Automatically assign color category to meeting invitations

[Jennifer]

Outlook 2007. I have an inbox rule that will automatically color categorize
incoming meeting requests. So when I look at my calendar I can see the color,
and the color shows up in my To Do list to the right of my inbox. I would
like to have meetings I organize color coded "automatically" on my calendar
and to do list.

I can do color coding with a custom view for my calendar, but that does not
carry over to my to do list.

So how can i either (a) change the default category on a new meeting
request, (b) set up a rule to set the category on outgoing meeting requests,
or (c) automatically update the category on meetings in my calendar for which
I am the organizer?

Thanks!

 

[KePaHa]

(b) Tools, Rules And Alerts. New Rule, Check Msgs After Sending, Next, Which
is a Mtg Request or Update, Next, Assign it to a Category, Next, Finish.
????????

 

[KePaHa]

Then again, maybe not.

(b) Tools, Rules And Alerts. New Rule, Check Msgs After Sending, Next, Which
is a Mtg Request or Update, Next, Assign it to a Category, Next, Finish.
????????

 

[KePaHa]

Can use Edit, Automatic Formatiing to mark it with a color (not a category)
but this appears to display on the calendar, but no the To-Do Bar.

 

[KePaHa]

Last thought from these quarters:
- Open a blank Mtq Request.
- Add the desired category.
- Developer tab choose Design This Form.
- Publish Form to Personal Forms Library.
- Create a menu or button to open this form, rather than the normal Mtg Req
form.

Then, when you want to send a Mtg Req, you use this form with the category
pre-selected.

??????

 

[Diane Poremsky [MVP]]

Timed appointments should be in the appointment list on the to-do - the
tasks list is flagged items, so you'd need to flag the appointment to list
it with tasks. You can either do this at the time you create it or create a
custom form with these options selected. Save it to the calendar folder and
it'll be listed on the actions menu when in the calendar.

--
Diane Poremsky [MVP - Outlook]



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[Jennifer]

Thanks for the reply!

I'm trying to affect the color display on the calendar portion of the To Do
list rather than the task list portion. And from what testing I have done,
that requires the appointment itself to be assigned to a category. Changing
the calendar view does not seem to do this. I have not been able to find a
way to set the default category for meeting requests that I send out. I can
of course manually do that on each request, but I was thinking there would be
a way to set it for all meeting requests, something like setting the checkbox
to request a read receipt for all email.

Timed appointments should be in the appointment list on the to-do - the
tasks list is flagged items, so you'd need to flag the appointment to list
it with tasks. You can either do this at the time you create it or create a
custom form with these options selected. Save it to the calendar folder and
it'll be listed on the actions menu when in the calendar.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
(e-mail address removed)

EMO - a weekly newsletter about Outlook and Exchange:
(e-mail address removed)

You can access this newsgroup by visiting
http://www.microsoft.com/office/community/en-us/default.mspx or point your
newsreader to msnews.microsoft.com.

Outlook 2007. I have an inbox rule that will automatically color
categorize
incoming meeting requests. So when I look at my calendar I can see the
color,
and the color shows up in my To Do list to the right of my inbox. I would
like to have meetings I organize color coded "automatically" on my
calendar
and to do list.

I can do color coding with a custom view for my calendar, but that does
not
carry over to my to do list.

So how can i either (a) change the default category on a new meeting
request, (b) set up a rule to set the category on outgoing meeting
requests,
or (c) automatically update the category on meetings in my calendar for
which
I am the organizer?

Thanks!

 

[Jennifer]

Thanks for the replies!

I'll give that a go. I was thinking that there would be a way to set a
default, like setting the option to receive read receipts on email. And if
not that, then some way to do it in the rules, but I haven't been able to
make it work.

 

[Diane Poremsky [MVP]]

Yes, you need to set a category and it can't be via a rule. You need to make
a custom form with the category assigned then use that category.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
(e-mail address removed)

EMO - a weekly newsletter about Outlook and Exchange:
(e-mail address removed)

You can access this newsgroup by visiting
http://www.microsoft.com/office/community/en-us/default.mspx or point your
newsreader to msnews.microsoft.com.

Thanks for the reply!

I'm trying to affect the color display on the calendar portion of the To
Do
list rather than the task list portion. And from what testing I have done,
that requires the appointment itself to be assigned to a category.
Changing
the calendar view does not seem to do this. I have not been able to find a
way to set the default category for meeting requests that I send out. I
can
of course manually do that on each request, but I was thinking there would
be
a way to set it for all meeting requests, something like setting the
checkbox
to request a read receipt for all email.

Timed appointments should be in the appointment list on the to-do - the
tasks list is flagged items, so you'd need to flag the appointment to
list
it with tasks. You can either do this at the time you create it or
create a
custom form with these options selected. Save it to the calendar folder
and
it'll be listed on the actions menu when in the calendar.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
(e-mail address removed)

EMO - a weekly newsletter about Outlook and Exchange:
(e-mail address removed)

You can access this newsgroup by visiting
http://www.microsoft.com/office/community/en-us/default.mspx or point
your
newsreader to msnews.microsoft.com.

Outlook 2007. I have an inbox rule that will automatically color
categorize
incoming meeting requests. So when I look at my calendar I can see the
color,
and the color shows up in my To Do list to the right of my inbox. I
would
like to have meetings I organize color coded "automatically" on my
calendar
and to do list.

I can do color coding with a custom view for my calendar, but that does
not
carry over to my to do list.

So how can i either (a) change the default category on a new meeting
request, (b) set up a rule to set the category on outgoing meeting
requests,
or (c) automatically update the category on meetings in my calendar for
which
I am the organizer?

Thanks!