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  1. #1
    Uranium Lounger CWBillow's Avatar
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    To-Do and Categories (MSO 2007)

    I'm tryig to find out what the heck I'm doing, really I am!

    Because MS joined the colored flags and the Categories, I've been trying to get those all adjusted. I assigned different e-mail types [from certain senders] to specific categories. I thought that it was gong along OK, but then, when I looked at my Calendar, I saw all my e-mails listed as "To-Do's"!

    There's got to be a way to have this not happen. There's check boxes for showing/or not Appointments and tasks, but nothing for e-mails.

    So how do I get the To-Do's to show only tasks and not e-mails?

    Regards,
    Chuck Billow
    -------------------------------------------------
    "Good judgment comes from experience, and experience - well, that comes from poor judgment."

    ~ A(lan) A(lexander) Milne (1882-1956)- "House at Pooh Corner"

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    Re: To-Do and Categories (MSO 2007)

    I think that Categories are represented by coloured boxes and Tasks are represented by coloured flags. Categories are a powerful way of organizing email (e.g. use a given colour for serial numbers) and you can use that to list all members of that category.

    Chances are that you have been thrown by emails that have both a Category (box) and a Task (flag). When you have completed a Task, be sure to mark it as completed. You can even go through the routine of keeping track of percent complete.

    Watch the Office tutorial on it if you have the time and the bandwidth, and patiently work out a scheme for Categories and sort accordingly. Incidentally, you are not confined to the colour scheme provided. You can mix your own colours to have a softer visual effect.

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    Uranium Lounger CWBillow's Avatar
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    Re: To-Do and Categories (MSO 2007)

    I'm missing something here somehow.

    I don't care if the tasks have Categories or Flags, or both.

    I just don't want e-mails on the To-Do list.

    But I will watch the video.

    Thanks,
    Chuck Billow
    -------------------------------------------------
    "Good judgment comes from experience, and experience - well, that comes from poor judgment."

    ~ A(lan) A(lexander) Milne (1882-1956)- "House at Pooh Corner"

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    Re: To-Do and Categories (MSO 2007)

    <hr>I just don't want e-mails on the To-Do list.<hr>
    Then REMOVE the flags which are tasks, these tasks are what will add them to the "To-Do-List". The system is ONLY doing what you tell it to do.

    Now running HP Pavilion a6528p, with Win7 64 Bit OS.

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    Uranium Lounger CWBillow's Avatar
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    Re: To-Do and Categories (MSO 2007)

    Dave:

    So ANY flag on an e-mail in fact "makes it into a task"? I see!

    Thanks,
    Chuck
    -------------------------------------------------
    "Good judgment comes from experience, and experience - well, that comes from poor judgment."

    ~ A(lan) A(lexander) Milne (1882-1956)- "House at Pooh Corner"

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    Re: To-Do and Categories (MSO 2007)

    Think <img src=/S/newbrain.gif border=0 alt=newbrain width=21 height=22> about it Chuck Key, when a item is flagged a action is wanted.
    Actions are "Something That needs to be done" or "TO DO" which is a TASK, <img src=/S/doh.gif border=0 alt=doh width=15 height=15> <img src=/S/confused.gif border=0 alt=confused width=15 height=20>

    Now running HP Pavilion a6528p, with Win7 64 Bit OS.

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    Re: To-Do and Categories (MSO 2007)

    FOLLOWUP is the term to remember what flags are used for in Outlook email. Typically I would receive an email that either required a follow-up or that I wanted to mark to revisit someday, and I never got around to it. All of these old reminders that are associated with emails are now shown as To-Do items, complete with link to the email that was flagged, and if past due the flag will now be red. It depends on the view you are looking at, and whether or not you have the To-Do bar collapsed, how much it annoys you, but if you marked an email for follow-up, that is a Task and it now shows as a To-Do item.

    I have many of them, and it will require patience if I want to eliminate them by reviewing them. I flagged them in the first place, and so did you.

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    Re: To-Do and Categories (MSO 2007)

    I confess I got off the track. On re-reading the OP, I see that you say that your Calendar, presumably in Calendar View, shows all of your emails as To-Do items.

    Beats me. In my replies I thought you were complaining about the To-Do list in Outlook Today.

  9. #9
    Uranium Lounger CWBillow's Avatar
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    Re: To-Do and Categories (MSO 2007)

    Pete, truly.

    It's that mental jump "Why'd you flag it if you didn't want to DO something with it?"

    I think I've got it now.

    Thanks for the link.

    Regards,
    Chuck
    -------------------------------------------------
    "Good judgment comes from experience, and experience - well, that comes from poor judgment."

    ~ A(lan) A(lexander) Milne (1882-1956)- "House at Pooh Corner"

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    Uranium Lounger CWBillow's Avatar
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    Re: To-Do and Categories (MSO 2007)

    Dave, I know, I'm a bit slow, but I'm getting there! <img src=/S/confused3.gif border=0 alt=confused3 width=45 height=45>

    Regards,
    Chuck
    -------------------------------------------------
    "Good judgment comes from experience, and experience - well, that comes from poor judgment."

    ~ A(lan) A(lexander) Milne (1882-1956)- "House at Pooh Corner"

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    Uranium Lounger CWBillow's Avatar
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    Re: To-Do and Categories (MSO 2007)

    Pete, you're right though. I HAD flagged them.

    In 2003 I used colored flags, but hadn't totally "switched over" to the Category paradigm, and ended up flagging things that I would "come back later to fix."

    Tasks.

    Regards,
    Chuck
    -------------------------------------------------
    "Good judgment comes from experience, and experience - well, that comes from poor judgment."

    ~ A(lan) A(lexander) Milne (1882-1956)- "House at Pooh Corner"

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    Re: To-Do and Categories (MSO 2007)

    Here is a trick I am going to try (but haven't tried yet).

    Create a CATEGORY for 'flags marked for follow-up', preferably with a shorter title. Then open the To-Do list and sort by date. Leave a buffer of a month or several months to check those entries manually, then place all the other flagged items in the new category, in a neat block, and delete all of their flags, in a neat block. Now the mess of unwanted flags is gone, and the data they had flagged is still there and accessible by category. You can browse the category to eliminate or recategorize individual items at your leisure.

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    Re: To-Do and Categories (MSO 2007)

    Check THIS out.

    See also THIS. If you play it, the video may leave you dizzy. I find the videos to be very helpful, especially when it comes to showing off features, of which there are many in 2007 that were not in previous versions. Most of the tutorials are easier to digest than that, and it's a very big program.

    Topics in Outlook 2007 Help include:

    Remove an item from the To-Do Bar

    Clear the flag on an item

    See KB Article 926443

    For my experiment, I clicked on Tasks, lined up a significant number of To-Do items arranged by Start Date that had both a flag and were already in a Category, selected the lot of them (they were contiguous) and applied the Action|Follow-up|Clear flags|Remove (item or whatever). In other words, the data is still in place, but the flag and entry is no longer on the To-Do list if it is e-mail. That got rid of more than half of my flagged items, but since I have been using Office 2007 since late 2006 I will have to carefully review the dates and contents of remaining flagged items. The items I found had dates stretching back to 2002, so your observation of our failure to fully adopt the new system is valid.

  14. #14
    Uranium Lounger CWBillow's Avatar
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    Re: To-Do and Categories (MSO 2007)

    Petreg:

    I'm going over the videos, and am trying out your projects as well.

    Thanks,
    Chuck
    -------------------------------------------------
    "Good judgment comes from experience, and experience - well, that comes from poor judgment."

    ~ A(lan) A(lexander) Milne (1882-1956)- "House at Pooh Corner"

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