Scheduling time to complete a task is a problem most HR professionals face
daily. You not only have to find time to devote to each task — you also have to determine your priorities and fit all your tasks together efficiently.
In this example, imagine that
you receive an e-mail message asking you to come up with design ideas for an internal training Web site.
It's a great idea! Employees will be able to find information about training opportunities, job openings, company calendars, benefits, and much more. But, like so many other things, the first obstacle to get around is finding the time to work on it.
Easy as one-two-three
Using
Microsoft Office Outlook® 2003, the solution to this problem is a quick, simple three-step process:
- Use the message to create a task.
- Assign a priority to the task.
- Drag the task onto the calendar, blocking out the time necessary to accomplish it.
Note This solution requires that the Navigation Pane (Navigation Pane: The column on the left side of the Outlook window that includes panes such as Shortcuts or Mail and the shortcuts or folders within each pane. Click a folder to show the items in the folder.) be displayed, including the Calendar
, Mail
, and Tasks
buttons.
Add or remove buttons in the Navigation Pane
- At the bottom of the Navigation Pane, click Configure buttons
, click Add or Remove Buttons, and then click the buttons you want to add or remove.
Note Although it's possible to remove all of the buttons from the Navigation Pane and maximize the folder pane space by dragging the horizontal splitter bar to the bottom of the Navigation Pane, it is not possible to remove the button row at the bottom.
Create a task from an e-mail message
First, use the e-mail message itself to create a task.
- Click
Mail
in the Navigation Pane to display e-mail messages.
- Select the message about design ideas for the Web site.
- Drag the message to the Tasks
button in the Navigation Pane. A task
window opens, with the message header and text automatically inserted in the task window text box. Note The information is copied into the task window, but the original e-mail message is not deleted or moved from its original location.
- In the task window, select options on the Task
tab and the
Details tab.
- Click Save and Close.
Prioritize and sort tasks
Next, prioritize your tasks and sort them in order of priority.
Set priority levels for your tasks
By
default, tasks have a
Normal priority level,
but you can change the level
to
Low or
High.
- Click
Tasks
in the Navigation Pane to display the Tasks list.
- Double-click the task to open it.
- In the
Priority box, click the High
priority level so this task gets top attention.
- Click Save and Close.
Sort tasks in priority order
- Click
Tasks
in the Navigation Pane to display the Tasks list.
- On the
View menu, point to Arrange By, and then click Importance.
Schedule time to complete the task
Finally, block out time to work on the task.
- Click
Calendar
in the Navigation Pane to display the calendar.
- On the Calendar toolbar, click
Day
or Work Week
to open the calendar.
- On the View menu, click TaskPad
to open the TaskPad
next to the calendar.
- In the calendar, select the period of time you want to allot to your task. For example, if you need a three-hour block of time to devote to your Web site design, that's how much you should select.
- Drag the task from the TaskPad onto the calendar. The
Appointment window opens.
- In the Appointment window, the date and time that you selected are already entered.
You can also add more notes and details.
- Click Save and Close.
Now, a quick glance at your calendar shows that you're busy. Moreover, if someone sends a meeting request for that time, it will be clear that you're unavailable.
A great start toward completing that new project
Outlook made it easy to create a task, assign it a priority, and block out the time necessary to accomplish it. That's the kind of planning and preparation that lead to success.