Last reviewed on April 15, 2015   —  236 Comments

Applies to Microsoft Outlook 2010, Outlook 2007, Outlook 2003 and older

Outlook has always supported categories, in Outlook 97 through Outlook 2003, they were simply Categories. Outlook 2007 introduced Color Categories by merging the short-lived colored flags with categories. This page sums up a few things I’ve learned about Outlook categories and color categories, with suggestions for using and managing categories along with troubleshooting tips.

You can assign one or more categories to any Microsoft Outlook item and consistent use of categories makes it easier to locate specific items.

Outlook 2007 and Outlook 2010 do not use the registry for a master category list; they are stored in the default message store (mailbox or pst). If you are setting up a new system and using your old pst the color categories will be available on the new system. You may need to right click on the root folder (Outlook Today), choose Properties and click the button to Upgrade to color categories. This will assign random colors to the categories.

You can use Group policy to push Categories out to users, merging new categories with their existing categories. In the Group Policy Editor (with the Outlook 2007 or 2010 ADM files installed), look under Miscellaneous.

To print a list of the category names and their colors, we have a macro and instructions Print a list of Categories and their Colors.

How to Upgrade to Color Categories in Outlook 2007/2010 (video tutorial)

Unlike with older versions, you cannot paste a comma separated list of categories into the master category dialog and add them all to the Outlook 2007/2010 master list. With the exception of the All Fields page of an Outlook contact, the only way to add categories to items is using the Category picker menu or dialog. You can use the All fields page to bulk add categories to Outlook 2007 or Outlook 2010.

Outlook 2003, 2007, 2010 | Managing Categories | FAQ: Color Categories
Master Category List | Keeping Categories Consistent | How To | Category-based Mail Merge
More Fun with Categories | Things You Can’t Do with Categories | Color Names
Tools | More Information

Color Categories and IMAP Accounts

Color categories are not available in IMAP accounts by default, since they are not supported on all IMAP servers. However, there is a way to add color categories to IMAP messages. See Outlook Categories, Flags, and IMAP Accounts for more information and the workaround.

Outlook 2003, 2007, 2010

Assigning Categories to Sent Email | Categories in Shared Folders
Bulk Add Categories in Outlook 2007/2010

Outlook 2003, 2007 and 2010 disable the ability to assign a category to mail before sending it. This change was made to prevent user data from “leaking”. For example, if you use a category named “PITA Customer” you would not want it included on email sent to customers. (Yes, this type of scenario really happened, more than once.)

Assigning Categories to Sent Email

Color categories are removed from Outlook 2003/2007/2010 items sent by email. If you need to include the category on a one time basis, drag the item to the hard drive, zip it and email the zip file. The recipient will drag the item to a folder in their Outlook and if using Outlook 2007, can add the categories to their master list by using the Upgrade to color categories option in the root folder properties.

If you need to include the categories all the time, use the SendPersonalCategories registry entry.

This key works with Outlook 2003 and 2007 as well as 2010, you’ll need to use the correct path in the registry for your version. This can also be set using Group Policy – look for it in the Office adm files, under Outlook > Miscellaneous.

Create the key or path if it does not exist.

HKEY_CURRENT_USER\Software\Policies\Microsoft\Office\14.0\Outlook\Preferences
DWORD: SendPersonalCategories
Value Data: 1 to keep categories on sent mail, 0 to not include categories

If you don’t want to edit the registry yourself, download and run the registry file for your version of Outlook:

Outlook 2003 regOutlook 2007 regOutlook 2010 reg

Note that the categories will be included on the sent message and the recipient will be able to see the category (unless the recipient uses a rule to remove categories from messages they receive).

Categories in Shared Folders

Only categories are visible on items when you share folders on Exchange server – colors are per user. Other users will see your categories in a white color (unless its already in their color category list).

Not in master listTo add a category that is not in your master list, to your master list, select it (so its highlighted) and click the New button. Outlook will assign the next unused color – change the color and set a shortcut key, if desired, then click Save.

Managing Categories

To add, remove, rename, or assign shortcuts to categories, expand the category selector and choose All Categories from the end of the menu to open the Color Category dialog, shown below.

Select the category on the left then the appropriate button in the dialog to add, edit, delete categories, or assign colors or shortcuts to categories.

Use the Color Category dialog to edit categories

You cannot add categories in bulk using this dialog.

Bulk Add Categories in Outlook 2007/2010

While you can bulk add categories to any item in older versions of Outlook by typing in the category field, in Outlook 2007/2010, you need to use the category menu or dialog to select categories.

Also possible in older versions, you could type (or paste) a comma-delimited list in the master category dialog then add the list to your master list. While this is not possible to do from the master category list in Outlook 2007/2010, it is possible to type a list of categories and add them to the master list.

  1. Open a contact form and switch to the All Fields page.
  2. Select Frequently used fields from the Select from menu, then type (or paste) a comma-separated list of categories into the Category field.
  3. Next, right click on the top level of your data file (where Outlook Today is) and choose Properties
  4. Click Upgrade to Color Categories button

Bulk add categories using the All fields dialog

FAQ: Color Categories

Q: How do I reset the categories?

A: In Outlook 2007 or Outlook 2010, you can remove the categories you added and restore the defaults using the cleancategories switch. Close Outlook and type or paste the following command in the Start Search field (Windows 7) or in the Run command (WinXP):

outlook.exe /cleancategories

This will remove all categories from the master category list and restore the default category placeholder names (Red Category, Blue Category etc). This will not remove the categories from individual items. To remove categories from Outlook items, create a search folder to find the items that have categories assigned then remove the categories using Select All, then right click and choose Clear All Categories.

If you decide you want to restore the categories to the master list (and haven’t deleted them from the items yet), use Upgrade to color categories.

In Outlook 2003, go to Edit menu, Categories, Master Category List. Click Reset and close the dialog.

Q: How is the Category list organized?

A: When you expand the Categories button, the flyout is ordered by the most recently used categories. If you click All Categories to open the Color Categories dialog, the list should be alphabetical.

Master Category List

The master category list is not a separate file, but instead is part of the Windows Registry. Each user has a different category list. Outlook 2007 does not store color categories in the registry.

To back up the Master Category List in Outlook 97/98:

  1. Run Regedit and go to HKEY_CURRENT_USER\Software\Microsoft\Office\8.0\Outlook and select the Categories key.
  2. Choose Registry | Export Registry File to make a copy of the Categories branch of the registry.

To back up the Master Category List in Outlook 2000:

  1. Run Regedit and go to HKEY_CURRENT_USER\Software\Microsoft\Office\9.0\Outlook and select the Categories key.
  2. Choose Registry | Export Registry File to make a copy of the Categories branch of the registry.

To back up the Master Category List in Outlook 2002:

  1. Run Regedit and go to HKEY_CURRENT_USER\Software\Microsoft\Office\10.0\Outlook and select the Categories key.
  2. Choose Registry | Export Registry File to make a copy of the Categories branch of the registry. Note that this list is in Unicode encoding and is not compatible with earlier versions of Outlook.

To back up the Master Category List in Outlook 2003:

  1. Run Regedit and go to HKEY_CURRENT_USER\Software\Microsoft\Office\11.0\Outlook and select the Categories key.
  2. Choose Registry | Export Registry File to make a copy of the Categories branch of the registry. Note that this list is in Unicode encoding and is not compatible with versions other than Outlook 2002.

To use any of these methods to move categories to another computer using a compatible version of Outlook, you’ll need to change the version number in the key before importing.

You can use this exported branch to distribute a category list to other Outlook users. See the MSKB article How to Migrate Custom Categories to Other Users. CAUTION: Using a .reg file to propagate a category list does not update a user’s own list; instead it completely replaces it. I personally do not recommend this method, because it eliminates much the utility of the Category feature for users. See the next section for what I think is a better method.

If you remove a category from the master list, any items marked with that category are not affected. In the Categories dialog box, that category is listed as “(not in master list).”

Also see:

Keeping Categories Consistent

I’m convinced that many people worry too much about keeping the Master Category List consistent from user to user, when what they really want is to keep the categorization of the items themselves consistent. It is critical to remember that the category set on an individual item is totally independent of the user’s Master Category List.

For example, you can set a category of Blue on an item, then delete Blue from your personal Master Category List. The item is still categorized as Blue. In the Categories dialog, you should now see its category as “Blue (not on master list).” Anyone who has never had Blue on the master list will see the same thing.

Yes, it would be nice if Microsoft had made this easier, but the real issue usually is making category assignment consistent. In a public folder, consider handling that with a custom form that forces users to pick from an “official” list of categories. I’ve put together a sample form at Required Categories Contact Form.

