How to automatically categorize calendar appointments in Outlook?
For many Outlook users, they tend to categorize their calendar appointments with different colors. For example, all the appointments with a word “training” in the subject line will be turned “Blue”, and all the appointments with words “Sales meeting” will be turned “Green”, and so on. It is painful to categorize them manually one by one. Fortunately, Outlook provides us with a rule of automatically categorizing calendar appointments. Please look at the following tutorial.
Office Tab: Enable Tabbed Editing and Browsing in Office, Just Like Chrome, Firefox, IE 8/9/10.
Classic Menu: Bring Old Menus and Toolbars Back to Office 2007, 2010, 2013, 2016 and 2019.
1. Shift to the Calendar view by clicking Calendar option.
2. After entering the Calendar view, please click View > View Settings, in Outlook 2010 and 2013.
In Outlook 2007, please click View > Current View > Customize current view. See screenshot:
Or you can right click on one appointment in your calendar, and then select Automatic Formatting from the right-clicking menu in Outlook 2007.
3. In the Advanced View Settings: Calendar dialog (Customize View: Day/Week/Month dialog in Outlook 2007), click Conditional Formatting button (Automatic Formatting in Outlook 2007).
4. In the following dialog, please click Add button to create a new rule. Type a name for the rule in the Name field. Choose a color for the rule in the Color drop-down list (here I choose the purple color). Then click Condition button. See screenshot:
5. In the Filter dialog, please type the word(s) that you want to search for categorizing in the Search for the word(s) field. Then select subject field only from the In: drop-down list and click OK.
6. Click OK twice to close the dialogs.
And your old appointments which contain the word “training” are categorized with purple at once. See screenshot:
From now on, when you create new appointments that include the word “training” in the subject field, the appointments will be automatically turned purple as well.
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To post as a guest, your comment is unpublished.· 2 years agoThis option isn't available in the Mac version 15.31 (170216). Can anyone explain how to do this on a Mac?
To post as a guest, your comment is unpublished.· 2 years agoThis is not categorization. It is just coloring the appointment based on the title.
if you search on the category "training category" afterwards these appointments will not be included.
To post as a guest, your comment is unpublished.· 3 years agoThis instruction claims to be for assigning categories, but it is actually just assigning conditional formatting to assign colors, not actual categories. We are trying to automatically assign categories, which can be tracked and grouped and possibly seen in exports.
Is there documentation for assigning an existing [b]category[/b]?