I am unable to locate catergorising

Theresa Andrews 0 Reputation points
2025-09-03T03:35:28.3+00:00

Wanting to flag emails for different staff. I am using outlook classic

Outlook | Windows | Classic Outlook for Windows | For business
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  1. Kudos-Ng 5,005 Reputation points Microsoft External Staff Moderator
    2025-09-03T07:13:36.3633333+00:00

    Hi Theresa Andrews

    Thank you for posting your question in the Microsoft Q&A forum. 

    Correct me if I’m wrong, but based on your subject line, it seems you're looking for the Categorize feature in Outlook Classic. However, from your description, it sounds like you're trying to categorize incoming emails in your inbox based on different recipients (i.e., your staff) using different colors. 

    If you're simply looking to manually categorize emails, you can do so by: 

    • Selecting one or multiple emails, 
    • Right-clicking on them, 
    • Choosing Categorize, and then selecting the color you want. 

    If you're aiming to automatically categorize emails based on the recipient, Outlook doesn't currently support assigning categories directly based on the recipient field. However, there's a workaround using Rules, though it's not ideal for large teams since each rule can only be set for one recipient at a time. You’ll need to create individual rules for each staff member. 

    Here’s how you can set it up: 

    1. Right-click on an email from the staff member.
    2. Select Rules > Create Rule > then click Advanced Options to open the Rule Wizard. 
    3. Choose From [your staff] > click Nextundefined
    4. Select assign it to the [category] category
    5. Click on category, choose the color(s) you want > click Nextundefined
    6. Add any exceptions if needed > click Next
    7. Finish by selecting Run this rule now

    I hope these suggestions help! Let me know if you have any further questions. 


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  2. Theresa Andrews 0 Reputation points
    2025-09-09T01:47:33.7433333+00:00

    Hi, thank you for reaching out. I need your assistance with the new version of outlook. All my team members use the new outlook and can have access to the categories. I have the option to switch to the new version on my outlook but very nervous to do it as I have so many things on classic outlook. Can you provide me with a Step by Step guide how to switch over? Is it easy and quick to do, will I lose anything? Thank you, Theresa


  3. Theresa Andrews 0 Reputation points
    2025-09-09T21:44:50.82+00:00

    Thank you for your response. As I work for multiple clients, I have created email profiles in Microsoft classic for quick responses to clients email. Can I confirm with what you are saying that I wont be able to do this in the New Outlook version?

    Many thanks, Theresa


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