Creating tasks from emails in Outlook for Mac

I was talking with client Wendy C this week, about ways of improving productivity, especially when it comes to managing one's email inbox.

Wendy lectures to the corporate sector on the topic of productivity, and a key focus of these lectures is, in Outlook, using the creation of 'tasks' to manage those emails that require some sort of action or followup. 

While the majority of Wendy's audience are usually using Outlook on Windows computers, there are always a few that are using Outlook on the Mac.

Wendy's question yesterday of iTandCoffee was this: How can Mac users create a task from an email, in such a way that the email content and any attachments are included in the created task.

It's actually really simple to achieve task creation from emails using Outlook on the Mac.

For the email that you want to turn into a task, simply right click, hover over the Create option and choose Task. This pops up the Task window, from which you can then name the task, set a Due date and Reminder date, set a priority and more. Any attachments that were in the original email will be included in the created Task.

​Choose Save & Close at top left when you are done.

Then, to view your tasks in Outlook, click the task symbol at the bottom of the left sidebar. You will then be able to view and manage your tasks - sort, filter, review, mark as complete, etc.​

What about viewing these Tasks on a mobile device?

Of course, so many of us manage so much of our business and personal lives from our mobile device. Wendy's next question was about how to see all these Outlook-created tasks (and receive reminder notifications) on a mobile device.

Many people are surprised to learn that the 'tasks' that they create in Outlook on their computer​ can automatically appear on their mobile device - for example, as Reminders on the iPhone and iPad. It's all a matter of whether your device is set up correctly.

There are a couple of 3rd-party apps that are worth considering for your mobile device - apps that present your tasks/reminders in a better fashion than the standard Reminders app. In particular there is a really useful app that lets you see the full details of your tasks - including any attachments. This is something that the standard Reminders app and other 3rd-party apps don't offer.

We'll cover all this in a separate blog article.

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I use Mac Mail instead Outlook. How can I create tasks/reminders from emails?

Many Mac users choose to use the Mail app on their Mac instead of Outlook. There are very good reasons for this - not the least being that Outlook on Mac does not support iCloud Calendars and Contacts, leaving a rather large gap if you have chosen to store your contacts and calendar data in iCloud.

The good news for Mac Mail users is that it IS possible to create reminders about emails and have these reminders directly link to the applicable email.

Once again, we'll cover this in a separate blog article - so let us know below if you want to receive that one.

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Need help with any of this?

iTandCoffee in Camberwell can offer assistance with a huge range of technology issues and topics - relating to both business and personal use of your devices. Helping you to be more productive and organised - and empowered - is our aim, regardless of your level of experience with technology.

Contact us on enquiry@itandcoffee.com.au or 1300 885 420, or book an appointment at itandcoffee.com.au/appointment-request.