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#1
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tag a document with a follow up reminder
In 2003 you could add a reminder to a document or spread sheet. Can't find
this tool in 2007 -- FrankMcL |
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#2
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tag a document with a follow up reminder
How exactly did you do this in Word/Excel 2003? Are you sure you're not
referring to an Outlook capability? -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "FrankMcL" wrote in message ... In 2003 you could add a reminder to a document or spread sheet. Can't find this tool in 2007 -- FrankMcL |
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#3
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tag a document with a follow up reminder
Are you referring to comments? In Word 2007, you insert them via the Review
tab. Click New Comment in the Comments group. -- Stefan Blom Microsoft Word MVP "FrankMcL" wrote: In 2003 you could add a reminder to a document or spread sheet. Can't find this tool in 2007 -- FrankMcL |
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#4
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tag a document with a follow up reminder
It might have been. The Icon on the tool bar in Excel and Word was a page
with a red check mark. You clicked on it and it created a reminder that would pop up at the designed time. You could click mon the document icon and it would open. I found it to be a very useful tool. -- FrankMcL "Herb Tyson [MVP]" wrote: How exactly did you do this in Word/Excel 2003? Are you sure you're not referring to an Outlook capability? -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "FrankMcL" wrote in message ... In 2003 you could add a reminder to a document or spread sheet. Can't find this tool in 2007 -- FrankMcL |
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#5
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tag a document with a follow up reminder
Ah. The capability is present only when you're sending email.
You'll need to do the following in both Excel and Word, right-click the Quick Access Toolbar, and choose Customize... Set Choose commands from: to All Commands. In the list of commands, find "Send to Mail Recipient". Click on it, then click Add. Click OK to close the dialog. Use the resulting tool when you want to send the current document to an email recipient. The Followup tool will be present in the email toolbar. Note that Word and Excel behave differently with this tool. Word will add the email headers to the current document (clicking the tool again will toggle the email headers off). The first time for a given sheet, Excel will prompt asking whether you want to send the current sheet or if you want the file to be used as an attachment. If you say Current Sheet, the email headers are added. If you change your mind, clicking the tool toggles the email headers off again. -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "FrankMcL" wrote in message ... It might have been. The Icon on the tool bar in Excel and Word was a page with a red check mark. You clicked on it and it created a reminder that would pop up at the designed time. You could click mon the document icon and it would open. I found it to be a very useful tool. -- FrankMcL "Herb Tyson [MVP]" wrote: How exactly did you do this in Word/Excel 2003? Are you sure you're not referring to an Outlook capability? -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "FrankMcL" wrote in message ... In 2003 you could add a reminder to a document or spread sheet. Can't find this tool in 2007 -- FrankMcL |
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#6
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tag a document with a follow up reminder
I am not trying to send email!
In 2003 you could add a reminder (just like any other reminder you create) that would remind you on a future date to look at/ work on the document/spreadsheet. The reminder would contain an icon that when clicked on would open the document. -- FrankMcL "FrankMcL" wrote: It might have been. The Icon on the tool bar in Excel and Word was a page with a red check mark. You clicked on it and it created a reminder that would pop up at the designed time. You could click mon the document icon and it would open. I found it to be a very useful tool. -- FrankMcL "Herb Tyson [MVP]" wrote: How exactly did you do this in Word/Excel 2003? Are you sure you're not referring to an Outlook capability? -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "FrankMcL" wrote in message ... In 2003 you could add a reminder to a document or spread sheet. Can't find this tool in 2007 -- FrankMcL |
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#7
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tag a document with a follow up reminder
I have Word 2003 open right in front of me. I have no such tool on any of my
