"SecurityMinded" <SecurityMin***@discussions.microsoft.com> wrote in message
news:27E8B5F8-AABA-4AAC-A409-856F1A9C1DDE@microsoft.com...
> I have a list of, say, 50 date based tasks that need to be done on each
> new
> client. E.g. when a new client is obtained, five tasks might run from the
> CLIENT OBTAINED date. Ten more tasks might be based on the TREATMENT ENDED
> date. Another fifteen various tasks might be based on the LAST DATE
> AUTHORIZED date.
>
> It's the same routine for each new client. Once a particular 'anchor' date
> is known, I know the dependant task is due, say, 5 days after the CLIENT
> OBTAINED date, or another task is due 30 days before the LAST DATE
> AUTHORIZED
> date, and another task is due the day of the TREATMENT ENDED date.
>
> Some third-party programs have rules-based calendaring and chained
> schedules, wherein one enters the given date and reminders are set based
> on
> the date-logic the user sets. I would like to do the same thing in Outlook
> 2003.
>
> Currently, I store the 'anchor' dates in an Excel spreadsheet. I'm
> wondering
> if:
>
> 1) There's a way to 'automagically' use the various 'anchor' dates in
> Excel
> and have Outlook generate the various task reminders?
>
> 2) There's a way to store the 'anchor' dates in Outlook (maybe modify a
> form
> for each client, or create a category for each new client?) and then
> 'trigger' the respective dependant tasks?
>
> 3) There's a way to store the, say, fifty tasks and easily or
> automagically
> reuse them every time a new client is entered?
>
> Hopefully it is clear what I need, and hopefully Outlook 2003 can
> accomplish
> this. (I'm using Excel 2003, because I think Access 2003 is simply beyond
> my
> understanding. I'm not a VBA coder.)
>
> Here's a list of just some of the tasks that I must do for every client:
>
> Send Agreement for Services: CLIENT OBTAINED + 0 Days
> Send Thank You for Referral Letter: CLIENT OBTAINED + 0 Days
> Send Welcome Letter: CLIENT OBTAINED + 0 Days
> Check on Receipt of Agreement of Services: CLIENT OBTAINED + 1 Week
> Call Client if Agreement Not Received: CLIENT OBTAINED + 10 Days
>
> Send Confirmation of Status Letter 1: LAST DATE AUTHORIZED - 12 Weeks
> Send Confirmation of Status Letter 2: LAST DATE AUTHORIZED - 8 Weeks
> Send Confirmation of Status Letter 3: LAST DATE AUTHORIZED - 4 Weeks
> Call Insurance Company re Renewal: LAST DATE AUTHORIZED - 10 Days
>
> Present Future Treatment Plan: TREATMENT ENDED + 0 Days
> Send Insurer Detailed Accounting: TREATMENT ENDED + 5 Days
> Call Client re Status: TREATMENT ENDED + 1 Month
> Write Client re Status: TREATMENT ENDED + 3 Months
> Write Client re Status: TREATMENT ENDED + 6 Months
> Close File: TREATMENT ENDED + 1 Year
>
> Of course, there are more 'anchor' dates than just the three listed above,
> and many more tasks are dependant on each 'anchor' date.
>
> It would be VERY useful to be able to create the 'template' of all these
> tasks once, and to have them 'automagically' create themselves whenever
> the
> particular 'anchor' date is obtained (or learned).
>
> So... can it be done completely in Outlook 2003? Would I need to integrate
> Excel 2003? How 'automagically' can it be done, and how easily?
>
> Thanks VERY much in advance for any thoughts. I'm sure I'm not the first
> person who has had this problem. Surely one or more of you can think of a
> solution for me and the many others who face this situation.

"SecurityMinded" <SecurityMin***@discussions.microsoft.com> wrote in message
news:27E8B5F8-AABA-4AAC-A409-856F1A9C1DDE@microsoft.com...
>I have a list of, say, 50 date based tasks that need to be done on each new
> client. E.g. when a new client is obtained, five tasks might run from the
> CLIENT OBTAINED date. Ten more tasks might be based on the TREATMENT ENDED
> date. Another fifteen various tasks might be based on the LAST DATE
> AUTHORIZED date.
>
> It's the same routine for each new client. Once a particular 'anchor' date
> is known, I know the dependant task is due, say, 5 days after the CLIENT
> OBTAINED date, or another task is due 30 days before the LAST DATE
> AUTHORIZED
> date, and another task is due the day of the TREATMENT ENDED date.
>
> Some third-party programs have rules-based calendaring and chained
> schedules, wherein one enters the given date and reminders are set based
> on
> the date-logic the user sets. I would like to do the same thing in Outlook
> 2003.
>
> Currently, I store the 'anchor' dates in an Excel spreadsheet. I'm
> wondering
> if:
>
> 1) There's a way to 'automagically' use the various 'anchor' dates in
> Excel
> and have Outlook generate the various task reminders?
>
> 2) There's a way to store the 'anchor' dates in Outlook (maybe modify a
> form
> for each client, or create a category for each new client?) and then
> 'trigger' the respective dependant tasks?
>
> 3) There's a way to store the, say, fifty tasks and easily or
> automagically
> reuse them every time a new client is entered?
>
> Hopefully it is clear what I need, and hopefully Outlook 2003 can
> accomplish
> this. (I'm using Excel 2003, because I think Access 2003 is simply beyond
> my
> understanding. I'm not a VBA coder.)
>
> Here's a list of just some of the tasks that I must do for every client:
>
> Send Agreement for Services: CLIENT OBTAINED + 0 Days
> Send Thank You for Referral Letter: CLIENT OBTAINED + 0 Days
> Send Welcome Letter: CLIENT OBTAINED + 0 Days
> Check on Receipt of Agreement of Services: CLIENT OBTAINED + 1 Week
> Call Client if Agreement Not Received: CLIENT OBTAINED + 10 Days
>
> Send Confirmation of Status Letter 1: LAST DATE AUTHORIZED - 12 Weeks
> Send Confirmation of Status Letter 2: LAST DATE AUTHORIZED - 8 Weeks
> Send Confirmation of Status Letter 3: LAST DATE AUTHORIZED - 4 Weeks
> Call Insurance Company re Renewal: LAST DATE AUTHORIZED - 10 Days
>
> Present Future Treatment Plan: TREATMENT ENDED + 0 Days
> Send Insurer Detailed Accounting: TREATMENT ENDED + 5 Days
> Call Client re Status: TREATMENT ENDED + 1 Month
> Write Client re Status: TREATMENT ENDED + 3 Months
> Write Client re Status: TREATMENT ENDED + 6 Months
> Close File: TREATMENT ENDED + 1 Year
>
> Of course, there are more 'anchor' dates than just the three listed above,
> and many more tasks are dependant on each 'anchor' date.
>
> It would be VERY useful to be able to create the 'template' of all these
> tasks once, and to have them 'automagically' create themselves whenever
> the
> particular 'anchor' date is obtained (or learned).
>
> So... can it be done completely in Outlook 2003? Would I need to integrate
> Excel 2003? How 'automagically' can it be done, and how easily?
>
> Thanks VERY much in advance for any thoughts. I'm sure I'm not the first
> person who has had this problem. Surely one or more of you can think of a
> solution for me and the many others who face this situation.

