outlook workflow: automated task generation

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Ken Westover

New Member
Outlook version
Outlook 2013 64 bit
Email Account
Exchange Server 2013
I'd like to implement a workflow in outlook that allows me to automate creation of a series of scheduled tasks. Example, Customer requests a service and I always want to generate the same set series of tasks in response. For example:
Task1, Due Day 0: email customer to clarify specifications
Task2, Day 1: email quote
Task3, Day 3: follow up

Does anyone already have VBA code that can do this sort of function?

Thanks!
 

Ken Westover

New Member
Outlook version
Outlook 2013 64 bit
Email Account
Exchange Server 2013
Exactly what I was looking for. Thanks a million!
I also see "The code can be tweaked to create a series of tasks or appointments from an email message ..." Do you have example code where this function could be initiated by email?
 

Ken Westover

New Member
Outlook version
Outlook 2013 64 bit
Email Account
Exchange Server 2013
I should clarify - I don't want this to happen with every email. How can I selectively trigger the macro from email?
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
Do you have example code where this function could be initiated by email?
I think this was you select an email, it copies the subject & body and creates the series of tasks.

Whereas with the current macro you create a task then select it and run the macro, you'd select a message and run the macro.

Basics of Using a selection copied to the clipboard: Create Task or Appointment and Insert Selected Text

Using the selected message: Create a Task from an Email using a Rule

this shows how to copy and paste the body from a selected message: Create an Outlook Appointment from a Message (it can do tasks too, with a couple of minor changes)

Basically, you'll use the method that creates additional tasks in these macros (changing the object names so they match).
 
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