Outlook - Using categories Video
In this video, you will learn about using categories in Microsoft 365. The video covers how to categorize and organize your documents, emails, and other information in Microsoft 365 using categories.
This will help you easily find and access your files and information when needed, improving your productivity and efficiency.
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Ribbon preview
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Publish the calendar
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Junk email
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Create a collaborative email with Microsoft Loop and Outlook
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Streamline Note-Taking with OneNote and Outlook
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Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 59 times
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Share a document securely with Outlook
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- Viewed 53 times
-
Block a sender
- 01:54
- Viewed 68 times
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Identify a fraudulent email
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- Viewed 46 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 47 times
-
Prevent the forwarding of an email
- 01:01
- Viewed 42 times
-
Protect an email by encrypting
- 01:10
- Viewed 43 times
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Provide an overview of best security practices in Outlook
- 01:08
- Viewed 38 times
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Recover deleted items
- 01:09
- Viewed 110 times
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Recall or replace an e-mail message
- 01:45
- Viewed 56 times
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Respond to invitations as a delegate
- 02:55
- Viewed 40 times
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Use a Shared Mailbox
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Create and Manage Appointments in Delegated Calendars
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Send Emails on Behalf of Someone Else
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Mailbox Delegation Setup
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Calendar Delegation Setup
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Grant delegate access in Microsoft 365 administration
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Use the Meeting Dashboard
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Respond to a Meeting Poll
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Create a Meeting Poll
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Display Three Time Zones
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View Other Calendars
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- Viewed 38 times
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Open a Shared Calendar
- 01:29
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Share Your Calendar
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- Viewed 62 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 41 times
-
Use the Immersive Reader Feature
- 01:33
- Viewed 44 times
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Dictate Your Email to Outlook
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- Viewed 48 times
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Translate Emails in Outlook
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- Viewed 44 times
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Make Your Outlook Signature Accessible
- 01:12
- Viewed 43 times
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Add Accessible Tables and Lists
- 02:32
- Viewed 63 times
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Improve the Accessibility of Images in Emails
- 01:18
- Viewed 43 times
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Improve Email Accessibility
- 02:02
- Viewed 46 times
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Send Automatic Out-of-Office Replies
- 02:22
- Viewed 43 times
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Prepare for Time Out of Office (Viva Insights)
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- Viewed 52 times
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Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 37 times
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Delay Email Delivery
- 01:10
- Viewed 54 times
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Use Conversation View
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- Viewed 46 times
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Clean Up Your Inbox
- 01:18
- Viewed 66 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 224 times
-
Use Categories
- 02:51
- Viewed 45 times
-
Easily Sort Your Mails
- 01:38
- Viewed 48 times
-
Automate Routine Actions
- 02:19
- Viewed 48 times
-
Create an Email Template
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- Viewed 59 times
-
Create a task from a message
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- Viewed 97 times
-
Share a task list
- 03:10
- Viewed 98 times
-
Create a task or reminder
- 01:50
- Viewed 100 times
-
Task Module Overview
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- Viewed 109 times
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Manage Teams online meeting options
- 01:56
- Viewed 94 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 126 times
-
Create a reminder for yourself
- 01:59
- Viewed 100 times
-
Respond to a meeting
- 01:00
- Viewed 105 times
-
Create an appointment or meeting
- 01:44
- Viewed 109 times
-
Create different types of events
- 01:46
- Viewed 96 times
-
Edit and customize views
- 01:55
- Viewed 124 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 115 times
-
Search options
- 01:23
- Viewed 93 times
-
Sort and filter emails
- 02:51
- Viewed 101 times
-
Request a Read Receipt or Delivery Confirmation
- 02:01
- Viewed 151 times
-
The Bcc Field in Detail
- 01:53
- Viewed 99 times
-
Save and Print a Message
- 01:48
- Viewed 109 times
-
Insert Elements in Emails (Tables, Charts, Images)
- 02:49
- Viewed 131 times
-
Attach files efficiently in Outlook
- 02:20
- Viewed 109 times
-
Process an incoming message
- 01:53
- Viewed 89 times
-
Send an Email and Create a Draft in Outlook
- 03:10
- Viewed 108 times
-
Organize into Folders
- 01:57
- Viewed 113 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 102 times
-
Create and add a signature to messages
- 01:26
- Viewed 110 times
-
Manage new message notifications
- 01:40
- Viewed 94 times
-
Change the default font of your emails
- 01:05
- Viewed 104 times
-
Manage Views
- 02:36
- Viewed 87 times
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Add and manage multiple accounts on Outlook
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- Viewed 140 times
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Explore the Interface
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Introduce the new version of Outlook
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Manage Storage Space
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Synchronize Your Teams and SharePoint Files on Your Computer
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Use Documents in a Synchronized Library Folder
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Make a File Request
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Restore Your OneDrive Space
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Find All Shares from the Same Person
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Modify Sharing Rules
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Check Granted Shares
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Protect My Document with a Password and Expiration Date
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Avoid Abusive Document Sharing
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Objectifs :
This video aims to teach users how to effectively use color categories in Outlook to organize their emails, appointments, and contacts. It covers creating, assigning, and managing categories to enhance productivity and streamline workflow.