Another approach would be to use code behind the form to make category assignment automatic based on the value of other fields in the form.

One situation where the Master Categories list makes a difference is when you are working with a large folder and dragging a large number of items between categories. When a category is not in the Master List, you risk losing the original categories from items added to new categories. You can avoid problems by dragging fewer items at a time or select the items, right click and choose Categories.

How To …

To filter a folder on multiple categories …
On the More Choices tab in the Filter dialog, type the names of the categories separated by “AND” Do not use the Categories button.

For example, to display contacts who are in both the Personal category and the Business category, type in “Personal AND Business.”

In Outlook 2007, use the Advanced tab to create the filter. Use Categories for the Field, select contains as the Condition and enter the category names, separated by AND in the Value field.

The QueryBuilder can be used to create the AND filter if you use Outlook 2002, 2003 or 2007. See Using QueryBuilder for more information.

Remove Categories From Messages

To remove categories from incoming messages, create a rule and choose the condition to “clear messages’s categories”.

If you use an older versions of Outlook, Rules Wizard doesn’t have an option to remove categories from messages you send or receive, it can only add more categories. You’ll need to use VBA to remove categories.

Private Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)
      Item.Categories = ""
End Sub

Visit OutlookCode for assistance with Outlook programming.

Category-based Mail Merge

Note that this section does not apply to Outlook 2003/2007/2010. In any of these newer versions you can filter or group by category, select the contacts in the category and start the mail merge using Tools, Mail merge.

You can’t use categories directly as selection criteria for a Word mail merge in Outlook 97 and Outlook 98. (It is added in Outlook 2000 — but works only if each item has only one category assigned to it.) That does not mean that it can’t be done, though. It just takes a bit of extra effort. Here are several methods:

Method #1:

Select Contacts by category using a filter, copy all matching items to a new Contacts folder, add that folder to the Outlook Address Book, and use it as the mail merge source. See the MSKB article Q160521: Categories Unavailable to Mail Merge in Word. Also see Helen Feddema’s Code Sample 48 for a VBScript routine to do the copying to another folder for you.

Method #2:

You can use Excel to drive a bulk mailing based on a category. See the Microsoft article Using Microsoft Excel To Do a Bulk Mailing in Microsoft Outlook.

Some of the third-party mail merge tools also support merging by category.

More Fun with Categories

See Microsoft Exchange and Outlook Distribution Lists for details on how to use categories to create instant Personal Distribution Lists.

You can use categories in Rules Wizard rules, both as part of conditions and as actions, assigning one or more categories to an item. For example, I used to use an autoresponder to handle subscription requests for my Exchange Messaging Outlook newsletter and marked the incoming requests with a category of “Response sent.”

If you create a new Outlook item from another item, the categories carry over. Back to the autoresponder example: I manage the mailing list in a Contacts folder that uses a custom form. New items are created by dragging the incoming message to the folder. When the new recipient is created, it has the category of “Response sent.” This also works with replies and forwards; as long as you send in RTF format, the recipient will see any category you apply. However, if you send a message with a category via the Microsoft Network service, it may remain in the Outbox unsent. See the MSKB article Q163176: MSN Mail Not Sent with Category or Contact Attachment.

Helen Feddema’s Code Sample 55 demonstrates how to use an Outlook form to display all contacts by category. It’s up to you to take the next step of writing code to do something with all those contacts.

Also see:

Things You Can’t Do with Categories

You can’t create a view that shows both categories and subcategories. In other words, the Categories field can be used for grouping just once. What you might try is a set of categories that themselves include a subcategory: Friends – Good, Friends – Very Close, etc.

You can’t search and replace a category directly without writing code. However, you can select a bunch of categories, then right-click, choose Categories from the pop-up menu and work with the Categories for the entire group of items.

Problems and Issues

We have a report that GoContactSync (an Outlook/Gmail sync utility) resets the master category list. Categories are not removed from the Outlook items, but the categories are shown as “not in master Category”.

Color Names

Although knowing the names of the colors is less than useful for most users, they are in the Object model as OlCategoryColor. The 25 color names are as follows.

Black Dark Maroon Dark Red Green Purple
Blue Dark Olive Dark Steel Maroon Red
Dark Blue Dark Orange Dark Teal Olive Steel
Dark Gray Dark Peach Dark Yellow Orange Teal
Dark Green Dark Purple Gray Peach Yellow
White: No color assigned.

To print a list of the category names and their colors, see Print a list of Categories and their Colors.

Category Tools and Utilities

Category Manager
Category Manager

Category Manager allows sharing of color categories; it adds a sidebar to the folder view as well as opened items, in which you can group your categories and assign them lightning fast; and it adds a reminder, which optionally prompts you if you forget to assign a category. Version 3

Categories Administrator for Outlook/Exchange

Categories Administrator was specifically designed for users to easily administer Master and Individual Contact Categories in Outlook/Exchange/BCM. Add, rename, merge, remove, delete, import, and create categories in Outlook/Exchange/BCM. Create a query and then map it to the selected contacts.

CategorieZ

CategorieZ adds a sidebar to Outlook allowing instant access to your categories. Select a contact and instantly see the categories assigned, need to make changes, easy just use the checkboxes. Set filters to show only the items in specific categories.

Categorize Plus

Categorize Plus enables users to categorize and search Outlook items using a selectable menu hierarchy. Categorize Plus also allows user to automatically process emails by creating Category Actions. In addition, Categorize Plus will automatically assign categories to items as they arrive in your Inbox or any other folder that you choose. Categorize Plus also includes a dock-able Category Editor that is used to quickly edit item categories and commands to copy/paste categories and to undo/redo categorizations. Available in both Free and Paid versions and works with Outlook 2003/2007/2010.

Category Importer

Want the same Master Category List in Outlook on different PCs? This free utility, Category Importer for Outlook, exports your Master Category List (MCL) to a text file that you can easily import on another PC.

CategorySet Plugin for Outlook2013

This first release displays all categories in one menu and contains all of the basic functionality of the new "Categorize" button for Outlook 2013.

CodeTwo CatMan

CodeTwo CatMan allows sharing of Outlook categories with other users on the local network. Centralized management using a shared configuration file. Version 3.0.1

Exchange Category Exporter

For Mac users. Export contacts from a specific category in Outlook 2011 or Entourage.

Exchange Category Manager

Exchange Category Manager is a plug-in for Exchange 2010. It enables you to manage the Outlook categories and colors that are available in Outlook 2007 and up. Define an unlimited number of groups with different users. Each group can have it's own set of categories and colors that the user can choose from. You can add categories to the existing list that a user has in Outlook or replace everything with the predefined list. As it integrates with Exchange server directly, the users do not have to do, their category list is automatically managed.

ReliefJet Essentials for Outlook

The updated version of ReliefJet Essentials for Outlook adds many new features including importing, exporting, and converting auto-complete lists. All utilities can be integrated with Outlook Rules. A command line tool for Outlook professionals and administrators is also provided. More than 70 tools and utilities are included. New utilities and features as well as performance enhancements. Improved compatibility with Outlook 2013, Office 365, and Windows 8.1.

Taglocity

Taglocity for Outlook enables users to assign unlimited keyword "tags" to any Outlook items such as email, contacts, calendar entries, etc. Instead of forcing content into conventional folder structures that too rigid, each tag essentially acts as a virtual folder, thus reducing the need for folder hierarchies. Taglocity can also automate common tasks by running actions when tags are set, such as turning email into appointments, assigning additional tags, or automatically moving messages into specified folders. Version 2.0


Comments

  1. Darlette Gayle says

    How can I change the title of a category? Mine have the colors assigned to specific events (i.e., birthday, baby, phonecall, etc.). I would like to chang these titles. Is there an easy way to do this?

    Please advise.

    Thank you!

    • Diane Poremsky says

      Click the category button to expand then choose All Categories at the bottom. You can manage your categories from that dialog.

  2. Rita says

    How can I stop Outlook 10 from automaticly adding catagories to my appointments. It even adds additional catagories I don't want after I've assigned a catagorie.

    • Diane Poremsky says

      Outlook doesn't do that. What addi-ns are installed? In Outlook 2010, go to File, Options, Addins to check.

      Check for VBA macros by pressing Alt_F11 to open the VBA editor. They would be in ThisOutlookSession (under Outlook Objects)

  3. Kat says

    Hi

    How can I sort out my 'colors' in outlook 2010. I want to be able to rearange color categories in specific order.

    thank you

    kat

  4. Diana Baker says

    How do I color code incoming e-mails from specific persons in Outlook 2010? In the previous version, we clicked on the messeage received from a sender then went to Tools, Organize, Using Colors, then applied a color. All in-box messages from the specified sender are highlighted with the chosen color. Is there a way to do this in Outlook 2010?

