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1. #HOW TO SEND A TASK IN OUTLOOK HOW TO#
2. #HOW TO SEND A TASK IN OUTLOOK CODE#
3. #HOW TO SEND A TASK IN OUTLOOK LICENSE#

Where did those other lines of text in the body come from? A Macro.

What happened? The email address was filled, the subject line of the email was filled in and the custom body message was put in the body between two other lines of text. I’ll choose row 6, “Bill Jones”, the email generated looks like this: In this example we have people’s names, an email subject, an imaginary due date, an “email sent?” column, the person’s email address and a custom body message.Ĭlick on any cell in a row to select it and then click the SEND MAIL button at the top of the spreadsheet. These columns can be rearranged anyway you see fit for your unique project. Open up the spreadsheet you downloaded and follow along… Oh, and the spreadsheet has a Macro in it that you have to enable.

#HOW TO SEND A TASK IN OUTLOOK HOW TO#

We are going to be working in developer mode so make sure you know how to enable it in Excel. Copy the pieces that work for your unique situation, ignore the ones you don’t need.Ģ. I am going to show you a few tricks and then leave you to your own devices. Download this file: Outlook eMail from Excel. OK, props given – lets solve this mystery!ĭo you want Excel to alert you of an approaching due date? Do you want to be able to send an automatic email to a person related to an item in that spreadsheet? Try it this way:ġ. Disclaimer: I have modified the script to bend it to my will but I want to give props to whoever wrote the original core script. I think the original script for this came from Martin Green over at, or I found it in a discussion board. Of course I have figured out an alternative for you. This is a case where automation sounds fantastic but in my opinion its really not a good idea. What happens when you go on vacation for two weeks and come back and open the file? What if you just forget to open the actual file because you are relying on an automatic reminder? How many pop-up meail windows are you going to get? How do you know everyone was emailed that needed to be emailed?

#HOW TO SEND A TASK IN OUTLOOK CODE#

First off, the spreadsheet needs to be open for the code to run. ” that “When” statement has the potential to really screw some things up. If you approach this with VBA code that says “Send an email to Outlook when.

Here’s the deal gang, while this sounds like an excellent idea – automatic Outlook reminders from an Excel spreadsheet – its not.

#HOW TO SEND A TASK IN OUTLOOK LICENSE#

My question, is there a way to have excel utilize my Outlook to send me an email once a task is within 3 days of completion or past due? (I do not have the funds to license all my staff with Microsoft Project)Īnd a dozen more in the comments of various articles. One field shows remaining days to complete the task. I built an Excel project management spreadsheet that uses start and end dates to track tasks. How can I set up an excel document with suspense dates and get alerts from Outlook to remind me when they are due? How many times have I been asked this – let me count the ways.