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Replicate GTD: Create a task after sending a message

Slipstick Systems

› Developer › Replicate GTD: Create a task after sending a message

Last reviewed on August 29, 2018     24 Comments

Applies to: Outlook (classic), Outlook 2007, Outlook 2010

In a discussion about the now-discontinued Getting Things Done Outlook addin in Outlook Forums, John had this comment:

Another function of GTDOA that I will really miss is being able to simultaneously reply to an email message, create a task or appointment, and have that email reply linked to the task or appointment. There is an obvious work-around for this - 1. send my email message, 2. go to my send directory and open it, 3. press "forward" or "reply" 4. CTRL+A to "copy all" of this email 5. close out 6. start a task/appoint and paste into it. *Whew* that is a lot of work! I question if there is an easy way to automate this process.

If you can use a macro, you can use a macro to automate it. I have a macro that comes close at "Automatically create a task when sending a message", but it doesn't add a link to the message. It adds the recipient addresses and the message body to the task, but HTML formatted messages will be copied to the task as text.

This macro gets the EntryID from the sent messages, copies the message body and pastes it into a new Task as formatted text, including the reply header and inserts a link to the original message.
A task created with the macro

If you prefer to create appointments instead of tasks, search and replace Task with Appointment.

This macro automatically runs when you send a message and needs to be in ThisOutlookSession.

If you want to create a task for every item you send, you can remove the prompt and message box lines.

Option Explicit
Dim strID As String, strLink As String, strLinkText As String
Private WithEvents olSentItems As Items
 
Private Sub Application_Startup()
  Dim objNS As NameSpace
  Set objNS = Application.Session
  ' instantiate objects declared WithEvents
  Set olSentItems = objNS.GetDefaultFolder(olFolderSentMail).Items
  Set objNS = Nothing
End Sub
 
Private Sub olSentItems_ItemAdd(ByVal item As Object)
  On Error Resume Next
  Dim prompt As String
 Dim oForward As MailItem
    prompt$ = "Do you want to create a Task for this message?"
       If MsgBox(prompt$, vbYesNo + vbQuestion + vbMsgBoxSetForeground, "Create Task?") = vbYes Then
            
        strID = item.EntryID
        strLink = "outlook:" & strID
        strLinkText = item.Subject
        
    CreateTaskForMessage item
       End If
End Sub

Sub CreateTaskForMessage(item As MailItem)
    Dim objTask As Outlook.TaskItem
    Dim objInsp As Outlook.Inspector
    Dim oForward As MailItem
    ' Add reference to Word library
    ' in VBA Editor, Tools, References
    Dim objDoc As Word.Document
    Dim objWord  As Word.Application
    Dim objSel As Word.Selection
    Dim oBookmark As Word.Bookmark
       
    Set oForward = item.Forward
    oForward.Display
        
    Set objInsp = oForward.GetInspector
    If objInsp.EditorType = olEditorWord Then
        Set objDoc = objInsp.WordEditor
        Set objWord = objDoc.Application

   'removes your signature from the top of the Forward     
   If objDoc.Bookmarks.Exists("_MailAutoSig") Then
   Set oBookmark = objDoc.Bookmarks("_MailAutoSig")
        oBookmark.Select
        objDoc.Windows(1).Selection.Delete
     End If
  
   Set objSel = objWord.Selection
    With objSel
    .WholeStory
    .Copy
    End With

    End If

Set objTask = Application.CreateItem(olTaskItem)
    Set objInsp = objTask.GetInspector
    Set objDoc = objInsp.WordEditor
    Set objSel = objDoc.Windows(1).Selection

With objTask
    .Subject = oForward.Subject
    objSel.PasteAndFormat (wdFormatOriginalFormatting)
    objSel.GoTo What:=wdGoToSection, Which:=wdGoToFirst
    objDoc.Hyperlinks.Add objSel.Range, strLink, "", "", strLinkText, ""
    objSel.Range.InsertBefore "Link to "
    .ReminderSet = True
    .ReminderTime = DateSerial(Year(Now), Month(Now), Day(Now + 2)) + #9:00:00 AM#
   .Display
   .Save
End With

oForward.Close olDiscard
End Sub

 

Choose Task or Appointment

The macro above always creates a Task (or appointment if you change the item type). If you want to choose a task or appointment for each message, use this macro. It first asks if you want to create something, then you'll choose Task (Yes) or Appointment (No). Cancel exits the macro without creating a task or appointment.
create a task or appointment

The simple MsgBox dialog doesn't support changing Yes and No to other words. If you want the buttons labeled Task and Calendar, you need create a UserForm with buttons labeled Task and Calendar.