    Thank you,

    Diana

  5. Diane Poremsky says

    To remove the categories you added and restore the defaults in Outlook 2007 and 2010, close Outlook and in the Start Search field (Windows 7) or in the Run command (Win XP) type or paste the following command and press enter.
    outlook.exe /cleancategories
    This will not remove the categories assigned to items and if you want to add those categories back to the master list, you can use the Upgrade to color categories command.

  6. Diane Poremsky says

    Sorry, you can't sort or order the color categories, other than by changing the names. The MRU flyout (when you expand the Categories button) is ordered by the most recently used categories. The All Categories list should be alphabetical.

  7. Ryan Bretzel says

    I read this article but I still don't fully understand. Can I assign contacts into certain catagories and then export them (contacts info and catagories assigned to) to a cvs or other file type in case I want to import them into another computer without having to re-catagorize hundreds of contacts again?

    Also is there a way to search contacts by other fields like spouse name?

    • Diane Poremsky says

      Yes, exporting to pst, csv, or excel will include the category field. It may be included in other export formats however formats supported by other applications may not be able to use the Category field.

      You can use instant search to search any field - in most cases you just need the common field name and if it is a two word field, like Full Name, you type it as one word, no spaces: fullname. In the case of spouse, you just need spouse but using only partner also works. The format is like this:
      spouse:chad

    • Diane Poremsky says

      You'll need to write the legend - one option is to use the page footer - you can save it in a page style so you won't need to retype it every time.
      BTW, the footer doesn't support colors - you'll need to use words for the colors.

  8. Bill Thornburgh says

    How can I stop Calendar from changing colors (white to whatever selected) when in "Month" view as I scroll forward month to month?

    • Diane Poremsky says

      You can't. "this month" is the main month in the view and is white, the past and future months are dark - sorta like how a monthly paper calendar has grayed dates for the last and next months. But since the calendars in outlook scroll, the colors shift as the calendar does. If you use the arrow icon at the top and jump by full months, it won't be so annoying. (Ok, it's even more annoying if you use 2 calendars side by side - one keeps shifting light to dark.)

  9. Malik says

    Hi, i'm an IT and have a problem

    1 i did an exchange migration 2003 to 2010
    2 I import NK2 file and Categories
    3 on one comptuter theyre are categories on Public contacts alla of them are not in the master list.

    My question is : how i can remigrate theese categories in master list ?

    what i do : Import all public contacts in a random mailbox and try Outlook.exe /remigratecategories

    but it dosent work this time.
    do you have an anser for me?

    • Diane Poremsky says

      Categories in public folders are not global - each user needs to add them to their own category list and also set the colors. You can push the categories in to the master category list using group policies (get the office ADM file). You won't be able to set the colors though - each user may have the categories in different colors.

    • Diane Poremsky says

      Yes, use a group by category view then select the category and use it in a mail merge or to send a group message. I can be more specific if i know the outlook version.

  10. Maria says

    I deleted the Master categories from outlook 2010 CALENDAR, I have no idea how to restore them. Could you please help me? However I still have them in the Mail Window.

    • Diane Poremsky says

      You want to right click on the top level of your data file or mailbox and choose properties, then Upgrade to color categories. This will add all the categories assigned to items in your data file to the master category list. See Upgrade to color categories if you need screenshots or a tutorial.

  11. katie says

    We want to assign a color category to each person's appointments in a shared calendar. However, it seems that these colors don't "hold" when the secretary assigns the colors. Only she sees the colors. Would we each have to have identical color categories assigned to be able to see the appointments in the colors that she assigned to us?

    • Diane Poremsky says

      Yes, you need to have the categories installed on each mailbox - the colors are per mailbox.

  12. Szymon Szczesniak (CodeTwo) says

    @Katie
    If you want to share color categories with others in Outlook, be it in a shared calendar, shared tasks, mailbox or any other Outlook folder, there is a freeware tool developed by a company I work for called CodeTwo Catman. We use it ourselve to categorize tasks in Outlook:
    http://www.codetwo.com/freeware/catman/?sts=1885

    BTW: Great article Diane!

  13. Ken says

    I want emails coming in from color categorized contacts to have a different view when coming in. I see where you can change settings for the view and I create a conditional format that says change the font of the email when it comes in if the contact is in this category. This is not working. any suggestions oh outlook guru? :)

  14. Cathy says

    Outlook 2010 - It seems that I can only set up 15 x Calendar Categories - when I add more they drop off the list.
    Is there a limit of only 15?

    • Diane Poremsky says

      There is not a limit - well, there might be, but its well above 15. The list shows only the last 15 used. Click the All categories link at the bottom to see the full list of categories.

  15. Ken says

    Diane! I was skipped! I have tried working with the conditional formatting every way I can think but there seems to be a disconnect between the categories and filter view. Would you be able to offer any direction?

    Much appreciated.

    Ken

    • Diane Poremsky says

      Sorry I missed it. There is a disconnect between contacts assigned to categories and messages - rules and filters don't cross reference contacts and their assigned categories.

      I want emails coming in from color categorized contacts to have a different view when coming in. I see where you can change settings for the view and I create a conditional format that says change the font of the email when it comes in if the contact is in this category.

      To create the view you want, you need to use a rule to assign the category when mail arrives - if the contact list is short and fairly static, add the names to the rule individually. If it's large or you are always adding and removing names, a separate Contacts folder for the "category" members works better. Next, make a custom view for messages assigned to the category. If the list is short, you can skip assigning categories and create a conditional formatting view and list the addresses in the From field - this field accepts domain names so you can apply it to all addresses from a domain.

    • Diane Poremsky says

      I'll add an article on it (or add it to this article, but it's getting pretty long) . Note that I missed one step - the rule needs to apply to contacts in a specific address book, which just happens to be the contacts folder you moved the contacts to.

  16. Jeff says

    Is there a registry hack or some other means to make Outlook 2010 show more than the most recent 15 categories under the Categorize button?

  17. Nicholas Tardent says

    Thanks for such a good article Diane. I came across it as I was trying to find out how to backup the category name that has been applied ot each of my 2000 contacts within Outlook. We use exchange server so if there is a local machine failure, a user's Outlook can easily be setup again with all e-mails, calendars and contacts. BUT: we recent had an unexplained problem that meant a user's contacts completely lost ALL category information. We setup up their outlook again form the server and everything was safely there EXCEPT no categories were applied to any contacts. We had to manually reassign each contact to a category! Do you have any suggestions as what files we could backup that would allows to save this information and reassign it if this problem occurs again?

  18. Ivan says

    Is there a way to automatically categorize mail that is a reply to already categorized mail in my inbox? For example I receive an email with subject "Test" and categorize iz manually, reply to that email and receive another reply from that person now with subject "Re: Test". In this case I would like that Outlook auto-assigns this reply with the same category I assigned to the original mail.

    Hope this makes sense...

  19. Ivan says

    This reg entry works only for sent email. Example:
    I receive an email from Tom - categorize it manually with "Personal".
    I reply to Tom's email and see in my sent folder that this reply has the same category "Personal" (reg entry takes care of this).
    I receive a reply from Tom and have to manually categorize this email again.

    So most my emails are conversations with more that 2 replies but I end up manually categorizing them all over again every time I receive them :(

    • Diane Poremsky says

      Ah... the only way to avoid adding the category manually is by using rules to set a category on all mail from Tom. It can get to be unmanageable though.

  20. Sarah says

    Help! If I categorize inbox messages in Outlook 2010, the category then shows to the recipient I reply to and continually in the conversation. My category read ' Must reply to' and the recipient sees. Also it is annoying becuase if they reply back it looks as if I still need to action 'must reply to'. How can the category be 'swiched off' when replying to an an email?

  21. Ania says

    I want to assign two color categories to the same Outlook calendar event. One to tell me what conference room I have the meeting in (such as dark blue) and another to tell me if I need to order food for the meeting (such as orange). Is that possible? I've added the two different colors to one event but only the dark blue shows up for the item on my calendar.

    • Diane Poremsky says

      While you can assign two (or more) categories only the last category color shows in the day, week, month views. In your scenario, i might assign the food category last - then once the food order is placed, remove and readd the room category so you can see which room it is in.

  22. Kree says

    For my calender appointments when I add a category and then remove that category and choose a different category the first category gets added back for some reason. How do I get it to go off of the appointment permantly?

