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Monday, November 11, 2013

A better way to create a Task from an email message (Outlook 2003/2007)

If you need to create a task and already have the relevant information in an email message, use it to your advantage. Just drag the email message from the Message list to the Tasks icon in the Navigation Pane. A new Task form launches with a subject line and the body of the email message in the message area of the Task form. This is all well and good, but where’s the attachment? This method won’t include any attachments from the e-mail message in the Task form, but here’s an easy way to get around that.

To create a task from an email message that includes an attachment:

  1. Click on the Mail icon in the Navigation Pane 1.
  2. In the Message list, right-click on the email from which you want to create a task.
  3. Choose Move To Folder from the resulting shortcut menu.
  4. Select the Tasks folder from the Move The Selected Items To The Folder list box in the Move Items dialog box, and then click OK.
A new Task form then launches with the Subject line filled in and an attachment in the message area.


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