Learning Objectives: Work with notes Create and edit tasks Assign and accept/decline tasks Use the Folder list and To-Do bar Integrate Outlook with Word and Excel Access Outlook information on a mobile device

1. FastCourse Series
Lesson 5: Working with Notes, Tasks,
and Integration

2. 2
Learning Objectives
 After studying this lesson, you will be able to:
 Work with notes
 Create and edit tasks
 Assign and accept or decline tasks
 Understand the Folder list and To-Do bar
 Integrate Outlook with Word and Excel
 Access Outlook information on a mobile device

3. Working with Notes
 Place to store miscellaneous bits of information
 Accessed via the Navigation bar
 Used as “cheat sheets”
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1. Click the new note.
2. Type the text.
3. Click Close.

4. 4
Editing a Note
 Click the Notes button on the Navigation pane.
 Double-click the note to open the Notes window.
 Make the changes.
 Click the Close button.

5. 5
Note Views
Choose the view from the Ribbon

6. Copying Notes onto the Desktop
 Leave reminder notes on the Desktop
 Note appears as an icon on the Desktop.
 Copy a note onto the Windows Desktop
 You can drag the note onto the Desktop.
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7. Working with Tasks
 Create tasks in a Task window using the Tasks button
on the Navigation bar.
 Tasks appear in the To-Do list.
 Tasks contain due dates.
 Set reminders for tasks.
 Schedule time on the calendar to work on a task.
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8. 8
Using the Tasks Window
Track the status.
Enter the task details in the task window
Add notes to the task.
Set start/due dates.

9. Editing Tasks
When you choose a task from the To-Do bar, a
contextual tab will appear.
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10. Assigning Tasks
 Assign a task to someone
 Task window adds an address box to the Task window.
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Address box
Sender’s options
Ribbon changes
when assigned

11. Accepting or Declining Tasks
Recipient can accept or decline a task you assign.
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Task requests appear in the Inbox.
Accept or decline the task
and remove it from the
Inbox.

12. Work with Folder List
 Displays hierarchy of
folders
 Can move to another
element by clicking on a
folder in the Folder list
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13. Using Categories
 Color code items in all elements
 Similar to a paper-based filing system
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You can provide your own labels
for the various categories.

14. Assigning Categories
 Can assign to items in all elements
 Sort by categories
 Set a shortcut key to make assignment faster
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Choose a category from the
Ribbon.
Calendar item will appear
blue to show it is assigned
to the Silver Creek Oaks
category.

15. Integrating with Word
Conduct a Mail Merge with Outlook contacts
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16. Viewing Outlook Info on a Mobile Device
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You can view emails, calendars,
and more.

17. FastCourse Series
Lesson 5: Working with Notes, Tasks,
and Integration