toolbars in Word 2003, nor anything that looks related in the list of what can be added to the toolbars. I wonder if perhaps you had/have a add-in that provides this functionality. Word 2003 does not have the capability to provide reminders. It has no scheduling abilities. "just like any other reminder you create" is not something any version of Word has ever been able to do. Word does not create reminders. Outlook does do scheduling/reminders, which led me to think you were talking about using Word/Excel to send email. Where did you see this tool? Which toolbar was it on? -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "FrankMcL" wrote in message ... I am not trying to send email! In 2003 you could add a reminder (just like any other reminder you create) that would remind you on a future date to look at/ work on the document/spreadsheet. The reminder would contain an icon that when clicked on would open the document. -- FrankMcL "FrankMcL" wrote: It might have been. The Icon on the tool bar in Excel and Word was a page with a red check mark. You clicked on it and it created a reminder that would pop up at the designed time. You could click mon the document icon and it would open. I found it to be a very useful tool. -- FrankMcL "Herb Tyson [MVP]" wrote: How exactly did you do this in Word/Excel 2003? Are you sure you're not referring to an Outlook capability? -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "FrankMcL" wrote in message ... In 2003 you could add a reminder to a document or spread sheet. Can't find this tool in 2007 -- FrankMcL |
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#8
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tag a document with a follow up reminder
I suspect you are thinking of SharePoint functionality. Was the icon for
adding a reminder a clipboard with a red checkmark along with other commands such as Status, Members, Documents, Links, Document Information? When you open a document from a SharePoint site you can use the Document Management task pane to assign a task to a document for either yourself or other members. To access the Document Management task pane in Word 2007, click the Microsoft Office Button, point to Server, and then click Document Management Information. Note that Server will only appear if you have a document open from a SharePoint site. Please post all follow-up questions to the newsgroup. Requests for assistance by email cannot be acknowledged. ~~~~~~~~~~~~~~~ Beth Melton Microsoft Office MVP Coauthor of Word 2007 Inside Out: http://www.microsoft.com/MSPress/boo...x#AboutTheBook Word FAQ: http://mvps.org/word TechTrax eZine: http://mousetrax.com/techtrax/ MVP FAQ site: http://mvps.org/ "FrankMcL" wrote in message ... I am not trying to send email! In 2003 you could add a reminder (just like any other reminder you create) that would remind you on a future date to look at/ work on the document/spreadsheet. The reminder would contain an icon that when clicked on would open the document. -- FrankMcL "FrankMcL" wrote: It might have been. The Icon on the tool bar in Excel and Word was a page with a red check mark. You clicked on it and it created a reminder that would pop up at the designed time. You could click mon the document icon and it would open. I found it to be a very useful tool. -- FrankMcL "Herb Tyson [MVP]" wrote: How exactly did you do this in Word/Excel 2003? Are you sure you're not referring to an Outlook capability? -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "FrankMcL" wrote in message ... In 2003 you could add a reminder to a document or spread sheet. Can't find this tool in 2007 -- FrankMcL |
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#9
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tag a document with a follow up reminder
Given that he said "tool bar," and given that the identical SP options are
available in Word 2007 (and appear automatically--at least here--when editing a document that's on a SharePoint site)... I concluded that he was referring to something else. It will be interesting to see if we can get to the bottom of this mystery. -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "Beth Melton" wrote in message ... I suspect you are thinking of SharePoint functionality. Was the icon for adding a reminder a clipboard with a red checkmark along with other commands such as Status, Members, Documents, Links, Document Information? When you open a document from a SharePoint site you can use the Document Management task pane to assign a task to a document for either yourself or other members. To access the Document Management task pane in Word 2007, click the Microsoft Office Button, point to Server, and then click Document Management Information. Note that Server will only appear if you have a document open from a SharePoint site. Please post all follow-up questions to the newsgroup. Requests for assistance by email cannot be acknowledged. ~~~~~~~~~~~~~~~ Beth Melton Microsoft Office MVP Coauthor of Word 2007 Inside Out: http://www.microsoft.com/MSPress/boo...x#AboutTheBook Word FAQ: http://mvps.org/word TechTrax eZine: http://mousetrax.com/techtrax/ MVP FAQ site: http://mvps.org/ "FrankMcL" wrote in message ... I am not trying to send email! In 2003 you could add a reminder (just like any other reminder you create) that would remind you on a future date to look at/ work on the document/spreadsheet. The reminder would contain an icon that when clicked on would open the document. -- FrankMcL "FrankMcL" wrote: It might have been. The Icon on the tool bar in Excel and Word was a page with a red check mark. You clicked on it and it created a reminder that would pop up at the designed time. You could click mon the document icon and it would open. I found it to be a very useful tool. -- FrankMcL "Herb Tyson [MVP]" wrote: How exactly did you do this in Word/Excel 2003? Are you sure you're not referring to an Outlook capability? -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "FrankMcL" wrote in message ... In 2003 you could add a reminder to a document or spread sheet. Can't find this tool in 2007 -- FrankMcL |
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#10
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tag a document with a follow up reminder
I found it. You were right...it IS an Outlook command but it IS available to
