task for contacts in certain category

[Guest]

Is there a way I can create a task and assign it to all contacts in a
particular category, and it will show in each of their activities list, but
only once on the to do list?

 

[Judy Gleeson \(MVP Outlook\)]

Yes. That's not too hard.

Group the Contacts By Category and drag that group (grab and drag) to the
Tasks folder. This will Assign A Task to all of them.

I hope this helps you at least a little bit!

Judy Gleeson
MVP Outlook
Professional Speaker, Trainer and Consultant

read my articles here: www.judygleeson.com
Canberra, Australia

how to post questions: http://support.microsoft.com/?id=555375

 

[Guest]

Thanks for the reply Judy. I tried this but it creates all the contacts in
the 'send' field, like I am assigning a task to them. I am creating a task
for myself to do for this group, not sending. Any thoughts?

 

[Judy Gleeson \(MVP Outlook\)]

Sorry but you clearly said you want to assign it to all the contacts in that
category.

Try to describe what you actually want to do and maybe we can find you a way
to do that.


--

Judy Gleeson
MVP Outlook
Trainer and Consultant

read my articles here: www.judygleeson.com
Canberra, Australia

how to post questions: http://support.microsoft.com/?id=555375

 

[Guest]

That is exactly what I want to do. Let's say I want to create a task call
everyone in a certain category, and there are 25 contacts in that category.
To create a task, then click on contacts, and select these 25 from a list of
hundreds is hugely time consuming, esp since when you click the contacts
window, there is no way of sorting by category. I was looking for a way to
create a task, eg. to call, for a large number of people without using the
'contacts' button and individually selecting each.

As I said, dragging them works somewhat, but it creates a task to assigned
to these people, not a task for me to complete for these people.

Thanks in advance.

 

[Judy Gleeson \(MVP Outlook\)]

The term "assign" means that the recipient becomes the owner of the Task.
So please stop using it. It is NOT exactly what you want to do. Others
reading this post need to also understand that. You are NOT trying to
Assign Tasks to Contacts. You are trying to link tasks to contacts. That
function uses the Contacts button, bottom left corner within a Task.
Assigning uses the Assign button at the top menu of a Task. They create
very different outcomes.


To do what you want I would create a Task with the Subject: Call All
Category X customers.

Then when I want to do the Task, I would go to the Contacts Folder, View it
grouped By Category. And ring them all. Write notes in the white space and
then you'll be able to see which ones you have been able to get through to
and which ones you still need to try. You can show the Notes field in the
By Category View as well - just drag it from the Field Chooser and place it
beside the existing fields. (turn on the Advanced Toolbar to find the Field
Chooser) The notes are a great place for running notes of conversation.




Judy Gleeson
MVP Outlook
Trainer and Consultant

read my articles here: www.judygleeson.com
Canberra, Australia

how to post questions: http://support.microsoft.com/?id=555375