How can I create an Outlook task in Excel 2007?
June 5, 2012 7:46 AM Subscribe
How can I create an Outlook task in Excel 2007? This seemed to have been fairly straightforward in Excel 2003, but I can't for the life of me locate this feature (if it still exists) in Excel '07, and my Google-fu has failed me.
Response by poster: Unfortunately, no -- the code is for importing appointments from Excel into Outlook, which isn't what I'm trying to do. I was also hoping to avoid having to use a script...if this (useful) feature was just built into Excel 2003, I wonder why it would be removed from 2007?
What I am actually trying to do is to add the ability in Excel to set a document to send me a reminder at some future date to come back and look at it. My initial searches on the topic suggested that the way to do this is to create an Outlook task from within Excel. But if there's some other way to do this, that would be great, but it would need to be something I can do quickly, since I would be applying this to a great many documents throughout the day.
posted by El Sabor Asiatico at 8:56 AM on June 5, 2012
What I am actually trying to do is to add the ability in Excel to set a document to send me a reminder at some future date to come back and look at it. My initial searches on the topic suggested that the way to do this is to create an Outlook task from within Excel. But if there's some other way to do this, that would be great, but it would need to be something I can do quickly, since I would be applying this to a great many documents throughout the day.
posted by El Sabor Asiatico at 8:56 AM on June 5, 2012
OK, I gather you're not a programmer. You could store this in your Personal.xls file, load it (hidden) with each launch of Excel, and tie the macro to a keybinding so Ctrl+Alt+F1 (for instance) created an Outlook Task reminding you to review the currently-open Excel spreadsheet.
Sorry, but I never even realized it was ever possible w/o code.
posted by IAmBroom at 9:10 AM on June 5, 2012
Sorry, but I never even realized it was ever possible w/o code.
posted by IAmBroom at 9:10 AM on June 5, 2012
Response by poster: Yes, definitely not a programmer here! Pretty much of a newbie to Office programs as well. Thanks for your patience and your help.
I think what is throwing me about the code you linked to is that it looks like it wants to export an appointment from Excel to Outlook, but the files I'm working with aren't appointments, just these boilerplate order forms that happen to be in Excel format.
So ideally, what I would like to happen is, I would fill out one of these order forms, then push a magic button in Excel that will remind me (via Outlook) in a week or so to go open up that particular form and look at it, then call someone up and ask if the order was fulfilled. It seems that in Excel 2003 there was a taskbar button that would create an Outlook task linked to the workbook. It doesn't seem to be in Excel 2007, though.
posted by El Sabor Asiatico at 9:54 AM on June 5, 2012
I think what is throwing me about the code you linked to is that it looks like it wants to export an appointment from Excel to Outlook, but the files I'm working with aren't appointments, just these boilerplate order forms that happen to be in Excel format.
So ideally, what I would like to happen is, I would fill out one of these order forms, then push a magic button in Excel that will remind me (via Outlook) in a week or so to go open up that particular form and look at it, then call someone up and ask if the order was fulfilled. It seems that in Excel 2003 there was a taskbar button that would create an Outlook task linked to the workbook. It doesn't seem to be in Excel 2007, though.
posted by El Sabor Asiatico at 9:54 AM on June 5, 2012
Are you able to add "Create Microsoft Outlook Task" to Excel 2007's quickbar? I found that I could add this in Excel 2010. You may need to change "Choose commands from: "Popular Commands" to "All Commands" and then find "Create Microsoft Outlook Task" from the list.
posted by samsara at 5:50 AM on June 7, 2012
posted by samsara at 5:50 AM on June 7, 2012
Brilliant find, samsara! It's there, under the weird "Office 2007 logo" button top-left > Excel Options > Customize > All Commands.
posted by IAmBroom at 10:24 AM on June 7, 2012
posted by IAmBroom at 10:24 AM on June 7, 2012
This thread is closed to new comments.
Does it solve your problem?
posted by IAmBroom at 8:41 AM on June 5, 2012