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Categorize Items in Outlook on the Web – Tutorial

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Categorize Items in Outlook on the Web: Video Lesson

            This video lesson, titled “Categorizing Items,” shows how to categorize items in Outlook on the Web. This video lesson is from our complete Outlook on the Web training, titled “Mastering Outlook on the Web Made Easy v.2016.”

Categorize Items in Outlook on the Web: Overview

            You can categorize items in Outlook on the Web in the Mail, Calendar, or Tasks folders. To do this, right-click the item and choose “Categorize” from the list. You then choose one of the listed categories to assign the item to that category. The category selected is visually represented by a small bar that is the color of the category you selected.

            You can also clear the categories assigned to an item. To do this, right-click the item and select “Categorize” from the pop-up menu. Then click “Clear categories” to remove an item from its assigned category.

            When creating new Calendar items, you can set the category while you are creating it. To do this, click the “More” dots in the menu list at the top of the item creation pane. Then select “Categorize” and choose a category.

Categorize Items in Outlook on the Web - Tutorial: A picture of a user categorizing an item while creating it in Outlook on the Web.

Categorize Items in Outlook on the Web – Tutorial: A picture of a user categorizing an item while creating it in Outlook on the Web.

            You can also add a “Charm,” or small graphic image, to your Calendar events or Tasks. This helps you to further categorize the item. To add a charm to a calendar item, click the “Charm” dropdown at the top of the item creation window. Then choose from the displayed options.

Categorize Items in Outlook on the Web: Instructions

  1. To assign a category to a Mail, Calendar or Task item, right-click the item and hover over “Categorize.”
  2. Choose a category from the list. A small, vertical bar of color, matching the category you chose, appears at the right side of the item.
  3. To clear a category from an item, right-click the item and hover over “Categorize.”
  4. Then click “Clear categories” to remove that item from the category.
  5. To assign a category to a Calendar or Task item when creating it, click the “More” dots and hover over “Categorize.”
  6. Then choose a category from the list to assign it to item you are creating.
  7. To add a “Charm” to Calendar or Task items, click the “Charm” dropdown at the top of the creation pane.
  8. Then choose from one of the displayed graphics.
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