Microsoft Office Tutorials and References
In Depth Information
Making the Most of
Outlook Categories
One of Outlook’s most useful but underutilized features is categories.
IN THIS CHAPTER
By using categories consistently, you can greatly simplify the task of
using Outlook and finding the information you need. This is
particularly true after you have been using Outlook for a while and the amount of
information in Outlook has grown to a size that is hard to manage without
categories.
Understanding categories
Working with the category list
Assigning categories to items
Organizing items by category
Understanding Categories
Filtering items by category
Sending messages with
categories
We all use categories in our daily lives whether or not we are aware of it. At
work, do you devote one file cabinet drawer to suppliers and another to
customers? If so, you are using categories. At home, do you keep soups on one
shelf in the pantry and vegetables on another? Again, categories. How about
your CD collection — are your rock-and-roll CDs kept separate from your
jazz and classical? It’s hard to imagine getting by without using categories.
Using a Quick Click category
In Outlook, you can assign a category — or more than one category — to
essentially every kind of item that Outlook has: email messages, tasks,
appointments, notes, and so on. Then you can use various Outlook tools to
organize and locate information based on category. There are three main
ways to do this:
n In any item view, such as messages, tasks, or calendar, you can tell
Outlook to organize the display by category making it easy to find
related items.
n In any item view you can also use the search tool to display only
those items assigned to a specific category.
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