribuzione inserendoli nel campo della fase degli annunci.
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Dopo aver assemblato l'elenco delle attività, puoi distribuirlo ai tuoi colleghi
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per farlo. Fai clic su condividi situato nell'angolo in alto a destra della finestra dell'elenco.
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Fai clic su Crea link di invito per generare un link.
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Vedrai quindi due opzioni.
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Invito tramite e-mail
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che ti consente di comporre un'email e inviare il link alla lista.
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Puoi utilizzare il modello di email standard.
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Ma se preferisci la personalizzazione,
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assicurati che il link rimanga incluso.
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Se desideri condividere direttamente il link con le persone interessate, seleziona Copia link
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nota,
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solo le persone all'interno dell'organizzazione che hanno accesso a
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il link può unirsi a questo elenco e modificarlo.
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Dopo aver condiviso la tua lista,
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apparirà il pulsante assegnato a che abilita
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per assegnare compiti ai tuoi collaboratori.
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I destinatari dell'invito possono visualizzare l'elenco seguendo il link fornito.
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Verranno indirizzati a una pagina Web in cui devono
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clicca su iscriviti alla lista e poi apri per accedere a cosa fare
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qui.
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Vedranno tutte le attività condivise con loro e
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avranno la possibilità di aggiornare o completare queste attività
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per verificare chi è coinvolto nella gestione dell'elenco.
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Fai clic sull'icona di condivisione situata nell'angolo in alto a destra.
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Si aprirà una finestra che mostra una panoramica di tutti i partecipanti all'elenco.
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Quindi fai clic su gestisci l'accesso.
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Se desideri impedire a nuove persone di unirsi alla tua lista,
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puoi attivare il pulsante corrispondente
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per rimuovere i partecipanti. Torna alla finestra di condivisione facendo clic sull'icona Indietro
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quindi fai clic sulla croce accanto al nome della persona. Desideri rimuovere
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eventuali modifiche apportate da un membro saranno
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sincronizzato e visibile a tutti gli altri partecipanti al team
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che conclude le istruzioni sulla condivisione di un elenco di attività in Outlook.

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résultat(s)
00:00:02
В этом видео вы узнаете, как поделиться списком задач в Outlook,
00:00:06
облегчение совместной работы с коллегами над совместными проектами.
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В то время как Microsoft 365 предлагает различные инструменты управления командными задачами.
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Outlook позволяет пользователям делиться списками задач и сотрудничать с другими
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для начала. Нажмите на значок «Сделать»,
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введите название списка в поле нового списка и нажмите Enter, чтобы создать его.
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Например, мы составим список под названием «Групповой проект»
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чтобы создать новую задачу. Введите название задачи в поле добавления задачи.
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Например, вы можете добавить задачу под названием «Организация деловой встречи»
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примечание для переноса существующей задачи в список,
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справа нажмите на нее и выберите переместить вторую задачу
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для дублирования задачи нажмите правой кнопкой мыши и также выберите «Скопировать задачу».
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Если вам нужно уложиться в крайний срок,
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вы также можете установить дату родов, выбрав определенный день из календаря.
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Например, мы выберем 30 сентября в качестве срока оплаты.
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Нажмите «Добавить», чтобы подтвердить,
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затем введите необходимые шаги для завершения задачи или
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для рассылки, введя их в поле «Шаг объявления».
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После того, как вы соберете список задач, вы можете разослать его своим коллегам
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для этого. Нажмите «Поделиться», расположенную в правом верхнем углу окна списка.
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Нажмите на ссылку «Создать приглашение», чтобы создать ссылку.
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После этого вы увидите два варианта.
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Пригласить по электронной почте
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который позволяет составить электронное письмо и отправить ссылку на список.
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Вы можете использовать стандартный шаблон электронной почты.
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Но если вы предпочитаете персонализацию,
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убедитесь, что ссылка остается включенной.
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Если вы хотите напрямую поделиться ссылкой с соответствующими лицами, выберите «Скопировать ссылку»
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обратите внимание,
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только сотрудники вашей организации, имеющие доступ к
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ссылка может присоединиться к этому списку и редактировать его.
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После того как вы поделились своим списком,
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появится кнопка «Назначено», позволяющая
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вы сможете распределять задачи между сотрудниками.
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Получатели приглашения могут просмотреть список, перейдя по предоставленной ссылке.
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Они будут перенаправлены на веб-страницу, где им это необходимо
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нажмите «Присоединиться к списку», а затем откройте, чтобы сделать
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здесь.
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Они увидят все задачи, которыми они поделились, и
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смогут обновить или выполнить эти задачи
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чтобы проверить, кто участвует в управлении списком.
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Нажмите на значок «Поделиться», расположенный в правом верхнем углу.
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Откроется окно со списком всех участников.
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Затем нажмите «Управление доступом».
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Если вы хотите запретить новым людям присоединяться к вашему списку,
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вы можете нажать соответствующую кнопку
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чтобы удалить участников. Вернитесь в окно совместного доступа, нажав на значок «Назад»
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а затем нажмите крестик рядом с именем пользователя. Вы хотите удалить
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любые изменения, внесенные участником, будут
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синхронизированы и видны всем остальным участникам команды
00:03:04
на этом завершаются инструкции по публикации списка задач в Outlook.