  23. Betsy says

    I just lost all my designated assigned Categories. Where did they go on my machine? What is the file name to Restore my designated Categories? I don't recall clicking the Clear Categories option but I could have as it is at the top of the listing on the drop down. Please help to Restore my assigned Categories as I have spent years creating this file or option to categorize all my 8,000+ Contacts. Thank you.

    • Diane Poremsky says

      Right click on the top level of your mailbox - it usually says your name or email address - and choose Properties then Upgrade to color categories. Does that restore them?

  24. Eddie H. says

    I would like to remove catagories that I do not use from the Master Catagory List. When I "delete" a catagory, all it does is change the color to a white box. I would like to completely remove the item from my list leaving only the catagories I have created. Is that possible?

    • Diane Poremsky says

      Do you want to remove the categories from the items they are assigned to or just remove them from the master list? If you delete a category from the list, any item assigned to the category will show a white block instead of a color. But the category should be removed completely from the master list.

    • Steve says

      Just to follow up on this. I too have the same issues. I have cleaned out all my existing categories. There is always one category that comes back with every email that I receive. It says i cannot delete this category because it is not in the master category list. I've have many different IT help desks look at it and no one can figure it out. Help!

    • Diane Poremsky says

      Yes, you do. You can assign "none" as a color, but its really white.

      The master list is now stored in the data file.

  25. Peter Burke says

    Is it possible to set up another field to create a basic Category list? Until I imported my contacts to Outlook I always Categorized by a descriptive name like Personal, Business, Prospect, Customer etc.

    • Diane Poremsky says

      You can still categories by those names - go to Categorize, All Categories and edit the default names.

      If you are using contacts categorized in older versions, right click on the root folder (where outlook today is) and choose properties, then upgrade to color categories. that will add them to outlook - you may need to change the colors to suit after you do that.

  26. HiHo says

    Why does it take up to 30 seconds after changing a colour of a category ( in f.eks. a shared mailbox ), to be updated in another user's Outlook? This happens in Outlook 2010. It went almost immediately in outlook 2003.

    • Diane Poremsky says

      i'll look into it, but the speed is probably related to cached mode. if so, you might be able to speed up the caching updates but it wont improve the speed a lot. What may help is disabling cached mode for the shared mailbox, but then you lose offline access. (Outlook 2010 caches shared boxes by default, 2003 only cached calendars.)

  27. DR Smith says

    Diane, in Outlook (2007) in this case, is there any way to "merge" categories? After 7 years of Outlook emails/archived et al - their are a few duplicate categories and would like to be able to effectively merge them together under one or the other existing categories - or better yet; merge to a new category and delete old ones... help!

    • Diane Poremsky says

      i know how to do it when all items using the categories are in one folder, but that is not practical for multiple item types.

      Group by category, drag from one category to the other or select the group and choose the new category, deselect the old. For mail, use search folders to find all of the items and right click add the new and the deselect the old category.

  28. Gordon says

    I have allocated Color Categories to my Contacts in Outlook 2007. I would like the Category colour to be displayed in Business Card view.

    Is this possible? If so how?

  29. Marshal says

    In my current version of Outlook 2007 there are only color catagories. I have gone through all my contacts and added my catagories only to have them dissapear after restarting the computer , Any ideas would be great.

  30. Lenny says

    Hi,

    I have a user who wants her Inbox emails to be coloured and sorted by category colour is there anyway to do this in Outlook 2010? She is adamant that this is how she did things before we upgraded her to 2010 and 'needs' this to manage her emails. Grateful for any clues,

  31. Peggy Wayne says

    Is there any way to customize the drop-down list for the "most used" categories? Categories appear there that I don't want and I can't get the ones that I do want to appear there. It would be easier than having to open all the categories every time I need to choose a color.

    Thanks

    • Diane Poremsky says

      No sorry. That is a most recently used list - the last categories you assigned to items should be listed there.

  32. Cass says

    Please help - we use colour coding daily for appointments in the calendar - when I try to change an appointment occurrence it says I can only do it for the series - I cant find a way to change one appointment in a series to a colour, can you please help?

    • Diane Poremsky says

      That is how it works with Color Categories - the category is applied to all items in the series. The only solution is to not create recurring appointments.

  33. Tom Hicks says

    Dear Diane,

    Thanks for posting these useful features for categories. I am interested to work out the following functionality

    Let's say, I received email A from User A and I categorize this email under "Blue" category. I reply to this email and User A replies back on the same email as a further followup. Is there any way to maintain this assigned category in the subsequent correspondence?

    Thank you,

    Tom Hicks

    • Diane Poremsky says

      No, Outlook doesn't send categories and doesn't automatically pick up categories from other messages in a conversation. You can use rules, although that can be unwieldy as you'd need one for every conversation.

      While not automatic, you can apply a category to all messages in a conversation if you click the category field in a Conversation group header. It will apply to all items currently in the conversation.

  34. Tom Hicks says

    Dear Diane,

    Thanks for the quick reply.

    I came across a default rule setting in Outlook 2010, which is "clear categories on mail
    (recommended) (client only)". What does this do and will disabling this help to maintain the category assigned during subsequent email exchanges?

    Thank you,

    Tom Hicks.

    • Diane Poremsky says

      If someone sends you an email with a category assigned, it is removed. You need to enable the reg key in the Assigning Categories to Sent Email and as long as the recipient doesn't remove categories, they will see the category you assigned. Colors are per user, so it might be white or in another color on their end, only the category name is sent.

  35. Karen says

    Diane-
    Everything was fine...then it wasn't. In the month view of calender (Outlook 2010), when I set a recurring event over several days and assign a category color, the background color of the days change to the selected color as well at the "event bar" at the top of the boxes for the days. This is new. Before, only the event bar at the top changed color and the background color of the boxes for the days of the recurring event did not change color. I don't know why this happened now but would like to not have the background colors change. How can I do this? Thank you.

  36. Chris says

    Diane,
    Thanks for this column! Great information.

    In Outlook 2010, I use categories for my e-mail. I had one category named. When I renamed it, it showed up alphabetically in the categories list as it should. But when I got to an e-mail, right click to give it that category, it doesn't show up. It is actually the first alphabetically on the categories listing, but it doesn't show up when I try to use it with the right click. Help?

  37. Raul says

    Outlook 2003 allowed me to replace a calendar category from blue (appointment) to green (successful). This helps me focus on appointments or tasks that need attention.
    Outlook 2010 will not always allow me to do these changes. I get the message "You can only make changes by opening the series"
    I wonder what the difference is for allowing to change or not since I set these categories on the recurring appointment feature.
    I hope you can help. Thanks!

  38. Sharee says

    Diane - I just want a list of the names of the 25 colors in the categorize function. whenever I try a search for that [i.e., colors in color categories, category colors, category color list, 25 colors in Outlook, and many more ...] all I get are "how to" instructions on use of the categories. I need a list and wonder if I am to go to all the trouble of creating it myself since I don't want to waste more time on this, but could surely use that list. Thanks, Sharee

  39. Matt says

    Diane - Great article and feedback. In Outlook 2003 when utilizing categories it would display a count of emails in that category. How can I add this to the 2010 version?

    • Diane Poremsky says

      You should see the count next to the group name when the groups are collapsed or in the tooltip when you hover over the group header.

    • Diane Poremsky says

      Red and pink? Red is due today, pink is due tomorrow and really light pink is due in the future. As time advances, the light pink flag will turn pink then red. If the flag doesn't have a date, it's also red.

  40. Linda Segal says

    We at Visiting Nurse Association use Outlook 2007 for 3 conference rooms, assigning VNA1 as yellow; VNA2 as purple, and VNA3 as white. When we set up recurring meetings, they're usually all in the same conference rooms--and with 2003 we did not have trouble changing the meeting room color. However, now that we've upgraded to 2007, we can no longer change the color of a single occurrence without changing the whole series. (Sometimes a meeting needs to be moved into a different conference room. These are posted on the Conference Room doors so everyone knows what is going on where.)

    HELP, please. There has to be a way to change the color of a single occurrence of a recurring meeting.

    THANKS!

    • Diane Poremsky says

      In 2003 you used labels to change color. These are moved to color categories, and categories are per series (were in outlook 2007 too) The only solution I am aware of is to not make recurring appointments, or to break them into singles as needed. I have VBA code you can use for this at Copy selected occurrence

  41. Steve says

    Diane,

    Have a wierd category issue. We have a user who was upgraded from Office 2007 to Office 2010. She can set the category in the Exchange inbox portion and wverything is fine. Problem arises when she then moved the email from the Inbox to the PST. The category is tripped from the email. When she tries to re-apply the category, there is only the color options and none of the labels.

