Congratulations. Now you can follow these steps to download the other transaction type spreadsheets at the links below.
MS Outlook Task Management for Real Estate Transaction Coordinators
By James Kimmons, About.com Guide
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If you choose the "By Category" view in Outlook Tasks, you should see all the tasks displayed in due date order under the category heading of the transaction name, in the example, "Jones to Smith".
PreviousNext
- Download the free transaction spreadsheet.
- The Real Estate Transaction Tasks Spreadsheet
- How to Add, Change or Delete Transaction Tasks in the Spreadsheet
- Saving a Master and a Working Transaction Sheet
- Importing the Real Estate Transaction Tasks into Outlook - First Step
- Informing Outlook Import that Our File Type is .csv
- Selecting the File to Import and Other Options
- Setting the File Destination as Tasks Folder and Ready to Map Fields
- Mapping the Fields of Our Import File to the Proper Outlook Fields
- The Transactions Tasks Displayed in Outlook
The Other Spreadsheets for Download
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