This macro automatically runs when you send a message and needs to be in ThisOutlookSession.

Option Explicit
Dim strID As String, strLink As String, strLinkText As String
Private WithEvents olSentItems As Items
 
Private Sub Application_Startup()
  Dim objNS As NameSpace
  Set objNS = Application.Session
  ' instantiate objects declared WithEvents
  Set olSentItems = objNS.GetDefaultFolder(olFolderSentMail).Items
  Set objNS = Nothing
End Sub

Private Sub olSentItems_ItemAdd(ByVal Item As Object)
  On Error Resume Next
  Dim prompt As String
 Dim oForward As MailItem
    prompt$ = "Do you want to create a Task or Appointment for this message?"
       If MsgBox(prompt$, vbYesNo + vbQuestion + vbMsgBoxSetForeground, "Create Task or Appointment?") = vbYes Then
         
        strID = Item.EntryID
        strLink = "outlook:" & strID
        strLinkText = Item.Subject
        
    CreateTaskForMessage Item
       End If
End Sub

Sub CreateTaskForMessage(Item As MailItem)
    Dim prompt As String
    Dim objNewItem As Object
    Dim objInsp As Outlook.Inspector
    Dim oForward As MailItem
    ' Add reference to Word library
    ' in VBA Editor, Tools, References
    Dim objDoc As Word.Document
    Dim objWord  As Word.Application
    Dim objSel As Word.Selection
    Dim oBookmark As Word.Bookmark
    Dim Response
    
prompt$ = "Do you want to create a Task for this message?" & vbCrLf & "Choose Yes to create a Task." & vbCrLf & "Choose No to create an Appointment."
Response = MsgBox(prompt$, vbYesNoCancel + vbQuestion + vbMsgBoxSetForeground, "Create Task or Appointment?")
If Response = vbCancel Then Exit Sub
        
    Set oForward = Item.Forward
    oForward.Display
        
    Set objInsp = oForward.GetInspector
    If objInsp.EditorType = olEditorWord Then
        Set objDoc = objInsp.WordEditor
        Set objWord = objDoc.Application
        
  'removes your signature from the top of the Forward
   If objDoc.Bookmarks.Exists("_MailAutoSig") Then
   Set oBookmark = objDoc.Bookmarks("_MailAutoSig")
        oBookmark.Select
        objDoc.Windows(1).Selection.Delete
     End If
  
   Set objSel = objWord.Selection
    With objSel
    .WholeStory
    .Copy
    End With

    End If

oForward.Close olDiscard
If Response = vbYes Then

    Set objNewItem = Application.CreateItem(olTaskItem)
    ' set task-only fields here
With objNewItem
    .ReminderSet = True
    .ReminderTime = DateSerial(Year(Now), Month(Now), Day(Now + 2)) + #9:00:00 AM#
End With

Else

    Set objNewItem = Application.CreateItem(olAppointmentItem)
    'set appointment-only fields here
With objNewItem
    .Start = DateSerial(Year(Now), Month(Now), Day(Now + 2)) + #9:00:00 AM#
End With

End If

    Set objInsp = objNewItem.GetInspector
    Set objDoc = objInsp.WordEditor
    Set objSel = objDoc.Windows(1).Selection

With objNewItem
    .Subject = strLinkText
    objSel.PasteAndFormat (wdFormatOriginalFormatting)
    objSel.GoTo What:=wdGoToSection, Which:=wdGoToFirst
    objDoc.Hyperlinks.Add objSel.Range, strLink, "", "", strLinkText, ""
    objSel.Range.InsertBefore "Link to "
   .Display
   .Save
End With

End Sub

Watch more than one Sent folder

This macro watches two sent items folders. You'll need the GetFolderPath function from Working with VBA and non-default Outlook Folders.

If you need to watch more than 2, duplicate these two lines:
Private WithEvents olSentAcct As items
Set olSentAcct = GetFolderPath("diane@contrarytoo.com\Sent Items").items
and the Private Sub olSentAcct_ItemAdd(ByVal item As Object) sub.
Then change olSentAcct in each of the copied lines to something unique.

