Forum Discussion
linking Excel with Outlook
1)Sales person updates original worksheet
2) I reexport file and replace existing file
3) re-import into calendar
I decided instead to import the file into Outlook Contacts which Converted much more smoothly(allowed me to us the separate address, city, and state fields). Now i need to figure out how to get the contacts to make calendar events through follow-up. Currently follow-up only makes a t-do list but it doesn't allow me to share it(both share and properties are grayed out). I noticed I can share my tasks but don't know how to turn my to-do list into tasks.
To convert your follow-up items from a to-do list into tasks in Outlook, you can follow these steps:
- Open Outlook and go to the Tasks view.
- Locate the follow-up items you want to convert into tasks.
- Right-click on a follow-up item and select "Move" from the context menu.
- Choose "Copy to Folder" from the submenu.
- In the "Copy Items" dialog box, select the appropriate task folder or create a new task folder to store the converted tasks.
- Click "OK" to copy the follow-up item(s) to the task folder.
By copying the follow-up items to a task folder, you effectively convert them into tasks within Outlook. Now, you can work with these tasks, assign them to others, set due dates, and share them with colleagues.
To share your tasks with others, follow these steps:
- Go to the Tasks view in Outlook.
- Right-click on the task folder containing the tasks you want to share.
- Select "Share" from the context menu, and then choose the appropriate sharing option, such as "Email Calendar" or "Share Folder."
- Follow the prompts to specify the recipients, permissions, and other sharing settings.
- Send the sharing invitation to the selected recipients.
Please note that the availability of sharing options may vary depending on your specific version of Outlook and the configuration of your email account or network environment. If the "Share" option is grayed out, it is possible that the sharing feature is disabled or restricted in your organization. In such cases, you may need to consult with your IT department or system administrator for further assistance in enabling or configuring sharing options.
Additionally, keep in mind that sharing tasks typically requires the recipients to be using Outlook or a compatible task management system that supports task sharing.
- When i attempt to "move" the follow-up task, Only the To-do category(today, tomorrow, next week) has the "move" option, which is also grayed out. I'm now attempting the "send to OneNote" option to see if that will work. You can sort by date created there and maybe my boss will accept that. We'll see!!!
- Hope it works and you come to a solution.
I wish you success!
- NikolinoDE
So, are you saying the reason I may not be able to share the To-Do list might be an IT issue? I was able to share the calendar and contacts just fine. I'd prefer that we don't all have to do that extra step, if not needed.
Thanks for the help, so far!!!