Question about Tasks

  • Thread starter Thread starter Judy Freed
  • Start date Start date
J

Judy Freed

Hi All

I wanted to use Tasks to track the PC Help Requests that I receive. I
needed a very basic list - date, name, dept, problem, action. I created user
defined fields for date, name, dept, and action. I used the default Subject
field for Problem. I set it up to group by date and when the task is
complete, the text formats to black. Incomplete tasks are in red.
Everything is lovely.

Here is my problem. I wanted to export the task list to Excel so that I
could create a pie chart showing the percent of calls traced to various
departments. But when I do the export, for some reason, the user created
fields are not exported. Can someone tell me how I can export them as well?
Right now only the Subject field is exported.

Many thanks

Judy Freed
Systems Development
UNC Charlotte
 
Outlook doesn't support exporting custom fields. Quick and dirty method:

1. Put all the items from your form in one folder.
2. Use a table view to display all the data fields that you want to export
to Excel.
3. Choose Edit | Select All.
4. Choose Edit | Copy.
5. Paste to Excel.

Otherwise, you'd have to write custom code or use a third-party application.
See http://www.outlookcode.com/d/customimport.htm .
 
Thanks Sue. That worked perfectly.


Sue Mosher said:
Outlook doesn't support exporting custom fields. Quick and dirty method:

1. Put all the items from your form in one folder.
2. Use a table view to display all the data fields that you want to export
to Excel.
3. Choose Edit | Select All.
4. Choose Edit | Copy.
5. Paste to Excel.

Otherwise, you'd have to write custom code or use a third-party application.
See http://www.outlookcode.com/d/customimport.htm .


--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
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