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Turn Emails into Tasks in Outlook- Instructions

/ / Latest, Microsoft, Office 2013, Office 2016, Outlook 2013, Outlook 2016
Turn Emails into Tasks in Outlook- Instructions: A picture of a user converting an email they have received into a task in Outlook.

Turn Emails into Tasks in Outlook: Overview

            You can easily turn emails into tasks in Outlook. When you turn an email you receive into a task in Outlook, you keep the text of the email. You will also keep any phone numbers or other information the email contains within the new task. After the email is converted into a task, you can then set a reminder date, as well as other task information.

            To turn emails into tasks in Outlook, click and drag the desired email onto your “Tasks” folder within the Folder Pane or Navigation Bar. When you release the mouse button, Outlook converts the email into a task. It then displays the content within a task window. In the task window, you can then set associated task information, like a reminder date, due date, or task category. After creating the task, click the “Save & Close” button in the Ribbon of the “Task” window to save it.

Turn Emails into Tasks in Outlook- Instructions: A picture of a user converting an email they have received into a task in Outlook.

Turn Emails into Tasks in Outlook- Instructions: A picture of a user converting an email they have received into a task in Outlook.

Turn Emails into Tasks in Outlook: Instructions

  1. To turn emails into tasks in Outlook, click and drag the desired email onto your “Tasks” folder within the Folder Pane or Navigation Bar.
  2. When you release the mouse button, Outlook converts the email into a task.
  3. It then displays the content within a task window.
  4. In the task window, you can then set associated task information, like a reminder date, due date, or task category.
  5. To save the new task after editing it, click the “Save & Close” button in the Ribbon of the “Task” window.

Turn Emails into Tasks in Outlook: Video Lesson

            The following video lesson, titled “Turning Emails into Tasks,” shows you how to convert an email you receive into a task in Outlook. This video lesson is from our complete Outlook for lawyers tutorial, titled “Mastering Outlook Made Easy for Lawyers v.2016-2013.”

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