Categorize Plus Reference 
Categorize Menu

The Categorize Menu contains Category Tag Menu Items that are created using the Menu Builder.  The Categorize Menu also provides three sub-menus including a Tools menu that contains a list of optional tools that are used for categorizing Outlook items, a Recent Categories menu that contains a list of recent Category Combo Boxes that have been added to the Categorize Plus Toolbar, and a Recent Categorizations menu that contains a list of recent categories that have been used to Categorize Outlook Items.  For information on how to create Category Tag Menu Items and add them to the Categorize Menu, then please refer to the Building Menus help topic.

Configuring the Categorize Menu using the "Add Categories to the Toolbar" Option

There are two options for configuring the behavior of the Categorize Menu.  The Categorize Menu can be configured to either add Category Combo Boxes to the Categorize Plus Toolbar or it can be configured to categorize selected Outlook items directly.  Below are two illustrations that display the different configurations of the Categorize Menu.  These illustrations also show the location of the Add Categories to the Toolbar command that is used to either enable or disable the option to add categories to the toolbar. 

When the option is enabled, then each time a Category Tag is selected in the Categorize Menu, then the associated Category Combo Box is added to the Categorize Plus Toolbar.  Once Category Combo Boxes are added to the toolbar, then these combo boxes can be used to perform various operations.  Please refer to the Category Combo Boxes help topic to learn how Category Combo Boxes are used in Categorize Plus.  If the option to Add Categories to the Toolbar is not enabled, then the currently selected Outlook items will be categorized immediately after selecting a Category Tag from the Categorize Menu.  Please refer to the Categorize Outlook Items help topic to learn how the Categorize Menu is used to categorize Outlook items.

Furthermore, when Add Categories to the Toolbar is enabled, then additional menu options will also appear in the Categorize Menu as shown in the first illustration below.  The second illustration shows the available menu options when Add Categories to the Toolbar is disabled.


Help Topics that Explain the Categorize Menu Commands

1.  Category Combo Boxes 6.  Categorize Plus Options
2.  Categorizing Outlook Items 7.  Category Actions
3.  Menu Items 8.  Auto Categorize Options
4.  Menu Builder 9.  Subtract, Replace or Append Categories
5.  Outlook View Layout  

Available Menu Options when "Add Categories to the Toolbar" is ENABLED:

Available Menu Options when "Add Categories to the Toolbar" is DISABLED:


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