Option Explicit
Dim strID As String, strLink As String, strLinkText As String

Private WithEvents olSentItems As items
Private WithEvents olSentAcct As items
 
Private Sub Application_Startup()
  Dim objNS As NameSpace
  Set objNS = Application.Session
  ' instantiate objects declared WithEvents
  Set olSentItems = objNS.GetDefaultFolder(olFolderSentMail).items
' additional folders need to use GetFolderPath function
' http://slipstick.me/qf
  Set olSentAcct = GetFolderPath("diane@contrarytoo.com\Sent Items").items
  Set objNS = Nothing
End Sub
 
Private Sub olSentItems_ItemAdd(ByVal item As Object)
' if you need to set a different task folder for each acct
' set a variable to the folder here
    SaveasTask item
End Sub

Private Sub olSentAcct_ItemAdd(ByVal item As Object)
' if you need to set a different task folder for each acct
' set a variable to the folder here
    SaveasTask item
End Sub

Sub SaveasTask(ByVal item As Object)
  On Error Resume Next
  Dim prompt As String
 Dim oForward As MailItem
    prompt$ = "Do you want to create a Task for this message?"
       If MsgBox(prompt$, vbYesNo + vbQuestion + vbMsgBoxSetForeground, "Create Task?") = vbYes Then
            
        strID = item.EntryID
        strLink = "outlook:" & strID
        strLinkText = item.Subject
        
    CreateTaskForMessage item
       End If
End Sub

Sub CreateTaskForMessage(item As MailItem)
    Dim objTask As Outlook.TaskItem
    Dim objInsp As Outlook.Inspector
    Dim oForward As MailItem
    ' Add reference to Word library
    ' in VBA Editor, Tools, References
    Dim objDoc As Word.Document
    Dim objWord  As Word.Application
    Dim objSel As Word.Selection
    Dim oBookmark As Word.Bookmark
       
    Set oForward = item.Forward
    oForward.Display
        
    Set objInsp = oForward.GetInspector
    If objInsp.EditorType = olEditorWord Then
        Set objDoc = objInsp.WordEditor
        Set objWord = objDoc.Application
On Error Resume Next
   'removes your signature from the top of the Forward
   If objDoc.Bookmarks.Exists("_MailAutoSig") Then
   Set oBookmark = objDoc.Bookmarks("_MailAutoSig")
        oBookmark.Select
        objDoc.Windows(1).Selection.Delete
     End If
 
   Set objSel = objWord.Selection
    With objSel
    .WholeStory
    .Copy
    End With

    End If

Set objTask = Application.CreateItem(olTaskItem)
    Set objInsp = objTask.GetInspector
    Set objDoc = objInsp.WordEditor
    Set objSel = objDoc.Windows(1).Selection

With objTask
    .Subject = oForward.Subject
    objSel.PasteAndFormat (wdFormatOriginalFormatting)
    objSel.GoTo What:=wdGoToSection, Which:=wdGoToFirst
    objDoc.Hyperlinks.Add objSel.Range, strLink, "", "", strLinkText, ""
    objSel.Range.InsertBefore "Link to "
    .ReminderSet = True
    .ReminderTime = DateSerial(Year(Now), Month(Now), Day(Now + 2)) + #9:00:00 AM#
   .Display
   .Save
End With

oForward.Close olDiscard
End Sub

How to use the Macro

First: You will need macro security set to low during testing.

To check your macro security in Outlook 2010 and newer, go to File, Options, Trust Center and open Trust Center Settings, and change the Macro Settings. In Outlook 2007 and older, it’s at Tools, Macro Security. If Outlook tells you it needs to be restarted, close and reopen Outlook. Note: after you test the macro and see that it works, you can either leave macro security set to low or sign the macro.

Now open the VBA Editor by pressing Alt+F11 on your keyboard. Paste the macro on this page into ThisOutlookSession. You'll need to set a reference to Microsoft Word object library. If you receive a "User-defined type not defined" error, you don't have the reference to Word object library set.

  1. Go to Tools, References menu.
  2. Locate the object library in the list and add a check mark to it.
    Reference the Word object model in Outlook's VBA Editor

More information as well as screenshots are at How to use the VBA Editor.

More Information

Other macros to create tasks or appointments are at

  • Automatically create a task when sending a message
  • Create a Task from an Email using a Rule
  • Create an Outlook Appointment from a Message
  • Create Task or Appointment and Insert Selected Text
  • Create Tasks from Email and move to different Task folders
Replicate GTD: Create a task after sending a message was last modified: August 29th, 2018 by Diane Poremsky

Related Posts:

  • Create Task or Appointment and Insert Selected Text
  • Create an Outlook Appointment from a Message
  • Use Word Macro to Apply Formatting to Email
  • Automatically create a task when sending a message

About Diane Poremsky

A Microsoft Outlook Most Valuable Professional (MVP) since 1999, Diane is the author of several books, including Outlook 2013 Absolute Beginners Book. She also created video training CDs and online training classes for Microsoft Outlook. You can find her helping people online in Outlook Forums as well as in the Microsoft Answers and TechNet forums.