Chapitres :
-
Introduction to Color Categories in Outlook
Color categories are an effective way to organize your Outlook items, allowing you to easily identify and group your messages, appointments, and contacts. This feature helps improve your productivity by providing a visual method to manage your tasks. -
Creating a New Category
To create a new category, follow these steps: 1. Navigate to the Home tab in Outlook. 2. Click on the 'Categorize' icon. 3. Select 'All Categories' from the dropdown menu. 4. In the window that opens, you will see the existing categories. 5. Click on 'New' to add a new category. 6. Assign a name and choose a color for your category. Optionally, you can assign a shortcut key. 7. Click 'OK' to create your new category. Your new category is now ready for use. -
Assigning Categories to Outlook Items
To assign a category to an email: - Select the message you want to categorize. - Click the 'Categorize' button on the ribbon and choose the category you just created. Alternatively, you can right-click on the message and select the category from the context menu. You can assign multiple color categories to a single item, allowing for more nuanced organization. This same process applies to calendar items, contacts, and tasks. -
Removing and Managing Categories
If you wish to remove a category from an item, return to the 'Categorize' menu and either deselect the category or choose 'Clear All Categories.' To edit or delete a category, go back to the 'All Categories' menu. Here, you can check or uncheck the desired boxes to manage your categories. Note that the last 10 colors used will appear in the 'Categorize' menu, which may help you quickly find the categories you need. -
Conclusion
Utilizing color categories in Outlook can significantly enhance your organizational skills. By following the steps outlined in this guide, you can create, assign, and manage categories effectively, leading to a more streamlined workflow and improved productivity.
FAQ :
How do I create a new color category in Outlook?
To create a new color category in Outlook, go to the Home tab, click on the Categorize icon, and select 'All Categories.' In the window that opens, click 'New,' give your category a name, choose a color, and assign a shortcut if desired. Click 'OK' to create the category.
Can I assign multiple categories to a single Outlook item?
Yes, you can assign multiple color categories to a single Outlook item. Simply select the item, click the Categorize button, and choose the desired categories.
How do I remove a category from an Outlook item?
To remove a category from an Outlook item, go back to the Categorize menu, deselect the category you want to remove, or choose 'Clear All Categories' to remove all assigned categories.
What should I do if I can't find a category in the Categorize menu?
If you can't find a category in the Categorize menu, check the 'All Categories' menu where the last 10 colors used will appear. You may need to create a new category if it is not listed.
Can I edit or delete an existing category in Outlook?
Yes, you can edit or delete an existing category by going to the All Categories menu, selecting the category you want to modify, and choosing the appropriate option.
Quelques cas d'usages :
Organizing Emails by Project
A project manager can use color categories to organize emails related to different projects. By assigning a unique color to each project, they can quickly identify and group messages, improving their workflow and response time.
Scheduling Appointments with Color Codes
A personal assistant can categorize calendar appointments by color to differentiate between meetings, deadlines, and personal events. This visual organization helps in managing time effectively and avoiding scheduling conflicts.
Tracking Tasks with Categories
A team leader can assign color categories to tasks in Outlook to indicate their priority level. For example, red for urgent tasks, yellow for medium priority, and green for low priority, allowing for better task management and delegation.
Managing Contacts by Relationship
A sales representative can categorize contacts based on their relationship status, such as clients, prospects, and partners. This categorization helps in targeting communication strategies effectively.
Streamlining Workflow with Color Categories
An office administrator can use color categories to streamline workflow by categorizing items based on their status, such as 'Pending,' 'In Progress,' and 'Completed.' This helps in tracking the progress of various tasks and projects.
Glossaire :
Color Categories
A feature in Outlook that allows users to organize and group messages, appointments, and contacts by assigning different colors to them for easy identification.
Categorize Icon
An icon located in the Home tab of Outlook that provides access to the color categorization features.
Shortcut
A key combination that allows users to quickly access a function or feature in software applications, such as assigning a category in Outlook.
All Categories Menu
A window in Outlook that displays all the categories that have been created, allowing users to add, edit, or delete categories.
Deselect
To remove the selection from an item, such as a category in Outlook, effectively unassigning it from the selected item.
Clear All Categories
An option in Outlook that allows users to remove all assigned categories from a selected item.