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How do I auto-assign a category to tasks coming over from SharePoi

 
 
kivey
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Posts: n/a
 
      4th Nov 2009
I'm using Outlook 2007. I have a task list on a SharePoint team site, and
I've connected the task list to my Outlook To-Do list, so that when new tasks
are assigned to me in SharePoint, they automatically appear in my Outlook To
Do List.

When I connect a SharePoint list to Outlook, I can choose the "In Folder"
name. So for example, I have a set of tasks that come over with "Conversion
Project" in the In Folder column of my To-Do list in Outlook.

Can I write a rule that says whenever a task comes in to Outlook with the
"In Folder" name of "Conversion Project", it is assigned the Category
"Conversion?"

The field help for tasks says that tasks coming from SharePoint are treated
like messages, and yet I can't find a rule option that will allow me to look
at that "In Folder" field. Thanks.
 
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Diane Poremsky [MVP]
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      5th Nov 2009
As far as I know, you can't use rules on sharepoint lists. You can't apply
them based on the folder but if there was a condition (ie subject) that you
could filter by, its worth trying.

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

Outlook Tips by email:
mailto:dailytips-subscribe-(E-Mail Removed)

EMO - a weekly newsletter about Outlook and Exchange:
mailto:EMO-NEWSLETTER-SUBSCRIBE-(E-Mail Removed)



"kivey" <(E-Mail Removed)> wrote in message
news:E2A5A0A5-5B70-45D4-8865-(E-Mail Removed)...
> I'm using Outlook 2007. I have a task list on a SharePoint team site, and
> I've connected the task list to my Outlook To-Do list, so that when new
> tasks
> are assigned to me in SharePoint, they automatically appear in my Outlook
> To
> Do List.
>
> When I connect a SharePoint list to Outlook, I can choose the "In Folder"
> name. So for example, I have a set of tasks that come over with
> "Conversion
> Project" in the In Folder column of my To-Do list in Outlook.
>
> Can I write a rule that says whenever a task comes in to Outlook with the
> "In Folder" name of "Conversion Project", it is assigned the Category
> "Conversion?"
>
> The field help for tasks says that tasks coming from SharePoint are
> treated
> like messages, and yet I can't find a rule option that will allow me to
> look
> at that "In Folder" field. Thanks.


 
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Michael Bauer [MVP - Outlook]
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Posts: n/a
 
      5th Nov 2009


You could do that with VBA. This examples demonstrates it with a subfolder
of the inbox (instead adapt it to point to the 'Conversion Project' folder):
http://www.vboffice.net/sample.html?...2&cmd=showitem

--
Best regards
Michael Bauer - MVP Outlook

: Outlook Categories? Category Manager Is Your Tool
: VBOffice Reporter for Data Analysis & Reporting
: <http://www.vboffice.net/product.html?pub=6&lang=en>


Am Wed, 4 Nov 2009 14:37:01 -0800 schrieb kivey:

> I'm using Outlook 2007. I have a task list on a SharePoint team site, and
> I've connected the task list to my Outlook To-Do list, so that when new

tasks
> are assigned to me in SharePoint, they automatically appear in my Outlook

To
> Do List.
>
> When I connect a SharePoint list to Outlook, I can choose the "In Folder"
> name. So for example, I have a set of tasks that come over with

"Conversion
> Project" in the In Folder column of my To-Do list in Outlook.
>
> Can I write a rule that says whenever a task comes in to Outlook with the
> "In Folder" name of "Conversion Project", it is assigned the Category
> "Conversion?"
>
> The field help for tasks says that tasks coming from SharePoint are

treated
> like messages, and yet I can't find a rule option that will allow me to

look
> at that "In Folder" field. Thanks.

 
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Diane Poremsky [MVP]
Guest
Posts: n/a
 
      5th Nov 2009
Will this work when the delivery is a PST file? Or should he use the to-do
folder, which is in the mailbox.

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

Outlook Tips by email:
mailto:dailytips-subscribe-(E-Mail Removed)

EMO - a weekly newsletter about Outlook and Exchange:
mailto:EMO-NEWSLETTER-SUBSCRIBE-(E-Mail Removed)



"Michael Bauer [MVP - Outlook]" <(E-Mail Removed)> wrote in message
news:rqlpzij4su6b.dh4liu4lt063$.(E-Mail Removed)...
>
>
> You could do that with VBA. This examples demonstrates it with a subfolder
> of the inbox (instead adapt it to point to the 'Conversion Project'
> folder):
> http://www.vboffice.net/sample.html?...2&cmd=showitem
>
> --
> Best regards
> Michael Bauer - MVP Outlook
>
> : Outlook Categories? Category Manager Is Your Tool
> : VBOffice Reporter for Data Analysis & Reporting
> : <http://www.vboffice.net/product.html?pub=6&lang=en>
>
>
> Am Wed, 4 Nov 2009 14:37:01 -0800 schrieb kivey:
>
>> I'm using Outlook 2007. I have a task list on a SharePoint team site, and
>> I've connected the task list to my Outlook To-Do list, so that when new

> tasks
>> are assigned to me in SharePoint, they automatically appear in my Outlook

> To
>> Do List.
>>
>> When I connect a SharePoint list to Outlook, I can choose the "In Folder"
>> name. So for example, I have a set of tasks that come over with

> "Conversion
>> Project" in the In Folder column of my To-Do list in Outlook.
>>
>> Can I write a rule that says whenever a task comes in to Outlook with the
>> "In Folder" name of "Conversion Project", it is assigned the Category
>> "Conversion?"
>>
>> The field help for tasks says that tasks coming from SharePoint are

> treated
>> like messages, and yet I can't find a rule option that will allow me to

> look
>> at that "In Folder" field. Thanks.


 
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Michael Bauer [MVP - Outlook]
Guest
Posts: n/a
 
      5th Nov 2009


It should work with any kind of folder as long as Outlook is running when
the message arrives.

--
Best regards
Michael Bauer - MVP Outlook

: Outlook Categories? Category Manager Is Your Tool
: VBOffice Reporter for Data Analysis & Reporting
: <http://www.vboffice.net/product.html?pub=6&lang=en>


Am Thu, 5 Nov 2009 08:17:59 -0500 schrieb Diane Poremsky [MVP]:

> Will this work when the delivery is a PST file? Or should he use the to-do
> folder, which is in the mailbox.

 
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