The Organizer Helps You Plan and Organize

The ClearContext Organizer provides a number of different ways to view and easily organize your tasks in Outlook. Views for managing by Date, Project, Category and Recent are provided. In addition, views for upcoming and completed tasks and appointments by week are available in the Weekly Planner and Review Completed.

1.
Use the Organizer button to launch

The Organizer button is shown in the toolbar/ribbon and the Dashboard.

QuickTasks Button
2.
The tabs in the Organizer show different views
  • Dates - Tasks grouped by due, upcoming and unscheduled
  • Project - Tasks grouped by Project
  • Category - Tasks grouped by context category
  • Recent - Recently created tasks
  • Weekly Planner - Upcoming Tasks and Appointments by week
  • Review Completed - Past Tasks and Appointments by week
3.
Work with tasks directly from the Organizer

Select one or more tasks, and either press one of the action buttons on the bottom or right click for other options, to change the desired attribute for the selected items. New tasks can also be entered on the top empty line.

Organizer

More Tips

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The Recent view shows newly created tasks

After quickly jotting tasks with QuickTasks, use the Organizer to set dates and refine newly created to-dos.

Organizer Button
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Groups can be collapsed and expanded within each view

This lets you more efficiently hone in on the work you are focused on. Click on the arrow icon to right of a group to toggle showing the group items, or click on the +/- icon on the bottom right to toggle all groups. Printing also shows or hides items according to the group visibility.

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The Organizer can manage task by Start Date or Due Date.

Click the gear icon on the bottom right to change. The start date can be an effective way to separate when work should be done from when it is due.


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