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  1. #1
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    Set up Outlook calendar reminders from Excel for follow ups

    Hello!

    I am pretty computer savy, however this one got me. I am trying to set up a way so that my excel worksheet can automatically place a reminder on my outlook calendar to follow up at least 5 days before the due date.


    See attached for a better understanding.

    I appreciate any and all the help I can get with this.

    Thank you!
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  2. #2
    Gold Lounger Maudibe's Avatar
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    Lya809,

    Below is your revised workbook that will cycle through your Tasks and create reminders set to remind 5 days prior to the due date in column C.

    HTH,
    Maud

    At the creation time, 3 reminders automatically fired as they were past due
    Project3.png


    List of reminders added to Outlook
    Project2.png

    Sample of opened reminder
    Project5.png
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    Last edited by Maudibe; 2015-05-22 at 01:25.

  3. The Following User Says Thank You to Maudibe For This Useful Post:

    Lya809 (2015-05-22)

  4. #3
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    Maud,

    You are the best!!!! Thank you...

    Just a quick question, is there any way to have the rest of the dates in column C blank until a date is entered in column B?

    Also, can the project number/ name be added to the reminder?

    Please advise.

    Thank you again!!!!!
    Last edited by Lya809; 2015-05-22 at 08:34.

  5. #4
    Gold Lounger Maudibe's Avatar
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    Lya,

    To keep column C blank until dates are entered into column B, use this formula in C7 then copy down

    =IF(B7="","",B7+104)

    I had assumed that Column A was the project/task name and it does populate the Subject line and the body. I do not see a project number in your sample. If you add additional columns for each, I will code it to the subject and/or the body.

    Maud

  6. #5
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    Maud,

    Thank you again for all your help!

    The project Name and Number are cells A2 & A3. Can it be done with those or do I have to add a column?

    Lya

  7. #6
    Gold Lounger Maudibe's Avatar
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    Lya,

    Nope, That's perfect. Will work on it

  8. #7
    Gold Lounger Maudibe's Avatar
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    Lya,

    See how this looks. I added the Project number and name to the subject line in the format of Project#: 12345 | Project Name: xyz. I also fixed the formulas in col C so that they will be blank if the cells in column B are blank. Lastly, the PM's namee was added to the body of the reminder "Regards, projectmanagername"

    Maud

    PS, I was working on the main part of the sheet that I never saw the header!
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  9. #8
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    Hi Maud,

    Thank you so much! You are truly a genious.

    Just having one proble with this one, when I press the create reminder button I get the attached error. However, it does place the reminders on the outlook.

    Error Message.PNGMacro.PNG

    Also, it places all of the past due dates as well.

    What can I do?

    Again, thank you for all your help with this!

    PS. sorry I was away and I just back to the office.

    Regards,

    Leidy

  10. #9
    Gold Lounger Maudibe's Avatar
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    Lya,

    This error message indicates that the value provided was not of the type expected. Above, a date was expected but Cells(I,3) had something different. To troubleshoot the problem, you need to know the value of "I" at the time the error occurred. If you hover your cursor over the "I" in the highlighted code where the error exists, you will be shown its value. Alternately, you can type the following line in the immediate window (without the quotes): "Print I" <enter> and the value will be displayed. In this example, I was a 7 and the expression becomes Cells(7,3) or Cell C7. If you look at that cell, determine if it is formatted correctly as a date.

    Let me know if you need additional assistance.
    Maud

    Lya.png

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