Can you add categories to emails, tasks & calendar items?

[Guest]

I am keen to completely re-organise my Outlook. As a Project Manager I manage
numerous different products and work packages, and would like to organise
emails, calendar items, tasks and contacts by categories to help manage them.
The great thing about categories is that files are not duplicated or stored
in folders but are simply labelled and can be grouped and/or searched more
easily. I can set them up for contacts but am struggling with the other
items. Could you advise me on how to do this?

 

[Guest]

Hi Rosie,
Maybe the Search-Folder feature will help.
http://office.microsoft.com/trainin...ID=RC010778621033&CTT=6&Origin=RC010778621033
Rgrds,

 

[Milly Staples - MVP Outlook]

Right click on the message in a list view and select Category. Set your
choice from there.

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact. All
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reading.

After furious head scratching, Rosie asked:

| I am keen to completely re-organise my Outlook. As a Project Manager
| I manage numerous different products and work packages, and would
| like to organise emails, calendar items, tasks and contacts by
| categories to help manage them. The great thing about categories is
| that files are not duplicated or stored in folders but are simply
| labelled and can be grouped and/or searched more easily. I can set
| them up for contacts but am struggling with the other items. Could
| you advise me on how to do this?

 

[Judy Gleeson \(MVP Outlook\)]

Categories are great for Project Management. Here are a few ideas:

use Rules to Categorise in coming and outgoing emails based on key works eg
EGG Project.

the Categories button is in the smae place in every Task, Appointment,
Event, Meeting and Contact. Maximise the Task/Meeting etc and you'll see it
in the bottom right of screen.

I am not sure what you mean by "I can easilly set them up" for Contacts.
There's only one Master Category list in your Outlook - you use the same
list for Tasks as you do for Contacts.

A clever trick for Categorising lots of items at once is to group by
Category, put one item in each Category and then drag items from the None
Category group to each of the categories you want them in. Saves a lot of
time typing/clicking. Turn on the Advanced Toolbar and use the Group By
box!

I hope this helps.

Judy Gleeson
MVP Outlook
Outlook trainer and author of Productiv_IT with Outlook
www.acorntraining.com.au