Categorising emails

Assigning a category

You can use categories to quickly identify related emails and calendar entries by assigning different colours and names to them. For example, if you have access to a generic mailbox, you can set up a category for each person who accesses that mailbox and use the categories to show who is dealing with a particular email or emails

In calendar, you can use categories to colour code appointments or meetings relating to a certain topic, like team meetings or clinics

  1. Click Mail in the navigation bar at the top right of the screen

Select mail

      2.Right click on the email you want to categorise and select categorize from the drop down list

select the category

     3.Click on the category you want to assign to the email and a coloured box will appear to the right of the email in the list of emails

coloured box in upper right corner

Removing a categorisation

  1. Right click on the email, select categorize and click the same category again to deselect it

Deleting an existing category

  1. Click Mail in the navigation bar at the top right of the screen

Select mail

      2.Right click on the email you want to categorise and select categorize from the drop down list

      3.Select Manage categories

      4.Select the category you want to delete and click the cross icon to the right of the category name and click ok

select category to be deleted then click the cross

Changing the colour of an existing category

  1. Right click on the email you want to categorise and select categorize from the drop down list
  2. Select Manage categories
  3. Select a category, click the downward arrow to the left of the coloured box and select a colour

assign the category a different colour

Creating a new category

  1. Click Mail in the navigation bar at the top right of the screen

Select mail

2.Right click on the email you want to categorise, select categorize from the drop down list and select Manage categories

select manage categories

    3.Click Add new category located at the bottom of the window that appears on screen

    4.Type the name of your new category into the text field

    5.Click the downward arrow to the left of the text box and select a colour from the drop down list

add new category window

    6.When you have finished creating the category click ok at the bottom of the window

Searching for a category

  1. Enter category:<category name> in the search bar at the top of the screen and click the magnifying glass icon example category search

      2.Click on the x icon in the search bar to return to your inbox

Updated on 30/05/2019

Related Articles

Need Support?
Can’t find the answer you’re looking for? Don’t worry we’re here to help!
Contact Support
back to top