Question about Tasks

[Judy Freed]

Hi All

I wanted to use Tasks to track the PC Help Requests that I receive. I
needed a very basic list - date, name, dept, problem, action. I created user
defined fields for date, name, dept, and action. I used the default Subject
field for Problem. I set it up to group by date and when the task is
complete, the text formats to black. Incomplete tasks are in red.
Everything is lovely.

Here is my problem. I wanted to export the task list to Excel so that I
could create a pie chart showing the percent of calls traced to various
departments. But when I do the export, for some reason, the user created
fields are not exported. Can someone tell me how I can export them as well?
Right now only the Subject field is exported.

Many thanks

Judy Freed
Systems Development
UNC Charlotte

 

[Sue Mosher [MVP-Outlook]]

Outlook doesn't support exporting custom fields. Quick and dirty method:

1. Put all the items from your form in one folder.
2. Use a table view to display all the data fields that you want to export
to Excel.
3. Choose Edit | Select All.
4. Choose Edit | Copy.
5. Paste to Excel.

Otherwise, you'd have to write custom code or use a third-party application.
See http://www.outlookcode.com/d/customimport.htm .

 

[Judy Freed]

Thanks Sue. That worked perfectly.

Outlook doesn't support exporting custom fields. Quick and dirty method:

1. Put all the items from your form in one folder.
2. Use a table view to display all the data fields that you want to export
to Excel.
3. Choose Edit | Select All.
4. Choose Edit | Copy.
5. Paste to Excel.

Otherwise, you'd have to write custom code or use a third-party application.
See http://www.outlookcode.com/d/customimport.htm .


--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers