Exporting Tasks to Office Applications

You can use the Import And Export Wizard to export other Outlook 2007 items. For example, you might want to export tasks to a Word 2007 or Excel 2007 file to view past or future assignments in a table format that can be easily edited or in a spreadsheet. You can then use this data in business correspondence, historical documents (such as a travel itinerary), event planning, work assignments, or presentations.

Follow these steps to export tasks to an Excel 2007 file:

  1. In Outlook 2007, choose Click File, Import And Export to open the Import And Export Wizard.

  2. Select Export To A File, and then click Next.

  3. Select Microsoft Excel 97-2003, and then click Next.

  4. Select the folder from which to export data. In this case, choose the Tasks folder or another folder that includes Outlook 2007 tasks. Click Next.

  5. Specify the folder and type a name for the export file. You can click Browse to browse to a folder and then click OK to select that folder. When you do this, the file is given an XLS file extension to denote an Excel 2007 worksheet file. Click Next.

  6. In the Export To A File dialog box, click Map Custom Fields. In this dialog box, you can add or remove field items, modifying the way Outlook 2007 task items are saved in the new imported file. Click OK when you finish.

  7. Click Finish to start the export process and open the Set Date Range dialog box (see Figure 37-12).

    You might need to change the date range to include all the tasks you want to export.

    Figure 37-12. You might need to change the date range to include all the tasks you want to export.

  8. Specify the date range for exported tasks. Some types of tasks are not directly exported or included, such as recurring tasks with recurrences that fall outside the date range you set. Modify the date range as necessary to include the tasks you want exported.

  9. Click OK to start the export process. When it finishes, you can open the worksheet to review your tasks in Excel 2007.

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