"Jeanette Cunningham" wrote:

> Hi SecurityMinded,
> you are asking this question in a discussion group for Access.
> You could create a custom access database to manage your tasks.
>
>
> Jeanette Cunningham MS Access MVP -- Melbourne Victoria Australia
>
>
> "SecurityMinded" <SecurityMin***@discussions.microsoft.com> wrote in message
> news:27E8B5F8-AABA-4AAC-A409-856F1A9C1DDE@microsoft.com...
> >I have a list of, say, 50 date based tasks that need to be done on each new
> > client. E.g. when a new client is obtained, five tasks might run from the
> > CLIENT OBTAINED date. Ten more tasks might be based on the TREATMENT ENDED
> > date. Another fifteen various tasks might be based on the LAST DATE
> > AUTHORIZED date.
> >
> > It's the same routine for each new client. Once a particular 'anchor' date
> > is known, I know the dependant task is due, say, 5 days after the CLIENT
> > OBTAINED date, or another task is due 30 days before the LAST DATE
> > AUTHORIZED
> > date, and another task is due the day of the TREATMENT ENDED date.
> >
> > Some third-party programs have rules-based calendaring and chained
> > schedules, wherein one enters the given date and reminders are set based
> > on
> > the date-logic the user sets. I would like to do the same thing in Outlook
> > 2003.
> >
> > Currently, I store the 'anchor' dates in an Excel spreadsheet. I'm
> > wondering
> > if:
> >
> > 1) There's a way to 'automagically' use the various 'anchor' dates in
> > Excel
> > and have Outlook generate the various task reminders?
> >
> > 2) There's a way to store the 'anchor' dates in Outlook (maybe modify a
> > form
> > for each client, or create a category for each new client?) and then
> > 'trigger' the respective dependant tasks?
> >
> > 3) There's a way to store the, say, fifty tasks and easily or
> > automagically
> > reuse them every time a new client is entered?
> >
> > Hopefully it is clear what I need, and hopefully Outlook 2003 can
> > accomplish
> > this. (I'm using Excel 2003, because I think Access 2003 is simply beyond
> > my
> > understanding. I'm not a VBA coder.)
> >
> > Here's a list of just some of the tasks that I must do for every client:
> >
> > Send Agreement for Services: CLIENT OBTAINED + 0 Days
> > Send Thank You for Referral Letter: CLIENT OBTAINED + 0 Days
> > Send Welcome Letter: CLIENT OBTAINED + 0 Days
> > Check on Receipt of Agreement of Services: CLIENT OBTAINED + 1 Week
> > Call Client if Agreement Not Received: CLIENT OBTAINED + 10 Days
> >
> > Send Confirmation of Status Letter 1: LAST DATE AUTHORIZED - 12 Weeks
> > Send Confirmation of Status Letter 2: LAST DATE AUTHORIZED - 8 Weeks
> > Send Confirmation of Status Letter 3: LAST DATE AUTHORIZED - 4 Weeks
> > Call Insurance Company re Renewal: LAST DATE AUTHORIZED - 10 Days
> >
> > Present Future Treatment Plan: TREATMENT ENDED + 0 Days
> > Send Insurer Detailed Accounting: TREATMENT ENDED + 5 Days
> > Call Client re Status: TREATMENT ENDED + 1 Month
> > Write Client re Status: TREATMENT ENDED + 3 Months
> > Write Client re Status: TREATMENT ENDED + 6 Months
> > Close File: TREATMENT ENDED + 1 Year
> >
> > Of course, there are more 'anchor' dates than just the three listed above,
> > and many more tasks are dependant on each 'anchor' date.
> >
> > It would be VERY useful to be able to create the 'template' of all these
> > tasks once, and to have them 'automagically' create themselves whenever
> > the
> > particular 'anchor' date is obtained (or learned).
> >
> > So... can it be done completely in Outlook 2003? Would I need to integrate
> > Excel 2003? How 'automagically' can it be done, and how easily?
> >
> > Thanks VERY much in advance for any thoughts. I'm sure I'm not the first
> > person who has had this problem. Surely one or more of you can think of a
> > solution for me and the many others who face this situation.
>
>
>

"littleriver" wrote:

> i know i need new glasses but isn't this the Outlook general discussion forum?