Transferring categories from Outlook 2003 to Outlook 2007

[RJL]

I use categories extensively with my calendar and tasks. I recently changed
PCs and upgraded from Outlook 2003 to Outlook 2007. How do I transfer the
list of categories that I used in Outlook 2003 to the new setup? And how
does old list work with the new color-based category system in the ribbon in
Outlook 2007?

 

[Roady [MVP]]

The categories will be automatically upgrade to Color Categories.
You can also force it by right clicking on the root of the folder set->
Properties-> Upgrade to Color Categories...

Further use is pretty much the same.

 

[RJL]

What is the "root of the folder set" and where would I find it?

 

[Michael Bauer [MVP - Outlook]]

That's the top folder, under which the Inbox etc. are listed.

Please note, "Upgrade to Color Categories" reads all of the categories you
have assigned to any of the items in the PST file and adds them to your new
Master Category List. But it doesn't copy the old Master Category List. That
is, if you have categories in the old Master Category List that currently
aren't in use, they will not be copied.

This would work: If you still have OL 03 installed, start it, create an
e-mail, and assign all of the categories you have to it. Move that e-mail to
OL 07, and then upgrade to color categories.

If you don't have OL 03 anymore, or if you just love it more comfortable,
install Category Manager (link in my signature), launch it, click
File/Select Folder, and select the folders. The upper list will show you all
of your categories - the used and the unused ones. Select any and add them
easily to your new Master Category List.

--
Best regards
Michael Bauer - MVP Outlook

: Outlook Categories? Category Manager Is Your Tool
: VBOffice Reporter for Data Analysis & Reporting
: <http://www.vboffice.net/product.html?pub=6&lang=en>


Am Tue, 4 Nov 2008 07:58:01 -0800 schrieb RJL:

 

[KristyK]

Hi! We are on MS Exchange 2007. Is it possible to move the master category
list (such as for contacts) from Outlook 2003 to Outlook 2007? Most things
I've read point to custom scripting. Thank you.

 

[Brian Tillman [MVP - Outlook]]

Hi! We are on MS Exchange 2007. Is it possible to move the master
category
list (such as for contacts) from Outlook 2003 to Outlook 2007? Most
things
I've read point to custom scripting. Thank you.

Start here: http://www.slipstick.com/outlook/olcat.asp