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résultat(s)
00:00:02
Este video lo guiará a través del proceso de compartir una lista de tareas en Outlook,
00:00:06
facilitando una colaboración más fluida con tus compañeros de trabajo en proyectos compartidos.
00:00:10
Mientras que Microsoft 365 ofrece varias herramientas de administración de tareas en equipo.
00:00:16
Outlook permite a los usuarios compartir listas de tareas y colaborar con otros
00:00:20
para empezar. Haga clic en el icono de tareas pendientes,
00:00:23
introduzca el nombre de la lista en el nuevo campo de lista y pulse enter para crearla.
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Por ejemplo, crearemos una lista llamada proyecto de equipo
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para crear una nueva tarea. Introduzca su nombre en el campo para agregar una tarea.
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Por ejemplo, puede agregar una tarea denominada organizar una reunión de negocios
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nota para transferir una tarea existente a la lista,
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a la derecha, haga clic en ella y seleccione mover la tarea dos
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para duplicar la tarea, pulse con el botón derecho del ratón y seleccione copiar también la tarea.
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Si tienes una fecha límite que cumplir,
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también puedes establecer una fecha límite seleccionando un día específico del calendario.
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En nuestro ejemplo, seleccionaremos el 30 de septiembre como fecha límite.
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Haz clic en añadir para confirmar,
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a continuación, introduzca los pasos necesarios para finalizar la tarea o
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para distribuirlos introduciéndolos en el campo de pasos del anuncio.
00:01:19
Una vez que haya creado su lista de tareas, puede distribuirla entre sus colegas
00:01:24
para hacer esto. Haga clic en compartir ubicado en la esquina superior derecha de la ventana de la lista.
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Haz clic en crear un enlace de invitación para generar un enlace.
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A continuación, verás dos opciones.
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Invita por correo electrónico
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que te permite redactar un correo electrónico y enviar el enlace a la lista.
00:01:41
Puedes usar la plantilla de correo electrónico estándar.
00:01:43
Pero si prefieres la personalización,
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asegúrese de que el enlace permanezca incluido.
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Si deseas compartir el enlace directamente con las personas pertinentes, selecciona copiar enlace
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nota,
00:01:55
solo las personas de su organización que tengan acceso a
00:01:58
el enlace puede unirse a esta lista y editarla.
00:02:03
Después de compartir tu lista,
00:02:04
aparecerá el botón «asignar a», habilitando
00:02:07
puedes asignar tareas a tus colaboradores.
00:02:10
Los destinatarios de la invitación pueden ver la lista siguiendo el enlace proporcionado.
00:02:16
Serán redirigidos a una página web donde deberán
00:02:18
haga clic en unirse a la lista y luego abra para acceder a hacerlo
00:02:22
aquí.
00:02:23
Verán todas las tareas compartidas con ellos y
00:02:25
tendrán la posibilidad de actualizar o completar estas tareas
00:02:29
para comprobar quién participa en la gestión de la lista.
00:02:32
Haga clic en el icono de compartir ubicado en la esquina superior derecha.
00:02:35
Se abrirá una ventana con una descripción general de todos los participantes de la lista.
00:02:40
A continuación, haga clic en gestionar el acceso.
00:02:43
Si deseas impedir que nuevas personas se unan a tu lista,
00:02:46
puedes activar el botón correspondiente
00:02:49
para eliminar participantes. Vuelva a la ventana para compartir haciendo clic en el icono de retroceso
00:02:53
y, a continuación, haz clic en la cruz situada junto al nombre de la persona. Quieres eliminar
00:02:58
cualquier cambio realizado por un miembro será
00:03:00
sincronizado y visible para todos los demás participantes del equipo
00:03:04
con esto concluyen las instrucciones sobre cómo compartir una lista de tareas en Outlook.

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