    Any ideas how to fix this? this is the first time I've run across this after numerous upgrades.

    Thanks for the great information.

    Steve

    • Diane Poremsky says

      On the second part, categories are per store so the a pst won't have the categories until you upgrade to color categories.

      Losing the color is expected but the category name should be on the item - if she looks at the category button, it will say 'category name (not in master list)'. If she really lost the category names, is she dragging the messages to the pst?

  42. Heather says

    After I have assigned a category to an incoming email, how do I print that email without having the category show up on the print out?

  43. Tim Holt says

    Is it possible to share a calendar but only have selected categories of events shown to them? I'd like to share my calendar with a couple of admin staff members, but only show them some events that they need to see rather than the details all my appointments.

  44. Michael Reed says

    i have read this but still have a question.

    I have outlook and recently changed from mail street to 123together for my hosted exchange.

    The tech dept at 123together had me do an export of my profile to the desktop and them import it under a new profile

    Categories didn't make it! if i open the old profile they are there just not in the new profile.

    How can i move categories from one exchange profile to another on the same computer with the same outlook 2010

    Hope someone can help I imagine its moving something around in the registry

    • Diane Poremsky says

      Did you try using Upgrade to color categories command? That should add the categories to the master list. You'll need to adjust the colors as needed though.

      Actually, this is a good use of a macro - try this: Get color categories and restore them using VBA

      Run the first macro on the old mailbox then use the second one on the new one, using the list of categories created with the first macro.

  45. Michael Reed says

    Hi Diane,

    this looks a bit above my geek grade and i would be afraid i would lose it all, are you or someone else at your firm available for a fee to remote in with team viewer etc and do this process?

    Thanks,

    Michael Reed
    540-687-5117

    • Diane Poremsky says

      I'll be available next week - I'm supposed to be on vacation this week. I'm doing a good job of staying out of the office but not much more. Shot me an email to diane [at] slipstick

  46. Jeff says

    Hi Diane,

    I'm trying to use the conversation view but also group my emails by category (helps me do triage on my inbox). Outlook doesn't natively allow this (once you use the conversation view you can't group by category).

    Alternatively, I'm just trying to use the conversation view and then sort by category, but category isn't an option in the "sort by" list.

    Any ideas?

    Thanks - Jeff

    • Diane Poremsky says

      You can add a search folder that shows only color categorized email to the Favorites list but not individual messages.

  47. Jenn says

    We are using public folders for a Master Department Contact List and each contact has a category assigned. Multiple people enter contacts into this list and assign categories. They have to enter the category each time and of course, there are spelling errors and inconsistency in the naming. How can we get them to pull from a Master Category list and just select the Category instead of entering it each time when using a Public Folder?

  48. Edoardo says

    Hello Diane, thanks for the good work you do.
    I experience a small issue while sorting messages.
    If I click on a message, then I click on (e.g.) Date received tab, all messages will be sorted by that parameter AND the message I selected will be highlighted. This works for every other field, except category. That is: if I click on the Category tab, all messages are sorted by category, but outlook brings me to the first message - therefore I lose a lot of time to retrieve the message I had selected at first. Is it a normal issue? Is there a solution?
    Thanks

    • Diane Poremsky says

      What version? If Outlook 2010, are you using conversation view? It works as expected in Outlook 2013 as long as I don't use conversation view - then a message from the conversation is selected, but not the one I was viewing. I'll check it in other versions when i bring up the VMs.

  49. Deborah Gardiner says

    I would like to create a pie chart from my bosses monthly calendar which is color coded to show where he spent the majority of his time that particular month. Can you help by telling me how to do this, is it even feasible? Thank you!

    • Diane Poremsky says

      its not possible directly in outlook but you can export the calendar to csv format and work it in excel.

  50. TTruax says

    Although slightly off-message, I would like to show the Message Options ("Properties") dialog box to categorize my message before it is sent. How do I programmatically show that dialog box?

  51. Edoardo says

    Hello Diane,
    my Outlook version is 2007 with Windows 7.
    I sincerely don't know what "conversation view" is...
    Thanks
    Edoardo

    • Diane Poremsky says

      That's because Outlook 2007 doesn't have a conversation view. :) It was added to Outlook 2010.

  52. Edoardo says

    Hello Diane, have you found time to re-check my question here above ? I copy it here:

    I experience a small issue while sorting messages.
    If I click on a message, then I click on (e.g.) Date received tab, all messages will be sorted by that parameter AND the message I selected will be highlighted. This works for every other field, except category. That is: if I click on the Category tab, all messages are sorted by category, but outlook brings me to the first message - therefore I lose a lot of time to retrieve the message I had selected at first. Is it a normal issue? Is there a solution?

    as said, I have Outlook 2007.
    Thanks

    • Diane Poremsky says

      I wasn't able to repro it in outlook 2007 when i tried but will try again. Which view are you using in Outlook 2007?

  53. Edoardo says

    Hello Diane,
    just normal view, sorted by "received" date.
    What I also found is that I lose the info on selected email not only going to "category" sorting, but also coming from it. E.g.: when I sort by category and select a mail, if I sort by something else (e.g. received) I also lose the email.
    Thanks again
    Edoardo

  54. Julie Haeflinger says

    Diane,
    Thanks for all the helpful info re. categories!
    Is it possible to create a report on all the categories? I want to quantify the total time used in meetings and then the breakdown of time spent in each category.

    Possible?

    Thanks,
    Julie

    • Diane Poremsky says

      Yes and no. You can't do the report by category but you can get the data for each item and work with it in Excel to get the total time and add the times by category.

      Switch to a list view, add the fields you need to the view (and remove ones you don't need). Select all, copy and paste into Excel.

  55. Brian Tillman says

    In the second yellow box on this page is a link labeled "Outlook 2330, 2007, 2010". Outlook 2330? I suspect this should be "Outlook 2013".

  56. shaiju says

    how can use previous pst files categories in current pst - In all mail option can use more than one pst but that time experiencing with previous categories not showing in instant search panel.

  57. TJ says

    Diane,
    Your work is certainly meeting a community need by providing clear answers to sometimes complicated questions - thanks!

    I have read all of the questions and have one that was remotely similar: We color code our appointments and work to projects and would like to report total time by category within a reporting period. Are you aware of any utility, tool or technique that does this?

    • Diane Poremsky says

      You can use a custom view that shows the start & end times, duration, and category. Group and/or filter by category then copy and paste into excel to get totals.

  58. Megan says

    Diane,

    I am using Outlook 2010 and was able to change some of the category names for my calendar in the past. Now when I go to rename the categories or change the color, everything is greyed-out and I cannot choose any of the following: New, Rename, Delete, Color, or Shortcut Key. I'm not sure why it is not letting me have those options anymore, but it is important that I have them and would much appreciate it if you could help me out! :) Thanks!

    • Diane Poremsky says

      What type of email account do you use? It sounds like the calendar is not in your mailbox, but in a shared mailbox.

  59. Megan says

    I believe it is in a shared mailbox because when I click on the main calendar categories it'll let me change them, but not when I click on the other calendar that is shared. Does that mean I can't change those categories and colors since it's a shared calendar?

    • Diane Poremsky says

      Correct, you can't change the category names or colors if you are not the folder owner.

  60. Monika says

    I have not much hope, that anybody might see my question. Isn't there an easy way to expand the list? Why use the last 15? I am always lost, I need too much ... and my Monitor would be quite big enough
    :-(
    Yes, there are some Managers, but isn't his just a regkey or something?

    • Diane Poremsky says

      No, it's not just a reg key and its not possible to enlarge the most recently used list or resize the All Categories dialog - if you need a bigger dialog, Category Manager can be re-sized.

  61. Melissa says

    we use a shared calendar for all appointments and tasks. the 'owner' of the calendar wants to change the categories and colours. he has figured that out. I as the 'keeper' of the calendar can not see the new categories. he has tried to share them through contacts but all the colours disappear. how can he create the categories and share them with the other 3 users?

    • Diane Poremsky says

      The categories should be on the items but the colors are per user. Are you caching shared folders?

  62. Svetlana says

    I have Outlook 2010. I was trying to send e-mails by Categories how it was shown in the lesson http://www.youtube.com/watch?v=OdTm5MwSMtc but… this function is not working… At the end of all my actions the e-mails from category do not come in e-mail form all together (only one)
    Please could you help me with this problem? May be I have to change somewhere some options or something else?

