Sharing your Tasks with another person

NOTE: The below screen shots are from Outlook 365. Your view may differ from what is shown.

1. Open Outlook.
   
2. Go to your Tasks page. Click the Tasks icon at the bottom of the Email window.
   

3. Once in the Tasks view click the Tasks folder on the left.
   

4. Once the Tasks folder has been clicked on (it is highlighted), click the Folder tab at the top.
   

5. After clicking the Folder tab click on Share Tasks at the top.
   

6. Once you click Share Tasks, an invitation email will be created. In the invitation email enter the email or contact you want to share the tasks with in the To field. Check the box for “Allow recipient to view your Tasks folder”. Enter in any message you want to include in the body of the email. Then, click Send.
   

7. The recipient will receive the email with Shared Tasks attachment for them to click on. Once they click on the attachment, the shared tasks will be added to their Shared Tasks list.
   

NOTE: To edit the permissions of your Tasks that you shared out so the recipient(s) can add tasks to your list or edit tasks in your list follow the steps below.

1. Once the invitation has been sent right click the Tasks folder on the left so the menu box pops up. Click properties at the bottom of the menu.
   

2. In the Tasks Properties box click the Permissions tab.
   

3. The recipient(s) that you shared your Tasks with will show up in the Permissions box. Click on the recipient that you want to change the permissions for. Then click the drop down menu for the Permission Level. If you want them to only be able to read the tasks, but not edit or add tasks then set it to Reviewer. If you want the recipient to be able to Edit or Add tasks select Editor. Once the permissions are set click Ok at the bottom.
   

4. NOTE: After you change the permission for the recipient(s) they may need to exit out of their Outlook and open it back up to see the change.