Associate Outlook items with your tasks

 

You can associate emails, notes (Outlook post items), appointments, contacts and distribution lists with a task.  There are several ways to this:

 

From an Outlook folder, such as your Inbox or contacts folder, you can drag and drop Outlook items on to a task in your task list.  

          If you drag a contact or an appointment on to a task, Tasklist will associate the item with the task.

          If you drag and drop an email, a pop-up menu will give you three options:

 

 

oCopy here makes copy of the email in the TasklistEmail folder, and associates it with the task.  The original email remains in its current folder.

oMove here makes copy of the email in the TasklistEmail folder, and associates it with the task.  It deletes the original email from its current folder.

oAdd as task makes a new task with the same name as the subject of the email, and makes a copy of the email, which it associates with the task.

 

You can assign an Outlook item to a different task by dragging it on to the task to which you want to assign it.  Tasklist will move it to the new task. 

Click on the appropriate button above your task list.  If you hold your mouse pointer above a button, it will tell you what it does.

 

 

Or you can right-click on a task in your task list, and select the item you want to create from the pop-up menu.   For example, if you select New email, Tasklist will start a new email with the name of the task as the subject.  When you send the email, a copy will be placed in your Outlook TasklistEmail folder, and associated with the task.

 

 

In the Timer, click the button for a new item - email, note (Outlook post item) or appointment.  Tasklist will open a new item, which will be associated with the task that is active in the timer.