Sorting Contacts with Categories

Lunch and Learn

Workshop Outline

Assigning a Category Sorting Contacts by Category Creating a Category

Assigning 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

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

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.