    • Diane Poremsky says

      Try selecting all of the contacts in the group rather than the group header. Select the first contact in the group then hold shift and select the last one.

  63. Svetlana says

    Dear Diane, thank you for your answer but unfortunatly it did not lelp. I selected all contacts in the category and pressed *Creat e-mail* . The contacts did not come in e-mail form... May be something wrong with options or something else?

    • Diane Poremsky says

      Something is definitely wrong, but I'm not sure what. What type of email account is in your profile?

  64. Victor says

    Hello Diane, thanks a lot for this thread.

    I've got a problem in Exchange 2010.

    I want to assign categories to groups of mailbox so I can have the same categories for each group of my company. I saw that there were 2 software wich can do that (Exchange category manager and category manager for Outlook/Exchange) but they're not free. There must be a solution, but i can't find anything on the internet to help me ...

    Thanks a lot for your help.

    • Diane Poremsky says

      The free solutions are more effort... VBA code (gets the colors right) or send a contact (name it !Categories so its easy to find) with all the categories added to it, have user drag to the contacts folder then run upgrade to color categories. Color category VBA. They can delete the contact when its done upgrading the categories.

      Oh, there is one more solution - group policy. This pushes category names out but not colors. I'm not sure if all versions of Outlook support gpo's for categories though. It's been awhile since i last looked at policies for 2010 and 2007.

  65. claus says

    Diane,
    is it possible to also apply an icon to a task category instead of just using colors like it can be done in onenote? I am already using categories for my outlook task like @phone but instead of using the word "@phone" I would rather like to have a phone symbol in front of the task.

    • Diane Poremsky says

      No, categories are colors only. It would be possible to use a custom form and a different icon in place of the task icon - but you'd need to open the custom form before creating the task. It's not practical for a large number of categories.

    • Diane Poremsky says

      Nope, categories are identical in 2010/2013. The only change is with the quick click category field in email - they removed it from the compact message list view.

  66. Joe says

    Hi Diane, it's been a while since anyone posted here, lets see if I can change that!

    I have a user who has the below problem from seemingly nowhere. They are on Outlook 2010 without reading pane using Office 365.

    When they sort their 'Inbox' (and only Inbox) folder by the Categories column, they expectedly see categorised emails first / last and everything else in the middle. The problem here is that they work from this 'view' and when they open emails that are unread and come back out of it, the email stays as unread, if you then sort the inbox by Date, From, To, Subject, etc. the same email marks itself as read correctly, but only after re-sorting.

    It only seems to be once Outlook is sorted by Category that it doesn't mark emails as read and I can't replicate it!

    Have you seen this behaviour before?

    Thank you
    Joe.

    • Diane Poremsky says

      I haven't seen this exact behavior and plan to test it - i know the views don't update automatically, but the read/unread state should update.

      Have you tried resetting the view on the inbox?

  67. Joe says

    I've given that a go this morning but unfortunately its acting as above still.

    I think I may be left with creating the profile again as I've tried duplicating it in a few places now with reading pane on and off and am unable to replicate it! it's an odd one that's for sure.

  68. Pasha says

    I have Outlook 2003. I seem to be unable to filter view by more than one category via the use of the AND operator as described. Shows zero contacts.

    • Diane Poremsky says

      So you are looking for items marked with 2 categories? AND would get your only items with both categories. OR will get either or both.

  69. Pasha says

    Exactly! And not working this way. Gets me zero. If an item has categories A,B and C, is the filter of "A and B" supposed to filter it out? Doesn't work like that in my case. Just to make clear, I'm typing the filter parameter ... and here forgive my translations from Russian Outlook... by going to "adjust current view", then the forth button from the top "filtering", then the third tab "Additional", and then "set additional conditions", from the drop down menu I select frequently used fields, then category, then the condition of "contains" and under value I type the filter parameter.

    • Diane Poremsky says

      It should work (just tested it here - it does work.) - I used Categories contains A AND B (Lower case and also works, but I always use caps for the operator. Do not use "A and B" with quotes. Even if it has C, it's still shown because of the A and B category match.

  70. Pasha says

    And also, if my category names have more than one word, it's not an obstacle to the AND operator? I tried putting quotation marks around category names. Doesn't work with them or without them.

    • Diane Poremsky says

      No, it works here - i entered mine as Federal Holiday AND Make Call, no quotes at all. Only items in those two categories came up.

  71. Mike Caudle says

    That stinks...I was able to do that before we upgraded to 2010 and loved that feature. I really miss being able to do that so I sure wish that could be changed back.

  72. Lawrence says

    I use icloud with outlook 2010 to sync my contacts and calendar on my pc laptop. I just categorized all my contacts (blue = past clients, green = current clients and so on). When I went to search for one of the categories I created, using Outlook, only a few contacts came up or contacts came up that I did not categorize but contained words similar to the category name I created. This is frustrating and I wanted to know why this is happening and if there is a solution. All I need to do is simply pull up contacts by category.

    • Diane Poremsky says

      Did you search for those words in the category field?
      category:="Category1"

    • Webmaster says

      Hmmm. If you use the category field name, the search is should be limited to that field. I'll see if i can repro it in the iCloud.

  73. Kris Barr says

    Category Colors Not Working in E-mail. I just upgraded to 2013 because I was losing emails when trying to file them in 2010, so we thought we would try the upgrade. One of the first things that I notice because I used it so much to osrt my emails is that the category colors are not showing up in my list, instead the name of the category is displayed and therefore doesn't really help with sorting. Is there something that can be done to fix this?

    • Diane Poremsky says

      Yes, hold Shift as you click on the Subject field name. This will add a second sort to the view (works with other fields too). You can also do this in the View Settings dialog, but its easier to shift click in the view.

  74. jeanne.ackerson@ed.gov says

    I have my categories set up in Outlook 2007 and use mail merge frequently by clicking on the category with contacts of whom I want emails sent to. I have contacts that might have 3 or 4 different catagories assigned to it. If I select 2 or 3 categories to send email to via mail merge - and the contacts are assigned in each of the categories - how can I get rid of sending duplicate emails via mail merge? Am I making sense. Thanks.

    • Diane Poremsky says

      You are making sense. There is no good way within outlook to do it, short of using a macro or an add-in. Usually the mail server will see the two addresses and only send one message, but if the server is not doing that, you'll need to use code/addin.

  75. malcolm padina says

    Hello Diane

    I have converted my private domain to use outlook.com. I also use outlook 2010 on windows 7. As suggested i have two email accounts in outlook 2010 - one for my domain and one for outlook.com.
    All my contacts in the outlook.com contact list have lost their categories!
    An thoughts?

    Regards

    • Diane Poremsky says

      Categories are used online to create contact groups. The categories generally 'stick' in outlook as long as you don't edit the contact online. If you want to use categories with contacts and make sure they stick or edit them online, you need to add the categories online and assign them to the contacts online.

  76. malcolm padina says

    Thanks Diane. My contacts list is long and has been with me for more years than i can remember. So the current list was fine, including its categories, when i was running my Outlook 2010 to my domain using exchange server. Since i migrated to outlook.com all the categories have disappeared?
    Help!

    • Diane Poremsky says

      Outlook.com as in formerly Hotmail? Outlook.com doesn't support Outlook categories, it uses them for contact groups. If you create the categories online and assign them to the contacts, it will work.

      If you mean you migrated to the Office 365 hosted Exchange service, the categories should be on the contacts but lack color and are not on the master lsit. Right click on the root of the mailbox, choose Data File Properties and then Upgrade to Color Categories.

  77. Cheryl laski says

    Going from outlook 2007 to 2010, I am seeing an issue with appointments that do not have a category assigned (white). They pick up the color of the calendar tab. In addition, the color can change when I add an appointment. Seems to go from green to pink. By the way, this is on public calendars. We use a purchased category manager.

    • Diane Poremsky says

      That is the correct behavior. Maybe I should say "expected behavior". I'm not sure why the color would change, unless you are copying them from a green to a pink calendar. This screen shot is from 2013, but 2010 works the same way - the events pick up the calendar color if you aren't using categories (then they pick up the category color) so you can see which calendar they belong on when you use overlays. The little sidebar will change to indicate free/busy status, but it's just a darker or patterned it indicate free/busy.

      The color shouldn't change, unless you add a category or move it to a different calendar. When you add a category, the color is visible on the calendar that is in focus. In my screenshot, some of the pink and green calendar events are categories but the gray calendar has focus.

