Outlook - Create a task from a message Tutorial

Discover how to efficiently convert an email into a task in Outlook. By using flagged emails or dragging messages into My Day, you can manage your tasks seamlessly. Learn to customize task names, set deadlines, and mark tasks as complete. This video provides valuable insights for effective task management. #outlook #discovery #collaborate

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Objectifs :

This video aims to teach viewers how to convert an email into a task in Outlook, ensuring effective task management and organization.

Chapitres :

  1. Introduction to Email Conversion
    In this video, we will learn how to convert an email into a task in Outlook. This process is particularly useful when you receive an email from a colleague requesting you to prepare a report for an upcoming meeting. By transforming that email into a task, you can ensure that you remember to complete it.
  2. Approaches to Convert Emails into Tasks
    There are two primary approaches to accomplish this task conversion in Outlook.
  3. Method 1: Using Flagged Emails
    The first approach involves treating flagged emails as tasks. To start, select the email you wish to convert into a task. Hover over this email and right-click on the flag icon that appears beside it. You can then choose a time frame for managing the email by either selecting an option from the given list or setting a specific date and time in the custom section. To access flagged emails as tasks, click on the 'My Day' icon at the top right corner of your screen. Next, click on 'To Do' and select 'Show Flagged Messages.' If you choose today as the deadline, the task will automatically be flagged as important and will appear on your list of tasks for today. By default, Outlook uses the email subject as the task name, but you can change it by clicking on it to view the email content. Click on the email address below the task to access the original email.
  4. Completing and Viewing Tasks
    Once you finish the report, you can mark the task as complete by either checking its box or right-clicking the flag icon and selecting 'Mark as Complete.' To see completed tasks, click on 'Show Recently Completed Tasks' in the 'To Do' section.
  5. Method 2: Dragging Emails into My Day
    The second method involves opening 'My Day,' selecting the email you wish to convert into a task, dragging it into the 'My Day' window, and dropping it as a task. You can then manage your tasks by following the previous steps outlined.
  6. Further Learning
    For a comprehensive overview of task management, I encourage you to view our specialized tutorial on the topic. This will provide you with additional insights and techniques for effective task management.
  7. Conclusion
    I trust you found this guide helpful. By utilizing these methods, you can enhance your productivity and ensure that important tasks are not overlooked.

FAQ :

How can I convert an email into a task in Outlook?

You can convert an email into a task by right-clicking the flag icon next to the email and selecting a time frame for the task. Alternatively, you can drag the email into the 'My Day' window.

What happens when I flag an email as a task?

When you flag an email, it becomes a task that can be managed in your task list. You can set deadlines and mark it as important.

Can I change the name of the task created from an email?

Yes, the task name defaults to the email subject, but you can change it by clicking on the task and editing the name.

How do I view my completed tasks in Outlook?

To view completed tasks, click on 'Show Recently Completed Tasks' in the 'To Do' section.

Is there a tutorial for managing tasks in Outlook?

Yes, there is a specialized tutorial available that provides a comprehensive overview of task management in Outlook.

Quelques cas d'usages :

Project Management

In a project management role, you can convert emails from team members into tasks to ensure all requests are tracked and completed on time, improving project efficiency.

Meeting Preparation

When preparing for meetings, you can convert emails requesting reports or updates into tasks, ensuring you have all necessary materials ready before the meeting.

Daily Task Organization

Using the 'My Day' feature, you can drag and drop emails into your daily task list, helping you prioritize your workload and manage your time effectively.

Follow-Up Management

By flagging emails as tasks, you can create a follow-up system for important communications, ensuring that no critical emails are overlooked.

Team Collaboration

In a collaborative environment, converting emails into tasks allows team members to assign responsibilities and track progress on shared projects, enhancing teamwork.

Glossaire :

Outlook

A personal information manager from Microsoft, primarily used for email communication, calendar management, task management, and contact management.

Task

A specific piece of work or duty that needs to be completed, often tracked in task management systems.

Flagged Email

An email that has been marked for follow-up or attention, allowing users to prioritize and manage their tasks effectively.

My Day

A feature in Outlook that allows users to focus on their most important tasks for the day, providing a personalized view of their tasks.

To Do

A task management feature in Outlook that helps users organize and track their tasks and deadlines.

