Outlook Task List



How to add/copy tasks to calendar in Outlook?

Outlook Task List
  • Tasks are displayed in three locations in Outlook — in the To-Do Bar, in Tasks, and in the Daily Task List in Calendar. If you subscribe to a SharePoint task list, any task assigned to you from this list also appears in all three locations. Newer versions Office 2010 Office 2007 On the navigation bar, click Tasks.
  • Aug 23, 2017 To create a Group task: Click the Home tab in the navigation ribbon.; Click on New Items in the New group.; Select Task from the dropdown list.; Enter in details of the task, including due dates.

Let’s say there are some tasks assigned to you, and you want to show them in your calendar, so that you can schedule time for these tasks much easier. Several tricks can help you deal with it: add and copy tasks to your calendar, and view tasks in your calendar. This article is arranged to guide you how to add/copy tasks to your calendar, and how to view tasks in your calendar easily.

Office Tab - Enable Tabbed Editing and Browsing in Office, and Make Work Much Easier...

Download this app from Microsoft Store for Windows 10, Windows 10 Mobile, Windows 10 Team (Surface Hub). See screenshots, read the latest customer reviews, and compare ratings for Microsoft To Do: Lists, Tasks & Reminders. In the Daily Task List The Daily Task List appears only in the Day and Week views in your Outlook Calendar. To display only the count of current tasks, in Calendar, on the View tab, in the Layout group, click Daily Task List and then click Minimized.

Kutools for Outlook - Brings 100 Powerful Advanced Features to Microsoft Outlook
  • Auto CC/BCC by rules when sending email; Auto Forward Multiple Emails by rules; Auto Reply without exchange server, and more automatic features...
  • BCC Warning - show message when you try to reply all if your mail address is in the BCC list; Remind When Missing Attachments, and more remind features...
  • Reply (All) With All Attachments in the mail conversation; Reply Many Emails at once; Auto Add Greeting when reply; Auto Add Date&Time into subject...
  • Attachment Tools: Auto Detach, Compress All, Rename All, Auto Save All... Quick Report, Count Selected Mails, Remove Duplicate Mails and Contacts...
  • More than 100 advanced features will solve most of your problems in Outlook 2010-2019 and 365. Full features 60-day free trial.

Add and copy tasks to calendar with dragging in Outlook

There are two methods to add and copy tasks to calendar. And the easier one is to drag a task to the calendar folder.

Step 1: In the Task view, select a task you will copy to calendar, drag and move it to the Calendar in the Navigation Pane.

Note: In Outlook 2013, please move and drag the task to the Calendar button at the bottom of Navigation Pane.

Step 2: A new appointment window is opening with the content of dragging task. Modify the Start time and End time according to your needs. See the following screen shot:

Step 3: Click the Save & Close button.

Up to now the task is copied and moved to your calendar, and it shows as an appointment in your calendar.

Add and copy tasks to calendar with Move feature in Outlook

The other method is with the Move feature. You can do it as follow:

Step 1: In the task view, select the task you will copy to your calendar.

Step 2: Click the Move > Copy to Folder in the Actions group on the Home tab in the Outlook 2010 / 2013.

And in Outlook 2007, please click the Edit > Copy to Folder.

Note: If you click the Move > Calendar, it will convert the task to appointment directly, and you won’t find out this task in the task view any longer.

Step 3: In the Copy Items dialog box, select the Calendar in the Copy the selected items to the folder: box.

Step 4: Click OK.

Step 5: It is optional. The new appointment is created with Start time near to current time. If needed, please double click the new appointment in the calendar, and modify its Start time and End time.

View all tasks in calendar in Outlook

Apart from adding and copying tasks to calendar, you can view the tasks in your calendar directly.

Step 1: Shift to the Calendar view with clicking the Calendar in the Navigation Pane.

Step 2: Change the view pattern of your calendar:

  1. In Outlook 2010 / 2013, click the Day / Work Week / Week button in the Arrange group under Home tab.
  2. In Outlook 2007, please click the View > Day / Work Week / Week.

Note: If your calendar shows in Month view or Schedule View, the Daily Task List is not available.

