Note the image for the first step in the import process. All we're doing here is opening Outlook to the Tasks area and then clicking on "File" -> "Import and Export". Then we select the "Import from another program or file" option.
MS Outlook Task Management for Real Estate Transaction Coordinators
By James Kimmons, About.com Guide
Assuming you've saved the spreadsheet to your desktop in the previous step, we're now going to get all those tasks into our Outlook Tasks section in just a few quick steps.
Prev
- 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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