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MS Office Forum / Word / Mailmerge and Fax / March 2007Create and Assign Tasks
Help! I have an action item log that is in an excel spreadsheet (which of course most people do not read). I need to be able to issue the action items as tasks so that I can keep track of people's progress. How can I do this as a mail merge?  SignatureDebra H Create what kind of tasks, i.e. are you creating "tasks" and "actions" using a particular piece of software, or are you looking for a way to manage them using Word documents and/or e-mails? Because all Word mailmerge can do is a. produce and/or print copies of documents containing the data in your sheet b. produce e-mails containing the data on your sheet. Peter Jamieson > Help! I have an action item log that is in an excel spreadsheet (which of > course most people do not read). I need to be able to issue the action > items > as tasks so that I can keep track of people's progress. How can I do this > as > a mail merge? I want to have the merged item be an outlook task item rather than a mail message. So my thought was if I could change the outlook template used by the mailmerge process to the task item template - my problem is solved. Can this be done? SignatureDebra H > Create what kind of tasks, i.e. are you creating "tasks" and "actions" using > a particular piece of software, or are you looking for a way to manage them [quoted text clipped - 10 lines] > > as > > a mail merge? Hi Debra, I thought that was probably what you meant. I don't know of any way that Word mailmerge could do that (unless there is some way to format an ordinary mail message so that on receipt, Outlook treats it as a task, and I can't answer that one - maybe someone in an Outlook group could tell you whether or not that part is feasible). What you probably need to do is use Excel VBA to automate Outlook to create the necessary task entries. Peter Jamieson >I want to have the merged item be an outlook task item rather than a mail > message. [quoted text clipped - 22 lines] >> > as >> > a mail merge?
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