How do I set up a tickler file?
I need to be able to set up a tickler file where I can enter a name and
discharge date then have the program automatically remind me to take an action in 2 months. I am using office pro 2003.I would like to do this in excel or outlook. |
-----Original Message----- I need to be able to set up a tickler file where I can enter a name and discharge date then have the program automatically remind me to take an action in 2 months. I am using office pro 2003.I would like to do this in excel or outlook. . Put a new column in your spreadsheet that compares discharge date with today's date, the formula for which is =today() You can either have your reminder on discharge date or say 3 days before. Your formula would return a blank if discharge date had not been reached, or a 1 if it had. At the top of the column count up all the "ones". If you have a status column, update it to discharged, and have your formula disregard historical discharges. You could use conditional formatting to colour the cell containing the name from yellow to red to purple as the date nears, to give you a visual picture of future discharges. Hope this helps. |
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