Customizing Tasks form in Outlook 2007

Status
Not open for further replies.
D

dawondr

Member
Outlook version
Email Account
Exchange Server
Hi, I have a 2 part question I'm hoping someone can help me with or at least point me in the right direction please.

Please keep in mind my knowledge on this stuff is very minimal. I read a bunch of the posts on here trying to see if this has already been answered but I think I'm even more confused now :)

I went to tasks and modified how I want the columns to look but when you open a new task, the form doesn't have most of what I want on it. I have attached a sheet that shows the form and what columns I would like to have also represented on the form. So my first question is how do I modify the form? I saw a few links that speak about modifying other forms, and notes that the task form is complicated. Does anyone have the procedures in such a way that I can understand them?

My second question, and I'm sure I am now biting off more than I can chew but... I was hoping to use outlook tasks to replace an excel sheet I had created and am wondering (hoping) if it is possible to replicate some of the things I had in excel into this form, such as:

  • I have a column labeled account. I only have 10 accounts. I also have a column labeled contact. There are 5 or 6 contacts per company. If I choose an account, let's say IBM from a drop-down menu, then only the 5 or 6 contact names for IBM are listed in the contact column. If I had chosen AT&T then only the AT&T contact names would show in the drop down box for customers.
  • For the accounts, I have the background of the cell a different color based on the customer. AT&T always Red and Pepsi is always Blue... easier for me to manage, I usually have 50 to 75 open task at any one time.
  • Then I have another 6 columns that I can pick from drop-down menus.

Can this be done in outlook? Is it fairly easy? It took me a couple of months to learn how to do it all in Excel, I couldn't grasp the concept of doing any of it in VB. Those are my questions, If anyone can help or let me know of a link that even someone like I could follow it would be greatly appreciated.

I could not attach the screen shots. It said It can only be up to a 19.5K file. Even zipped it is 43K

Dave
 
Can it be done in Outlook: most, if not all, is possible in Outlook.

Will it be easy: no.

To modify a form, you need to go into forms Designer. In outlook 2007, open a new task, enabled developer ribbon and then choose Design this form.

See Designing Custom Outlook Forms for basic information.

Re: screenshot size. I thought the admin changed that to allow larger files. Will have to check on that.
 
Thank you Diane,

If I can push my luck and ask one more question, since modifying the task form is more complicated because you can not modify their form, do you or anyone else have any examples of that? It's kind of like building it from scratch I think so any additional help would be appriciated.

Thank you again for what you have shared with me.

Dave
 
I wouldn't say it more difficult, just more work since you need to put the fields on p.2 and hide page 1. You can use most, if not all, of the fields that are on page 1.

Try this: In Outlook's main window, Go to Tools, Forms, Design a Form. Select Task form.

Click on (P.2) tab. The Field Chooser dialog should open ,if not click Field chooser in the ribbon.

Drag the frequently used fields to the page.

Select the Task page, go to Page > Display this page to remove the check from it. Task tab is now (Task).

Use 'Run this form' to see how it looks/ works.

Control Toolbox has controls that are used for custom fields - plus Frame control so you can group fields together.
 
Diane,

Thank you very much. It took me a few days before I was able to try what you said and that is much easier than what I had read prior. Thank you again for all your help.
 
Status
Not open for further replies.
< Styles in Outlook 2010 | Categorising Emails Automatically. >
Similar threads
Thread starter Title Forum Replies Date
J Customizing Outlook 2010 with Email Address Using Outlook 2
H Customizing "Send to" Attachment Script Outlook VBA and Custom Forms 5
S Customizing Connected Services in Office 2013 Pro Plus (O365) Using Outlook 1
J Customizing PST error message in Outlook Using Outlook 8
N Starting out with BCM - Customizing contact records BCM (Business Contact Manager) 1
S Customizing an Outlook 2010 Email Form Exchange Server Administration 1
X BCM: Customizing Marketing Forms BCM (Business Contact Manager) 2
J Customizing Contact Form Using Outlook 6
P Customizing Business Cards in BCM BCM (Business Contact Manager) 0
R customizing bcm for Brazil... issues BCM (Business Contact Manager) 1
D Customizing BCM BCM (Business Contact Manager) 2
J Customizing fields in Outlook forms Outlook VBA and Custom Forms 1
R Real Estate Customizing BCM (Business Contact Manager) 2
J Is the Windows Outlook Tasks module really going to be gone? Using Outlook 3
T Why do Outlook Desktop 2021 tasks from my wife's email show up in my task pane? Using Outlook 2
kburrows Online Archive - Do Not Archive Tasks Using Outlook 1
B Outlook tasks and PDF Using Outlook 4
petunia Outlook tasks module sunsetting? Exchange Server Administration 3
Fozzie Bear Shared Calendar For Scheduled Tasks Using Outlook.com accounts in Outlook 3
R unable to filter tasks when start date is on or before today Using Outlook 4
S Sync Outlook (2021) tasks with Microsoft To Do Using Outlook 1
S Appointment font size when printing only changes Tasks' font Using Outlook 0
L Format Lost between Tasks and To Do Using Outlook 0
S Outlook 365 Help me create a Macro to make some received emails into tasks? Outlook VBA and Custom Forms 1
E Outlook - Macro - send list of Tasks which are not finished Outlook VBA and Custom Forms 3
V Backup Calendar, Contacts, Tasks in an POP3 data file Using Outlook 3
V Outlook 2016 iCloud for Windows - Why no working Calendars and Tasks ? Using Outlook 1
T Outlook 365 Move newly created tasks automatically on save. Outlook VBA and Custom Forms 1
Z Import Tasks from Access Using VBA including User Defined Fields Outlook VBA and Custom Forms 0
P Outlook tasks keeps changing (updating) dates that I type Using Outlook 2
kburrows Reset Date to Keep Tasks from Archiving Using Outlook 9
O Moving "tasks" to inbox in Outlook 2016 Using Outlook 1
O Tasks - how to display "snoozed" tasks and snooze-times? Using Outlook 7
T Outlook 2010 Tasks are not visible in To Do list Using Outlook 5
T Outlook creating unwanted tasks in Tasks and Todo from emails Using Outlook 1
S Copy Tasks/Reminders from Shared Mailbox to Personal Tasks/Reminders Outlook VBA and Custom Forms 0
S Outlook 2016 Arrange tasks by date, additional custom sorting, but still use friendly terms like Today, Tomorrow, This week? Using Outlook 1
V Outlook 2016 Multiple recurring tasks getting created Using Outlook 0
peterbata Shared Tasks Outlook for Mac Using Outlook 5
K Outlook tasks formatting Using Outlook 4
G Move tasks up/down todo list by VBA Outlook VBA and Custom Forms 1
L Unable to Sync Web/Android MS To Do with Windows Outlook Tasks Using Outlook 3
O Outlook tasks - Add text column with multiple lines Using Outlook 3
U Macro for reminders,tasks,calendar Outlook VBA and Custom Forms 4
G Recurring tasks break links Outlook 2016 Using Outlook 5
Y Outlook 2013 Stop Outlook from automatically assigning categories to Tasks Using Outlook 0
P Outlook tasks not syncing with iCloud Using Outlook 2
P Searching tasks that are archived Using Outlook 4
B All imported tasks appear in to-do list Using Outlook 3
T Extract Data From Outlook Tasks Using Outlook 0

Similar threads

Back
Top