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Viewing Tasks in other Outlook windows is easily customized with the To-Do Bar.

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2016, 2019/365.

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View and Filter Task To-Do Pane.docx
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Quick reference

View and Filter Task To-Do Pane

Viewing Tasks in other Outlook windows is easily customizable with a few setting changes.

When to use

Viewing tasks alongside Email and Calendar can be customized to best fit your own preferences.  Follow these setup ideas and pick the ones that work best for you.

Instructions to view Task To-Do Pane:

  1. In the Email view, choose “View” Ribbon ,
    click “To-Do Bar” and click Tasks
  2. A faster alternative is at the bottom of the Folder Pane using the “Peek Pane”
    1. Float mouse over the Task button, the Peek Pane appears,
    2. Click upper right corner: “Dock the Peek”
  3. In the Calendar view,
    Viewing the Task Pane to the right of the calendar will squish your Calendar View.  Instead you can view the tasks at the bottom border of the Calendar:
    1. Click on Calendar, click View , click “Daily Task List’
    2. Choose Normal  and the tasks show under the calendar:

Instructions to Sort the To-Do Pane

  1. By clicking “Arrange By:” at the top of the To-Do Pane, choose a Sort option:
  2. By clicking “Arrange By: Folder”, it will separate Tasks from Inbox (flagged emails)
  3. Remove the Grouping feature by unchecking “Show in Groups”

Instructions to Remove flagged emails from the To-Do Pane

  1. Right click “Arrange By:” at the top of the To-Do Pane
     
  2. choose View Settings
     
  3. click Filter:

     
  4. click Advanced tab at top:  

     
  5. click Field

    click “All Mail Fields”

    click “Message Class”

     
  6. In the Value cell, type “Task” and click “Add to List”

     
  7. Click OK, OK, and observe your To-Do Pane. It should only have the Task folder and no longer the INBOX folder or flagged emails:
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  • 00:05 Viewing the tasks on other screens in Outlook seems to be a bit of a dilemma,
  • 00:09 so let's see if we can break through the mystery.
  • 00:12 Right now I am on my full task view, but I'm gonna go over and click on my email.
  • 00:17 Now right here maybe I'd like to see my tasks.
  • 00:20 So I can go to View to do bar and click tasks and
  • 00:24 it will show up on the right-hand side.
  • 00:27 But a faster way to do that is to just float your mouse on the task peek pane,
  • 00:32 and up on the right-hand corner, this little symbol says dock the peek.
  • 00:37 When I click that, it does the same thing with a couple fewer clicks.
  • 00:42 So that's very nice.
  • 00:43 Now notice on this list it has at the very top, these are e-mails that are flagged.
  • 00:48 I'm already tracking my flagged e-mails right up here in my for follow up, but
  • 00:52 then it also has my list of tasks.
  • 00:55 I can arrange these by start date, I can arrange these by folder type.
  • 01:01 I can also tell it not to show in groups,
  • 01:04 which will take off the headings right up on top.
  • 01:06 So it's certainly up to you.
  • 01:08 I kind of like the folder type though because it shows me which ones
  • 01:12 are emails and which ones are tasks.
  • 01:14 So if you're gonna have groups, honestly, arrange it by folder type,
  • 01:17 it's kinda nice.
  • 01:18 I still have all the functionality.
  • 01:21 And because I'm on my Task List, notice I have my Task ribbon up on top, so
  • 01:25 I do have functionality up here as well.
  • 01:28 Now let's go ahead and look at the calendar, how that looks.
  • 01:30 When I click on my Calendar view, I would like to see my task again.
  • 01:35 So once again, I can click on my peek pane of my task.
  • 01:38 I can go ahead and dock my peek pane over to the right-hand side,
  • 01:41 but it kinda squishes my calendar and I don't like that.
  • 01:45 So I'll go ahead and close this.
  • 01:47 On your calendar view, right up here on the View ribbon,
  • 01:52 there's an option that says Daily Task List.
  • 01:55 When I click that and
  • 01:55 hit Normal, now my Tasks show up on the bottom underneath all my calendar.
  • 02:01 Yes, it did squish this again, but if I was operating full-screen mode,
  • 02:04 maybe it wouldn't be such a problem.
  • 02:07 You do have another option to minimize this.
  • 02:09 Which will just tell you that you have three active tasks.
  • 02:12 Or maybe you would just like to go ahead and dock it over onto the right hand side
  • 02:17 and just leave it that way since it is sorted accordingly.
  • 02:21 Well, on thing some people don't like.
  • 02:22 They absolutely don't like their inbox emails,
  • 02:25 their follow-up flags showing up here.
  • 02:28 Some people have about 40 of these and
  • 02:30 will actually push the tasks all the way down.
  • 02:32 They won't ever see tasks because they have so many follow-ups.
  • 02:36 Well, let's go ahead and get rid of those follow-up emails off this task list.
  • 02:42 Okay.
  • 02:42 So what we're going to do is on the to-do list,
  • 02:45 we're going to right click on the Arrange by, go to View Settings.
  • 02:51 Over here we're going to click on Filter, and then the Advanced tab up on top.
  • 02:57 From here we're going to click on field.
  • 03:00 And we're gonna choose All Mail Fields and Message class.
  • 03:06 Right in here we want the Message Class to contain task and
  • 03:11 we're gonna add this to the list.
  • 03:14 We're gonna click OK, OK again, and there you have it.
  • 03:18 Now your emails are off this list and we have strictly tasks that are on this list.
  • 03:24 And that's how you clean it up.

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