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Send a Task Status Report

Slipstick Systems

› Outlook › Send a Task Status Report

Last reviewed on March 18, 2015     15 Comments

Task items have a button to send a Status Update; click this button to generate a message containing the details of the task.

send a status report

If you always need to send the update to the same email addresses, you can use a macro to call the Status Report function and address the message.

Every day I send the same status report, to the same team, with the same one-line statement. The details of the task need to be in the body of the message, (not as an attachment) with an additional line of text from me.

This macro uses the Status Report function in an open Task to generate the email and Word functions to insert a note at the top. If you don't need to add a note you can remove Dim and Set lines used to access the Word editor and just send the status report.

Sub SendStatusReport()
 Dim myTask As Outlook.TaskItem
 Dim myinspector As Outlook.Inspector
 Dim myReport As Object

' used to insert message
Dim olDocument As Word.Document
Dim olSelection As Word.Selection

 Set myinspector = Application.ActiveInspector
 If Not TypeName(myinspector) = "Nothing" Then
 If TypeName(myinspector.CurrentItem) = "TaskItem" Then
 Set myTask = myinspector.CurrentItem
 Set myReport = myTask.StatusReport
 myReport.To = "me@domain.com"

 myReport.Display
 
' used to insert message
Set olDocument = myinspector.WordEditor
Set olSelection = olDocument.Application.Selection
 
olSelection.InsertBefore "This task is complete!"

' myReport.Send

 Else
 MsgBox "No task item is currently open."
 End If
 Else
 MsgBox "No inspector is currently open."
 End If
End Sub

Work with Open or Selected Task

To work with either an open or selected task item, you need to use the GetCurrentItem function.


Sub SendStatusReportAny()
 Dim myTask As Object
 Dim myReport As Object

' used to insert message
Dim olInspector As Outlook.Inspector
Dim olDocument As Word.Document
Dim olSelection As Word.Selection

Set myTask = GetCurrentItem()
On Error Resume Next

 If Not TypeName(myTask) = "TaskItem" Then
 MsgBox "Open or select a Task before running this macro!"
 Exit Sub
 End If
 
 Set myReport = myTask.StatusReport
 myReport.To = "me@domain.com"

 myReport.Display
 
' used to insert message
Set olInspector = Application.ActiveInspector()
Set olDocument = olInspector.WordEditor
Set olSelection = olDocument.Application.Selection
 
olSelection.InsertBefore "This task is complete!"

' myReport.Send

End Sub

Create your own status report

To compose your own Task status report, create the email message "from scratch" and add the Task fields to the message body. Like the previous macro, this one also uses the GetCurrentItem function.

Sub SendStatusReportNewMessage()
 Dim myTask As Object
 Dim myReport As Outlook.MailItem
 Dim strBody As String

Set myTask = GetCurrentItem()
On Error Resume Next
 If Not TypeName(myTask) = "TaskItem" Then
 
 MsgBox "Open or select a Task before running this macro!"
 Exit Sub
 End If

 strBody = "I finished this task!" & vbCrLf & _
 "Subject: " & myTask.Subject & vbCrLf & _
 "Task Date Completed: " & myTask.DateCompleted & vbCrLf & _
 "Task Complete: " & myTask.Complete & vbCrLf & _
 "Task notes: " & myTask.Body & vbCrLf & _
 "For : " & myTask.Companies & vbCrLf & _
 "Contacts: " & myTask.ContactNames & vbCrLf
 
 
 Set myReport = Application.CreateItem(olMailItem)
 
 With myReport
 
  .To = "me@domain.com"
  .Subject = myTask.Subject
  .Body = strBody
  .Display '.Send
End With

End Sub

How to use macros

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

To check your macro security in Outlook 2010 or 2013, 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.

After you test the macro and see that it works, you can either leave macro security set to low or sign the macro.

Open the VBA Editor by pressing Alt+F11 on your keyboard.

