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How to Manage Recurring Tasks in Outlook 2013

Outlook 2013 can remind you whenever a recurring task comes around. Lots of tasks crop up on a regular basis. You know how it goes — same stuff, different day. To save you the effort of entering a task, such as a monthly sales report or a quarterly tax payment, over and over again, just set it up as a recurring task.

To create a recurring task, follow these steps:

1

Open the task by double-clicking it.

The Task form appears.

2

Click the Recurrence button on the Task Form toolbar (or press Ctrl+G).

The Task Recurrence dialog box appears.

3

Choose the Daily, Weekly, Monthly, or Yearly option to specify how often the appointment occurs.

Each option — Daily, Weekly, Monthly or Yearly — offers you choices for when the task recurs. For example, a daily recurring task can be set to recur every day, every five days, or whatever. A monthly recurring task can be set to recur on a certain day of the month, such as the 15th of each month or on the second Friday of every month.

4

In the Recur Every box, specify how often the appointment recurs, such as every third day or the first Monday of each month.

If you choose to create a monthly task, for example, you can click the scroll-down buttons (triangles) to choose First and then choose Monday to schedule a task on the first Monday of each month.

5

In the Range of Recurrence section, enter the first occurrence in the Start box.

Choose when you want the appointments to stop (no end date, after a certain number of occurrences, or at a certain date). Click the OK button and then click the Save & Close button.

A banner appears at the top of the Task form describing the recurrence pattern of the task. Your task appears in the list of tasks once, but it has a different type of icon than nonrecurring tasks so that you can tell at a glance that it’s a recurring task.

 
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