Step 3: Enable the Daily Task List view:

Outlook Task List Multiple Accounts

  1. In Outlook 2010 / 2013, please click the Daily Task List > Normal in the Layout group on the View tab.
  2. In Outlook 2007, please click the View > Daily Task List > Normal.

Step 5: Arrange tasks by start date:

  1. In Outlook 2010 / 2013, please click the Daily Task > Arrange By > By Start Date on the View tab.
  2. In Outlook 2007, please click the View > Daily Task List > Arrange By > By Start Date.

By now the tasks appear in the Tasks box at the bottom of your calendar. See the following screen shot:

Kutools for Outlook - Brings 100 Advanced Features to Outlook, and Make Work Much Easier!

  • Auto CC/BCC by rules when sending email; Auto Forward Multiple Emails by custom; Auto Reply without exchange server, and more automatic features...
  • BCC Warning - show message when you try to reply all if your mail address is in the BCC list; Remind When Missing Attachments, and more remind features...
  • Reply (All) With All Attachments in the mail conversation; Reply Many Emails in seconds; Auto Add Greeting when reply; Add Date into subject...
  • Attachment Tools: Manage All Attachments in All Mails, Auto Detach, Compress All, Rename All, Save All... Quick Report, Count Selected Mails...
  • Powerful Junk Emails by custom; Remove Duplicate Mails and Contacts... Enable you to do smarter, faster and better in Outlook.

or post as a guest, but your post won't be published automatically.
Loading comment... The comment will be refreshed after 00:00.
List
  • To post as a guest, your comment is unpublished.
    This is NOT integrating the tasks INTO the calendar. This is displaying them side by side in a few different formats. I need to have them INTEGRATED for ease of use and printing purposes!
  • To post as a guest, your comment is unpublished.
    the first option does that.
  • To post as a guest, your comment is unpublished.
    Is there a way to use the calendar and task features in Outlook without being able to access my emails? I want to continue to use both the calendar and task management systems, but my emails tend to suck me in, and I waste productive time during the day checking emails. I'd rather check my emails three times a day. You may be thinking, just don't open your emails. For me, it's not that simple.
  • To post as a guest, your comment is unpublished.
    This was very helpful. Is there a way to use my calendar and task management without being able to open my emails? I want to use Outlook as my time and task management system; unfortunately emails suck me in, and I waste productive time looking at emails when I prefer to check emails three times a day. You may be thinking, just don't open your emails... For me, it's not that easy.
-->

Outlook add-in commands provide ways to initiate specific add-in actions from the ribbon by adding buttons or drop-down menus. This lets users access add-ins in a simple, intuitive, and unobtrusive way. Because they offer increased functionality in a seamless manner, you can use add-in commands to create more engaging solutions.

Note

Add-in commands are available only in Outlook 2013 or later on Windows, Outlook 2016 or later on Mac, Outlook on iOS, Outlook on Android, Outlook on the web for Exchange 2016 or later, and Outlook on the web for Microsoft 365 and Outlook.com.

Support for add-in commands in Outlook 2013 requires three updates:

Support for add-in commands in Exchange 2016 requires Cumulative Update 5.

Add-in commands are only available for add-ins that do not use ItemHasAttachment, ItemHasKnownEntity, or ItemHasRegularExpressionMatch rules to limit the types of items they activate on. However, contextual add-ins can present different commands depending on whether the currently selected item is a message or appointment, and can choose to appear in read or compose scenarios. Using add-in commands if possible is a best practice.

Creating the add-in command

Add-in commands are declared in the add-in manifest in the VersionOverrides element. This element is an addition to the manifest schema v1.1 that ensures backward compatibility. In a client that doesn't support VersionOverrides, existing add-ins will continue to function as they did without add-in commands.

The VersionOverrides manifest entries specify many things for the add-in, such as the application, types of controls to add to the ribbon, the text, the icons, and any associated functions.

When an add-in needs to provide status updates, such as progress indicators or error messages, it must do so through the notification APIs. The processing for the notifications must also be defined in a separate HTML file that is specified in the FunctionFile node of the manifest.