Mark as Complete

An action taken to indicate that a task has been finished, often removing it from the active task list.

résultat(s)
00:00:07
For example,
00:00:08
if you receive an email from a colleague requesting
00:00:11
you to prepare a report for an upcoming meeting,
00:00:14
you can transform that email into a task to ensure you remember it.
00:00:19
There are two approaches to accomplish this.
00:00:22
The initial approach involves treating flagged emails
00:00:25
as tasks to start select the email,
00:00:28
you wish to convert into a task hover over this email
00:00:31
and right click on the flag icon that appears beside it.
00:00:35
You can then choose a time frame for managing the email by either selecting an
00:00:39
option from the given list or setting a specific date and time in the custom section
00:00:45
to access flagged emails as tasks,
00:00:47
click on the my day icon at the top right corner of your screen.
00:00:51
Next click on to do and select show flagged messages.
00:00:56
If you choose today as the deadline,
00:00:58
the task will automatically be flagged as important and
00:01:01
will appear on your list of tasks for today.
00:01:03
By default, outlook uses the email subject as the task name,
00:01:08
but you can change it by clicking on it
00:01:11
to view the email content. Click on email address below the task.
00:01:16
Once you finish the report,
00:01:17
you can mark the task as complete by either checking its box or right,
00:01:22
clicking the flag icon and selecting mark as complete
00:01:26
to see completed tasks. Click on show recently completed tasks in the to do section.
00:01:33
The second method involves opening my day selecting the email,
00:01:37
you wish to convert into a task,
00:01:39
dragging it into the my day window and dropping it into a as tasks.
00:01:44
You can then manage your tasks by following the previous steps.
00:01:49
For a comprehensive overview of task management.
00:01:52
I encourage you to view our specialized tutorial on the topic that wraps it up.
00:01:57
I trust you found this guide helpful.

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résultat(s)
00:00:02
Neste vídeo, vamos aprender como converter um e-mail numa tarefa. Em perspetiva.
00:00:07
Por exemplo,
00:00:08
se receber uma mensagem de correio electrónico de um colega a solicitar
00:00:11
para preparar um relatório para uma próxima reunião,
00:00:14
pode transformar esse e-mail numa tarefa para garantir que se lembra dele.
00:00:19
Existem duas abordagens para o conseguir.
00:00:22
A abordagem inicial envolve o tratamento de e-mails sinalizados
00:00:25
como tarefas a iniciar seleccione o correio electrónico,
00:00:28
deseja converter em uma tarefa, passar o mouse sobre este e-mail
00:00:31
e clique com o botão direito do rato no ícone da bandeira que aparece ao lado.
00:00:35
Em seguida, pode escolher um período de tempo para gerir o e-mail seleccionando um
00:00:39
opção da lista fornecida ou definir uma data e hora específicas na secção personalizada
00:00:45
para aceder a e-mails sinalizados como tarefas,
00:00:47
clique no ícone do meu dia no canto superior direito do ecrã.
00:00:51
Em seguida, clique em para fazer e seleccione mostrar mensagens sinalizadas.
00:00:56
Se escolher o dia de hoje como prazo,
00:00:58
a tarefa será automaticamente sinalizada como importante e
00:01:01
aparecerá na sua lista de tarefas para hoje.
00:01:03
Por predefinição, o outlook utiliza o assunto do correio electrónico como o nome da tarefa,
00:01:08
mas pode alterá-lo clicando nele
00:01:11
para visualizar o conteúdo do e-mail. Clique no endereço de e-mail abaixo da tarefa.
00:01:16
Assim que terminar o relatório,
00:01:17
pode marcar a tarefa como concluída marcando a caixa ou à direita,
00:01:22
clicar no ícone de bandeira e selecionar marcar como concluído
00:01:26
para ver as tarefas concluídas. Clique em mostrar tarefas concluídas recentemente na secção de tarefas a fazer.
00:01:33
O segundo método envolve abrir o meu dia selecionando o e-mail,
00:01:37
que deseja converter numa tarefa,
00:01:39
arrastando-o para a janela do meu dia e soltando-o em uma como tarefas.
00:01:44
Em seguida, pode gerir as suas tarefas seguindo os passos anteriores.
00:01:49
Para uma visão geral abrangente da gestão de tarefas.
00:01:52
Encorajo-vos a ver o nosso tutorial especializado sobre o tema que o encerram.
00:01:57
Espero que tenha achado este guia útil.

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