Forum Discussion
Outlook - Show task from one account only - how?
Barszczyk You are using the To-do list or the to-do bar? If they are in different accounts, you want to filter by account. To filter in the to-do bar, right click on the field names and choose View settings.
To move them to another account, go to the task module (Ctrl+4 or the task button in the navigation pane) and drag from one task folder to another.
- BarszczykAug 04, 2020Copper Contributor
Diane_Poremsky_MVP
I am using a To-Do Bar. I know where to find view settings. The by account filter does not work correctly or I do not know how to use this.
I made a test with my mailbox and a group mailbox on the same domain.When I used filter Email Account->contains-> "nameofthegroupmailbox", all the tasks were gone.
When I used filter Email Account->contains-> "mylastname" Outlook showed only tasks from the group mailbox.Either this is very inconsistent or I do not know how to use this.
As mentioned, I found the tip to use "changed by" field, which is working fine when filtering group mailbox from my private one, but the field does not seem to work when both accounts have the same name but a different domain - To-Do Bar will just show all the tasks from both accounts.- Aug 04, 2020
Barszczyk BTW -
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As mentioned, I found the tip to use "changed by" field, which is working fine when filtering group mailbox from my private one,
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Changed by should be you - email account applies only to actual accounts added to the profile - and owner should be the mailbox name, depending on permissions.
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the field does not seem to work when both accounts have the same name but a different domain - To-Do Bar will just show all the tasks from both accounts.
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Try using the full email address, not just the name.
Add the changed by, owner, and email account fields to a view and see what the values are - pick the one that is consistent.
- maryo555Aug 18, 2023Copper ContributorActually, hold the presses! Tasks created on your phone using Siri do not come with an Owner. Darn! Therefor they do not appear in the To Do Bar using the Owner filter.
Add them manually and its fine.
- Aug 04, 2020
- maryo555Aug 18, 2023Copper Contributor
Diane_Poremsky_MVP What other ways can a mailbox be added? As I have seen some of my clients who are Exec Assistants have no problem with tasks from their Execs account showing whilst others do? I feel that it is inherent in the way they were set up?
Also, previously I had been able to successfully isolate just the one account through the application of the filter: Changed by is exactly <email address>However, in recent times I have noticed that Tasks created using Siri on the mobile phone do not appear and neither do tasks created from a Team Chat message.