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

Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.

QUIZ

News quiz: IRS warning on cyberattacks and a change in pension rules

Once again, the IRS sounds the alarm about a threat from cyberthieves. See how much you know about this and other recent news with this short quiz.

CHECKLIST

Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.