December Tip of the Month – Creating a Task from an Email

A Better Way to Create a Task from an Email Message
Submitted by Daffnes Bohas, AGE Computer Lab Director of Registration

When you’re using Microsoft Outlook for email, there are a number of ways to make your life easier.

If you need to create a task and already have the relevant information in an email message, use it to your advantage.  Drag the email message from the Message list to the Tasks icon in the Navigation Pane.  (In Outlook 2000 and 2002, drag the message from the Message List to the Tasks Folder in the Folder List.)    A new Task form launches with a subject line and the body of the email message in the message area of the Task form.

This is all well and good, but where’s the attachment?

This method won’t include any attachments from the email message in the Task form, but here’s an easy way to get around that.

  1. Click on the Mail icon in the Navigation Pane.
    (In Outlook 2000 and 2002, click on the Inbox folder in the Folder List.)
  2. In the Message list, right-click on the email from which you want to create a task.
  3. Choose “Move to Folder” from the resulting shortcut menu.
  4. Select the Tasks folder from the “Move the Selected Items to the Folder” list box in the Move Items dialog box.
  5. Click OK.

A new Task form then launches with the subject line filled in and an attachment in the message area.  Click on the attachment in the message area to display the original email message along with any attachments.