Microsoft Outlook 2010 and higher: Remove categories with Quick Step
up vote
3
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Background
I am using Quick Steps to label e-mails as "next action", "action", etc. and put them into an archive folder.
Right now, these quick steps do a "clear all categories" and then add the appropriate action category (to avoid having multiple action categories labeled).
Problem
When using "Clear all categories", if I wanted to use an additional category besides my action categories, they would be removed.
Question
How do I tell a quick step to remove a category from a message? The only option appears to be "clear all categories."
microsoft-outlook microsoft-outlook-2010
edited Mar 8 '17 at 18:30
Twisty Impersonator
17.2k126293
asked Jul 23 '12 at 12:57
SeanKilleen
1,33241932
add a comment |
up vote
3
down vote
favorite
Background
I am using Quick Steps to label e-mails as "next action", "action", etc. and put them into an archive folder.
Right now, these quick steps do a "clear all categories" and then add the appropriate action category (to avoid having multiple action categories labeled).
Problem
When using "Clear all categories", if I wanted to use an additional category besides my action categories, they would be removed.
Question
How do I tell a quick step to remove a category from a message? The only option appears to be "clear all categories."
microsoft-outlook microsoft-outlook-2010
edited Mar 8 '17 at 18:30
Twisty Impersonator
17.2k126293
asked Jul 23 '12 at 12:57
SeanKilleen
1,33241932
Can you explain the problem better? I'm not sure I know what the issue is to advise. Are you asking that if you selected some categories it would automatically clear all and then apply but not have this rule for others?
– Dave
Jul 23 '12 at 13:41
Hi Dave, I think an example would help: I have e-mails in my inbox. The "Next Action" QuickStep marks it with the category of "S/Next Action" and moves it to my archive. Now, if I want to make that a "waiting on status", my Quick Step for "Waiting On" removes all categories (and thus the "Next Action") and then applies "Waiting On". But if I use an unrelated category (e.g. "Project A", "Announcements", those get lost too. So I'm looking to set 5 actions within the quick step so it only removes my status categories before re-applying the new status.
– SeanKilleen
Jul 23 '12 at 14:01
This can't be done via rules and alerts since it doesn't handle conditional formatting - this will be a VBa answer which I can't do. Sorry, hope someone else can.
– Dave
Jul 23 '12 at 14:08
Hi Dave, FYI, QuickSteps are a separate feature than rules and alerts. But I appreciate the attempt at help anyway!
– SeanKilleen
Jul 23 '12 at 14:10
Yes, sorry - there is no way to do this in quicksteps but I had tried using the Rules and Alerts based upon category changes from your quickstep selection. I then researched and realized it doesn't support conditional formatting - sorry for confusion
– Dave
Jul 23 '12 at 14:11
add a comment |
up vote
3
down vote
favorite
up vote
3
down vote
favorite
Background
I am using Quick Steps to label e-mails as "next action", "action", etc. and put them into an archive folder.
Right now, these quick steps do a "clear all categories" and then add the appropriate action category (to avoid having multiple action categories labeled).
Problem
When using "Clear all categories", if I wanted to use an additional category besides my action categories, they would be removed.
Question
How do I tell a quick step to remove a category from a message? The only option appears to be "clear all categories."
microsoft-outlook microsoft-outlook-2010
edited Mar 8 '17 at 18:30
Twisty Impersonator
17.2k126293
asked Jul 23 '12 at 12:57
SeanKilleen
1,33241932
Background
I am using Quick Steps to label e-mails as "next action", "action", etc. and put them into an archive folder.
Right now, these quick steps do a "clear all categories" and then add the appropriate action category (to avoid having multiple action categories labeled).
Problem
When using "Clear all categories", if I wanted to use an additional category besides my action categories, they would be removed.
Question
How do I tell a quick step to remove a category from a message? The only option appears to be "clear all categories."
microsoft-outlook microsoft-outlook-2010
microsoft-outlook microsoft-outlook-2010
edited Mar 8 '17 at 18:30
Twisty Impersonator
17.2k126293
asked Jul 23 '12 at 12:57
SeanKilleen
1,33241932
edited Mar 8 '17 at 18:30
Twisty Impersonator
17.2k126293
asked Jul 23 '12 at 12:57
SeanKilleen
1,33241932
edited Mar 8 '17 at 18:30
Twisty Impersonator
17.2k126293
edited Mar 8 '17 at 18:30
Twisty Impersonator
17.2k126293
edited Mar 8 '17 at 18:30
Twisty Impersonator
17.2k126293
17.2k126293
asked Jul 23 '12 at 12:57
SeanKilleen
1,33241932
asked Jul 23 '12 at 12:57
SeanKilleen
1,33241932
asked Jul 23 '12 at 12:57
SeanKilleen
1,33241932
1,33241932
Can you explain the problem better? I'm not sure I know what the issue is to advise. Are you asking that if you selected some categories it would automatically clear all and then apply but not have this rule for others?
