Sorting Contacts with Categories Lunch and Learn

Workshop Outline Assigning a Category Sorting Contacts by Category Creating a Category

Assigning a Category

Switch to your Contacts in Outlook. See the default view: Address Cards. Note: If you do not see the lower toolbar:  Access the View menu.  Select Toolbars.  Click Advanced.

Assigning a Category Open a contact for which you would like to assign a category.

Assigning a Category Locate the Categories button at the bottom of the Contact window. Click the Categories button once.

Assigning a Category Note the new window that opens. Find an appropriate category to use for this contact. Check the box next to your desired category and click the OK button.

Assigning a Category Note that the item you chose now appears in the Category input box.

Assigning a Category Click the Save and Close button to continue.

Sorting Contacts by Category

Click the drop-down arrow in the Current View option box. Select By Category from the list.

Sorting Contacts by Category Note that the list of contacts changes to a categorized list. Find the category you assigned to your contact and click the plus (+) to expand the list. See the contact(s) associated with the category.

Creating a Category

Return to the Address Cards option in the Current View drop-down list. Open a contact for which you would like to assign a category.

Creating a Category Locate the Categories button at the bottom of the Contact window. Click the Categories button once.

Creating a Category Note the new window that opens. Type the name for a category you would like to create. Click the Add to List button once. Click the OK button.

Creating a Category Note that the item you chose now appears in the Category input box. Click the Save and Close button in your contact to finish.

Creating a Category Use the category for any contacts from this point forward, simply by checking the item’s box.