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How to attach tasks to email in Outlook?

Author: Kelly Last Modified: 2024-07-24

There are occasions when you might need to send tasks to someone via email without formally assigning them. Attaching tasks to an email in Microsoft Outlook is a straightforward process that can help you share your to-dos efficiently. This article provides a detailed tutorial on how to attach tasks to an email, enhancing your ability to collaborate and communicate effectively.

Attach tasks to email with the Forward feature in Outlook

Attach tasks to email with the Insert Outlook Item feature in Outlook

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arrow blue right bubbleAttach tasks to email with the Forward feature in Outlook

There are a couple of methods to attach tasks to an email message. And the first one is to forward tasks.

Step 1: In the Task view, select the tasks you will forward.

Step 2: Forward selected tasks:

Click the Forward button in the Respond group under the Home tab.

doc-task-email-1

Step 3: Now a new message window opens, and the selected tasks are added as attachments in it. Compose the message and send it.


arrow blue right bubbleAttach tasks to email with the Insert Outlook Item feature in Outlook

The other method is to insert tasks in a composing email message with the Outlook Item feature.

Step 1: Click Home > New E-mail to create a new email message:

Step 2: Click the Outlook Item button in the Include group on the Insert tab.

doc-task-email-2

Step 3: In the Insert Item dialog box,

  1. Select the Tasks item in the Look in: box;
  2. Select the tasks you will attach in the Items: box;
  3. In the Insert as section, check the Text only option or Attachment options based on your own needs.

doc-task-email-3

Step 4: Click OK.

Step 5: Complete the email message and click the Send button.


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