MICROSOFT WORD QUICK TIPS

How to Set Outlook Reminder Email for Follow-ups

Video: Three ways to turn emails into tasks.

By Deborah Savadra

How to Setup Outlook Reminder email in Microsoft in Outlook.

In Outlook 2016, when you hover your mouse over a particular message in any folder, you’ll notice an outline of a flag icon. However, if your email is set up with the IMAP protocol rather than POP3 or Exchange Server, your options for flagging a message for follow-up are limited. You can still flag messages, but there aren’t any options for reminders for yourself or your recipients. However, you can add a reminder using other methods.

Here’s a method for setting up reminders that works regardless of how your email account is set up.

How to Set Follow Up Reminders by Turning Outlook Emails into Tasks

Simply select the email message you want to be reminded of, then hold down the right mouse button (not the left one you normally click with) and drag the message down to Tasks. You can also use the ‘Add Reminder’ option to set a follow-up alert for the email message. Alternatively, you can drag the email to the calendar icon to create a reminder. Release the mouse button, and you’ll be presented with three choices:

  • Copy as Task with Text. This leaves the original email in your Inbox or other folder and embeds the text of the email in a new Task. If you were to use the left mouse button to drag your email to the Tasks folder, this is the default.
  • Copy as Task with Attachment. This leaves the original email in your Inbox or other folder and embeds the email in your new Task as an attachment. This choice is particularly useful if the original email has attachments itself that you’d want to be able to open and view from the Task.
  • Move as Task with Attachment. This embeds the email into your new Task just like the previous choice, except it does not leave the original email in your Inbox or other folders.

Pick one, and a new Task item opens, where you can set a start and end or due date, choose a reminder time from the drop-down menu, note the status and priority, and even assign it to someone else in your workgroup. You can also select a custom date for the reminder to suit your specific needs. You can set a default reminder for all tasks to ensure you never miss an important deadline. Managing due dates effectively helps in keeping track of all your tasks. Setting email reminders ensures you follow up on important messages in a timely manner.

One advantage of turning emails into tasks is that it gives you somewhere to keep notes on your progress — whom you called, what follow-up you need to do and so on. Adjusting the reminder time can help you stay on top of your tasks. Following up in a timely manner shows respect for the recipient’s time and helps maintain effective communication.

Track To-Dos in Your To Do List

Regardless of which method you use to follow up on your emails, they’ll show up on your To-Do List within the Tasks folder, where you can set default reminders. Setting a follow-up reminder ensures you never miss an important task.

For even easier access, you can open a To-Do bar from the View tab in your email view and in your Outlook calendar view. Outlook reminders can help you stay on top of your tasks and appointments.

Turning emails into Tasks can help you keep track of all those requests flying back and forth and allow you to unclutter your inbox for better focus. This feature is particularly useful for managing upcoming meetings and ensuring timely follow-ups.

Click here to read more of Deborah’s Microsoft Office tips.

Illustration ©iStockPhoto.com

Categories: Lawyer Tech Tips, Legal Technology, Videos
Originally published October 9, 2024
Last updated October 17, 2024
share TWEET PIN IT share share
Deborah Savadra Deborah Savadra

Deborah Savadra spends a lot of her time explaining technology to lawyers, mostly as editor and chief blogger at Legal Office Guru, which features Microsoft Office video tutorials and other content especially for legal professionals. Watch her quick tips videos here, and follow her on Twitter @legalofficeguru.

More Posts By This Author
MUST READ Articles for Law Firms Click to expand
envelope

Welcome to Attorney at Work!

Sign up for our free newsletter.

x

All fields are required. By signing up, you are opting in to Attorney at Work's free practice tips newsletter and occasional emails with news and offers. By using this service, you indicate that you agree to our Terms and Conditions and have read and understand our Privacy Policy.