copy custom task with custom fields

G

Guest

I have created a custom "task folder" with custom column fields. However,
when I try to copy this to the public folders (Outlook 2k3, Exchange Small
Biz 2k3), I lose all formatting I have set up.

Is there a way to copy this folder and formatting so it is available to all
users? Without creating it locally on each users machine?

Thanks.
 
S

Sue Mosher [MVP-Outlook]

What exactly did you copy, and how? What formatting are you referring to?

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
G

Guest

My company is a sheet metal fabrication company. We need to track sheet
metal coils (10k # each), date of reciept, weight, production mill, mill
cert, in house test dates, etc, etc, etc.

The owner would like me to setup a checklist in outlook, so that all
employees can check the status of the coils, jobs associated with them and
the like.

So, I created a new folder, named it "coil test". It contains "Task Items".
That way, I can simplify the data logged, and some of us can sync it with
portable PDA's and the like.

After creation, I customized the fields using: right click column heading,
customize current view, fields button.

I then modified the fields to what we needed and liked (all on my
"Mailbox").

I then copied (right click, copy folder, copy to "Public Folders/Jobs").
The copy appears, I click on it to check the formatting of the column
headings, and POOF! They're gone. (GRRRR!!)

I have also tried to create the folder directly in the "Public Folders"
folder, but the formatting does not appear (GRR again) for other users with
the same formatting. They just get the same basic "Tasks" layout.

Hope this explains enough. It's the best that I can do.

Thanks again.
 
S

Sue Mosher [MVP-Outlook]

So you didn't create any new named view specific to that folder? That's what you really need to do -- create one or more views with the scope "on this folder visible to everyone." That will ensure that the view definitions are stored in the folder.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 

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