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Adding categories is like tagging photos or adding tags to blog posts: you're adding little handles or hooks that help you gather related messages. Watch how Harry's eyes are opened even further in this next video when Renée explains to him how categories can really lighten his load when used as they were meant to be used. (You can benefit from using just some of the best practices that are shown in this series. For example, even if you don't want to go through all your stored email to add details like categories, you can benefit by starting with the messages you're working with right now.)
Some of the best practices require Outlook 2010 and a Microsoft Exchange Server account.
For all the details, see Best Practices for Outlook 2010. And, if you want to see all nine videos, visit the Office training course How Harry got organized.
Am I the only one who finds this trend toward videos annoying? As I work in a large open plan office I don't wish to broadcast the video to all those around me or be seen to be watching videos when I should be working, also some videos which seem to have been hosted on YouTube or similar service aren't even available due to our firewall settings. As a result I feel I am missing out on a number of interesting posts/articles.
Surely I am not alone in this?
You talk about standards, Outlook is being dropped because it can't support
Clients sending emails from an outlook client are rendered differently on
other email clients, this makes it completely useless, why did you change
this in outlook 2007 not realising you should have changed it back?
Interesting topic and while I agree with the whole category issue (it can make your live easier) there is one thing which the video isn't fully correct about. Harry (or is it Doug ? ;-)) could also utilize /rules/ which could have setup the categories for him. Fully automated.
And of course much easier too. I use this quite heavily myself to keep my personal messages and "identities" sorted out.
I love this series.
But my Outlook 2010 won't let me assign categories when I right-click. 2007 on my work computer works just like the demo in the video.
I tried customizing the tool bar and custom actions. But the category icon is grayed out.
What do I do to use this great organization system on the version of Outlook I forked out the $ for??
Sigh! I found someone else asking this in the forums. But the answers were very vague. The "help" doesn't address this either :(
I'm not sure how I did it, but it's working now!
I think I clicked the "View" tab, then clicked "categories" on the ribbon.
When I went back to the "Home" tab, there it was.
Right-clicking on the Category icon on the message works now too!!!