Multiple PST Task management

  • Thread starter Thread starter Jeff
  • Start date Start date
J

Jeff

I create a separate PST for each major project I am managing. Is there any
way to assign to others tasks that reside in the project's PST without
placing them in my exchange tasks folder before assigning? Any other good
sources of info appreciated.
Thank You!
 
No. They need to be in the exchange mailbox.
Why not use the pst for archiving the projects - keep the working files in
the exchange mailbox, move them when you are done, either after the
completion of the project or as you complete each item.









** Please include your Outlook version, Account type, and Windows Version
when requesting assistance **
 
This is another reason why it's often suggested that you use Categories
rather than folders to separate Tasks into groups.

Regards

Judy Gleeson
MVP Outlook
Trainer and Consultant www.pragmatix.com.au
Outlook 2003 user? Read "7 settings all Outlook 2003 users should change"
on my website.

..
 
Thanks for the reply Diane,
Often the size of the PST, and the number of projects being worked on would
be quite a load for the exchange server. I generally keep the PST local
during the bulk of the project (backing up to the server), but then after the
project is done, I use them right off the server. I saw on the forum
yesterday that this is unsupported, but we have unknowingly been doing that
for about four years with absolutely no problems. The value of separate
PST's, automatic backups on the server, and availability of the PST to others
(Posting a note when the customer calls, adding a task for the next visit to
their plant, etc.) makes this method work really well for us. Maybe there
is a better way, but I don't see it. Please comment, Thanks!
 
Hi Judy, and thanks for your reply,
With OL 2003 I did make extensive use of categories. We have a template PST
with one completed dummy task for each desired category that we use to start
each new project. With the changes on OL 2007, what had worked well has to
be rethought with the new "color" categories. It appears the assignments of
meaningful categories is more a function of the user rather than the PST the
user opened. This makes sharing and building on others work more difficult
in my book.

Your reply raises this question. If I were to keep all of project A in a
category on the Exchange server, and project B in another category, how would
you quickly create a PST from that for archiving with the other project files?
Looking for idea's. hope you can help. Thank you.
 
Advanced find and search for the items with that category then move them to
the archive folder is one method.









** Please include your Outlook version, Account type, and Windows Version
when requesting assistance **
 
Sharepoint is a better way for collaboration on Tasks.

Regards

Judy Gleeson
MVP Outlook
Trainer and Consultant www.pragmatix.com.au
Outlook 2003 user? Read "7 settings all Outlook 2003 users should change"
on my website.

..
 
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