Working with categories (Outlook 2007)

waggers
NewLounger
Posts: 6
Joined: 25 Mar 2010, 14:04

Working with categories (Outlook 2007)

Post by waggers »

Hi all

Some of the "smart working" experts recommend not filing emails in various folders, but using categories instead. The advantages are that each item can be in more than one category, so if someone from Department X emails you about Subject Y, you can use both X and Y categories to sort the email (then you can find all emails from Dept X or all emails about subject Y).

Anyway, if you use categories instead of folders here are a couple of things you might find handy.

Firstly, I've categorised all of my contacts in Outlook, and created a rule that assigns any messages I receive to the sender's categories. To do this, firstly copy the following VBA code into a module and an Outlook VBA project:

Code: Select all

Sub ApplyContactCategories(Item As Outlook.MailItem)
On Error GoTo ErrorHandle:

Dim nms As Outlook.NameSpace
Dim fol As Outlook.AddressList
Dim objContact As Outlook.ContactItem
Dim cat As Outlook.Category

Set nms = Application.GetNamespace("MAPI")
Set fol = nms.AddressLists("Contacts")
Set objContact = fol.GetContactsFolder.Items.Find("[File as] = """ & Item.SenderName & """")
If objContact Is Nothing Then
Debug.Print "Contact" & Item.SenderName & " not found"
Else
Item.Categories = objContact.Categories
Item.Save
End If

exiting:
   On Error Resume Next
        
        ' memory clean up
        Set nms = Nothing
        Set fol = Nothing
        Set objContact = Nothing
        Set cat = Nothing
        Exit Sub

ErrorHandle:
' detailed error message
        MsgBox Err.Description
        GoTo exiting

End Sub
Then create a new rule, applying to all emails that arrive, choose "run a script" and select our "ApplyContactCategories" script. Job done.

Secondly, having done all the hard work of categorising incoming mail, it makes sense that when I reply to or forward one of these messages, my reply is given the same categories as the message I'm replying to. To achieve that, follow the instructions here:
http://www.juergentreml.de/archives/379

As a third tip, I also use a rule to send all emails into a folder which I call my "collated inbox" and I use the "save replies with original message" option (Tools, options, e-mail options, advanced e-mail options) to keep everything together.

I hope someone else finds these as useful as I do!

User avatar
HansV
Administrator
Posts: 78487
Joined: 16 Jan 2010, 00:14
Status: Microsoft MVP
Location: Wageningen, The Netherlands

Re: Working with categories (Outlook 2007)

Post by HansV »

Thanks for these tips!
Best wishes,
Hans

User avatar
stuck
Panoramic Lounger
Posts: 8176
Joined: 25 Jan 2010, 09:09
Location: retirement

Re: Working with categories (Outlook 2007)

Post by stuck »

waggers wrote:Some of the "smart working" experts recommend not filing emails in various folders, but using categories instead.
I'm glad it works for you but I can't even count how many folders I have so the prospect of having a category for each fills me with horror.
:flee:

Another case of 'horses for courses'.

Ken
PS

waggers
NewLounger
Posts: 6
Joined: 25 Mar 2010, 14:04

Re: Working with categories (Outlook 2007)

Post by waggers »

I had the advantage of starting a new job a few months ago so could start with a clean slate. If you already have a well established system that works well for you I wouldn't recommend putting lots of effort into switching away from it.

User avatar
stuck
Panoramic Lounger
Posts: 8176
Joined: 25 Jan 2010, 09:09
Location: retirement

Re: Working with categories (Outlook 2007)

Post by stuck »

waggers wrote:already have a well established system
I think the oldest email message I have tucked away is dated May 1995 :grin:

However, I suspect others here will have archives going back further!

Ken