Live Chat & Podcast at 1:00PM Eastern on Sunday!
There's no such thing as a stupid question, but they're the easiest to answer.
JoinTour
Login
Search
Tag Cloud
access acer asus bios bsod crash desktop driver drivers error ethernet excel freeze gaming hard drive hardware hdmi internet laptop mac malware memory monitor motherboard network operating system printer problem ram registry router security slow software sound svchost.exe trojan ubuntu 11.10 uninstall usb video virus vista wifi windows windows 7 windows 7 32 bit windows 7 64 bit windows xp wireless
Search
Search for:
Tech Support Guy Forums > Software & Hardware > Business Applications >
Outlook Task Issue. Need help or a recommended add on

Reply  
Thread Tools
Real----Estate's Avatar
Junior Member with 2 posts.
 
Join Date: Jun 2009
25-Jun-2009, 02:36 PM #1
Question Outlook Task Issue. Need help or a recommended add on
I use Outlook 2007 for my business contacts and managment. I am in need of one simple function in the tasks that I have yet to fine, therefore I would LOVE advice on how to do this or what 3rd party add in can do this.

I need to set up a "task series" so to speak that has predefined tasks that I set up and save to a task folder. Example: For a "New Buyer" task folder, I need to predefine things like Inspection, closing, follow up call, check in, send new cma, take lockbox to home, install sign, yadda yadda yadda. But instead of manually putting in a date for each item i would like to be able to use a "start this task X number of days after the series starts".

Once I have this I can then go to my contacts, bring up "Becky WIllford", my buyer and "start" the task series to run on her name. Then I know that those predefined tasks and dates will automatically start. Make sense?

I would like to NOT use BCM with this since the sync option is almost impossible with a blackberry and really does not "flow" well with regular outlook since they have separeate data files.

I would love a reference for a good add in that could do this for me.
Reply

Tags
bcm, frustrated., outlook, task series, tasks

THIS THREAD HAS EXPIRED.
Are you having the same problem? We have volunteers ready to answer your question, but first you'll have to join for free. Need help getting started? Check out our Welcome Guide.

Search Tech Support Guy

Find the solution to your
computer problem!




Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
WELCOME TO TECH SUPPORT GUY! Are you looking for the solution to your computer problem? Join our site today to ask your question -- for free! Our site is run completely by volunteers who want to help you solve your computer problems. See our Welcome Guide to get started.
Thread Tools



Facebook Facebook Twitter Twitter TechGuy.tv TechGuy.tv Mobile TSG Mobile
You Are Using:
Server ID
Advertisements do not imply our endorsement of that product or service.
All times are GMT -4. The time now is 03:14 AM.
Copyright © 1996 - 2011 TechGuy, Inc. All rights reserved.

Powered by Cermak Technologies, Inc.