Microsoft Outlook 2010 and higher: Remove categories with Quick Step Announcing the arrival of...

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Microsoft Outlook 2010 and higher: Remove categories with Quick Step



Announcing the arrival of Valued Associate #679: Cesar Manara
Planned maintenance scheduled April 23, 2019 at 23:30 UTC (7:30pm US/Eastern)Undo Quick Step in Outlook 2010Outlook 2010 Categories - External mailboxToday's date in Outlook Mail Subject (2010/Quick Steps)Outlook 2010 categories … hide contact categories in calendar?Autoreplace string with hyperlink using quick parts in Outlook 2010How to get a Display Alert based on Category colorOutlook 2010 - Macro to run Quick Step then categorizeOutlook 2016 - Quick Steps - Removing/Clearing CategoriesOutlook “to” internal email addresses resolving to X500 Exchange Addresses after an email is created via Quick StepOutlook CTRL + Shift + # Quick Step keyboard shortcuts stopped working





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}







3















Background



I am using Quick Steps to label e-mails as "next action", "action", etc. and put them into an archive folder.



Right now, these quick steps do a "clear all categories" and then add the appropriate action category (to avoid having multiple action categories labeled).



Problem



When using "Clear all categories", if I wanted to use an additional category besides my action categories, they would be removed.



Question



How do I tell a quick step to remove a category from a message? The only option appears to be "clear all categories."










share|improve this question
















bumped to the homepage by Community 6 hours ago


This question has answers that may be good or bad; the system has marked it active so that they can be reviewed.
















  • Can you explain the problem better? I'm not sure I know what the issue is to advise. Are you asking that if you selected some categories it would automatically clear all and then apply but not have this rule for others?

    – Dave
    Jul 23 '12 at 13:41













  • Hi Dave, I think an example would help: I have e-mails in my inbox. The "Next Action" QuickStep marks it with the category of "S/Next Action" and moves it to my archive. Now, if I want to make that a "waiting on status", my Quick Step for "Waiting On" removes all categories (and thus the "Next Action") and then applies "Waiting On". But if I use an unrelated category (e.g. "Project A", "Announcements", those get lost too. So I'm looking to set 5 actions within the quick step so it only removes my status categories before re-applying the new status.

    – SeanKilleen
    Jul 23 '12 at 14:01











  • This can't be done via rules and alerts since it doesn't handle conditional formatting - this will be a VBa answer which I can't do. Sorry, hope someone else can.

    – Dave
    Jul 23 '12 at 14:08











  • Hi Dave, FYI, QuickSteps are a separate feature than rules and alerts. But I appreciate the attempt at help anyway!

    – SeanKilleen
    Jul 23 '12 at 14:10











  • Yes, sorry - there is no way to do this in quicksteps but I had tried using the Rules and Alerts based upon category changes from your quickstep selection. I then researched and realized it doesn't support conditional formatting - sorry for confusion

    – Dave
    Jul 23 '12 at 14:11




















3















Background



I am using Quick Steps to label e-mails as "next action", "action", etc. and put them into an archive folder.



Right now, these quick steps do a "clear all categories" and then add the appropriate action category (to avoid having multiple action categories labeled).



Problem



When using "Clear all categories", if I wanted to use an additional category besides my action categories, they would be removed.



Question



How do I tell a quick step to remove a category from a message? The only option appears to be "clear all categories."










share|improve this question
















bumped to the homepage by Community 6 hours ago


This question has answers that may be good or bad; the system has marked it active so that they can be reviewed.
















  • Can you explain the problem better? I'm not sure I know what the issue is to advise. Are you asking that if you selected some categories it would automatically clear all and then apply but not have this rule for others?

    – Dave
    Jul 23 '12 at 13:41













  • Hi Dave, I think an example would help: I have e-mails in my inbox. The "Next Action" QuickStep marks it with the category of "S/Next Action" and moves it to my archive. Now, if I want to make that a "waiting on status", my Quick Step for "Waiting On" removes all categories (and thus the "Next Action") and then applies "Waiting On". But if I use an unrelated category (e.g. "Project A", "Announcements", those get lost too. So I'm looking to set 5 actions within the quick step so it only removes my status categories before re-applying the new status.

    – SeanKilleen
    Jul 23 '12 at 14:01











  • This can't be done via rules and alerts since it doesn't handle conditional formatting - this will be a VBa answer which I can't do. Sorry, hope someone else can.

