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Using Outlook as project planner

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in Microsoft Email Outlook,Office Technology

Most people don’t have specific software just for managing their projects. So they use what they can access on their desktops. One great tool for this purpose is Microsoft Outlook.

Take back your time! Manage your workload with ease and give yourself a productivity boost with Microsoft Outlook Calendars & Tasks

1. Brainstorm tasks

Starting in any one of seven task views, such as Simple, Detailed or by Category, you will see a Click here to add a new Task field at the top. You do not have to know the duration or even the order of each task: Just start typing and brainstorm your task list. Let’s use an event as an example, with a simplified set of tasks.

2. Set start/end dates

You have all your tasks, so start with the last task and work backward to determine when the preceding tasks would have to be completed before working on the current one. It might help to do the math in say, Excel. For example, if the event will take place on 10/10/11, you can type in a simple formula to determine when travel reservations should be completed, say, 21 days. So, the travel arrangements would have to be complete on 9/19/11.

You might want to give yourself a week to get this done. To arrive at the start date for the task, begin with the end date of 9/19/11 and subtract seven to get 9/12/11. Do this until you have determined the start and end dates of all tasks. Use the date picker to do this right in the view.

Missing appointments? Struggling to organize your day? Getting behind on deadlines? These are common problems that affect everybody. But you can unlock your inner productivity with the simple and powerful organizational techniques you’ll find in Microsoft Outlook Calendars & Tasks! Discover what more Outlook can do for you. Order your copy today!

3. Categorize tasks

Check the Task Timeline view to see if the order of things makes sense. Once you are satisfied with the timeline, assign a category. This will keep all the tasks together associated with a single project. That way, in the Category view of tasks, you can view all of your tasks as a chronological task list.

You also can filter other views by Category, to see only the tasks associated with this project. However, don’t overlook the value of looking at multiple categories in the timeline view to spot potential conflicts.

4. Add task details

The next step is to take a look inside each task item. You can insert more Outlook items, file attachments, diagrams and other illustrations, as well as Quick Parts (2007-2010), hyperlinks and contact cards. You also can set your reminders to stay on top of things. You might find it useful to record the preceding and succeeding task dependencies, so you can remember to change the dates should delays occur.

Repeat success by dragging all the completed tasks for a project into a folder. Use them again with different dates.

Take Your Microsoft Outlook Beyond Email

Sitting on your desk right now is a powerful organizational tool you may be overlooking: Microsoft Outlook. You already use Outlook to send and receive emails. But Outlook can also help you grab control of your time and effectively plan your day.

Microsoft Outlook Calendars & Tasks shows you how to unlock two more critical features of Outlook that most folks overlook: 1) how to effectively schedule your time so your day works for you … and 2) how to organize your tasks to improve your on-time performance.

Get organized. Never forget another meeting. Schedule your workday with ease. Prioritize tasks correctly. Make better decisions. These are just a few of the benefits you’ll immediately apply to your work day, once you know what more Outlook can do for you.

Don’t wait. Get your copy of Microsoft Outlook Calendars & Tasks today and quickly get your time back! If you can’t see how this valuable resource will increase your productivity and reduce work stress, then call and get 100% of your money back.

{ 2 comments… read them below or add one }

James February 13, 2013 at 10:57 pm

I would like to suggest Online project planning is a must for any project manager. Knowing you can have many projects going simultaneously, it is important to be able to go from project to project and monitor the progress. Thanks!


Joe December 14, 2012 at 6:11 pm

If you like, take a look at our Web based product, TrackerSuite.Net. It integrates with email systems, including Microsoft Outlook. You can create project tasks and documents from emails with drag-and-drop, and synchronize Outlook tasks with project tasks in TrackerSuite.Net. You can even surface TrackerSuite.Net right in your Outlook client. If you’d like to learn more, visit . You can register for access to a free online demo for a hands-on evaluation.


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