A cloud-based task management app from Microsoft that helps users organize and manage daily tasks across devices.
Hi @Shirly Toy,
Thank you for your detailed response. I appreciate the time you've taken to explain the situation clearly.
Based on your description, I'd like to provide the following information to help you access your colleague’s To Do/Task list effectively.
Before we begin, there are a few important notes to be aware of:
If you are using the New Outlook for Windows, please note that it currently does not support viewing delegated Tasks or Contacts. Microsoft has acknowledged that tasks, contacts, and notes cannot be shared in the new Outlook yet, with delegate functionality currently focused only on Mail and Calendar.
However, you can still view and manage your colleague’s tasks by using the classic Outlook desktop application to open their Tasks folder directly. Since you already have Editor permission on their Tasks, you can use Outlook’s folder-sharing feature to access it.
Steps:
1/ Use the right Outlook client
If you're using the New Outlook (preview version), switch to the classic Outlook for now. You can toggle off “New Outlook” in the upper-right corner of the app to return to the classic version.
2/ Open the Tasks Module
In the classic Outlook desktop app, go to the bottom-left navigation pane and click the Tasks icon (clipboard/checkmark icon).
3/ Open Shared Tasks folder
- File > Open & Export > Other User’s Folder
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4/ Select your colleague
- In the dialog box, click Name and select your colleague from the Global Address List.
- Ensure the folder type is set to Tasks, then click OK.
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5/ View the Shared Task list
- The shared folder will appear under Shared Tasks or People’s Tasks in the navigation pane.
- You should now be able to view and manage tasks with your Editor permissions.
6/ Confirm permissions
- If you encounter errors or cannot see the folder, double-check with your colleague or Exchange admin that you have at least Reviewer or Editor access.
- They can verify this in File > Account Settings > Delegate Access or by right-clicking the Tasks folder > Properties > Permissions tab.
By following the steps above in classic Outlook, you bypass the limitations of the To Do app and access the Exchange task folder directly, which honors delegate permissions.
I hope this helps you successfully view your colleague’s To Do/Task list. I'm glad to assist and truly hope the information provided has been useful. Please feel free to reach out anytime if you need further assistance.
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