Chapter 7: Keeping Track of Information

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Page 184	To create a task from the Tasks folder On the toolbar, click the New Task button.
Page 184	To create a task from any Outlook folder Click the down arrow to the right of the New button. On the drop-down menu, click Task.
Page 184	To create a recurring task Create a new task. In the task form, click the Recurrence button. In the Task Recurrence dialog box, set the recurrence options you want, and then click OK.
Page 184	To set or remove a task reminder In the Task form, select or clear the Reminder check box. If setting a reminder, set the date and time you want the reminder to occur. Click OK.
Page 184	To modify task settings On the Tools menu, click Options. In the Options dialog box, click the Task Options button. Set the task options you want, and then click OK in the open dialog boxes.
Page 189	To assign a task to another person Create a new task. In the task form, click the Assign Task button. In the To box, type the address of the person you want to assign the task to, and add any comments in the comments area. Click the Send button.
Page 193	To change your task view On the View menu, point to Arrange By, point to Current View, and click the view you want.
Page 193	To sort Tasks Click the column heading by which you want to sort.
Page 193	To assign a category to a task Open the task, and click the Categories button. In the Available categories list, select the check box for the category you want, and then click OK.
Page 193	To view your tasks in the TaskPad In the Navigation Pane, click the Calendar icon. If you don’t see the TaskPad, on the View menu, click TaskPad.
Page 199	To accept a task request Open the task request or preview it in the Reading Pane. On the task form toolbar, click the Accept button.
Page 199	To decline a task request Open the task request or preview it in the Reading Pane. On the task form toolbar, click the Decline button.
Page 200	To send a status report on a task Open the task. On the toolbar, click the Send Status Report button. In the message form, type a message if you want, and then click the Send button.
Page 200	To mark a task as complete Open the task. On the toolbar, click the Mark Complete button.
Page 200	To stop a task from recurring Open the task, and click the Recurrence button. In the Task Recurrence dialog box, click the Remove Recurrence button.
Page 200	To delete a task In the Tasks list, click the task you want to delete. On the toolbar, click the Delete button.
Page 205	To create a note from the Notes folder On the toolbar, click the New Note button. Type the note content. Click the Close button to save the note.
Page 205	To create a note from any Outlook folder Click the down arrow to the right of the New button. On the drop-down menu, click Note. Type the note content. Click the Close button to save the note.
Page 205	To delete a note In the Notes folder, select the note. On the toolbar, click the Delete button.
Page 207	To change your Note view On the View menu, point to Arrange By, point to Current View, and click the view you want.
Page 207	To assign a category to a note Open the note, click the Note icon in the upper-left corner, and click Categories in the drop-down list. Select the check box next to the category you want, and then click OK. Close the note.
Page 207	To forward a note Open the note, click the Note icon in the upper-left corner, and click Forward in the drop-down list. In the To box, type the address of the person to whom you will forward the note, and then click Send.
Page 207	To link a note to a contact Open the note, click the Note icon in the upper-left corner, and click Contacts in the drop-down list. In the Contacts for Note dialog box, click the Contacts button. In the Look in box of the Select Contacts dialog box, click the contacts folder where the contact entry to which you want to link the note is stored. In the Items list, click the contact entry you want to link to the note. Click OK, and then click Close.

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