  78. Justin says

    Diane, I am trying to set up categories that can be seen by others in my org when I categorize an email and send it. I have downloaded the CodeTwo Cat Man software and had others point to the internal link- that is working well. I also added the Registry Key per above. However, when I categorize an email and send it, the other person doesn't see the category. Thoughts? I set a rule to always include the category if the person had my company email address @companyname.com

    • Diane Poremsky says

      Do they not see the category or not get the color? The category will be white if it doesn't exist on their computer.
      Does the other person have a rule that removes categories?
      If you add the calendar manually before sending, can they see the category?

  79. Alan says

    I have a user that is trying to share a new calendar with another user. They set them up has an owner and the new person is able to do add, change, and delete various events on the calendar. They are also able to select the different categories that are listed. However, they are not able to create any new categories. They are both using Windows 7 computers with Outlook 2007 installed. Is there anything else that I can try to be able to allow the other person to create new categories? Thank you

    • Diane Poremsky says

      You can only create categories if the mailbox is opened as a mailbox, not as a shared folder. Sorry.

    • Diane Poremsky says

      I'm not sure I understand what you want to know. Switching to Firefox shouldn't affect outlook.

  80. Matthias says

    Hey, do you have a macro I could use to automatically assign a specific category to my appointments in outlook, as soon as they are over? Thanks

    • Diane Poremsky says

      I don't have one, but it is possible as long as you have a trigger - the next reminder (or the meetings own reminder) or something to kick off the macro. I'll see if i can slap something together.

    • Diane Poremsky says

      This is a very basic macro - when a reminder fires, it opens the appt and sets the category and dismisses the reminder. If you want to keep the reminder, you don't want to save it as it causes the appt reminder to fire again and again and again...
      Private Sub Application_Reminder(ByVal Item As Object)
      If Item.MessageClass <> "IPM.Appointment" Then
      Exit Sub
      End If

      Item.Categories = "Complete"
      Item.Display
      Item.ReminderSet = False
      Item.Save
      End Sub

  81. marybethpottratz says

    Hi, I had categories set in Outlook 2013 for weeks. Suddenly today, all categories disappeared, both color code and category name! There are two old categories showing up that I had been using about two years ago on an old PC. Is there anyway to get my categories back? It took hours to set it up. Thanks for any help you can offer.

    • Diane Poremsky says

      I'd first try restarting Outlook. An Outlook 2007 bug might be resurfacing - in that case, the categories came and went - the problem was caused by an update.

      If you open one of the items you know was assigned a missing category, is the category on the item? If so, running Upgrade to color categories command should bring them back.

  82. Jody says

    Hi, my boss and co-workers all share their calendars with me and I keep them in overlay view to keep track of everyone's schedules at a glance. It's confusing when they add category colours--if I have assigned pink to X's calendar and their appointments appear in green or orange or whatever, it defeats the purpose of the at-a-glance tracking. Is there any way I can see their calendar appointments with only the colour I have selected and not their category colours?

    • Diane Poremsky says

      The only way to do this is to make sure the categories they assign are not in your outlook. If you both use the same categories, the colors will apply.

  83. Jenece says

    HI i am a working graduate student and I am interested in tracking my practicum related appointments (hours) in my calendar. I have assigned them all a particular category. Is it possible to query all of my specific categories within a specified period of time to determine how many hours I spend doing a particular activity?

    • Diane Poremsky says

      Yes, use a list view, filter (or group by) category. You can select all, copy and paste into Excel to add up the time if necessary.

  84. Bill says

    Hi I was using Palm Pilot platform for NOTES with Categories many years ago. Then I transfer the NOTE to my Outlook 2010 but I found several duplicates categories. I have several email account in outlook 2010. I sync with BB and the notes duplicate again. Is there any way to assure the notes could be sync and not get duplicate. Could you help me . Thx Bill

  85. Judy Martin says

    Hi!

    I've been categorizing my calendars for years so that I could separate my personal & my work calendars. It has been working fine with Outlook 2010. However, within the last few weeks, I suddenly can no longer separate my categories to make work & personal calendars. (View, Change View, Work or Full Calendar.) I have been able to do this with no problem for years until a few weeks ago, and suddenly it won't switch back to my work calendar. I even tried a few times to make a new calendar (filter, more choices, categories, check categories I want included in the calendar, then click OK. When I get to this window, the filter field shows all my categories. When I click OK again, it always says Filter: off. Can you help me resolve this problem? Thanks Judy Martin

    • Diane Poremsky says

      Did you try resetting the view or deleting the view that you are currently using? It sounds like the view might be corrupt.

  86. Liam says

    Hi, i share a single mailbox with another user on Outlook 2010. Up until recently we used colour categories which idenitifed the particular email being managed by each other. However, i recently had to reinstall the email mailbox on both computers, and since then the colour categories arn't sharing properly between the two computers. Can somone explain what i should do?

  87. Lori Williamson says

    We have a client that is reporting that since last week, she states that in Outlook 2007 SP3, she works consistently in the Category View. She states that previously in this view new messages would appear at the top of the list. This behavior no longer happens, there is no automatic refresh. She needs to click in etc. for it to refresh. I can reproduce the behaviour on my machine. The thought was that maybe a security patch last week caused this. I have since uninstalled all patches and still the behavior persists. Can you confirm what is "suppose" to happen? Also if you read a message, it will not mark itself unread.

    • Diane Poremsky says

      This is an Exchange email account? Typically, it should refresh as new messages arrive, but firewalls and routers can prevent outlook from receiving the new message notifications.

      Are messages switching from read to unread? That definitely shouldn't happen.

  88. Lori says

    Yes this is an exchange account. No if you stay in category view and click in on other messages then the new message pops to the top, and if you open it, and close it. It still shows as unread. Interestingly enough, it is happening on both our 2007 and 2013 clients. Of course if you sort by "received" this problem doesn't occur. It is when she is in category or sorted by category. If you look at the inbox, the # of new messages indicator, shows a new message. Plus we also see the pop up notification through the system tray etc. but the message simply will not refresh to the top.

  89. Lori Williamson says

    Not sure if my reply posted or not. Trying again. Yes exchange account. We see the desktop alert, system tray icon and the new unread message counter increases in inbox, but the new message does not appear at top of list when in category view. If you click in list, it appears. Also if you open and close it does not change to read.

  90. Carol Bernett says

    My work place uses Outlook to organize incoming emails that contain setup requests and all the department data updates. The emails are sorted to folders depending on what the request is for. Our categories are setup to show who is working on which email request. Is there any problem if the categories are not uniform between the users? Is there any reason to have all users have the same categories? Each category is a color and an employee's name, but each user has a different list of categories. Please let me know your thoughts. THANKS!

    • Diane Poremsky says

      It might be better if the names are uniform and added to each users master list (uniform color is less important)- this way they'd all be highlighted in a color for each user. If they aren't uniform, the category name is on the item but it won't be colored will be less obvious.

  91. Michelle says

    I want to have a legend or key of all my categories show on my calendar page so they can be seen easily and interpreted (I use my calendar kind of like a task organizer - along with several other methods to keep organized as I need all the help I can get in that category) Haha...I said Category! Anyone know how to do that?

  92. Peter says

    Hi, I've downloaded and like the software on the top of the tools list: Aladdins Categoriez.
    I'd like to buy and register the program, but every link seems te be broken on the http://www.software-solutions.co.nz/ website and I don't find any referenc or contact info. Does anyone have an idea how to contact them (or register the software) or know an equivalent solution?

    Thx

    • Diane Poremsky says

      Hmm. You need to create an account but once in the account, the purchase system is broken. (I removed it from the list until I find out if they are still in business or are just having issues with the site.)

      Have you tried Category Manager from VBOffice.net?

  93. Peter says

    Hi Diane. Thx for the reply.
    If only I could contact them. The product is great, but I've only 8 day of trail left :(
    What I liked so much about this solution is the category grouping and the auto-categorizing. I've tried 'Categorize Plus', but the are not working with 'real' categories.
    I'll give the VBOffice.net cat mgr a try.

  94. Nathan says

    When using a shared email box is it possible to flag sent emails with a specific category? For Example all of Jack's emails get flagged blue when moved to the sent items folder, and all of Jill's items are flagged orange.

    I found this registry key (see website) that will automatically move the sent items to the proper sent item folder, but I need something to auto categorize based on sender. Is this possible?

  95. Jeff Taylor says

    This is a very long thread. Although I read most of it pretty thoroughly, I apologize if I've missed a reply that you posted previously.

    I'm interested in making a change to one aspect of the default Category behavior in Outlook 2010. When I right-click on a message shown in the Inbox message list, the Context Menu options that appear include "Categorize." Hovering the cursor over that option displays a sub-menu with a list of categories. However, that list changes in seemingly random ways.

