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Outlook Answer Book, The: Useful Tips, Tricks, and Hacks for Microsoft Outlook® 2003 by Brian Delahunty, Tom Archer

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Categories and Items

2.11. How Do I Assign a Category to an Item When I Am Creating It?

You can assign a category to an item in two situations: when you are creating the item (which we cover here) or after the item has already been created (explained in FAQ 2.12).

Assigning a category to an item when you are creating the item is the same for all Outlook items that support categories, except for e-mails and notes, which both work slightly different. Therefore, here's a list of steps to perform the category association (we've noted when the type of items causes a slight change in procedure):

1.
Create the item and fill in the necessary information specific to that item.
2.
The forms for new tasks, task requests, journal entries, appointments, contacts, ...

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