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row archive and auto email
If you have a Microsoft Exchange Server, why not make it a public folder (if you don't have one, never mind).
You could then make different views for your "archiving". This is obviously the wrong forum for Exchange, but just a thought. "Lobo" wrote in message ... Hello all.. I have an excel workbook with one sheet currently. It has many columns and rows. Each row contains tasks and things to do. Some of the important columns a 1) Task Number - literally. 2) Target Closing Date - date the task should be completed. 3) Status - whether the task is open or closed (completed or not). 4) Actual closing date - actual date the task is completed. 5) Actioned by - main person involved in task. Now what I did a few days ago was create some new columns which make use of IF statements in excel: 1) Warning - issues warning (closed, overdue, action due, in progress) 2) Days left (number of days left till target closing date) 3) Days late (number of days passed target closing date) We have about 200 tasks and keep adding more. Having it all on one sheet gets hard to organize. I have some new things I want to do and try implement.. but I have no idea how or where to start.. :( Auto Emailer My basic idea and thoughts for auto email: I'd like it so that 5 days before the target due date for a task, the person in the "actioned by" column would get emailed a custom reminder saying their task is due. Then they can go into the file, look at their task and then do their work. We use outlook for mail. I assume it would be possible to for excel to detect that there are 5 days left for a task and send a reminder email to the person involve and that its VBA related? Maybe have a button that one can press each morning and it will check for due dates and send out the emails to the respestive people? Mutliple Sheet "Row" Archiving This idea recently came into my mind. There are so many tasks that it gets somewhat hard to manage. Is there a way to make it so that when the "Status" is "closed", it automatically takes the row of the task involved to another sheet. So that all the closed items get moved to another sheet automatically? Also in this second sheet where all the closed items are, once an item is closed for a month or so, maybe those items can go into another "third" sheet called "Archives"? Once again I think the idea is great but i have no idea where to start it. Are these two doable? Any help and tips would be greatly appreciated. Even a point in the right direction.... thanks (dont know how clear i've been) |
row archive and auto email
Hmmm i dont even understand what you just said....hehe *feels dense
Make what public? My thoughts are just related to excel i thought...hm Regards Lobo |
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