MS Outlook Task Management for Real Estate Transaction Coordinators

How to Add, Change or Delete Transaction Tasks in the Spreadsheet

Notice the upward arrow in the image. It points to the formula bar and shows you the formula that calculates the due date if you select one of the cells in the due date row. By using the up or down arrow keys, you can see that the formula is very similar for all the rows. The only thing that changes is the row number. If you need to add tasks to the sheet, you can add them at the bottom and then copy the formula down. That's because the order of the tasks in this sheet is not important! They will all sort by due date once we get them into Outlook anyway, so you can just add new ones to the bottom of the list with the appropriate DAC and DBC numbers next to them. If you have changed the task names the way you want them and there are extra tasks you don't need, just delete the entire rows.

• 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