Share via

Adding Checklist to an email that can be ticked and sent back

Anonymous
2022-02-10T05:30:22+00:00

Hi,

I need to create a checklist in an outlook email that is able to be ticked and sent back by a variety of recipients.

These recipients are important staff members, hence this needs to be a simple operation, we can't give them a tutorial or a page of instructions to follow.

So far nothing i have found lets me do this. Creating a checklist in word and copy pasting allows me to tick the boxes before i send, but the recipients i am sending to cannot.

The voting buttons option does not have the functionality needed as far as i am aware, it only allows blanket operations like Approve/Reject (the whole list), it doesn't allow individual items to be specified.

Are there any features of Outlook/O365 that i am missing which would be helpful in doing this?

If not this functionality is sorely needed for business users of your O365 product.

Cheers,

Caleb

Outlook | Web | Outlook on the web for business | Email

Locked Question. This question was migrated from the Microsoft Support Community. You can vote on whether it's helpful, but you can't add comments or replies or follow the question.

0 comments

3 answers

Sort by: Most helpful
Most helpful Newest Oldest
  1. Anonymous
    2022-02-11T05:22:52+00:00

    If your account is in Office 365, the account should be in Outlook as an Exchange account.

    The Pool option in Outlook is limited to one question - it replaces the Voting feature that's been in Outlook forever.

    https://support.microsoft.com/office/create-a-p...

    With the Office 365 account, you have Forms too - this is a link to the Forms site at forms.office.com.

    1 person found this answer helpful.
    0 comments
  2. Anonymous
    2022-02-11T05:10:04+00:00

    Hi Diane,

    Our Institution uses O365 hosted email for Business, so I assume that is Exchange Online. Both POP and IMAP should be enabled for my local outlook account as far as i'm aware, I havent been able to find a way to check this in Outlook (Win10). Let me know if i've misunderstood your question.

    Thankyou for giving me the pointer about actionable messages, i will investigate this further and return to this post with what i find.

    Cheers,

    Caleb

    0 comments
  3. Anonymous
    2022-02-10T06:05:19+00:00

    Hello Caleb

    I'm Diane, an Office Apps & Services MVP specializing in Outlook, and I’m happy to help you today.

    What type of email account do you have configured in Outlook? POP, IMAP, Outlook.com, or Microsoft Exchange?

    That is not supported in Outlook email... but Office 365 business accounts support "actionable content" and Outlook.com and Office 365 business accounts support Polls. (I'm not sure how well Polls work if you are sending to addresses outside of Outlook.com or Office 365 hosting. )

    0 comments