About Joseph Harris Expertise I can answer all Excel questions related to functions, formulas, "dashboards", cell formatting and pivot tables. I also know some Visual Basic for Applications (VBA). I have several Excel Help websites where I write daily Excel Help articles.
Experience I have worked in the finance industry for 20 years using Excel on a daily basis. I have taught classes and tutored many people. I have several Excel Help websites where I write daily Excel Help articles.
Publications ezinearticles.com
Education/Credentials BS in Finance and a Masters degree in Management information systems.
Question Hello, I was wondering if there's a way to use excel as a follow up function. In my job whenever I'm waiting for a response from someone via email, can I use excel as a reminder tool to follow up with that individual at a later date.
Answer Hi Debbie,
There are several ways to do this in Excel. The most slick way to do it would be using VBA and userforms. But, that can get complicated. So, a simpler method would be to do as follows...
In A1, put the header (something to describe what you are following up on)
In B1, enter "Follow Up Date"
In C1, enter "Todays Date"
In D1, enter "Follow up due?"
In A2 put your first follow up task, in b2 enter the date you want to follow up. In c2 enter the formula =now(). In d2 enter the formula =if(b2=c2,"Follow Up Due","").
You can drag down all the formulas each time you enter a task. When todays date equals the follow up date, you will see the words Follow Up Due in column 4.
You may want to consider using the task and calendar functionality of MS outlook to handle your follow ups rather than Excel.
About Excel
This topic answers questions related to Microsoft Excel spreadsheet (or workbook) stand-alone or Mircrosoft Office Excel including Excel 2003, Excel 2007, Office 2000, and Office XP. You can get Excel help on Excel formulas(or functions), Excell macros, charting in Excel, advanced features, and the general use of Excel. This does not provide a general Excel tutorial nor the basics of using a spreadsheet. It provides specific answers to using Microsoft Excel only. If you do not see your Excel question answered in this area then please ask an Excel question here
