Outlook form?

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mistern

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Outlook version
Email Account
Exchange Server
Hey guys

I'm new around here, so I hope I'm posting this in the right section.

I'm looking for a way in Outlook so I can do this:

Create a task or email with

1) name of subject

2) start date

3) several irregular recurring data (about 4 or 5).

I've managed to do something like this with a form, but whenever I change one of the data, they all change together with the first one.

Is there any easy way to fix this? Is there a way to put this in a template or something too?

The main goal of this is I can open the template, fill in the form and Outlook automatically sets the tasks on the right dates and gives a reminder at that date.

I hope I'm not asking too much of you guys and I hope I have been clear enought.

Thanks in advance!

M.
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
If i understand correctly, you need to create a series of tasks for one event. For example, a common use would be fore real estate agents selling a house who need to do things (or check on things) prior to closing a sale. Lawyers with court cases have similar needs.

Short answer: no its not possible.

Long answer: it is possible, but not very automated. You need to create one task and copy it, changing the date on the copy. You can use date shortcuts - 3d for 3 days from now, 2w for 2 weeks. In appointments, you can type 2w over the current date to use a date 2 weeks after the first but tasks always use 'today' as the start date. (Counting backwards is 2w before)

If you have a long list of dates to add, an Excel sheet can make it easier - you can use formulas to set the dates then import it. The advantage here is that you can use a formula that is weekday only and can skip holidays. It's probably not worth the effort for short series though - copying the task or appoint and adjusting the date is usually faster.

You could also use VBA, although I don't have a sample to work from.
 

mistern

Member
Outlook version
Email Account
Exchange Server
That's exactly what I mean. When a moment occurs, I have to set up some kind of checklist of things to do, linked to a certain series of dates.

I was hoping this would be possible, but after extensive searching on the net, there appears to be no (free) solution.

I've tried to work with forms, but the reminders won't let me choose different dates. If I change one reminder, the rest of them changes with it. Ofcourse there are programs that can generate those non-patterned recurring dates and but that's a price I'm not willing to pay, honestly.

I've tried to do some stuff with VB too, but my 'programming' skills aren't that great. I've found a nice code though, if you're interested...

So in summary: there's no way to do this but to manually insert them myself? That's a shame, automation was really my one goal. Click/open form or template, reminder at some dates (after one week/two weeks/one month/two months) with the right task.
 
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