Build Your Own Workflow for Document Collaboration 1. Start Microsoft Office SharePoint Designer 2007, and then connect to your SharePoint site from the File menu. 2. Click Files, click New, and then click Workflow. The Workflow Designer wizard helps you build your custom workflow step by step.
For Microsoft Office Outlook 2007
Linking Contact and Task Information You can link contacts with specific tasks. To add individual contacts to individual tasks, click the Contacts button on the lower-left side of each Task form. This opens the address book, from which you can select one or several contacts. You can then add these to the task as links so that the next time you need a particular contact who relates to the task, all you have to do is click the link. If you don't see the Contacts button on the Task form, here's how to make it appear: 1. Click Tools, click Options, and then on the Preferences tab, under Contacts and Notes, click Contact Options. 2. Under Contact Linking, select the Show Contact Linking on all Forms check box.
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