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#1
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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! |
#2
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(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. ???????? "Jennifer" wrote: 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! |
#3
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Then again, maybe not.
"KePaHa" wrote: (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. ???????? "Jennifer" wrote: 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! |
#4
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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. "Jennifer" wrote: 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! |
#5
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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. ?????? "Jennifer" wrote: 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! |
#6
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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. "KePaHa" wrote: 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. ?????? "Jennifer" wrote: 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! |
#7
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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: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com Outlook Tips by email: EMO - a weekly newsletter about Outlook and Exchange: You can access this newsgroup by visiting http://www.microsoft.com/office/comm...s/default.mspx or point your newsreader to msnews.microsoft.com. "Jennifer" wrote in message ... 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! |
#8
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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. "Diane Poremsky [MVP]" wrote: 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: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com Outlook Tips by email: EMO - a weekly newsletter about Outlook and Exchange: You can access this newsgroup by visiting http://www.microsoft.com/office/comm...s/default.mspx or point your newsreader to msnews.microsoft.com. "Jennifer" wrote in message ... 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! |
#9
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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: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com Outlook Tips by email: EMO - a weekly newsletter about Outlook and Exchange: You can access this newsgroup by visiting http://www.microsoft.com/office/comm...s/default.mspx or point your newsreader to msnews.microsoft.com. "Jennifer" wrote in message ... 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. "Diane Poremsky [MVP]" wrote: 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: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com Outlook Tips by email: EMO - a weekly newsletter about Outlook and Exchange: You can access this newsgroup by visiting http://www.microsoft.com/office/comm...s/default.mspx or point your newsreader to msnews.microsoft.com. "Jennifer" wrote in message ... 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! |
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