MS Outlook Task Management for Real Estate Transaction Coordinators

Saving a Master and a Working Transaction Sheet

Make another copy to be your "Working" copy. That way, should you mess it up somehow, you can restore it from your Master. The good news is that you don't have to do the customization again. You can then use it to build each transaction sheet for export.

**Remember to select the .csv Comma Delimited file type.

• 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