How do I set up a tickler file?

[moe3rd]

I need to be able to set up a tickler file where I can enter a name and
discharge date then have the program automatically remind me to take an
action in 2 months. I am using office pro 2003.I would like to do this in
excel or outlook.

 

[Ken Russell]

Why not use Outlook's calendar function?

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Ken Russell

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[bobf]

-----Original Message-----
I need to be able to set up a tickler file where I can enter a name and
discharge date then have the program automatically remind me to take an
action in 2 months. I am using office pro 2003.I would like to do this in
excel or outlook.
.

Put a new column in your spreadsheet that compares
discharge date with today's date, the formula for which is
=today() You can either have your reminder on
discharge date or say 3 days before. Your formula would
return a blank if discharge date had not been reached, or
a 1 if it had. At the top of the column count up all
the "ones". If you have a status column, update it to
discharged, and have your formula disregard historical
discharges. You could use conditional formatting to colour
the cell containing the name from yellow to red to purple
as the date nears, to give you a visual picture of future
discharges. Hope this helps.