For each folder in your Outlook account you want the delegate to access, use the drop-down to the right of each folder’s icon to set the level of access to grant. Then set the delegate’s permission levels in the “Delegate Permissions” dialog box that opens.

When finished, click the “OK” button.Ĭreate a Delegate in Outlook – Instructions: A picture of a user setting a delegate’s permission levels in Outlook. Then click the “Add” button at the bottom of the dialog box to add them to the list. Here you select the name of the individual to whom to grant delegate access. Then select the “Delegate Access” command from the button’s drop-down menu to open the “Delegates” dialog box.Ĭlick the “Add” button in the “Delegates” dialog box to then open the “Add Users” dialog box. Then click the “Account Settings” drop-down button to the right. If needed, click the “Info” command at the left side of the Backstage view. To create a delegate in Outlook, click the “File” tab in the Ribbon. In addition, both you and your delegate must be using the same version of Outlook. To use the delegate features, you must be using an Exchange Server Account within Outlook. They can then perform the actions you let them perform. When you create a delegate in Outlook for your account, that person can then access your Outlook account. The delegate can also schedule items and tasks on your behalf. Your options are endless.You can create a delegate in Outlook to let another user send and receive email for you. Personally, I tend to use these types of tasks for many reviews or checkup processes. I’ve seen people get creative using these tasks to establish good habits such as exercising and practicing a new skill. They provide another way to remind me of tasks that aren’t day or date-specific. While I don’t use regenerated tasks with the same frequency, I appreciate the flexibility they offer.

If you double-click the task, you can also see the reminder about the next task. On the Task dialog, add additional text, priorities, or reminders if needed.You can either choose No end date or specify the number of occurrences. Select a radio button for the recurrence.Pin Recurring Task with Regenerate option. Enter a number in the day(s) after each task is completed box.Click the Regenerate new task radio button.(Think of this as the duration between tasks.) In the Task Recurrence dialog, set the radio button for your Recurrence pattern.Type your task name in the Subject textbox.Type the Outlook keyboard shortcut Ctrl+ Shift+ K to start a new task.If I missed Tuesday, I still have the task, but only one occurrence. As I completed one watering, the next task would be queued for three days out. In hindsight, I could’ve regenerated the task every 3 days. They also won’t show as duplicate entries in your custom task views. If you’re overdue in giving a pint of blood, you don’t give 2 pints the next time you donate. Another difference between these types of tasks is that you generally don’t need to make up for missed occurrences. These regenerated tasks are also good for goal reviews or building habits. Initially, you may not think many tasks fall into this category. There is another type of recurring task where the next task occurs only when you mark the previous task as completed. Pin Overdue Recurring Tasks Outlook Regenerated Tasks I now show some overdue tasks, along with the current task. This worked fine until I didn’t make it a couple of times. For example, I created a task to occur each Tuesday and Friday to water a friend’s plants while she’s away. Most of these triggers are self-explanatory. Generally, the task repeats based on specific time triggers. If you’re familiar with Microsoft Outlook, you’ve probably seen the option to create a recurring task.

Create task in outlook