Can I automatically create tasks in Outlook from Excel query?

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

I have an Excel data table consisting of Name, Customer Number, & Last Order
Date. What I would like to do is link my Outlook Calendar or Task Manager to
the "Last Order Date" field, and have a task generated when a certain number
of days have passed according to that field and the system date. Is there a
way to do this?
I am using Office 2003.
 
For any MVP/MCP's out there, if it's a coding thing, please let me know how
and where. I have quite a background in coding, so I should be able to figure
it out. So, do not hestitate to tell me the "hard" answer.
 
Tasks and Notes
http://www.schedule-email.com - Schedule multiple individual
emails/newsletters
sweens319 said:
I have an Excel data table consisting of Name, Customer Number, & Last
Order
Date. What I would like to do is link my Outlook Calendar or Task Manager
to
the "Last Order Date" field, and have a task generated when a certain
number
of days have passed according to that field and the system date. Is there
a
way to do this?
I am using Office 2003.

I v. much doubt you can do this without writing some custom code - either
externally, or in Outlook. Connect to the spreadsheet using an OLEDB driver,
query the relevant field then create a task.

--
John Blessing

http://www.LbeHelpdesk.com - Help Desk software priced to suit all
businesses
http://www.room-booking-software.com - Schedule rooms & equipment bookings
for your meeting/class over the web.
http://www.lbetoolbox.com - Remove Duplicates from MS Outlook
http://www.outlook-find-replace.com - Find & Replace in Emails, Contacts,
Appointments,
 
Also, where do I start? Should I open Outlook and go to the VB Editor from
there, or do I start in Excel? One more hang-up: the Excel file is a dynamic
shared file that is updated off-site. I can contact the person who maintains
the file to add the VB code to the Excel file if necessary. Also, I would
like the task to contain information from the other fields in the
spreadsheet, such as "Please contact <name field> customer number <cust #
field> today. Customer has not been contacted in <# of days calculation>
days." And, then I would like to share the macro with all of my team members.
I suppose if the code starts in Excel, all would automatically have it when
they download the program, but if the code starts in Outlook, I assume they
would have to download the file and save it as the same filename every day.
 

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