Nexus tasks using Outlook 2003

Nexus provides an electronic to-do list known as Tasks. You can add tasks, either by simply typing them in or by turning an email message into a task. You can set a completion date or time, and track progress as you work through the task. You can also assign tasks to others and receive notification when the task is updated or completed.

This section tells you how to get started using Tasks using Outlook 2003 (but these instructions are transferrable to other versions of Outlook). 

1. Creating a task

To open the tasks feature and access your tasks, click on the Tasks icon in the left-hand navigation pane (or use the [Go] menu and select Tasks).

The Tasks window
Figure 1. The Tasks window

You can create/add tasks in different ways. One way is to use the list of tasks display (in the right-hand part of the Tasks window under 'Subject'). Simply click where it says "Click here to add a new Task". Type in a subject for your task and add a due date (optional). The task then appears among your previously listed tasks.

Another option is to double-click on a blank line in the tasks list. This opens a new, blank task screen where you can enter information about a new task.

Task screen
Figure 2. Task screen

You can also turn an email message into a task. Simply click on your message (in the Email display) and drag-and-drop it onto the Tasks icon (circled in the screenshot Figure 1, The Tasks window)

If you want to add or edit information about a task you use the task screen. Find the task in the task list and double-click on it to display its task screen.

Once you have opened a task screen, you can add or edit information about the task, such as a subject, when it is due, and a description. You can also set up a reminder.

The Categories... button (bottom right of task screen) allows you to assign categories/lables to your tasks. A default list of categories exists but you can also add your own.

2. Working with tasks

You can change the way your tasks are displayed. By using the options list under the Current view heading in the left-hand panel, you can quickly change from one view to another, for example displaying all tasks, only tasks that are due this week, tasks listed according to category and so on.

Current view list
Figure 3. Current view list

You can sort the displayed tasks by simply clicking on one of the headings above the task list. If you click on Due Date, your tasks will be displayed sorted by their due date. If you click on Subject, the tasks are listed alphabetically according to their subject. What headings you see varies between different views. If you have set your current view to Detailed List or By Person Responsible you see a different set of headings than if you have selected Simple List.

Sorting tasks
Figure 4. Sorting tasks

You can keep track of how your work is progressing by indicating how much of a task has been completed and/or how much time you have spent on it. This is done on the task screen for the individual task. You can set the status ('In Progress', 'Deferred' etc), how much is completed (in %) and the priority. The Details tab offers the option of entering more details, including the number of hours spent on a task.

Task screen, 50% completed
Figure 5. Task screen, 50% completed

You can mark a task as completed either using the task screen (use the Status, % Completed, or Date Completed option) or by simply clicking the tick-box in front of the task in the task list (available in Simple List view).

Task list with 'completed' boxes
Figure 6. Task list with 'completed' boxes

3. Shared tasks

3.1. Sharing your tasks

You can share your task with other Nexus users and decide what they are able to do with your tasks (this is different from assigning tasks to others, as described below, and delegating access, described on another page).

  1. To share your tasks, click on Share My Tasks... in the left-hand pane of your tasks screen.
    Figure 7. Share My Tasks option
  2. The Task Properties screen opens.
    Figure 8. Tasks Properties
  3. Click on the Add button and select the person whom you are giving permission to share your tasks from the list. Click OK.
  4. Set the permissions you grant the sharer by selecting a permission level or ticking the relevant options in the Permissions part of the Figure 8, Tasks Properties

3.2. Viewing shared tasks

To see tasks that someone has shared with you, click on the Open Shared the left-hand pane of your tasks screen.

Figure 9. Open Shared Tasks option

Click on the Name button. In the list that pops up, select the name of the person who is sharing their calendar with you. Click OK.

 name button
Figure 10. Open Shared Tasks: name button

You should now be able to see the tasks of this person.

4. Assigning tasks to others

In addition to using Nexus Tasks to manage your own work, you can also set up tasks to be preformed by others who are also using Nexus. This is called making a Task request. For example, if you are the manager of a project, you may want to set up tasks and assign them to other people in the group. You will also be able to keep track of how the work is progressing.

The process of creating a task request is similar to creating a task for yourself. The main difference is that you assign the task to somebody else, who will then receive an email message about it with the option of accepting or declining the task. If they accept, the task is added to their task list. When they update or complete the task, an updated copy and/or a report is sent to you via email (optional).

Making a task request

  1. Open a new task request by going to the [Actions] menu and selecting [New Task Request].
    Task request screen
    Figure 11. Task request screen
  2. Complete information about the task, such as subject, description, due date, category and priority. If you want to be informed about changes to the task, select the appropriate option(s): Keep an updated copy of this task on my task list (the task will be on your task list and change when other people make changes) and Send me a status report when this task is complete (you will be notified when the task has been completed).
  3. Click on the To button and select the task recipient from the list that pops up.
  4. Click Send to send the task request.

The task recipient will receive an email with information about the task and can choose to accept or decline. If they accept, the task is added to their task list.

If you have opted for that, you will be notified by email when the task is updated. When you open an update email, you will see the updated task. The task updates are added to your copy of the task in your task list when you close the email message.

When a task has been completed two messages are sent to you (assuming you have selected to be notified). In addition to the update message (which updates your copy of the task with the completion details) you get a final status report on the task, providing such information as start and end dates, duration of hours, and more.

5. Receiving a task request

When someone assigns a task request to you, you will receive an email message with information about the task. You can accept or decline the request by clicking on the relevant button at the top of the email message (assuming you are using an Outlook or Entourage client). If you accept the task, it is added to your task list.

Working on tasks assigned to you is no different from working on your own tasks; you can add information to the text field, update how much you have completed, etc. However, when an assigned task is updated or completed, the requestor will be notified (assuming they have opted for this).


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Written by IT Services. Latest revision 2 March 2015