Sharing a task template

W

Wayne

I created a task template that I need to share with 20 other individuals on
my team. I tried to figure it out from reading the Q/A's already posted but
I cannot figure it out. I have tried to email the form to others and have
them save it to their folder but it does not work.

Today I read the Q/A that suggests it be saved to the exchange server and
type Fire_in_the_hold but I am unaware if we have a MS Exchange Server. I
spoke to our I.T. help desk about it but they do not understand.

Any assistance you can provide would be appreciated. Thank you!!
--
Wayne

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http://www.microsoft.com/office/com...3d3&dg=microsoft.public.outlook.program_forms
 
S

Sue Mosher [MVP-Outlook]

You can easily tell whether you're using Exchange by bringing up your email account settings. You'll have either an Exchange mailbox account or one or more POP3 or IMAP4 accounts.

If you have only POP/IMAP, you can distribute the form to others by saving it as an .oft file and attaching it to a message. The others will need to save the .oft file to their local drive, open it with Tools | Forms | Choose Form, and then publish it to their own Personal Forms library.

See http://outlookcode.com/article.aspx?id=27 for other information on this topic.
 
W

Wayne

Thank you for the quick response. I did as you suggested and found we DO use
the MS Exchange Server. With that being said, how do I save a file to a
"share" folder on it?
 
S

Sue Mosher [MVP-Outlook]

If you want a form to be available to all users without them having to publish it individually, you would need to publish it to the Organizational Forms library. The administrator would need to create such a library and give you permission to publish a form to it; see http://www.outlookcode.com/article.aspx?id=34

--
Sue Mosher, Outlook MVP
Author of Microsoft Outlook 2007 Programming:
Jumpstart for Power Users and Administrators
http://www.outlookcode.com/article.aspx?id=54
 

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