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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