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Assigning a Category to an Item

Use the Categories field at the bottom of an appointment, contact, task, or journal entry form to assign a category to one of these items. Enter a category or categories in the field, or click the Categories button and select one or more categories from the list.

To assign a category to an outgoing e-mail message, click the Options button on the Standard toolbar in an e-mail message window. Enter a category, and click Close.

To assign a category to a message in one of your mail folders, right-click it and select Options. Enter a category, and click Close.

To assign a category to a note, click the icon in the upper left corner of the note and select Categories from the menu.