Data Organization and Shares

Managing Categories

Learn how to manage categories that allow you to organize emails, appointments, contacts and tasks across apps, independently from the folder structure. You e.g. can use an own category for a specific project or customer. Categories have the following properties:

Note: For emails, you can also use inbox tabs. A specific inbox category can be assigned to an email. The category depends on the sender, see Working with inbox categories.

You have the following options:

How to manage your categories:

  1. Click the Settings icon on the right side of the menu bar. Click on All settings. The Settings window opens.

    Click on Basic in the left pane. Click on Manage categories below Advanced settings.

    You can also use one of the following methods:

    • Select an email. Click the Add category icon in the toolbar. Select Manage categories.

    • Open the editing window for appointments, contacts or tasks by creating or editing an appointment, a contact or a task.

      To do so, click on Add category next to Categories. Select Manage categories.

    The Manage categories window opens.

  2. To create a new category, click on New category.

    Enter a name in the New category window. Select a color and an icon.

  3. In order to edit a category, click the Edit icon next to the category.

  4. In order to delete a category, click the Delete icon .

Related topics:

Parent topic: Data Organization and Shares