    – Dave
    Jul 23 '12 at 14:08











  • Hi Dave, FYI, QuickSteps are a separate feature than rules and alerts. But I appreciate the attempt at help anyway!

    – SeanKilleen
    Jul 23 '12 at 14:10











  • Yes, sorry - there is no way to do this in quicksteps but I had tried using the Rules and Alerts based upon category changes from your quickstep selection. I then researched and realized it doesn't support conditional formatting - sorry for confusion

    – Dave
    Jul 23 '12 at 14:11
















3












3








3








Background



I am using Quick Steps to label e-mails as "next action", "action", etc. and put them into an archive folder.



Right now, these quick steps do a "clear all categories" and then add the appropriate action category (to avoid having multiple action categories labeled).



Problem



When using "Clear all categories", if I wanted to use an additional category besides my action categories, they would be removed.



Question



How do I tell a quick step to remove a category from a message? The only option appears to be "clear all categories."










share|improve this question
















Background



I am using Quick Steps to label e-mails as "next action", "action", etc. and put them into an archive folder.



Right now, these quick steps do a "clear all categories" and then add the appropriate action category (to avoid having multiple action categories labeled).



Problem



When using "Clear all categories", if I wanted to use an additional category besides my action categories, they would be removed.



Question



How do I tell a quick step to remove a category from a message? The only option appears to be "clear all categories."







microsoft-outlook microsoft-outlook-2010






share|improve this question















share|improve this question













share|improve this question




share|improve this question








edited Mar 8 '17 at 18:30









Twisty Impersonator

18.8k1468101




18.8k1468101










asked Jul 23 '12 at 12:57









SeanKilleenSeanKilleen

1,41242033




1,41242033





bumped to the homepage by Community 6 hours ago


This question has answers that may be good or bad; the system has marked it active so that they can be reviewed.







bumped to the homepage by Community 6 hours ago


This question has answers that may be good or bad; the system has marked it active so that they can be reviewed.















  • Can you explain the problem better? I'm not sure I know what the issue is to advise. Are you asking that if you selected some categories it would automatically clear all and then apply but not have this rule for others?

    – Dave
    Jul 23 '12 at 13:41













  • Hi Dave, I think an example would help: I have e-mails in my inbox. The "Next Action" QuickStep marks it with the category of "S/Next Action" and moves it to my archive. Now, if I want to make that a "waiting on status", my Quick Step for "Waiting On" removes all categories (and thus the "Next Action") and then applies "Waiting On". But if I use an unrelated category (e.g. "Project A", "Announcements", those get lost too. So I'm looking to set 5 actions within the quick step so it only removes my status categories before re-applying the new status.

    – SeanKilleen
    Jul 23 '12 at 14:01











  • This can't be done via rules and alerts since it doesn't handle conditional formatting - this will be a VBa answer which I can't do. Sorry, hope someone else can.

    – Dave
    Jul 23 '12 at 14:08











  • Hi Dave, FYI, QuickSteps are a separate feature than rules and alerts. But I appreciate the attempt at help anyway!

    – SeanKilleen
    Jul 23 '12 at 14:10











  • Yes, sorry - there is no way to do this in quicksteps but I had tried using the Rules and Alerts based upon category changes from your quickstep selection. I then researched and realized it doesn't support conditional formatting - sorry for confusion

    – Dave
    Jul 23 '12 at 14:11





















  • Can you explain the problem better? I'm not sure I know what the issue is to advise. Are you asking that if you selected some categories it would automatically clear all and then apply but not have this rule for others?

    – Dave
    Jul 23 '12 at 13:41













  • Hi Dave, I think an example would help: I have e-mails in my inbox. The "Next Action" QuickStep marks it with the category of "S/Next Action" and moves it to my archive. Now, if I want to make that a "waiting on status", my Quick Step for "Waiting On" removes all categories (and thus the "Next Action") and then applies "Waiting On". But if I use an unrelated category (e.g. "Project A", "Announcements", those get lost too. So I'm looking to set 5 actions within the quick step so it only removes my status categories before re-applying the new status.

    – SeanKilleen
    Jul 23 '12 at 14:01











  • This can't be done via rules and alerts since it doesn't handle conditional formatting - this will be a VBa answer which I can't do. Sorry, hope someone else can.

    – Dave
    Jul 23 '12 at 14:08











  • Hi Dave, FYI, QuickSteps are a separate feature than rules and alerts. But I appreciate the attempt at help anyway!

