12.2 Assigning Categories to Items

These sections explain the options and behavior for assigning categories to items.

12.2.1 Assigning a Category Quickly

To assign a category to any Item List:

  1. Drag your mouse across an item to display the mouse-over circle icon and then click it.

  2. Click a category in the drop-down list.

    or

    If the category you want is not listed, click More to display the Edit Categories dialog box, select the category, and then click OK.

    The 10 most recently used categories are listed. (If you have not yet used categories, they are displayed alphabetically.)

12.2.2 Assigning Any Category to Any Item Type

To assign a category to a message, appointment, task, note, or contact:

  1. Right-click the item.

  2. Click Categories.

  3. Click a category in the drop-down list.

    or

    If the category you want is not listed, click More to display the Edit Categories dialog box, select the category, and then click OK.

    The 10 most recently used categories are listed. (If you have not yet used categories, they are displayed alphabetically.)

To assign a category to an address book entry:

  1. Open a personal address book.

  2. Locate the user you want.

  3. Right-click the user.

  4. Click Details, and then click Categories.

  5. Click a category in the menu, and then click OK.

12.2.3 Assigning a Category by Using Item Properties

  1. Open an existing item, open the options slide-out, and then click the edit icon next to Categories under the Personalize drop-down menu.

    or

    Open a new item to compose, click the Send Options tab, and then click Edit Categories.

    If you assign one of the default categories (Follow-up, Low priority, Personal, and Urgent) to an item you are sending, the item arrives in the recipient’s Mailbox with that category assigned. If you assign a category that you created to an item you are sending, the item arrives in the recipient’s Mailbox with no category assigned.

  2. In the Edit Categories dialog box, select a category, and then click OK.

12.2.4 Assigning Multiple Categories to Items

To assign multiple categories to an item:

  1. Right-click the item.

  2. Click Categories > More to display the Edit Categories dialog box.

  3. Select the desired categories.

  4. Click OK.

12.2.5 Removing a Category from an Item

To remove a category from an item:

  1. Right-click the item.

  2. Click Categories > More to display the Edit Categories dialog box

  3. Deselect the category to remove, and then click OK.

    The category is removed from the item.