– Dave
Jul 23 '12 at 13:41
Hi Dave, I think an example would help: I have e-mails in my inbox. The "Next Action" QuickStep marks it with the category of "S/Next Action" and moves it to my archive. Now, if I want to make that a "waiting on status", my Quick Step for "Waiting On" removes all categories (and thus the "Next Action") and then applies "Waiting On". But if I use an unrelated category (e.g. "Project A", "Announcements", those get lost too. So I'm looking to set 5 actions within the quick step so it only removes my status categories before re-applying the new status.
– SeanKilleen
Jul 23 '12 at 14:01
This can't be done via rules and alerts since it doesn't handle conditional formatting - this will be a VBa answer which I can't do. Sorry, hope someone else can.
– Dave
Jul 23 '12 at 14:08
Hi Dave, FYI, QuickSteps are a separate feature than rules and alerts. But I appreciate the attempt at help anyway!
– SeanKilleen
Jul 23 '12 at 14:10
Yes, sorry - there is no way to do this in quicksteps but I had tried using the Rules and Alerts based upon category changes from your quickstep selection. I then researched and realized it doesn't support conditional formatting - sorry for confusion
– Dave
Jul 23 '12 at 14:11
add a comment |
Can you explain the problem better? I'm not sure I know what the issue is to advise. Are you asking that if you selected some categories it would automatically clear all and then apply but not have this rule for others?
– Dave
Jul 23 '12 at 13:41
Hi Dave, I think an example would help: I have e-mails in my inbox. The "Next Action" QuickStep marks it with the category of "S/Next Action" and moves it to my archive. Now, if I want to make that a "waiting on status", my Quick Step for "Waiting On" removes all categories (and thus the "Next Action") and then applies "Waiting On". But if I use an unrelated category (e.g. "Project A", "Announcements", those get lost too. So I'm looking to set 5 actions within the quick step so it only removes my status categories before re-applying the new status.
– SeanKilleen
Jul 23 '12 at 14:01
This can't be done via rules and alerts since it doesn't handle conditional formatting - this will be a VBa answer which I can't do. Sorry, hope someone else can.
– Dave
Jul 23 '12 at 14:08
Hi Dave, FYI, QuickSteps are a separate feature than rules and alerts. But I appreciate the attempt at help anyway!
– SeanKilleen
Jul 23 '12 at 14:10
Yes, sorry - there is no way to do this in quicksteps but I had tried using the Rules and Alerts based upon category changes from your quickstep selection. I then researched and realized it doesn't support conditional formatting - sorry for confusion
– Dave
Jul 23 '12 at 14:11
Can you explain the problem better? I'm not sure I know what the issue is to advise. Are you asking that if you selected some categories it would automatically clear all and then apply but not have this rule for others?
– Dave
Jul 23 '12 at 13:41
Can you explain the problem better? I'm not sure I know what the issue is to advise. Are you asking that if you selected some categories it would automatically clear all and then apply but not have this rule for others?
– Dave
Jul 23 '12 at 13:41
Hi Dave, I think an example would help: I have e-mails in my inbox. The "Next Action" QuickStep marks it with the category of "S/Next Action" and moves it to my archive. Now, if I want to make that a "waiting on status", my Quick Step for "Waiting On" removes all categories (and thus the "Next Action") and then applies "Waiting On". But if I use an unrelated category (e.g. "Project A", "Announcements", those get lost too. So I'm looking to set 5 actions within the quick step so it only removes my status categories before re-applying the new status.
– SeanKilleen
Jul 23 '12 at 14:01
Hi Dave, I think an example would help: I have e-mails in my inbox. The "Next Action" QuickStep marks it with the category of "S/Next Action" and moves it to my archive. Now, if I want to make that a "waiting on status", my Quick Step for "Waiting On" removes all categories (and thus the "Next Action") and then applies "Waiting On". But if I use an unrelated category (e.g. "Project A", "Announcements", those get lost too. So I'm looking to set 5 actions within the quick step so it only removes my status categories before re-applying the new status.
– SeanKilleen
Jul 23 '12 at 14:01
This can't be done via rules and alerts since it doesn't handle conditional formatting - this will be a VBa answer which I can't do. Sorry, hope someone else can.
– Dave
Jul 23 '12 at 14:08
This can't be done via rules and alerts since it doesn't handle conditional formatting - this will be a VBa answer which I can't do. Sorry, hope someone else can.
– Dave
Jul 23 '12 at 14:08
Hi Dave, FYI, QuickSteps are a separate feature than rules and alerts. But I appreciate the attempt at help anyway!
– SeanKilleen
Jul 23 '12 at 14:10
Hi Dave, FYI, QuickSteps are a separate feature than rules and alerts. But I appreciate the attempt at help anyway!
