1. Sorting Contacts with Categories Lunch and Learn

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

3. Assigning a Category

4. 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.

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

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

7. 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.

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

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

10. Sorting Contacts by Category

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

12. 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.

13. Creating a Category

14. 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.

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

16. 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.

17. 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.

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