Quick Steps in Tasks view

[Alberto]

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

 

[Diane Poremsky]

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.

 

[Alberto]

Clear

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

 

[Diane Poremsky]

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.

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

 

[Alberto]

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.

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

 

[Diane Poremsky]

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

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

 

[Alberto]

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

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

 

[Alberto]

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!