For delegation outside the organization, you must use other tools (Planner, Loop, Project, etc.). The only caveat is that this method will work within the company (domain). This approach gives much better visibility and control. When she marks it as complete, you will be notified. Choose the Move here with attachment option. With Outlook desktop, drag the mail from Inbox to the Task folder icon while pressing the right mouse button. With Outlook mobile, open the ellipsis (…) menu in the mail and choose Create Task. If a mail you receive is an implied task, convert it to task. The tasks are visible in the Microsoft To Do mobile app ( Android or iPhone) as well. Delegation can be done only using Outlook desktop app. This way, even if the other party forgets to do the job, you will see the pending item in your Task folder. Create a new task, add the deadline, choose the Assign Task button and add the email id of the person. Add tasks here to create a single master list.ĭO NOT send mail to delegate work to others. This is not a question of personal preference. Outlook Task folder is the best place for your tasks. My tasks and delegated tasks go to Outlook Note that Microsoft Project is NOT a part of any bundle. Of course, you should have access to Microsoft 365 apps to follow these recommendations. Most probably, you will have many if not all of these needs. However, each tool or app is designed with a specific need or situation in mind. Here is a brief description of the scenarios shown above.
Use MS Project for professional project management.When to execute the tasks in the task list?.Why SharePoint (Lists) is not an option?.The amazing Loop – for quick and efficient interaction.Action items captured during meetings – OneNote and Outlook.My tasks and delegated tasks go to Outlook.
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