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Outlook Work Allocation Tool - Business Version
Based on 280 reviews
Outlook Work Allocation Tool is an Excel and Outlook based VBA tool which helps to allocate and manage work received through emails. The tool can be saved in a common place in SharePoint/OneDrive where multiple users can open the tool at the same time. Tool has inbuild dashboard and configurations to manage it effectively.
Our templates are popular among data analysts, project managers, financial analysts who are working with
Key Features
- Multiple Configurations: Configure the tool and use it as per your requirements. Configurations available for Outlook Folder, Sub-Folders, Older Emails, Email Categorization, Admin password, Email Types, Status and User Management.
- Login Enabled: All users and required to login into the tool to access their respective sheets. This helps to control modifying other user’s data.
- Outlook Integration: Tool has capability to read emails from Outlook and list them in Admin sheet for allocation. You can also use optional feature to sync transaction status or allocated to details in Outlook email category.
- Easily Allocate and Get Latest Status: Allocate emails directly from excel sheet. To get latest status, simply click on a button.
- Filter Emails: Use the pre-defined filters to easily identify recent updates, In-Progress, Un-allocated or Completed Cases
- Archive Older Items: Get rid of older items by archiving them to new file and remove from admin sheet.
- Monitor progress through interactive dashboard: You can monitor progress using pre-defined charts and pivot tables.
- Compatible with online platforms: You can use SharePoint, OneDrive, Teams or any other shared path where all users can access and open the file at the same time.
System Requirements
- Installed version of MS Excel 2016 or above version
- Installed version of MS Outlook 2016 or above version
- Windows 7 or above operating system
What you get when you buy this tool?
Outlook Work Allocation Tool
A zip file that includes the tool copy
Access to Backend Code
You will be able to access the backend code for any modification. We also provide customization services
User Manual
Detailed user manual which includes step-by-step instruction to use the tool
Read Me File
It includes common troubleshooting steps and links of important resources
Support
If you face any issue while using the tool we are just one email away.
Why you should buy this tool?
The Outlook Work Allocation Tool is a must-have for simplifying email-based task management. It seamlessly integrates with Excel and Outlook, allowing you to assign, track, and manage work directly from your email. With features like secure multi-user access, customizable settings, and real-time updates, it saves time and reduces the hassle of coordinating tasks through email. The built-in dashboard gives a clear view of progress, making it easier to keep track of work. Ideal for teams, this tool helps you stay organized, reduce mistakes, and improve productivity by centralizing task management in one convenient place.
Streamlined Task Management
Easily allocate, track, and manage tasks directly from your email, reducing the time and effort needed to coordinate work.
Real-Time Updates
Get instant updates on the status of tasks, allowing for better monitoring and quicker decision-making.
Highly Customizable
Configure the tool and use it as per your needs. Configurations available for Outlook Folder, Sub-Folders, Older Emails, Email Categorization, Admin password, Email Types, Status and User Management.
Effortless Setup
User-friendly interface and intuitive instructions for quick implementation. No prior experience needed.
What Real Customers Are Saying About This Tool?
Professionals from leading Fortune companies choose this tool.
About the Author
Kailash Sharma
Kailash Sharma (ExcelSirJi) is a Microsoft Certified Trainer and a senior Excel consultant. His passion for Excel and problem-solving has led him to develop over 10000+ automated Excel tools for top Fortune companies. He shares his expertise through his platform, ExcelSirJi, providing courses and resources to help others master Excel. He is a leading Udemy Instructor.
FAQ
Do I need MS Office Installed or Web Version?
You would need installed version of MS Office. Most of the tools works fine with version 2010 or above versions.
Can i customize the code of the tool?
Yes, if you have purchased VBA password free version then you can customize the tool as per your requirements.
Will you provide me instruction on how to use the tool?
Yes, you will be getting a user manual and how to use the tool video link on purchase of the tool.
What if I get stucked, will you be helping me?
If you have purchased premium version of the tool which comes with Q&A support, there is a dedicated Group where you can ask your questions and Experts are gonna help you with your questions.
I made the payment but I have not received the tool copy.
You can contact our team through Contact us page with payment receipt.