Arrange your Outlook tasks in a tree view
Tasklist is a Microsoft Outlook and Word plug-in that lets you organize your Outlook tasks into a tree view, with any number of nested levels. It displays the properties of your tasks, such as date started, due date, priority, status and percent completed for each task, and flags tasks that are due within a week, or are due today, or are overdue.
Each node on the list represents an Outlook task. You can access the Outlook task by double-clicking on the node. Your tasks have all the features of an Outlook task, such as the ability to add attachments and schedule reminders.
You can add a task to your list by making a new task or dragging an existing Outlook task on to your list. You can also make a new task by dragging an email from your inbox or sent items on to your list. Tasklist makes a task for the email, and files a copy of the email with the task.
Assign tasks to categories or contexts
You can make categories, and you can assign a task to one or more categories. For example, you might make categories called “Travel” and “Personal.” If you need to book a personal trip, you might make a task for the booking, and assign it to “Travel” and to “Personal.” You can filter your task list by category – in this example, the booking task would appear on your “Travel” list and your “Personal” list.
You can delegate tasks to someone else. Tasklist keeps track of who you delegated the task to, and lets you filter your task list to see just the tasks assigned to a particular person.
Complete and reopen tasks
If you set the status of Outlook task to Complete, Tasklist marks the task and all its child tasks as complete, and shows them struck-through on your list. By default, Tasklist hides completed tasks after a day, but you can search for a completed task and add it back to your list by setting its status to something other than Complete.
Link Outlook items to your tasks
Tasklist allows you to link Outlook emails, appointments, posts, contacts and distribution lists to a task – there is no need to make separate Outlook folders for your projects or tasks. You can create a new linked item from a task, or link an existing item by dragging it on to a task. Click on a task to see a list of the linked items.
Time your tasks
Tasklist has a timer that lets you time your tasks. You can export your time to Microsoft Excel.
Working with documents
Tasklist allows you to link a Word document to a task. It gives each linked document a number, and it lets you save a document as a new version of the same document or another document. It gives you a list of all your documents, which you can filter by task, date, number, version or description.
What Tasklist doesn’t do . . .
Tasklist doesn’t co-opt your working environment: You can use it instead of the regular Outlook and Word task and document management features, or you can use it in parallel, or you can ignore it altogether.
Tasklist runs entirely on your desktop. It does not access the Internet, and it doesn’t send your information anywhere. If you buy a license key, our payment processor, Digital River, takes your credit card information, but we don’t have access to it. Digital River gives us your email address, and your name and postal address if you provide them. We use your email address to send you information about Tasklist, such as fixes and updates. If you uninstall Tasklist, you keep all your Outlook tasks, emails and documents – you just lose the lists of them that Tasklist makes.