How to Link Contacts With Tasks in Microsoft Outlook 2003

Thursday, August 25, 2011

Linking contacts with tasks can be done in Outlook 2003 by using the contact box. When tasks and contacts are linked, you can keep track of the different tasks to assigned or completed by a specific contact. Once the contact is saved, you can view the link by accessing the Activities tab on the Outlook contact form. The Activities tab will display all linked tasks, emails, journals and notes.

Instructions

Open Outlook 2003 and select "Tasks" from the Navigation Pane. Click "New" on the standard toolbar. A new blank task opens. Type the details of your task in the "Subject" field. Add a start date to your task in the "Start Date" field. Add a due date in the "Due Date" field. Add notes about the task in the notes pane of the task.

Link a contact to the task by adding the contact using the lower "Contacts" button. Click the "Contacts" button to search your global address list or contacts listing. Click the name and select "OK." The contact and task are now linked.

Click "Save and Close" to save this task. The task appears in the task listing of Outlook. Open the contact and select the "Activities" tab. Select "Show" and "Upcoming Tasks/Appointments" to see the linked tasks for the specified contact.

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