Microsoft Outlook 2016, 356, 2013 & 2010
Simplify your life and get organised at home and work? Creating efficient systems will save you lots of time and stress. Setting up your Colour Categories in Outlook is quick and easy. Categories will allow you to identify, track and group your related emails. Oh and it will also save hours of your time!
You will find your Categories on the Home Tab, in the Tag Group, as shown below.
You can choose from the Default Categories, rename them and give them more meaningful names or you can create your own new Categories. Then you can assign your categories to your emails (you can also assign categories to your notes, contacts and appointments).
Creating New Colour Categories and Applying Them
To create Colour Categories for your emails go the Home tab, in the Tags group, click Categorise, and then click on All Categories. The following dialog box will appear showing the default Categories as shown above.
Colour Categories Example
You can rename the existing categories by selecting a name and choosing rename. You can also create New Categories, Click New and enter a name for your Category, select the colour of your choice and select a short cut key, if required and Click Okay.
To assign your categories to an email, Right Click on the required email select Categorise and from the shortcut menu and then select the category you wish to assign.
Grouping Emails by Categories
To group your emails by category – as shown in the screenshot below, click the Categories header on the Header Bar and this will sort them into their given categories.
Can’t See the Category Field
If you can’t see the Categories field on the Header Bar, you can easily add it. Simply right-click anywhere on the Header Row, as shown above and select Field Chooser the following dialog box will appear – drag Categories field from the list to your title bar.
A Word From Microsoft
Outlook removes category names from your outgoing emails but Microsoft warns that some recipients may see them. Do choose your category names carefully… not something like the “Clients from Hell.”
Hope you enjoy working with Categories any problems give me a shout!