Creating a Series of Tasks Template or Folder

[daniel zemel]

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 ?

 

[Diane Poremsky [MVP]]

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]

Outlook & Exchange Solutions Center: http://www.slipstick.com/

Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

Poll: What version of Outlook do you use?
http://forums.slipstick.com/showthread.php?t=27072