Once you check the box to the left of the file name, you'll probably be taken automatically to the field matching screen. If not, click on the button to Map the Fields.
MS Outlook Task Management for Real Estate Transaction Coordinators
By James Kimmons, About.com Guide
Two steps in one are presented here. Tell Outlook that you want this file imported into Tasks. It is probably already selected, as you started this import process from the Tasks folder.
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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