Tasks and Contacts

[MTooley74]

I am a real estate broker. I have a list of items that I do for every
listing, pre-closing buyer, or after the sale. How do I go about setting
these check lists up as a task list that can be assigned to a client.
Example: I have a listing check list with make keys, place sign in yard,
copies of all documents delivered to seller, first available print ad as new
listing, and so on. How do I set up this check list as a master then when I
take a new listing I can attach this task list to the client to make sure
these items are done? I know I can recreate the tasks for every client, but
I am wondering if there is a quicker way to make this happen.

 

[Sue Mosher [MVP-Outlook]]

If by "task list," you mean a bunch of individual tasks, this would require code behind an Outlook form to create the additional items. You could create them from scratch or copy them from some folder that contains a master set of task items.