How To Create Task on Outlook

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

 

Create Task From Mail Window

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


 

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.
   
   
    
3. Complete the following then click Save & Close button:
   
   
   
    

   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 based 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.
   
   
    
3. Click the New button and complete the following details:
   
   
   
    

   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 based 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!