Locked lesson.
About this lesson
Viewing Tasks in other Outlook windows is easily customized with the To-Do Bar.
Lesson versions
Multiple versions of this lesson are available, choose the appropriate version for you:
2016, 2019/365.
Quick reference
Task To-Do Bar
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 one that works best for you.
Instructions
View task To-Do Bar
- In the Email view, choose View Ribbon, click To-Do Bar and click Tasks.
- A faster alternative is at the bottom of the Folder pane using the “Peek pane”.
- Float mouse over the Task button, the Peek pane appears.
- Click upper right corner: “Dock the peek”.
- 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:
- Click on Calendar, click View, click “Daily Task List".
- Choose Normal.
- And the tasks show under the calendar.
Sort the To-Do pane
- By clicking Arrange By: at the top of the To-Do pane, choose a Sort option.
- By clicking Arrange By: Folder, it will separate tasks from inbox (flagged emails.)
- Remove the Grouping feature by unchecking Show in Groups.
- Collapse the Message group to hide emails and just view tasks.
- 00:05 Okay, one more feature about the Tasks or the Task To-Do pane.
- 00:09 It's not always convenient to have your task screen wide open because we
- 00:12 are mostly working in our email on our calendar.
- 00:15 So wouldn't it be great if we could click on View, and on the To-Do bar, hit Tasks.
- 00:21 And have them magically appear on the right hand side of your screen.
- 00:24 Well, isn't that wonderful?
- 00:26 Now, notice the little X in the top right corner, I'll click the X to close that.
- 00:29 So I want to show another way to do this.
- 00:32 You can just float your mouse on the navigation pane, on top task,
- 00:36 take a look at the top right hand corner of this Peek pane.
- 00:40 It says dock the peek, it’s just the tasks to do pane.
- 00:44 Click and there we go, it landed in the same spot.
- 00:47 Now, there’s one way this will not work, so I’m going to close this again.
- 00:52 If you have your email reading pane set to the right-hand side.
- 00:56 Notice my to-do bar is grayed out, and when I float my mouse on the tasks
- 01:01 pane navigation pane, I do not have that corner docl the peek, all right?
- 01:06 So this is what you need to know.
- 01:07 If you want your to-do bar beside your email,
- 01:10 you have to turn your Reading Pane either to the bottom or off.
- 01:14 I'll go ahead and put mine on the bottom.
- 01:15 And now, I'm going to put my task pane on the right hand side.
- 01:19 Okay, now, let's work with this task pane.
- 01:21 Over here we can sort these, so I've got all my email showing up and my task, and
- 01:26 I'm a little confused, which is which here?
- 01:29 Well, let's go ahead and sort these by group.
- 01:31 So that's simply arrange by and we're going to show in groups.
- 01:35 When I click that, now it's separated.
- 01:37 And by the way, it's sorting them by date, notice flag is start date.
- 01:42 So we can hit our Arrange By, and we can tell it instead of arrange by date,
- 01:46 how about we arrange by folder?
- 01:48 Which folder are these in?
- 01:51 Well, I would just like my inbox altogether so I can collapse it.
- 01:55 I don't really want to see my emails or my follow up flags here.
- 01:59 I have a folder over here under favorites for my follow up flags.
- 02:02 I don't need them on my task pane.
- 02:04 All right, well, let's click this again.
- 02:05 Arrange By, we're going to go down here.
- 02:09 Instead of arrange by folder, we're going to arrange by type.
- 02:11 Email type or task type, here we go type.
- 02:15 There we go, I've got my messages and my task and it's just so easy to hit this
- 02:20 little collapse arrow, click and close up the emails, solved just like that.
- 02:24 Now, I only see my tasks over here.
- 02:27 Now, let's go take a look at the calendar.
- 02:28 Can we do the same thing on the calendar?
- 02:30 Click on the calendar, and, if I float my mouse on the task pane,
- 02:34 do I have a dock the peek?
- 02:35 Yes I do, I'll go ahead and click that.
- 02:38 It puts my tasks over on the right hand side.
- 02:40 Notice the same format that I left them on the email is here, but you know what?
- 02:45 That is really squishy in my calendar.
- 02:47 I really don't like that.
- 02:49 Well, there's another feature in calendar to accommodate your tasks.
- 02:53 I'll go ahead and close this peek pane right here.
- 02:56 And on my calendar, actually on the ribbon on the View ribbon right up here,
- 03:01 we have an option Daily Task List.
- 03:03 You'll only find this button in the calendar view.
- 03:06 So when I click this, notice it's off but let's put it to normal.
- 03:10 There you have it.
- 03:12 Now, I have this basically almost two inch section at the bottom of my
- 03:17 very small screen.
- 03:18 But my tasks are showing up on the day they are related to, I love it, but
- 03:23 it's too big for my small screen.
- 03:25 Well, let's go there again and Daily Task List.
- 03:28 Minimize, if you want, or daily task list off.
- 03:32 If I'm working on my computer with a larger screen,
- 03:35 I have that on all the time I kind of like it.
- 03:37 But the point is, at some point you're going to turn this off and
- 03:40 forget it even existed.
- 03:41 It's good to refresh and know it's there.
- 03:43 Okay, that is all about the Task To-Do Pane,
- 03:46 quickest way to add that, let your mouse and hit dock.
- 03:50 And there it is up on the right hand side.
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