VBA to convert email to task, insert text of email in task notes, and attach copy of original email

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zHZDrCJdHWfr

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Outlook version
Outlook 2016 64 bit
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Working on improving my Outlook workflow this week. I've realized a point of friction is the quicksteps I've been using in Outlook offer me the ability to create a task and insert the text of the email into the task notes OR include the original email in the notes as an attachment / file; however, it does not allow you to do both. I've been searching for some code to solve this issue. I found the code below that Diane Poremsky wrote. I want to be able to run the code from an icon/button on the quick access toolbar. The way the code is written it doesn't allow me to do that, because to my understanding it is intended to be run via a rule in the background not user activated.

How can I change the code below to be user activated? Any help on the other steps would be appreciated also.

Sub ConvertMailtoTask(Item As Outlook.MailItem)
Dim objTask As Outlook.TaskItem
Set objTask = Application.CreateItem(olTaskItem)

objTask.Subject = Item.Subject
objTask.StartDate = Item.ReceivedTime
objTask.Body = Item.Body
objTask.Save

Set objTask = Nothing

End Sub
 
You have two options - convert it to work with an open or selected item or use a stub macro that activates it.

I use the macro here - to paste a pretty copy of the body into the task.
www.slipstick.com

Create Task or Appointment and Insert Selected Text

An Outlook user wanted to know how to create a task from an email message but only include the actionable part of the message in the task. Easy: drag the selection to the Task or Calendar folder or use a macro.
www.slipstick.com www.slipstick.com
 
One quick follow-up:

I'm using a custom form for all tasks; however, when run this VBA code it launches the new task in the standard form. If I save it and load it from tasks it will load in my custom form as I added a line for .MessageClass under the objTask section.

Is it possible to load it using the custom form?
 
You need to change this line -
Set objTask = Application.CreateItem(olTaskItem)

I'm assuming it is a published form... we need to set the folder (so you could use another folder) then add it:
Dim Items As Outlook.Items
Set Items = Session.GetDefaultFolder(olFolderTasks).Items
Set objTask = Items.Add("ipm.note.name")

This article has code samples for templates -
www.slipstick.com

How to Open Outlook Templates and Files using Toolbar Buttons

How to create a toolbar button in Outlook 2007 or Outlook 2010 to open templates or files and disable the security warning dialog that displays before the template or files opens.
www.slipstick.com www.slipstick.com
 
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