Create a Task in OneNote 2007, and keep track of it in Outlook 2007

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Many people live and breath by their task list!  One of the most popular features of Outlook 2007 (apart from email and calendaring of course) is Tasks.  “Tasks” allow you to set a reminder to do a certain portion of work… or in other words… a Task! 🙂

There are many different ways to create a task to keep track of in Outlook 2007 (The quickest way in Outlook 2007 is to type your task into the “To-Do Bar”)… however that is not the most efficient way, especially if you take most of your notes in OneNote 2007. 

For those who don’t know what OneNote 2007 is, it is great for taking notes, jotting down information, and keeping track of things.  Just like a paper notebook, except electronic!  Fantastic for school, college or university, as you can keep your research notes all in one place.

And if you are taking your notes in OneNote 2007, you are more than likely thinking about Tasks that you need to perform after taking those notes!  That is where the integration between OneNote 2007 and Outlook 2007 is so handy!

In this screenshot, you can see that I have created a list of things I need to do on a page in OneNote.  Now a few of those things I can remember for myself (Mrs Paperclip will make sure that I do the washing!)… but I need to make sure that I Book my flights to LA.  To ensure I get a reminder to do that in a few days when I am back in the office, I will turn that bullet point into a Task.

How to create an Outlook 2007 Task in OneNote 2007?

  1.  In OneNote 2007, select the text you would like to turn into a Task.
  2. On the menu bar, select the “Task” drop down menu
  3. Select the timeframe you would like to complete the task in.  In the screenshot you can see that you can set a task for today, tomorrow, this week, next week, or for no specific date.

In this example, I selected that the task needs to be completed tomorrow.  If I then open up Outlook 2007 and have a look at my task list, I will see the task now being tracked in Outlook 2007 🙂

Simple as that!  Now you have no excuses to loose track of things you need to do!  Well that is what Mrs Paperclip says to me 🙂

’till next time!


[tags]Outlook 2007, OneNote 2007, Help, Tutorial, Integration[/tags]

2 thoughts on “Create a Task in OneNote 2007, and keep track of it in Outlook 2007

  1. how can I create a single outlook task from multiple lines in OneNote? If I highlight multiple lines, I get a task for each one, which isn’t the intent. Any idea?

  2. Pingback: Microsoft OneNote – my digital online notebook | Cakealicious Cakes

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