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Lesson 17. Using Tasks > Converting Tasks

Converting Tasks

Convert mail messages to Tasks so that they appear in your To Do list. For example, converting a mail message from your manager that asks you to prepare your department's budget for next year to a task adds that message to your To Do list so that you won't forget to follow up. To convert a mail message to a task, do the following:

  1. Select the document in the View pane or open the message.

  2. Choose Actions, Convert to Task.

  3. The mail message appears as a Task document, and you can make any changes or additions you want to the information provided there.

  4. If you want to assign the task to yourself, click the Close button on the Action bar, or press the Esc key.

    To assign the task to anyone else, click the Assign to Others button on the Action bar, fill in the Assign To and cc fields, and then click the Send button on the Action bar.


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