Templates

[GinaStarr]

I have been tasked with creating templates at our company. The first of these templates I have been given is a large table to track to-do's. The table has a header row with the following: Task, Person Responsible, Due Date, Done (checkbox). Each task may have sub-tasks

These folks basically use their computers as fancy typewriters, and won't consider any application other than MS Word to capture this data. I need to create some means of getting them to answer questions, and then sitting this data into a Form. Do you know of any fields, code, or anything that could get me started in this direction? I've never seen a group of people more married to MS Word for this type of tracking, though I think Project or Access would be more appropriate

Help!!!

 

[Charles Kenyon]

Best would probably be a UserForm. This is a custom dialog box created and
implemented with vba.
http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm

Otherwise an online form. This is simpler to create but less flexible. For
more about online forms, follow the links at
http://addbalance.com/word/wordwebresources.htm#Forms or
http://word.mvps.org/FAQs/Customization/FillinTheBlanks.htm especially Dian
Chapman's series of articles.

For more on the different kinds of templates, guidlelines for creating
templates and locations of templates folders see
http://addbalance.com/usersguide/templates.htm.

For more on Word tables, see http://addbalance.com/usersguide/tables.htm.

Beware of automatic numbering; if you need it, write back.

Hope this helps,

I have been tasked with creating templates at our company. The first of

these templates I have been given is a large table to track to-do's. The
table has a header row with the following: Task, Person Responsible, Due
Date, Done (checkbox). Each task may have sub-tasks.

These folks basically use their computers as fancy typewriters, and won't

consider any application other than MS Word to capture this data. I need to
create some means of getting them to answer questions, and then sitting this
data into a Form. Do you know of any fields, code, or anything that could
get me started in this direction? I've never seen a group of people more
married to MS Word for this type of tracking, though I think Project or
Access would be more appropriate.