HowtotacktaskprogressviaOutlookTASK.doc

Track task progress via Outlook Task Background: 1 Case Example: 1 Step example 1 Step 1 – Task Leader Deliver task 1 Step 2 – Task Member Receive Task 4 Step 3 – Task Member Update Task Progress 5 Step 4 – Task Leader Track Task 6 Step 5 – Easy Tracking with Outlook Task 7 Background: When you deliver some tasks to team members, how to track the progress of each member? Phone call or email check every day? It’s too boring, right? Maybe you never tried Outlook task to automatic track all these progress easily. Case Example: Task name: CCB333_Design Task member: M1, M2, M3, so CCB333_Design will be divided to three sub task: CCB333_Design_M1 CCB333_Design_M2 CCB333_Design_M3 Task schedule: 10/10 – 10/20 Task leader: Scofield Step example Step 1 – Task Leader Deliver task This step is usually executed by task leader, who is Scofield in this example. Open outlook task Right click task area, and select “New Task Request”. (This item means delivering task to others; you can see another item of “New Task” which is used to setup task for yourself). Scofield is going to setup a new task for M1 here. Now, fill in the task information for M1, focus on following red marked fields. Now, click “send” to send out this task request to M1. M1 will receive this request, and Scofield outlook task will keep a copy of this task. The most important is that when M1 update his task progress in his outlook everyday, the copy in Scofield outlook will also automatically update synchronously. Scofield can also customize the task information column for his easy tracking in his outlook. Now, Scofield will create another two task request for M2 and M3 just like above demonstration. Pls keep sense of that you must create individual task request for each sub task. Because you have to track each sub task progress individually. Step 2 – Task Member Receive Task M1/M2/M3 will receive a mail with task request embedded. When M1/M2/M3 opens this mail, this task will automatically a