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Wednesday, February 27, 2008

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Task Tracking In Outlook, My Current Process - Part 1 of 2

- Matt Faulkner

Trying to keep all my e-mails during the day straight is sometimes a chore, and the biggest part of that is making sure some of the requests get done before I forget about them...

This is what I am currently doing - I do have a new process I am going to try, but I will post that up after about a week of trying the new system.  What do others use?  OneNote and Outlook?  Am I missing a great tool??  This process works in tablet mode or laptop mode with the help of TEO.

1. I have added a button to the Quick Access Toolbar that will allow me to 'copy to folder' - I do a copy because I still want the e-mail to be in my Inbox

image

2. Then I choose the folder for 'Tasks'

image

3. After that, I put in the Title and when the task is to be completed

image

So there you have it - my simple way to make a task out of an e-mail...  I will sometimes just do a drag and drop, but I already have the e-mail open most of the time - say form a reply or fwd.  And since I have a Windows Mobile phone, the reminders get to me on my phone as well with Exchange Activesync.  The new system to get me more organized is going to be much more work to get set up, so we'll see after I get it fully up and running.  Stay Tuned!



Wednesday, February 27, 2008 3:16:49 PM (Mountain Standard Time, UTC-07:00)
You should check out the Getting Things Done add-in from Netcentrics. Great task management from emails. Unfortunately when I last loaded it, TEO stopped working. I haven't had the chance to reload TEO and troubleshoot it...

http://gtdsupport.netcentrics.com/buy/indexd.php


JNZ
Wednesday, February 27, 2008 9:20:52 PM (Mountain Standard Time, UTC-07:00)
I have too concur with the Netcentrics recommendation; it really works!
Travis Carnahan
Thursday, February 28, 2008 7:31:21 PM (Mountain Standard Time, UTC-07:00)
I agree with and use the Netcentric's GTD addin for Outlook..no problems with TEO. With it, you can convert emails to appts, tasks, delegate to someone else with a reminder system and even snooze emails where it will remove the email and bring it back when you specify!

Steve
lsbeller
Friday, February 29, 2008 12:19:15 PM (Mountain Standard Time, UTC-07:00)
Your process has too many steps. Just use the tools in Outlook. Click the flag next to your email header and it will automatically make a task and put it in your task list. The email header also goes red. Thus you have a task and a red email header to remind you to do it. If the request is to be done another day you can easily choose the day by right clicking on the flag.

When you do it, just right click the flag as complete and you get a tick next to the email header (that now turns grey) and the task disappears.
John Hoult
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