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Creating a Series of Tasks Template or Folder

 
 
daniel zemel
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      1st Dec 2009
I am using outook 2003. if necessary, i can upgrade to 2007. i am not sure
that the firm i work for will let me install ad-ons, etc. though. if there
are ones that will work, please let me know and i talk with the powers that
be. i am an attorney. each new matter requires a set series of tasks that
need to be done. I would like to be able to set up a template or folder with
the series of tasks and, when needed, incorporate them into my tasks.
although chaining would be nice, i do need it at this point. if i can do this
with a folder, i can copy, paste and rename this folder for each matter and
be able to keep each matter's tasks separate, or at least filterable. for
years i used Time Matters, however, the firm i now work for uses outlook. any
ideas ?
 
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Diane Poremsky [MVP]
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      2nd Dec 2009
Outlook can't chain tasks... you could create them in Excel and import. This
would allow you to use formulas to set dates if they are due in a certain
order.

See http://www.slipstick.com/addins/tasks.asp for tools. There is at least
one tool (InControl) that was designed for lawyers, but others may meet your
needs.

--
Diane Poremsky [MVP - Outlook]
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Outlook & Exchange Solutions Center: http://www.slipstick.com/

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http://forums.slipstick.com/showthread.php?t=27072


"daniel zemel" <daniel (E-Mail Removed)> wrote in message
news:EE26BC0F-E232-4495-B8EE-(E-Mail Removed)...
> I am using outook 2003. if necessary, i can upgrade to 2007. i am not sure
> that the firm i work for will let me install ad-ons, etc. though. if there
> are ones that will work, please let me know and i talk with the powers
> that
> be. i am an attorney. each new matter requires a set series of tasks that
> need to be done. I would like to be able to set up a template or folder
> with
> the series of tasks and, when needed, incorporate them into my tasks.
> although chaining would be nice, i do need it at this point. if i can do
> this
> with a folder, i can copy, paste and rename this folder for each matter
> and
> be able to keep each matter's tasks separate, or at least filterable. for
> years i used Time Matters, however, the firm i now work for uses outlook.
> any
> ideas ?


 
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