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Queen's University
 

Help and Support

Assigning a Category to a Meeting Requests


This tutorial teaches you how to categorize meeting requests in Outlook 2010, to allow for easier email organization.

 

  1. Ensure Mail is selected in the Navigation Pane
    • On the Home tab, in the Move group, click Rules
    • From the drop down menu select Manage Rules and Alerts
    Click rules, manage rules and alerts
  2. The Rules and Alerts screen will open
    • If you have more than one email account, from the Apply changes to this folder drop down list, select the Inbox for the account you want to create a rule for.
    • Click New Rule...
    Select the appropriate inbox and create new rule
  3. The Rules Wizard will begin
    • From the Start from a blank rule section, select Apply rule on Messages I receive
    • Click Next
    select apply rule on message I receive from the wizard
  4. The Which condition(s) do you want to check? screen will open 
    • Under Step 1: Select condition(s), select the condition that is a meeting invitation or update
    • Click Next
    Select the condition which is a meeting invite or update
  5. The What do you want to do with the message? screen will open
    • Under Step 1: Select action(s), select the action assign it to the category category
    • Under Step 2: Edit the rule description, click the underlined value category
    • Choose a category, (either from on of the default categories, or one that you have created)
    • Click Next
    assign to category action
  6. You will be presented with a list of exceptions
    • Click Next as we need not enter any exceptions to this rule
  7. The Finish rule setup screen will open
    • Enter a name for the rule
    • Check any other options that you want. If you want to categorize meeting requests that are already in your inbox, select Run this rule now on messages already in "Inbox"
    • Click Finish
    Final screen for categorizing rule

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