5 Simple Steps to Efficiently Tag Your Tasks in Outlook

Outlook users: Simplify Your Task List with Tagging System

If you are an Outlook user, you may find yourself struggling to keep your tasks organized. The default task entry screen interface can feel clunky and overwhelming, and it can be a hassle to manage a long list of tasks without some sort of organization.

Thankfully, Michael Sippey has created a custom form for Outlook that includes tag fields. This form allows you to add your own free-form metadata to your task items, making it easier than ever to sort and filter your tasks.

In this article, we will discuss the benefits of using a tagging system for your tasks, and provide instructions on how to install Sippey’s custom form.

Why Use a Tagging System for Your Tasks?

If you are already a fan of the “Getting Things Done” (GTD) method, you are likely familiar with the concept of tagging. Tags are essentially keywords or labels that you can associate with your tasks to help you keep track of them.

There are many benefits to using a tagging system for your tasks, including:

1. Customization: With tags, you can create your own personalized organizational system that works for you. You can use tags to group tasks by project, priority level, due date, or any other criteria that makes sense for your workflow.

2. Flexibility: Unlike traditional folders or categories, tags are not hierarchical. This means that you can apply multiple tags to a single task, allowing you to categorize it in more than one way.

3. Searchability: When you use tags to organize your tasks, you can easily search for specific tasks based on keywords or tags. This makes it much easier to find what you are looking for, without having to scroll through a long list of tasks.

How to Install Sippey’s Custom Form

To use Sippey’s custom form in Outlook, follow these steps:

1. Download the form from the link provided in the article.

2. Open Outlook and go to File > Options > Mail.

3. Click on the “Custom Forms” button.

4. In the “Manage Forms” tab, change the “Look In” field to “User Templates in File System”.

5. Click the “Browse” button and navigate to the folder where you saved the .oft file.

6. Select the .oft file and click “Open”.

7. Click “OK” to close out of the “Forms” dialog box.

Once you have installed the custom form, you can start using its tagging features to organize your tasks. Simply open a new task item and look for the “Tags” field, where you can enter any relevant keywords or labels.


By using a tagging system to organize your tasks in Outlook, you can streamline your workflow and make it easier to stay on top of your to-do list. Sippey’s custom form is a simple yet effective tool that can help you achieve this goal.

Whether you are a seasoned GTD practitioner or just looking for a better way to manage your tasks, we highly recommend giving Sippey’s custom form a try. It may just be the tool you need to take your productivity to the next level.

0 responses to “5 Simple Steps to Efficiently Tag Your Tasks in Outlook”