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#1
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![]() First of all thanks for taking the time to read this and I apologize if this has been discussed. I checked at length here and through google for a thread, but found nothing. I am attempting to use Outlook as my Client Relations Manager. I work in Real Estate and I typically need to create similar tasks for each property I am selling or listing. My goal is to create a folder under "Tasks" on the left hand side with label of whatever the property address is, let's say 123 Main Street. I then would like to add tasks A, B, C, D, E, & F to folder 123 Main Street. I would prefer to add task A-F all at once to that folder. While I could create each task individually in my new folder I have created, you can see how it can quickly become cumbersome. Is it possible to create a "Template" list that you can quickly add to a folder you've created? |
#2
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Ok, quick update. I found that if I create a folder, let's call it Buyer Template, with the tasks that I do on every property, I can copy the folder, rename it and I'll have those same tasks in the newly renamed folder.
So the updated problem is, Is there a way to hide the tasks I created Buyer Template Folder from showing on the To-Do List section? Since it's merely a template folder, I'd like to hide those tasks from showing on my main list. |
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