Assign a task

26 Oct 2018
Perrit Support
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  1. Choose Tasks icon on Outlook quick access bar on the quick access bar or Tasks on the navigation bar.
  2. Do one of the following:
    • Choose New task icon on the ribbon or press Ctrl+Shift+K to create a task.or
    • Open an existing task.
  3. Choose Assign Task.

    Assign task command on the ribbon

  4. In the task form, do the following:
    • In the To box, enter a name or an email address.
    • Add a Subject, choose a Start date and Due date, and set Status and Priority as needed.Start and Due Dates properties for an assigned task
    • Accept or clear the default selection of the two check boxes: Keep an updated copy of this task on my task list and Send me a status report when this task is complete.
    • If needed, type a message in the content block below the check boxes.
  5. If you want the task to repeat, choose Recurrence on the ribbon, select the options you want in the Task Recurrence dialog box, and then choose OK.

    Note:  If you assign a recurring task, a copy of the task remains in your task list, but it never updates. If you select the Send me a status report when this task is complete check box, you receive status reports for each completed occurrence of the task.

  6. Choose Send.

Tip: Outlook can track the progress of a task assigned to one person. If you want multiple people to work on a task, divide the task into smaller pieces or assign each task individually. For example, to track a report to be written by three writers, create three separate tasks and assign each individual task to the appropriate writer.

Accept or decline an assigned task

When a task is created and assigned to you, it appears in your Inbox.

Accept and Decline commands in a task request viewed in the Reading Pane

  • In the reading pane, choose Accept or Decline.orOpen the task, choose Accept or Decline on the ribbon, and regardless of the option you chose, select either Edit the response before sending or Send the response now, and then choose OK.

    Note: Accepted tasks appear in your Outlook task list.

If you open a task, you can Reply, Reply all, or Forward to the person who assigned the task to you and to others as appropriate. You also can include a comment in the message block.

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