recurring tasks

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Guest

How do I set up something for:

Everytime I get a new client - I need a set of tasks that will remind me of
a process I need to follow everytime. The best example is the real one:

1. Put sign on lawn (I would need this to occur as the first task)
2. Call newspaper to put ad in (this would have to occur either the same
day or next)
3. Set up open house (this would have to occur 3 days after the 2nd task

I need to be able to assign these same tasks over and over again with
different dates each time I do and different clients. Any ideas???
 
Set up a template and leave fill-ins for dates and names?

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact. All
unsolicited mail sent to my personal account will be deleted without
reading.

After furious head scratching, Charlie asked:

| How do I set up something for:
|
| Everytime I get a new client - I need a set of tasks that will remind
| me of a process I need to follow everytime. The best example is the
| real one:
|
| 1. Put sign on lawn (I would need this to occur as the first task)
| 2. Call newspaper to put ad in (this would have to occur either the
| same day or next)
| 3. Set up open house (this would have to occur 3 days after the 2nd
| task
|
| I need to be able to assign these same tasks over and over again with
| different dates each time I do and different clients. Any ideas???
 
Could you tell me how to set this template up? Sorry for the extremely
delayed response and thanks for replying to my question.
 
F! is the starting place, then post back if you have specific questions.

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact. All
unsolicited mail sent to my personal account will be deleted without
reading.

After furious head scratching, Charlie asked:

| Could you tell me how to set this template up? Sorry for the
| extremely delayed response and thanks for replying to my question.
|
| "Charlie" wrote:
|
|| How do I set up something for:
||
|| Everytime I get a new client - I need a set of tasks that will
|| remind me of a process I need to follow everytime. The best example
|| is the real one:
||
|| 1. Put sign on lawn (I would need this to occur as the first task)
|| 2. Call newspaper to put ad in (this would have to occur either the
|| same day or next)
|| 3. Set up open house (this would have to occur 3 days after the 2nd
|| task
||
|| I need to be able to assign these same tasks over and over again with
|| different dates each time I do and different clients. Any ideas???
 
Use Outlook's Help files to get started and then post back if you have
specific questions. Sorry - that should have been F1.

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact. All
unsolicited mail sent to my personal account will be deleted without
reading.

After furious head scratching, Charlie asked:

| I'm sorry, what does that mean? "F is the starting place"?
|
| "Milly Staples [MVP - Outlook]" wrote:
|
|| F! is the starting place, then post back if you have specific
|| questions.
||
|| --Â
|| Milly Staples [MVP - Outlook]
||
|| Post all replies to the group to keep the discussion intact. All
|| unsolicited mail sent to my personal account will be deleted without
|| reading.
||
|| After furious head scratching, Charlie asked:
||
||| Could you tell me how to set this template up? Sorry for the
||| extremely delayed response and thanks for replying to my question.
|||
||| "Charlie" wrote:
|||
|||| How do I set up something for:
||||
|||| Everytime I get a new client - I need a set of tasks that will
|||| remind me of a process I need to follow everytime. The best
|||| example is the real one:
||||
|||| 1. Put sign on lawn (I would need this to occur as the first task)
|||| 2. Call newspaper to put ad in (this would have to occur either
|||| the same day or next)
|||| 3. Set up open house (this would have to occur 3 days after the
|||| 2nd task
||||
|||| I need to be able to assign these same tasks over and over again
|||| with different dates each time I do and different clients. Any
|||| ideas???
 
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