Turn Emails into Tasks in Outlook- Instructions

How to Turn Emails into Tasks in Outlook: Video

            This video lesson, titled “Turning Emails into Tasks,” shows you how to turn emails into tasks in Outlook. This video lesson is from our complete Outlook for lawyers tutorial, titled “Mastering Outlook Made Easy for Lawyers v.2019 and 365.”

Overview of How to Turn Emails into Tasks in Outlook

            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.

A picture showing how to turn emails into tasks by clicking and dragging an email onto the “Tasks” folder in Outlook.

Instructions on How to Turn Emails into Tasks in Outlook

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.