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. If you would like to follow a self-paced course, you can try the Managing Tasks with Outlook 2003 Using MS Outlook 2003 which is available as a pdf-file.
Tasksicon in the left-hand navigation pane (or use the
[Go]menu and select
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.
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)
You can change the way your tasks are displayed. By using the options list under
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.
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
By Person Responsibleyou see a different set of headings than if you have selected
Detailstab offers the option of entering more details, including the number of hours spent on a task.
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
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.
Making a task request
- Open a new task request by going to the
[Actions]menu and selecting
[New Task Request].
- 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).
- Click on the
Tobutton and select the task recipient from the list that pops up.
Sendto send the task request.
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.
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).
If you have any problems, in the first instance you should contact your local (College or Department) IT staff. If they cannot help then please contact the OUCS Helpcentre for further assistance.