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James Ziobro
August 24, 2022 3:23 pm

Hello Diane - I recently ran into the issue that the code is not creating a new task, unless the VBA Window with the code is open. Any advise on what the issue could be?

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James Ziobro
August 23, 2022 10:59 am

Hello Diane:

I'm recently having trouble with the VBA, as it stops working when the new email is created. and the new task does not open. What it interesting, if I have my VBA window opened, this macro works. Any thoughts?

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Dan R Schemerhorn
July 28, 2020 12:54 pm

I have used this code of asking to create an apt or task after sending an email and now it is not working. No error message it is in the Outlook Instance and after sending an email nothing pops up. What am I missing or was there an update that broke it??

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Diane Poremsky
Author
Reply to  Dan R Schemerhorn
July 28, 2020 4:56 pm

Add some msgbox "Macro is running" lines at points within the code then restart outlook.

Make sure the macro security was not changed.

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Dan R Schemerhorn
Reply to  Diane Poremsky
August 2, 2020 6:51 am

So I missed the step about the Word Tools - Reference. When I checked that and restarted Outlook and tested the Task worked. Pulled a created task window and allowed me to save. When I tried the Appointment option it appeared to flash an Apt window went away and when I checked Calenda (says 2 days from Now) there were no appointments on my calendar anywhere. So, I am getting closer it seems but still missing something. I am running the most current version Outlook 365 Desktop version

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Dan R Schemerhorn
Reply to  Diane Poremsky
August 9, 2020 10:52 am

So I missed the step about the Word Tools - Reference. When I checked that and restarted Outlook and tested the Task worked. Pulled a created task window and allowed me to save. When I tried the Appointment option it appeared to flash an Apt window went away and when I checked Calenda (says 2 days from Now) there were no appointments on my calendar anywhere. So, I am getting closer it seems but still missing something. I am running the most current version Outlook 365 Desktop version

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Andy
November 27, 2018 4:41 am

Hi Diane. Very helpfull. Do have any Idee if we are able to compose the links for the OWA access? There is now a API to geht the weblink to an mail but no idea how to do it with Outlook VBA.
https://outlook.office365.com/api/v1.0/Me/Messages?$select=WebLink
from https://stackoverflow.com/questions/25511705/how-to-open-specific-email-item-in-owa-from-url
Thx A.

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Diane Poremsky
Author
Reply to  Andy
September 21, 2019 8:23 am

This won't work with the new Outlook on the web. :(

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John
October 4, 2018 9:07 pm

The "Choose Task or Appointment" VBS works! When I had it installed on my old PC, I could have sworn that when I chose the "Appointment" option, an Outlook appointment opened that was populated with the email that I just sent. At this point I'd update the date and time for the appointment and save it.

When I use this now, the appointment is automatically created at the date and time specified in the code: 2 days from now at 9:00 AM. When I check this appointment in my calendar, it is not there. When I run a search for it in "All outlook items" from email, I can find it. When I open this appointment from email search it works! Then when I check my calendar a subsequent time, it is there. The act of searching for the appointment is necessary to make it appear on my calendar. I did not believe my eyes and tried this a few times to test it.

In this auto-created appointment, the email does not populate into the body field of the appointment. Only the email subject populates into the appointment subject.

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John
September 29, 2018 8:21 pm

Hello Diane; I have migrated to a new Win10 PC running Outlook 2016 and I can't get this script working. I am getting a pop-up that reads. "Compile Error: User-Defined type not defined" despite Microsoft Word 16.0 Object Library. Your expertise would be appreciated.

references.png
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John
Reply to  John
October 4, 2018 8:07 pm

Disregard the above question. My eyes are playing tricks on me. I did not notice a separate Office and Word Objects Libraries that are referenced.

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Wes
May 20, 2018 8:08 am

Choose Task or Appointment - error

Compile error:

User-defined type not defined

Office 2016
Windows 10
64 bit

Any ideas?

Thanks!

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Diane Poremsky
Author
Reply to  Wes
May 21, 2018 7:26 pm

Did you add a reference to the word object library in VBA Editor, Tools, References? not setting a reference s the usual cause of that error message.

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Wes
Reply to  Diane Poremsky
May 22, 2018 5:37 am

Hi Diane!

That worked. But...now, testing the

(2nd Macro) Choose Task or Appointment
Creates tasks & appointments but they cannot be found anywhere. They are created and then fade to black *poof*. I can see that they are being created but, they are no where to be found.

(1st Macro)
Works but...instead of Task, creates only a Forwarded message with the body of the originally sent message.