To put the code in a module:

  1. Right click on Project1 and choose Insert > Module
  2. Copy and paste the macro into the new module.

Add a button for the macro to an open Task form. Click the button to run the macro. More information as well as screenshots are at How to use the VBA Editor

Send a Task Status Report was last modified: March 18th, 2015 by Diane Poremsky
Post Views: 23

Related Posts:

  • Task Request Status Update Address Missing
  • Remove Email Signature from Message using VBA
  • Add Attachment Names to Message Before Sending
  • Insert or change an Outlook signature using VBA

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.

Comments

  1. Carolina Echeverri says

    June 10, 2016 at 9:45 am

    I have created and assigned a task to an employee. If I want to add details to the task later I have been clicking on "Send Status Report" but when I go back to the task the "added" info is not reflected on the task itself. Where are those updates "living"?

    Reply
    • Diane Poremsky says

      August 26, 2016 at 9:12 pm

      sorry i missed this before.. that just sends an email. once you assign it, it's no longer yours... if you need to add notes, create an unassigned copy (details tab).

      Reply
  2. Kam says

    January 9, 2016 at 11:14 am

    Hi Diane,
    Any update on my December 20, 2015 2:35 pm question.
    I am using exchange 2007

    Reply
    • Diane Poremsky says

      April 15, 2016 at 5:51 pm

      Sorry, I'm way behind in answering questions. :(

      Reply
  3. kam says

    December 20, 2015 at 2:35 pm

    Hi,

    This is exactly the problem I am facing with outlook "task requests".
    Once task requests are sent, they appear in the recipient's outlook inbox and also immediately pushed to his Iphone "reminders" app, or Samsung "S planner" app, configured with MS exchange server 2007.

    My problem is: if you send a task request to a user, the task request appears immediately on his phone, only if his PC was open and his outlook was open, but if his outlook was not open, the task request does not get pushed to the phone ! once he turns on his PC and the task requests gets updated into his outlook inbox, they appear on the phone!!

    How can we solve this, i.e. the task requests get pushed to the phone even if the PC was not on and the outlook is not open??

    Reply
    • Diane Poremsky says

      April 15, 2016 at 5:52 pm

      I don't think there is a solution, at least not one i can think off offhand.

      Reply
  4. kam says

    August 13, 2015 at 3:06 pm

    Hi,

    I am doing the task requests project above and I have a third issue:
    i need to be able to assign task request and prevent the assignee from being able to change the due date after he accepts the task request
    how can that be achieved?

    Reply
    • Diane Poremsky says

      August 13, 2015 at 3:31 pm

      This isn't possible - once accepted, the person you assigned it to owns it.

      Reply
  5. kam says

    July 31, 2015 at 10:54 am

    I have another issue, which is:
    tracking assigned tasks by more than one user.
    if I assign a task to someone, I get updates on the task request in my outlook (update copy), I need this user's manager to track the progress on the task also.
    how can I create an updated copy of the task request on the manager's outlook besides my outlook?

    Reply
    • Diane Poremsky says

      August 13, 2015 at 3:38 pm

      When you create the task, look in file, properties for the send have replies sent to field - enter the manager's address there. I have not tried it, so i can't say if it will work... but it would be the only way.

      Reply
      • Diane Poremsky says

        August 13, 2015 at 3:41 pm

        in a quickie test, it looks like it works only if they hit replay all - updates go to the person who created it.

  6. kam says

    July 31, 2015 at 10:49 am

    2007 exchange server, task appear in the reminders, but task requests assigned by another user, they appear only if the assignee accepts the task request, but the problem is there is no way to accept task requests on Iphone it has to be on PC outlook.

    Reply
    • Diane Poremsky says

      August 13, 2015 at 3:42 pm

      They'd need to use OWA to accept it. There might be some apps that can accept tasks too.

      Reply
  7. Kam says

    July 17, 2015 at 3:52 am

    Hi
    Task requests do not appear on iphone reminders app like the normal tasks
    any solution to this?

    Reply
    • Diane Poremsky says

      July 29, 2015 at 10:55 pm

      Hmmm. They should be in the reminders. What type of email account and how are you syncing tasks?

      Reply

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