Creating Tasks 719
● Right-click the flag icon to the right of a message in the Mail pane, and then specify
a due date: Today, Tomorrow, This Week, Next Week, No Date, or Custom (which
allows you to set specific start and end dates).
Tip Flagged messages appear on your task list under the default due date header. You
can change the default due date either by setting the Quick Click flag in the Outlook
Options dialog box or by right-clicking the flag and then clicking Set Quick Click. In
the Set Quick Click dialog box, click the due date you want to appear by default, and
then click OK.
● Drag the message to the To-Do Bar Task List and drop it under the heading for
the due date you want to assign it to. (If the desired due date doesn’t already
have a heading in the To-Do Bar Task List, you need to drop the message under
another heading and then assign the due date you want.) This method also adds
the message to your task list but doesn’t create a separate task item.
You can flag a contact record for follow-up by clicking the contact record in the Contacts
pane and then clicking the Follow-Up button in the Tags group on the Home tab.
If you frequently want to create message-based tasks with special settings, such as a task
with the original message attached to it, with specific follow-up settings or categories,
and with specific assignments, you can create a Quick Step to accomplish all of these
steps with one click.
In this exercise, you’ll flag a message for follow-up and create tasks from the To-Do Bar
Task List and from the Tasks pane.
SET UP This exercise uses the SBS Tradeshow Schedule and SBS First Draft messages
you created in Chapter 21, “Send and Receive E-Mail Messages.” If you didn’t create
those messages, you can do so now, or you can substitute any messages in your
Inbox. Display your Inbox, and expand the To-Do Bar if it is minimized. Locate the
SBS Tradeshow Schedule message, and then follow the steps.
- In the message list, to the right of the SBS Tradeshow Schedule message, click
the transparent Quick Click flag.
The Quick Click flag changes from transparent to red, and a task named SBS
Tradeshow Schedule appears in the Today category on your To-Do Bar Task List.
Tip For the purposes of this exercise, we assume that you haven’t yet created other
tasks and Today is the only due date heading in the To-Do Bar Task List at this time.