Developers should define icons for all required sizes so that the add-in commands will adjust smoothly along with the ribbon. The required icon sizes are 80 x 80 pixels, 32 x 32 pixels, and 16 x 16 pixels for desktop, and 48 x 48 pixels, 32 x 32 pixels, and 25 x 25 pixels for mobile.

How do add-in commands appear?

An add-in command appears on the ribbon as a button. When a user installs an add-in, its commands appear in the UI as a group of buttons. This can either be on the ribbon's default tab or on a custom tab. For messages, the default is either the Home or Message tab. For the calendar, the default is the Meeting, Meeting Occurrence, Meeting Series, or Appointment tab. For module extensions,the default is a custom tab. On the default tab, each add-in can have one ribbon group with up to 6 commands. On custom tabs, the add-in can have up to 10 groups, each with 6 commands. Add-ins are limited to only one custom tab.

As the ribbon gets more crowded, add-in commands will be displayed in the overflow menu. The add-in commands for an add-in are usually grouped together.

When an add-in command is added to an add-in, the add-in name is removed from the app bar. Only the add-in command button on the ribbon remains.

Modern Outlook on the web

In Outlook on the web, the add-in name is displayed in an overflow menu. If the add-in has multiple add-in commands, you can expand the add-in menu to see the group of buttons labeled with the add-in name.

What UX shapes exist for add-in commands?

The UX shape for an add-in command consists of a ribbon tab in the Office application that contains buttons that can perform various functions. Currently, three UI shapes are supported:

  • A button that executes a JavaScript function
  • A button that launches a task pane
  • A button that shows a drop-down menu with one or more buttons of the other two types

Executing a JavaScript function

Use an add-in command button that executes a JavaScript function for scenarios where the user doesn't need to make any additional selections to initiate the action. This can be for actions such as track, remind me, or print, or scenarios when the user wants more in-depth information from a service.

In module extensions, the add-in command button can execute JavaScript functions that interact with the content in the main user interface.

Launching a task pane

Use an add-in command button to launch a task pane for scenarios where a user needs to interact with an add-in for a longer period of time. For example, the add-in requires changes to settings or the completion of many fields.

The default width of the vertical task pane is 320 px. The vertical task pane can be resized in both the Outlook Explorer and inspector. The pane can be resized in the same way the to-do pane and list view resize.


This screenshot shows an example of a vertical task pane. The pane opens with the name of the add-in command in the top left corner. Users can use the X button in the upper-right corner of the pane to close the add-in when they are finished using it. By default, this pane will not persist across messages. Add-ins can support pinning for the task pane and receive events when a new message is selected. All UI elements rendered in the task pane, aside from the add-in name and the close button, are provided by the add-in.

If a user chooses another add-in command that opens a task pane, the task pane is replaced with the recently used command. If a user chooses an add-in command button that executes a function, or drop-down menu while the task pane is open, the action will be completed and the task pane will remain open.

Drop-down menu

A drop-down menu add-in command defines a static list of buttons. The buttons within the menu can be any mix of buttons that execute a function or buttons that open a task pane. Submenus are not supported.

Where do add-in commands appear in the UI?

Add-in commands are supported for four scenarios:

Reading a message

When the user is reading a message in the reading pane or in the Message tab for a pop-out read form, add-in commands added to the default tab appear on the Home tab.

Composing a message

When the user is composing a message, add-in commands added to the default tab appear on the Message tab.

Creating or viewing an appointment or meeting as the organizer

When creating or viewing an appointment or meeting as the organizer, add-in commands added to the default tab appear on the Meeting, Meeting Occurrence, Meeting Series, or Appointment tabs on pop-out forms. However, if the user selects an item in the calendar but doesn't open the pop-out, the add-in's ribbon group won't be visible in the ribbon.

Outlook Task Lists

Viewing a meeting as an attendee

When viewing a meeting as an attendee, add-in commands added to the default tab appear on the Meeting, Meeting Occurrence, or Meeting Series tabs on pop-out forms. However, if a user selects an item in the calendar but doesn't open the pop-out, the add-in's ribbon group won't be visible in the ribbon

Using a module extension

Customize Outlook Task List

When using a module extension, add-in commands appear on the extension's custom tab.

How To Use Outlook Tasks

See also