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

bkper087

New Member
Outlook version
Outlook 2016 64 bit
Email Account
Office 365 Exchange
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
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
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.
 

bkper087

New Member
Outlook version
Outlook 2016 64 bit
Email Account
Office 365 Exchange
Thanks for the quick reply. Works great. :)
 

bkper087

New Member
Outlook version
Outlook 2016 64 bit
Email Account
Office 365 Exchange
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?
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
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 -
 
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