Quick Steps in Tasks view

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Alberto

New Member
Outlook version
Outlook 2010 64 bit
Email Account
POP3
Is it possible to create a custom tool group with Quick Steps in the Tasks View? I have tried it to do so, however, the commands are greyed out and I cannot use them,

am I missing something in the set up process that is keeping me to enable functionality of quick steps tool in that particular tab?

Please advise
Alberto
 

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Quick steps are a mail feature, they don't work in tasks. What steps do you need/ You might be able to recreate it using a macro.

I deal with multiple projects so I usually have the need to categorize emails and flag them using Quick steps in "Mail" Ribbon (See attached snapshot), however, since I have to move those emails into multiple folders, the only way (I know) to have them all in one list is by switching to To-Do List in the Tasks menu (See To Do list snapshot), so I can address one by one. I could manually do that by clearing flags and removing categories manually, but it certainly takes much more time.

As to macros, in reality I just have little understanding about them, but I would gladly look into that if I had a starting point

Thank you
 

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That is easy to do using a macro - this macro is from http://www.slipstick.com/developer/code-samples/set-flag-follow-up-using-vba/ - it will work with one or more selected messages.

Add it to the QAT and you can use it in any folder.

Code:
Option Explicit
Public Sub DoSomethingSelection()
    Dim Session As Outlook.NameSpace
    Dim currentExplorer As Explorer
    Dim Selection As Selection
    
    Dim obj As Object
    Set currentExplorer = Application.ActiveExplorer
    Set Selection = currentExplorer.Selection
    For Each obj In Selection
 
     With obj
      .Categories = ""
      .FlagStatus = olFlagComplete
      .Save
     End With
    Next
    Set Session = Nothing
    Set currentExplorer = Nothing
    Set obj = Nothing
    Set Selection = Nothing
End Sub

How to use VBA instructions
 
That is easy to do using a macro - this macro is from http://www.slipstick.com/developer/code-samples/set-flag-follow-up-using-vba/ - it will work with one or more selected messages.

Add it to the QAT and you can use it in any folder.

Code:
Option Explicit
Public Sub DoSomethingSelection()
    Dim Session As Outlook.NameSpace
    Dim currentExplorer As Explorer
    Dim Selection As Selection
   
    Dim obj As Object
    Set currentExplorer = Application.ActiveExplorer
    Set Selection = currentExplorer.Selection
    For Each obj In Selection

     With obj
      .Categories = ""
      .FlagStatus = olFlagComplete
      .Save
     End With
    Next
    Set Session = Nothing
    Set currentExplorer = Nothing
    Set obj = Nothing
    Set Selection = Nothing
End Sub

How to use VBA instructions

It works! What if I wanted just clear the Flag instead of Marking it Complete? I replaced "olFlagComplete" with "olNoFlag" but it does not work...

Thank you
 
olNoFlag is for old versions of outlook. Try .ClearTaskFlag instead.

With obj
.Categories = ""
.ClearTaskFlag
.Save
End With
 
olNoFlag is for old versions of outlook. Try .ClearTaskFlag instead.

With obj
.Categories = ""
.ClearTaskFlag
.Save
End With


I have created the macros I need to replicate the functionality in Email menu

Thank you for the hints!
 
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