    I'd like to tweak that behavior to be able to produce either of these two results.
    1) Display the alphabetical list of all my categories, of which there are far more than appear in the default list.
    2) Select the categories that appear in the initial list, so that the contents of the list does not change.

    Is there any way to do this?

  96. Jeff Taylor says

    Thanks for thinking about this. If my preferred changes aren't possible, perhaps I can do something else that would at least be a step in that direction.

    1) Can I increase the number of categories that appear in the list shown when hovering over the "Categorize" menu option?

    2) Can you tell me what criteria are used to determine which categories are shown in that list? For example, is the selection based on how often a category is used, how many messages have been placed in that category, etc.?

    3) Can I change the criteria that are used to make that determination?

    • Diane Poremsky says

      1. No. It's hardcoded.
      2. It's supposed to be an MRU list, in alphabetical order. It should list the last 15 categories you used.
      3. No, sorry, that can't be changed.

  97. Larry says

    How can I have dual calendars using 2 different color categories for appointments? My personal calendar has color categories that I've assigned. Someone sent me a shared calendar, that has the information for our whole department on it. The colors that were assigned/used on that calendar, don't show up on my screen when I look at the two calendars side by side, but others in my department have both calendars on their outlook show up with different color categories. My Outlook version is 2010.

    • Diane Poremsky says

      Categories are per user/folder and you'll need to add the categories to your mastr category list and set a color. if there are only a few categories, open an item, open All Categories and select the category that is marked (not in master list) then click Add. If you have a lot to add, use upgrade to color categories (I think it works on share folders too).

  98. Miriam says

    Hello Diane,

    I have Outlook 2010 and share a contact list. I would like to create envelopes and select one of the two categories listed for each individual on that list. How can I do that?

    • Diane Poremsky says

      The contacts are in a shared folder? Use instant search: category:=("category1" OR "Category2"), select all, and use Mail merge on the Home tab.

  99. Sonja Spörhase says

    Hello Diane, we have a huge problem in our office with categories and I did not found a solution yet. We tag all our contacts in the outlook database with categories like name of the street, nature of the business, member or non-member etc. We work a lot with filtering categories and using them for different purpose. Since several months we watch, that our contacts are loosing their categories. Only one is left mostly. But we don't know, when and why! I try to fix it now by setting new categories for every contact. But I fear, that they will get lost again. Do you know this problem? Is it common? What are we doing wrong??? Please help. Thanks a lot in advance, Sonja Spörhase Bremen/Germany.

  100. Max says

    Hello Diane, I just upgraded from Outlook 2007 to 2010. It appears the Category option that I used to select on the message in my Inbox is no longer there. Did this get removed? Is it an option that can be turned back on either by me or our Administrator? To be clear, it used to sit next to the Flag in the message header.

  101. Yinnie says

    A department is using a calendar to organize their group work on that group calendar which is located in Public Calendar Folder. Of course, it would be marvellous if we would categorize per person and visually have a color for that individu ... according to IT, it is not personal when calendar is on Public Calendar, and is only possible in personal mailbox (and shared the mailbox) .... but the purpose here is to have a common departmental calendar where tasks are assigned on that calendar ... can you help me out?

    • Diane Poremsky says

      Yes, created a filtered view that shows only appointments in those categories before going to File, Print.

  102. Brett Burningham says

    When click on the box to assign a color category, my email message disappears from my inbox. I can't find it, where does it go? I've looked through the settings and can't find out how to stop this. It's happening with every new message I try to click and assign a color category. HELP

    • Diane Poremsky says

      It sounds like you are using a view that hides items marked with that category. Try resetting the view - in Outlook 2010/2013, there is a reset button on the View tab or the ribbon. In older versions, right click on the field names above the message list and choose Customize, then Reset.

  103. Jade Webber says

    Hi,

    Is trying to obtain a consistent Master List for multiple PC's using 2013 Outlook still relevant in the "Keeping Categories Consistent" and " Category Importer" link? Or is there an updated method to going about it?

    • Diane Poremsky says

      No, they are not relevant for Outlook 2013 (thanks for reminding me that I need to update the page). One of the utilities or a macro - the utilities are more automatic. Oh, and you can also use GPO to add categories (but not colors) to user's Outlook.

  104. mrsadmin says

    Hi Dianne,
    I have a series of appointments in Outlook 2010, they repeat every week for the year. I want to however change a couple of individual appointments to have a specific category assigned to it (Compulsory, Offbase etc). However I get a notification that Outlook can't change a category without the series being affected.

    Is there a way, other than going back & deleting appointments & re-adding singular ones, around this? Even VBA will be ok.

    I need to visually see at a glance a compulsory appointment when scheduling other events.

    Thanks in advance. :)

    • Diane PoremskyDiane Poremsky says

      You would need to use individual appointments if they needed to have a different category. If only a few occurrences in the series need to be changed, select one of the dates that gets changed and copy, then paste it in place (ctrl+c,v) The copy should be a single event - assign the category to it. You can delete the occurrence for that date or leave it, if two appointments aren't a problem. Repeat for each date that needs changed.

      If you wanted individual appointments, I do have a macro that can break up a series, or you can export to CSV/Excel then import. But for just a couple of dates, I'd go the copy and paste route.

    • mrsadmin says

      A macro would be great, thank you :) I'm always interested in stretching my wings.
      Too bad that Outlook doesn't allow the individual items to be changed. Oh well.
      I'll run the macro, else I'll just copy & delete as you suggested.

      Many thanks :)

    • Diane PoremskyDiane Poremsky says

      Use the macro at http://www.slipstick.com/developer/copy-recurring-appointments-meetings-series/ - using a list view, select the recurring appointment and run the macro. It will make a copy of all appointments in the series for the next 30 days (can be changed, but needs to be some value, otherwise the macro will create appointments through the year 4500 if the appointment doesn't include an end date). My notes say the it only uses the 30 days if there is no end date, but I don't see it picking with the end date from the appointment and I haven't rerun it to refresh my memory.

    • Diane PoremskyDiane Poremsky says

      Now that I've looked at the macro and refreshed my memory, it goes from the start (if selected in list view) to 30 days from now because it was originally intended to use with recurring events that were ending early, to preserve exceptions. I added a code snippet that checks the end date and uses that date or sets a limit on no end date appointments.

  105. Shelley says

    Outlook 2010: View Tab, Current View - View Settings, Filter, More Choices Tab, Categories... Drop-down menu -- how does one clear out the drop-down menu so that old choices are no longer there?

  106. Asfa Shah says

    Hi Diane,
    I receive a big number of emails being service desk manager on shared \ additional mailbox and i want to know following:

    1. any recent \ useful method to equaly share emails (outlook 2010) among my team to make it ease
    2. how to count number emails received with or without categories assigning to each analyst \ different groups. (other than manually counting each email)

    please suggest & thanks in advance

  107. Zachary Pack says

    I created shared calendar and also renamed the categories, when I shared it the person who is now sharing doesn't see the categories as I renamed them but as the defaults. Is there a way to rename them and when I share the calendar everyone sees them as I created them?

    • Diane PoremskyDiane Poremsky says

      When you share a folder, they will see the category names but they will only have colors if the person has the categories on their category list.

  108. Jessica says

    Hi, Thanks for all the helpful information.

    Sometimes an email comes in and the category color doesn't get assigned to it. I thought that perhaps that happens when I open the email on my iPhone for the first time. But it also sometimes happens anyway. ??

    Jessica

    • Diane PoremskyDiane Poremsky says

      It's possible that it's because the message was previously opened, or it could be because too many messages are coming in at once and Outlook can't process them fast enough so it skips a few.

  109. Debbie Tennent says

    I have Outlook 2007, whilst categorizing diaries for my Team, Outlook "froze" and I then realised that everything in my calendar and inbox had been assigned the blue category I had been using to colour code when freezing.
    My IT dept have said it can't be fixed other than removing the category from each item but I've now noticed that new emails received while I'm not logged in are still being categorized, but not when I'm logged in!
    Is there a reason for this? I've had a look online for help and have been through most of the drop down menus but can't see any Rules or settings that would explain this.
    Any help would be greatly appreciated!

    • Diane PoremskyDiane Poremsky says

      Yeah, you can't undo changes like this - but you can use a list view, select all and then remove the blue category from everything at once.

      I'm not sure why the mail is being categorized - a rule would be the most likely culprit but messages will also automatically categorize if you use conversation view and the conversation is being categorized.

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