Randy Dean shows how to drag emails directly onto Outlook's My Day panel to create calendar events or Microsoft To Do tasks. You can add attendees and due dates without leaving the email, turning your inbox into a task management hub.
Chapters
All right. Hi everybody. Randy Dean here. Hey, um, wanted to start making a brand new series of videos about the new Outlook that many of you have started using. And I wanted to show you one really critical key feature right off the bat. So let's go into new Outlook and let me show you something sort of cool here. Under new Outlook, you'll notice over here at the top, there is this button that's called My Day. If you click on My Day, what it does is it brings up, uh, basically a little side panel for both Calendar and Microsoft To Do. And if you click on Calendar, this is sort of neat. Watch this. If I have an email over here that I would like to add to my calendar, I can just pick up the email, drag it over, and notice it gives me options to either add it as a task or add it as an event. So let's first do it as an event, and we'll add it to calendar. And actually what it'll do is bring up the dialog screen where you can now add in all the details of the calendar event. And you can even, if you'd like, turn it into a request for a meeting. You can just basically come in here and start inviting people to your meeting right there. And so that's one of the nice features. And then if you take a look down here, it's actually got the text of the message down in the bottom as well as possibly you can even put in attachments and other items in your meeting request right here. So that's, that's pretty cool. I'm not going to add this to my calendar right now. I want to actually instead, um, I'm going to discard the changes because what I want to do is go back and show you the second option. I can also click up the email, hold it, drag it over, and add it as a task. And if I put it in Add to Task, notice that it toggled right over to Microsoft To Do. And here is that task. I can now come in here and change the subject line to "Create new YT video," which is what I just did right here. And then actually, if you want to go even deeper into your To Do, including do some editing to this and add like due dates, things like that, notice right here you have the option to open up Microsoft To Do in a full-screen module, it's going to take you out to your web browser version of Microsoft To Do and open the whole thing up. So, um, some really cool new side features. I've been sort of poking around with it because, you know, for the longest time I've been a big fan of the local client version of Microsoft Outlook, which, you know, I have a lot of videos on. It looks to me like the new Outlook with these new features can be a suitable replacement, and I'll be making more videos in the series as we go along. So, let's go ahead and close this one up here. I'm gonna take us to the closing slide, go to full-screen mode, and just say, "Hey, thank you for your time." I'm Randy Dean, Email Sanity Expert. If you'd like to learn a little bit more about me, go visit my website, randaldean.com. And if you'd like to get my series of productivity PDF tip sheets, which will soon be including links to my new new Outlook video series, make sure to send me an email, randy@randaldean.com, and just put YouTube PDF in the subject line. Hope you like this one. If you did, like, subscribe, and share. Thanks everybody. Bye now.
