How to add a drop down list with custom filed in Outlook task window?

You might be familiar with custom text/formula/number fields in Outlook, but do you know how to add a custom drop-down filed? This article will guide you to add a drop-down filed in task window.

Add a drop down list with custom filed in Outlook task window

Add a drop down list with custom filed in Outlook task window

For adding a custom drop-down field in task window in Outlook, please do as follows:

1. In the Tasks view, please click Home > New Task to create a new task.

2. In the opening Task window, please click Developer > Design This Form. (Note: Click to know how to add developer tab on Ribbon in Outlook.)

3. Go ahead to click the (P.2) tab, and then click Developer > Control Toolbox. See screenshot:

4. Now the Toolbox is opening. Please drag the ComboBox and drop it under the (P.2) tab. See screenshot:

5. Right click the inserted ComboBox, and select Properties from the context menu. See screenshot:

6. Now the Properties dialog box comes out. Please go to the Value tab, and click the New button. See screenshot:

7. In the opening New Column dialog box, name the new column, specify Text from both Type and Format drop down lists, and click the OK button. See screenshot:

8. Now you return to the Properties dialog box, please type the drop down values in the Possible values box, and click the OK button.
Note: Please separate the drop down values with semicolon ;, such as A;AA;AAA;AAAA;AAAAA. See screenshot:

9. Click Developer > Run this Form to show the task window in normal view, next click Task > P.2, and then you will get the custom drop-down field. See screenshot:

Note: If you need to save the custom drop-down field for reusing in future, (1) in the Untitled – Task (Design) window click Developer > Publish > Publish Form; (2) in the Publish Form As dialog box, specify the destination folder, name the form, and click the Publish button as below screenshot shown:

For reusing the custom drop-down field, please go to the main interface of Outlook, click Developer > Choose Form to open the Choose Form dialog box, and then select and open the form with custom drop-down field.

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  • To post as a guest, your comment is unpublished.
    Florian · 3 months ago
    Dear all,
    Lets assume i want to use this to implement the usual Eisenhower/ Priority matrix funktionality (Important/Urgent, Important/Not Urgent... etc) and add 4 Categories ....
    Than i can use this new form for all new tasts by changing it in the properties of my tasks folder.....
    but how do i add it so that i can sort my tasts based on these new categories? There is no way to bring this up in the priority list outlook it seems?
    • To post as a guest, your comment is unpublished.
      kellytte · 3 months ago
      Hi Florian,
      In your case, I guess you can create new categories directly as follows:
      (1) In the main Outlook interface, click Home > Categorize > All Categories;
      (2) In the Color Categories dialog, click New to add new categories. (see attached screenshot)

      After adding the new categories, you can add them to your tasks.
      Then show your task folder in Detailed view (by clicking View > Change View > Detailed), and click the column name “CATEGOREIS” to sort tasks by categories.
  • To post as a guest, your comment is unpublished.
    tuvx · 1 years ago
    I realize this is an old post, but hoping someone still monitors...
    How do I add a combobox (similar to above) but have it populate using a script I wrote in Script Editor, which pulls data from an Excel workbook?
    • To post as a guest, your comment is unpublished.
      kellytte · 1 years ago
      Hi Joe,
      Below steps may solve your problem.
      1. Create a new email, and press Alt + F11 keys to open the Microsoft Visual Basic for Application window.
      2. Click Insert > UserForm.
      3. Drag the Combobox to the new form, right click the new combobox, and select View Code from the context menu. (See below screenshot)
      4. Paste the script code into the new window.
      5. Save or sent the email as you need.
      • To post as a guest, your comment is unpublished.
        tuvx · 1 years ago
        I develop in VBA and am familiar with coding forms in that manner. My question was regarding the Outlook forms, not VBA forms, that use VBScript. I cannot seem to get any of the VBScript code to work (to tap unbound controls). I use Office 2016; I checked what I believe to be every security setting, but none seem to effect the script code.
  • To post as a guest, your comment is unpublished.
    Chris · 3 years ago
    Custom field on Task Form (p.2) disappears when task is assigned. No solution yet.