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- #MANAGING TASKS IN OUTLOOK 2013 HOW TO#
- #MANAGING TASKS IN OUTLOOK 2013 FULL#
- #MANAGING TASKS IN OUTLOOK 2013 PROFESSIONAL#
You can add a quick task by clicking on “Click here to add a new Task” or you can click “New Task” on the Home ribbon. If we right-click on the top-most folder, we can create a “New Folder Group” that we’ll name Work Tasks. To start, you’ll notice that there’s one task folder group call My Tasks and two sub task folders: To-Do List and Tasks. RELATED: The Beginner's Guide to Microsoft Outlook 2013
#MANAGING TASKS IN OUTLOOK 2013 PROFESSIONAL#
You can even create a new folder group so you can again separate your tasks between your professional and personal life, if necessary. You can add new folders to this view, effectively then organizing your tasks into categories. You’ll notice that there’s the familiar folder pane along the left-hand side. To start, you’re going to want to add tasks. With a little time and work, you will have a comprehensive set of tasks, which you can set up to remind you when they’re due, or you can even assign them to another person! Adding Tasks
#MANAGING TASKS IN OUTLOOK 2013 HOW TO#
Reports can be made based on any Task, Calendar or Journal field.Let’s go through and show you how to use Tasks like a pro and further organize your life with Outlook. It can report even more than just traveling time and costs from Outlook data, and gives you a lot of flexibility. If you need to do mileage calculations on a regular basis or need a more advanced reporting method, then using the VBOffice Reporter add-in might prove useful to you. Alternative: Using a reporting add-in for more convenience and flexibility Get a quick overview of time spent and mileage usage via a VBA macro. For this see Reporting time spent on Meeting, Task and Journal items. Similarly, you can use a VBA solution to quickly add up the mileage and time for selected items.
#MANAGING TASKS IN OUTLOOK 2013 FULL#
Full code and instructions for this can be found in the guide Record gas mileage for Appointments, Meetings, Contacts and Tasks. Instead of customizing your View to be able to record mileage for your Appointments, Meetings and Tasks, you could also use a VBA macro. You can also group by Company or Category to sort your data before copying it over to Excel. For instance, apply a filter for the timeframe so that only the items of a certain month or client are shown. Note: You can of course customize your view in Outlook further to only show the fields you need. In Excel, you can use the “SUM” function to easily calculate the combined Mileage. Switch to Excel, select the first cell and press CTRL+V to copy over all the information from Outlook. Press CTRL+C to copy everything into memory. To do this, select the first item in the folder and then press CTRL+A to select everything. In order to make calculations with your mileage column, you can copy and paste everything from Outlook into an Excel sheet. You can now click on the Mileage cell for any appointment, meeting or task item and fill in the mileage. When you now go back to your folder, you’ll see the Mileage column as well.
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You can now add the the Mileage field by selecting it and pressing the “Add ->” button. In the dialog that pops-up, expand the “Select available columns from” drop down list and select “All Task fields” or “All Appointment fields”.
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View-> Current View-> View Settings…-> button Columns… Now that the view has been changed to a list view, you can add the Mileage field in the following way Note: You can always use the same method to change the view back to for instance the Calendar view. In order to work with the Mileage field, you’d have to change you view to a list view. Recording mileage for Tasks can be done by opening the task and then selecting the Details tab or clicking the Details button in the Ribbon.įor Calendar items, you can record it via custom view which is also needed for the calculations and explained below. It’s not possible to do that in one step, but you can achieve it via a custom view which makes the Mileage column visible and then copy everything to Excel.Īs an alternative, you could also use a macro or an add-in record and report on mileage. Is there a way that Outlook can automatically calculate my mileage for the last month or for a certain client? I'm writing down my mileage for my Tasks and Calendar appointments and meetings.