Create And Keep Tabs On Projects Assigned To Others


Q. I have a Tasks function in Outlook; it creates a to-do list with due dates and priorities. I like that, but I’d like it even better if I could assign tasks to my staff using this function.

A. You can. In fact, not only can you assign a task by e-mail to a colleague whose Outlook is network-connected, you can add a deadline, keep an updated copy of the task on your Task List and customize your Tasks so you receive status reports.

Begin by clicking on Tasks on your Folder List and then click on New , opening this screen right:

After filling in all the details, click on Actions on the toolbar, generating the screen at left.

Now click on Assign Task , and you’ll get the screen below.

Notice you can set the due date, start date, status, priority and the percent completed. In addition, you have two options:

Keep an updated copy of this task on my task list.

Send me a status report when it is complete.

SPONSORED REPORT

How the election may affect taxation of business income

This report summarizes recent proposals to reform the U.S. business income tax system and considers the path to enactment of any such legislation.

VIDEO

How to Excel pivot a general ledger

The general ledger is a vast historical data archive of your company's financial activities, including revenue, expenses, adjustments, and account balances. J. Carlton Collins, CPA, shows how to prepare data for, and mine data with, PivotTables.

QUIZ

Did you follow 2016’s biggest accounting news?

CPAs will remember 2016 as a year of new standards and new faces. How well did you follow the biggest accounting events? The 7 questions in this quiz will help you find out