How does this look to you?

Thanks!

A S U P E R F A N ! ! ! : ) ) )

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Diane Poremsky
Author
Reply to  Wes
May 22, 2018 5:21 pm

Do you have more than one task folder? They should be going into the default task folder for your profile.

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Wes
Reply to  Diane Poremsky
May 22, 2018 10:01 pm

That's what was sooooo curious. They just went AWOL. Couldn't even search them. I intentionally added strings like

xybxyb

to the tasks and appointments to make them easier to search. They just...vanished.

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Diane Poremsky
Author
Reply to  Wes
May 22, 2018 11:09 pm

Yeah, definitely weird in that case.

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Wes
Reply to  Diane Poremsky
May 22, 2018 6:24 am

https://www.slipstick.com/developer/code-samples/create-task-sending-message/

This code is working. But, the task itself loses a lot of the email formatting.

Private Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)

Dim intRes As Integer
Dim strMsg As String
Dim objTask As TaskItem
Set objTask = Application.CreateItem(olTaskItem)
Dim strRecip As String

strMsg = "Do you want to create a task for this message?"
intRes = MsgBox(strMsg, vbYesNo + vbExclamation, "Create Task")

If intRes = vbNo Then
Cancel = False
Else

For Each Recipient In Item.Recipients
strRecip = strRecip & vbCrLf & Recipient.Address
Next Recipient

With objTask
.Body = strRecip & vbCrLf & Item.Body
.Subject = Item.Subject

.Save
End With

Cancel = False

End If

Set objTask = Nothing

End Sub

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Diane Poremsky
Author
Reply to  Wes
May 22, 2018 5:19 pm

Yes, because tasks don't support HTML. You can use the method at https://www.slipstick.com/developer/code-samples/create-task-selected-text/ to copy the body (use wholestory) and paste it into a task.

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Wes
Reply to  Diane Poremsky
May 22, 2018 10:02 pm

Will give it a go! If this can work then I'm all set. :D

Primero Fan

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Wes
Reply to  Wes
May 22, 2018 11:26 pm

Hi Diane,

Within this code, where should I put the

.WholeStory

Private Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)

Dim intRes As Integer
Dim strMsg As String
Dim objTask As TaskItem
Set objTask = Application.CreateItem(olTaskItem)
Dim strRecip As String

strMsg = "Do you want to create a task for this message?"
intRes = MsgBox(strMsg, vbYesNo + vbExclamation, "Create Task")

If intRes = vbNo Then
Cancel = False
Else

For Each Recipient In Item.Recipients
strRecip = strRecip & vbCrLf & Recipient.Address
Next Recipient

With objTask
.Body = strRecip & vbCrLf & Item.Body
.Subject = Item.Subject

.Save
End With

Cancel = False

End If

Set objTask = Nothing

End Sub

Many thanks!

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Diane Poremsky
Author
Reply to  Wes
May 23, 2018 12:18 am

you need more than wholestory… the CreateTaskForMessage macro above uses the word object model to copy and paste. (I missed it when i looked at the macros on this page earlier)
I put the code into your macro:
https://www.slipstick.com/macros/GTD-Task.txt

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Wes
Reply to  Diane Poremsky
May 26, 2018 4:07 am

Hi Diane,

When I see how carefully and kindly you help people every day I feel impressed. Thanks, Diane! :)))

Tried the code and got

Compile error:

Sub or Function not defined

Opened the VB editor at

Set Item = GetCurrentItem()

The code that's working for me is below, from: https://www.slipstick.com/developer/code-samples/create-task-sending-message/

Private Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)

Dim intRes As Integer
Dim strMsg As String
Dim objTask As TaskItem
Set objTask = Application.CreateItem(olTaskItem)
Dim strRecip As String

strMsg = "Do you want to create a task for this message?"
intRes = MsgBox(strMsg, vbYesNo + vbExclamation, "Create Task")

If intRes = vbNo Then
Cancel = False
Else

For Each Recipient In Item.Recipients
strRecip = strRecip & vbCrLf & Recipient.Address
Next Recipient

With objTask
.Body = strRecip & vbCrLf & Item.Body
.Subject = Item.Subject

.Save
End With

Cancel = False

End If

Set objTask = Nothing

End Sub

Sincerely,

A Fan!

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Diane Poremsky
Author
Reply to  Wes
May 26, 2018 8:35 am

>> Set Item = GetCurrentItem()
You need the GetCurrentItem function from https://www.slipstick.com/developer/outlook-vba-work-with-open-item-or-select-item/#getcurrentitem

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