Creating a Task in Outlook 2010 from a Word 2010 Document

[fritzmom]

Hello All

Win 7 Prof 32 bit
Office 2010

I've been trying to create a Task in Outlook from a Word Document that I have created on this computer. The idea is that a shortcut to the document is created as an Outlook Task. Click on the shortcut, and voila - there is the document.

The "Create Microsoft Office Task" icon DOES send the document to Outlook as a Shortcut in a Task, however, when I open the task, Outlook says:"Outlook blocked access to the following potentially unsafe attachments: Shortcut to 'document name'."

It's NOT an unsafe attachment; Outlook WILL OPEN this document if I send it as an email attachment. Outlook will open .docx files types.

This is a one person computer...no network, no sharing. And this problem has been driving me crazy. This would be a wonderful feature, if I can get it to work.

Anyone have any ideas what I (or Outlook) are doing wrong?

Thanks for your help
Barb

 

[Irene]

I think this will do the job for you:
Add & Create Outlook 2010 Tasks From Word 2010

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You can create a task from Word 2010 document and save it under Outlook 2010 tasks. This feature is by default concealed but you can make it apparent on Quick Access toolbar and use it directly.

In order to use this feature, you need to make this feature apparent on Word 2010 Quick Access Toolbar, head over to Quick Access Toolbar and from small drop down button click More Commands.

You will reach Word Options dialog. Hit drop-down button present beneath the Choose commands and select All Commands. Now scroll-down the list and find Create Microsoft Outlook Task command. Select it and click Add (>>) to show it on Quick Access toolbar pane. Once added, hit OK.

First save the document and then select any portion of the text in the document from which you want to create the task, from Quick Access toolbar, click Outlook task button.

Upon click, it will create Outlook task for the Word document and you will reach Outlook Task dialog where you can set Start and Due date for the task and add more information about it. Save & close the task to view it under Outlook tasks.

When opening task in Outlook 2010, you can also view the document from which it was created from, just double-click the document to open it.

 

[fritzmom]

Thanks for replying, but I'd already setup the command on the quick access toolbar. Those instructions are what I've been doing. The problem lies in the fact that Outlook will not allow the document or spreadsheet to be viewed. Outlook considers them "unsafe".

So, is there some setting in Outlook that needs tweeking? Or, does this function just not work?

 

[Neutron16]

Strange. Works fine on my computer.

You could try to force remove those restrictions through
Level1Remove

Link to MS site

 

[fritzmom]

Outlook does open attachments. I can email the same document to myself and open it with no problem in Outlook. The problem lies when I try to open the shortcut to the document from inside Tasks. I don't think changing the registry will help in this case since Outlook already will open the attachments.

I have found a 'work around' . More steps but this works: 1) email document/spreadsheet to myself 2) open email 3) drag the attached doc/ss from the email onto the Tasks icon 4) a new task will open that I can set due date, etc. 5) close & save the new task 6) open the task and voila - there is the shortcut to the doc/ss 7) click on the shortcut and the doc/ss opens

I think my Outlook is quirky, unless there is a small checkbox somewhere that should be checked or unchecked.

Anyhow, thanks for the help and if someone should come up with a reason why it doesn't work as it should, please let me know!

Barb