Microsoft Outlook Task Question 1

[Ray1127]

I have Outlook 2007. On an almost daily schedule (I could get the next e-mail the next day or upto a week later. I receive an e-mail that requires me to perform a specific task. Can I create a rule that when an e-mail arrives with a specific phrase in the subject a new task is created.

 

[kjv1611]

1. Tools - Rules and Alerts
2. Click "New Rule"
3. Start Blank Rule
4. Check Messages when they arrive
5. With Specific words in subject
6. Flag message for follow-up at this time.

When you "flag a message for follow-up", you are essentially adding a task to that email message. If you specifically want to create a Task item totally separate, then you'll probably need to write or find a custom code script that will handle it. Then, you can "run a script" instead of "flag message for follow-up

 

[mintjulep]

Why are you being sent an email asking you to do a task? The sender should be sending you a Task Request.

 

[kjv1611]

mintjulep,

I could be wrong here, but in the context of the OP's question:

I receive an e-mail that requires me to perform a specific [blue]task[/blue]. Can I create a rule that when an e-mail arrives with a specific phrase in the subject a new [green]task[/green] is created.

[blue]task[/blue] does NOT equal [green]task[/green].

He's saying that he has something he needs to do in relation to said email, and wants to set up an Outlook Task to remind him of that... or a reminder...

Depending upon who is sending him the email and/or what the subject of the email is, asking the sender to attach a reminder/task is not optional. Of course, if it is optional, that'd not be a bad choice.

 

[Ray1127]

The requester send's me an e-mail with an Excel spreadsheet. The spreadsheet has 2 worksheets and I have to import both into Access Then merge the 2 into 1 table. I then have to validate 1 field. After validation I run another query and export the results back to excel and return that spreadsheet to the user.

The issue is that I have a number of tasks assigned to me and the priorities continously change so I keep the task list as my primary window in Outlook. There have been a couple of times that I didn't notice the e-mail because of the number of e-mails I get so the process wasn't completed when it needed to be completed. Yes it is that time sensitive.

 

[kjv1611]

I think that the solution I detailed above will work for you. When you add "a reminder" to the email, it puts it in the tasks list same as adding a "task"... if I remember correctly. I'm pretty sure on this, as I do the same thing manually when I want to remind myself of an email by a certain time.. it shows up in the tasks list, and in the pop-up summary that comes up when one comes due.

 

[Ray1127]

Thanks kvj1611 that works.