I am looking for a way to use Action Plans, sometimes called Activity Sets (or other names), in Outlook. Here's what I mean:
I would like to be able to launch a series of individual tasks, calls or appointments that are the same each time. For example, if I were hiring a new staff member, I'd like to launch ONE Action Plan that sets up all of the tasks and meetings associated with the hiring process, and I'd like to be able to assign the tasks or appointments to any member of my team.
The Action Plan would automatically generate those tasks or appointments all in one step, saving the user from having to repeatedly creating them one by one.
Does anyone know of an add-on or other third-party app that would sync with Outlook that would do this?
- Brent
I would like to be able to launch a series of individual tasks, calls or appointments that are the same each time. For example, if I were hiring a new staff member, I'd like to launch ONE Action Plan that sets up all of the tasks and meetings associated with the hiring process, and I'd like to be able to assign the tasks or appointments to any member of my team.
The Action Plan would automatically generate those tasks or appointments all in one step, saving the user from having to repeatedly creating them one by one.
Does anyone know of an add-on or other third-party app that would sync with Outlook that would do this?
- Brent