Big Doc, lots of actions for people to follow up

[Jez]

Hi,

I have a really large document with 100's of identified activities in it -
it's a report on some things that need to be done and it has already been
written. now I want to assign the actions to individuals.
What is the best way for me to assign the tasks that exist in the document?

The document says 'you need to do x, y & z'. Action X needs to be assigned
to people A&B, action Y to person C and so on.. This is the same for various
actions all the way through the document. Ideally, I'd like to somehow tag
each action and assign it to a person and then have an automated way to
produce the list of actions for each person individually.

My only solution so far is to copy & paste into Excel, but it's really too
big a job for that.

Thanks

Jez

 

[Graham Mayor]

This sounds like fun

It is almost impossible to advise without seeing the document, without
knowing how it is laid out, without knowing whether there's a consistent
format throughout and without knowing how the various tasks are to be
assigned. It's a bit like asking for directions from A to B without any idea
of where you are at present.

Any automated function would need to know which tasks were to be assigned to
which individuals and would need to know what part(s) of the document text
amounted to a 'task'.

The first thought that springs to mind would be to bookmark each task with a
bookmark name that reflects the person assigned to it eg
Task X - BillJohn1 Task Y - Fred1 etc. You could then create a macro to look
in the bookmark names for the individuals and assemble a document comprising
the bookmarks associated with the name.

I am sure there are other ways of splitting the document that might work.
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Graham Mayor - Word MVP

My web site www.gmayor.com

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