General Question

tinyfaery's avatar

How do you use Microsoft Office to keep tasks organized?

Asked by tinyfaery (44104points) August 24th, 2023
8 responses
“Great Question” (2points)

My attorneys send me tasks via the tasks function in outlook but I also get tasks via email. I also get tons of emails that I have to sort by priority. I’ve just been using tasks and the flags but it’s becoming a bit of a jumbled mess. How do you organize your work with MS Office? Or do you perhaps know if there are resources I can use to help me figure out what works for me?

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Answers

jca2's avatar

Have you tried a spreadsheet in Excel?

Forever_Free's avatar

As long as you use Outlook it will work quite well.
I use tasks that are sent and received and set reminders or followups utilizing it.
You can pup the task list in your main outlook pane with the “dock to peek” feature or just pop out the task window.
Once you start using it more you will get used to it and find Help by hitting F1 while in the task view.

Hawaii_Jake's avatar

I went to YouTube and searched for organizing Outlook. There were hundreds of videos. I didn’t watch any of them as there were too many. Perhaps it would be worth your time to look at a few.

ragingloli's avatar

I use a password protected excel table to keep track of all my passwords.

elbanditoroso's avatar

I don’t use Office tasks. If anything, Excel, but honestly, good old pad and paper works for me for keeping lists up to date. And folded paper fits in my shirt pocket.

tinyfaery's avatar

I work on approximately 75–100 cases at a time. It would take up too much time to constantly update a spreadsheet.

Does anyone use the To Do thingy in the office suite? Microsoft keeps suggesting it to me.

I’m going to check out theYouTubes. Thanks @Hawaii_Jake.

RocketGuy's avatar

@ragingloli – I use LastPass to store all my passwords. It has encrypted backup to the cloud so I can access it if I lose my phone.

KNOWITALL's avatar

I use flag colors, and created folders to stay organized but I’m OCD and hate a full Inbox.

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