Word and Excel. It's called "Create Task" Give it a spin, I find it to be an invaluable tool. -- FrankMcL "Herb Tyson [MVP]" wrote: How exactly did you do this in Word/Excel 2003? Are you sure you're not referring to an Outlook capability? -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "FrankMcL" wrote in message ... In 2003 you could add a reminder to a document or spread sheet. Can't find this tool in 2007 -- FrankMcL |
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#11
Posted to microsoft.public.word.docmanagement
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tag a document with a follow up reminder
I wondered if that might be what you meant, but the "reminder" description
had me convinced that you were talking about an add-in. I'm glad what you wanted wasn't retired from Word. Cheers, -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "FrankMcL" wrote in message ... I found it. You were right...it IS an Outlook command but it IS available to Word and Excel. It's called "Create Task" Give it a spin, I find it to be an invaluable tool. -- FrankMcL "Herb Tyson [MVP]" wrote: How exactly did you do this in Word/Excel 2003? Are you sure you're not referring to an Outlook capability? -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "FrankMcL" wrote in message ... In 2003 you could add a reminder to a document or spread sheet. Can't find this tool in 2007 -- FrankMcL |
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#12
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tag a document with a follow up reminder
I considered that too but I don't see the Document Management task pane
automatically display Word 2007 when opening a SharePoint document. Now, if I click Options in the Document Management TP and elect to show the TP when opening a SharePoint document it will display but that option appears to be turned off by default. I don't recall what the default was in previous versions. I seem to recall the TP would automatically display. In any event, I see Frank found the command he was looking for. :-) Please post all follow-up questions to the newsgroup. Requests for assistance by email cannot be acknowledged. ~~~~~~~~~~~~~~~ Beth Melton Microsoft Office MVP Coauthor of Word 2007 Inside Out: http://www.microsoft.com/MSPress/boo...x#AboutTheBook Word FAQ: http://mvps.org/word TechTrax eZine: http://mousetrax.com/techtrax/ MVP FAQ site: http://mvps.org/ "Herb Tyson [MVP]" wrote in message ... Given that he said "tool bar," and given that the identical SP options are available in Word 2007 (and appear automatically--at least here--when editing a document that's on a SharePoint site)... I concluded that he was referring to something else. It will be interesting to see if we can get to the bottom of this mystery. -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "Beth Melton" wrote in message ... I suspect you are thinking of SharePoint functionality. Was the icon for adding a reminder a clipboard with a red checkmark along with other commands such as Status, Members, Documents, Links, Document Information? When you open a document from a SharePoint site you can use the Document Management task pane to assign a task to a document for either yourself or other members. To access the Document Management task pane in Word 2007, click the Microsoft Office Button, point to Server, and then click Document Management Information. Note that Server will only appear if you have a document open from a SharePoint site. Please post all follow-up questions to the newsgroup. Requests for assistance by email cannot be acknowledged. ~~~~~~~~~~~~~~~ Beth Melton Microsoft Office MVP Coauthor of Word 2007 Inside Out: http://www.microsoft.com/MSPress/boo...x#AboutTheBook Word FAQ: http://mvps.org/word TechTrax eZine: http://mousetrax.com/techtrax/ MVP FAQ site: http://mvps.org/ "FrankMcL" wrote in message ... I am not trying to send email! In 2003 you could add a reminder (just like any other reminder you create) that would remind you on a future date to look at/ work on the document/spreadsheet. The reminder would contain an icon that when clicked on would open the document. -- FrankMcL "FrankMcL" wrote: It might have been. The Icon on the tool bar in Excel and Word was a page with a red check mark. You clicked on it and it created a reminder that would pop up at the designed time. You could click mon the document icon and it would open. I found it to be a very useful tool. -- FrankMcL "Herb Tyson [MVP]" wrote: How exactly did you do this in Word/Excel 2003? Are you sure you're not referring to an Outlook capability? -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "FrankMcL" wrote in message ... In 2003 you could add a reminder to a document or spread sheet. Can't find this tool in 2007 -- FrankMcL |
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#13
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tag a document with a follow up reminder
No...it's a command called MS Office Outlook Task which you can use in Word
and Excel to remind you to look at and work on a document at a date in the futre. The reminder pops up on that date with an icon that, when clicked on, returns you to the file you were working on. I find it to be a very valuable tool. -- FrankMcL "Stefan Blom" wrote: Are you referring to comments? In Word 2007, you insert them via the Review tab. Click New Comment in the Comments group. -- Stefan Blom Microsoft Word MVP "FrankMcL" wrote: In 2003 you could add a reminder to a document or spread sheet. Can't find this tool in 2007 -- FrankMcL |
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