Lon,
Thanks for the quick response - much appreciated. I will take your advice and look at your software. Hopefully it will satisify the requirement and/or it will have other features that make good sense.
Have a great week.
I'll follow up later,
Rick Pelham
"Lon Orenstein" wrote:
[Quoted Text] > Rick: > > There's not a way to do it in BCM but we have an AddOn called pinpoint > Marketing tool that allows you to build Action Plans or Campaigns consisting > of tasks, appointments, emails, and letters (anything you can format with a > Word DOC -- postcards, flyers, etc). There's no limit to the number of > steps in each Plan and it can go out in the future from the Start Date as > far as you want. It can also count backwards from a Target Date (like a > mortgage closing date) and schedule events before that date. The only > gotcha is that our Tool schedules Outlook Tasks, not project tasks. We're > working on making those compatible but today it's not. You can download a > 10 day trial to check it out at www.pinpointtools.com. > > Thanks, > Lon > > ___________________________________________________________ > Lon Orenstein > pinpointtools, llc > Lon[ at ]pinpointtools.com > Author of Outlook 2007 Business Contact Manager For Dummies > Author of the eBook: Moving from ACT! to Business Contact Manager > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > www.pinpointtools.com > > > "TopHAT" <TopHAT[ at ]discussions.microsoft.com> wrote in message > news:447C092A-6A62-4714-9296-30E978F5625E[ at ]microsoft.com... > > Greetings... I have a pretty specific list of tasks common to all > > projects. > > Rather that having to keystroke over 50 task for each project - is there a > > way to create a template that will appear for each project we engage in? > > > > Thanks in advance... > > -- > > Rick Pelham > >
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