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Categories Tips

A category is a keyword or phrase that helps you keep track of items so you can easily find, sort, filter, or group them. Use categories to keep track of different types of items that are related but stored in different folders. For example, you can keep track of all the meetings, contacts, and messages for any project when you create a category named for that project and assign items to it.
Categories also give you a way to keep track of items without putting them in separate folders. For example, you can keep business and personal tasks in the same task list and use the Business and Personal categories to view the tasks separately.
Outlook supplies a list of categories you can assign items to, called the Master Category List. You can use this list as it is or add your own categories to it.
Based on how you work, you can:
Assign items to a category already available in the Master Category List.
Add a new category to the Master Category List and assign items to it.
Create new categories in the Master Category List in advance and then assign items to them later.
Assign items one at a time to categories as you create each item.
If you import tasks from Microsoft Schedule+, you can use Outlook to assign tasks to categories in the same way as you would put tasks in projects with Schedule+.
You can select a category from a list or type it in the item dialog box. To make sure items are assigned to the correct category and to avoid spelling errors, it's best to select categories from the list. Items can be assigned to more than one category. For example, a task can be assigned to the categories Business, Key Customer, and Strategies.
You can quickly view items (except Email messages) grouped by category: On the View menu, point to Current View, and then click By Category.
 
 

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This page was last edited on 09/06/2000.