Creating Tasks for Messages in Outlook 2003
So, for these two mails, you have to do some more work. But you have other tasks as well, which you keep in the Tasks area of Outlook™.
To track both your support tasks and your other tasks, you’ll have to add a task for each message. Similarly as with Contacts, it is very easy to add a task for an e-mail.
Just drag
the
message to the Tasks bar, and drop
it. A Task is created with the same
subject as the message. The body of the message is copied in the task
for easy
reference.
The
only thing you have to
do is to put the Due date in and
other task oriented data. See the following example:
Important note: As you can see above the contact is not automatically filled. This is also true when the contact exists. If you want this task to show up for the contact, you’ll have to click on the Contacts… button, and select the appropriate customer.
After you have adjusted the contact as
needed, you only have
to click on Save and Close to
finalize it. Easy as pie!
Now you have planned these larger
activities, start replying
on the others.
You can do this with more confidence now, knowing that these larger
tasks are
safely planned.
Nothing
needs to fall through the cracks this way!
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Additional Microsoft Outlook 2003 Guide Sections
CHAPTER 4 Planning your Follow-up (BACK)
OK. Your customer has sent you a support request. The automatic reply rule has done its job, the customer is up to speed. She knows that the mail is in your inbox, and she expects an answer. Within 12 hours.
CHAPTER 5 Keep Track of your Work with Journal Items (NEXT)
You can create Journal items to keep track of when you have done activities, and link it to certain activities.
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