– SeanKilleen
Jul 23 '12 at 14:10
Yes, sorry - there is no way to do this in quicksteps but I had tried using the Rules and Alerts based upon category changes from your quickstep selection. I then researched and realized it doesn't support conditional formatting - sorry for confusion
– Dave
Jul 23 '12 at 14:11
Yes, sorry - there is no way to do this in quicksteps but I had tried using the Rules and Alerts based upon category changes from your quickstep selection. I then researched and realized it doesn't support conditional formatting - sorry for confusion
– Dave
Jul 23 '12 at 14:11
add a comment |
1 Answer
1
active
oldest
votes
up vote
0
down vote
Not exactly the Quick Step (since you can't use Quick Steps to remove partucular categories, you can only clear all), but you can use the free Categorize Outlook Items tool for that. You can add the button for this tool on a ribbon and specify required categories to assign and clear (you can even use * masks to clear categories, for example: "*Action"). After that you can run it in a single click.
DISCLAIMER: I recommend this free tool because I'm one of the developers, so feel free to ask any further questions.
answered Mar 10 '17 at 12:17
thims
7,2791833
add a comment |
1 Answer
1
active
oldest
votes
1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
up vote
0
down vote
Not exactly the Quick Step (since you can't use Quick Steps to remove partucular categories, you can only clear all), but you can use the free Categorize Outlook Items tool for that. You can add the button for this tool on a ribbon and specify required categories to assign and clear (you can even use * masks to clear categories, for example: "*Action"). After that you can run it in a single click.
DISCLAIMER: I recommend this free tool because I'm one of the developers, so feel free to ask any further questions.
answered Mar 10 '17 at 12:17
thims
7,2791833
add a comment |
up vote
0
down vote
Not exactly the Quick Step (since you can't use Quick Steps to remove partucular categories, you can only clear all), but you can use the free Categorize Outlook Items tool for that. You can add the button for this tool on a ribbon and specify required categories to assign and clear (you can even use * masks to clear categories, for example: "*Action"). After that you can run it in a single click.
DISCLAIMER: I recommend this free tool because I'm one of the developers, so feel free to ask any further questions.
answered Mar 10 '17 at 12:17
thims
7,2791833
add a comment |
up vote
0
down vote
up vote
0
down vote
Not exactly the Quick Step (since you can't use Quick Steps to remove partucular categories, you can only clear all), but you can use the free Categorize Outlook Items tool for that. You can add the button for this tool on a ribbon and specify required categories to assign and clear (you can even use * masks to clear categories, for example: "*Action"). After that you can run it in a single click.
DISCLAIMER: I recommend this free tool because I'm one of the developers, so feel free to ask any further questions.
answered Mar 10 '17 at 12:17
thims
7,2791833
Not exactly the Quick Step (since you can't use Quick Steps to remove partucular categories, you can only clear all), but you can use the free Categorize Outlook Items tool for that. You can add the button for this tool on a ribbon and specify required categories to assign and clear (you can even use * masks to clear categories, for example: "*Action"). After that you can run it in a single click.
DISCLAIMER: I recommend this free tool because I'm one of the developers, so feel free to ask any further questions.
answered Mar 10 '17 at 12:17
thims
7,2791833
answered Mar 10 '17 at 12:17
thims
7,2791833
answered Mar 10 '17 at 12:17
thims
7,2791833
answered Mar 10 '17 at 12:17
thims
7,2791833
7,2791833
add a comment |
add a comment |
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Can you explain the problem better? I'm not sure I know what the issue is to advise. Are you asking that if you selected some categories it would automatically clear all and then apply but not have this rule for others?
– Dave
Jul 23 '12 at 13:41
Hi Dave, I think an example would help: I have e-mails in my inbox. The "Next Action" QuickStep marks it with the category of "S/Next Action" and moves it to my archive. Now, if I want to make that a "waiting on status", my Quick Step for "Waiting On" removes all categories (and thus the "Next Action") and then applies "Waiting On". But if I use an unrelated category (e.g. "Project A", "Announcements", those get lost too. So I'm looking to set 5 actions within the quick step so it only removes my status categories before re-applying the new status.
– SeanKilleen
Jul 23 '12 at 14:01
This can't be done via rules and alerts since it doesn't handle conditional formatting - this will be a VBa answer which I can't do. Sorry, hope someone else can.
– Dave
Jul 23 '12 at 14:08
Hi Dave, FYI, QuickSteps are a separate feature than rules and alerts. But I appreciate the attempt at help anyway!
– SeanKilleen
Jul 23 '12 at 14:10
Yes, sorry - there is no way to do this in quicksteps but I had tried using the Rules and Alerts based upon category changes from your quickstep selection. I then researched and realized it doesn't support conditional formatting - sorry for confusion
– Dave
Jul 23 '12 at 14:11