    – SeanKilleen
    Jul 23 '12 at 14:10











  • Yes, sorry - there is no way to do this in quicksteps but I had tried using the Rules and Alerts based upon category changes from your quickstep selection. I then researched and realized it doesn't support conditional formatting - sorry for confusion

    – Dave
    Jul 23 '12 at 14:11



















Can you explain the problem better? I'm not sure I know what the issue is to advise. Are you asking that if you selected some categories it would automatically clear all and then apply but not have this rule for others?

– Dave
Jul 23 '12 at 13:41







Can you explain the problem better? I'm not sure I know what the issue is to advise. Are you asking that if you selected some categories it would automatically clear all and then apply but not have this rule for others?

– Dave
Jul 23 '12 at 13:41















Hi Dave, I think an example would help: I have e-mails in my inbox. The "Next Action" QuickStep marks it with the category of "S/Next Action" and moves it to my archive. Now, if I want to make that a "waiting on status", my Quick Step for "Waiting On" removes all categories (and thus the "Next Action") and then applies "Waiting On". But if I use an unrelated category (e.g. "Project A", "Announcements", those get lost too. So I'm looking to set 5 actions within the quick step so it only removes my status categories before re-applying the new status.

– SeanKilleen
Jul 23 '12 at 14:01





Hi Dave, I think an example would help: I have e-mails in my inbox. The "Next Action" QuickStep marks it with the category of "S/Next Action" and moves it to my archive. Now, if I want to make that a "waiting on status", my Quick Step for "Waiting On" removes all categories (and thus the "Next Action") and then applies "Waiting On". But if I use an unrelated category (e.g. "Project A", "Announcements", those get lost too. So I'm looking to set 5 actions within the quick step so it only removes my status categories before re-applying the new status.

– SeanKilleen
Jul 23 '12 at 14:01













This can't be done via rules and alerts since it doesn't handle conditional formatting - this will be a VBa answer which I can't do. Sorry, hope someone else can.

– Dave
Jul 23 '12 at 14:08





This can't be done via rules and alerts since it doesn't handle conditional formatting - this will be a VBa answer which I can't do. Sorry, hope someone else can.

– Dave
Jul 23 '12 at 14:08













Hi Dave, FYI, QuickSteps are a separate feature than rules and alerts. But I appreciate the attempt at help anyway!

– SeanKilleen
Jul 23 '12 at 14:10





Hi Dave, FYI, QuickSteps are a separate feature than rules and alerts. But I appreciate the attempt at help anyway!

– SeanKilleen
Jul 23 '12 at 14:10













Yes, sorry - there is no way to do this in quicksteps but I had tried using the Rules and Alerts based upon category changes from your quickstep selection. I then researched and realized it doesn't support conditional formatting - sorry for confusion

– Dave
Jul 23 '12 at 14:11







Yes, sorry - there is no way to do this in quicksteps but I had tried using the Rules and Alerts based upon category changes from your quickstep selection. I then researched and realized it doesn't support conditional formatting - sorry for confusion

– Dave
Jul 23 '12 at 14:11












1 Answer
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active

oldest

votes


















0














Not exactly the Quick Step (since you can't use Quick Steps to remove partucular categories, you can only clear all), but you can use the free Categorize Outlook Items tool for that. You can add the button for this tool on a ribbon and specify required categories to assign and clear (you can even use * masks to clear categories, for example: "*Action"). After that you can run it in a single click.



DISCLAIMER: I recommend this free tool because I'm one of the developers, so feel free to ask any further questions.






share|improve this answer
























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    1 Answer
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    Not exactly the Quick Step (since you can't use Quick Steps to remove partucular categories, you can only clear all), but you can use the free Categorize Outlook Items tool for that. You can add the button for this tool on a ribbon and specify required categories to assign and clear (you can even use * masks to clear categories, for example: "*Action"). After that you can run it in a single click.



    DISCLAIMER: I recommend this free tool because I'm one of the developers, so feel free to ask any further questions.






    share|improve this answer




























      0














      Not exactly the Quick Step (since you can't use Quick Steps to remove partucular categories, you can only clear all), but you can use the free Categorize Outlook Items tool for that. You can add the button for this tool on a ribbon and specify required categories to assign and clear (you can even use * masks to clear categories, for example: "*Action"). After that you can run it in a single click.



      DISCLAIMER: I recommend this free tool because I'm one of the developers, so feel free to ask any further questions.






      share|improve this answer


























        0












        0








        0







        Not exactly the Quick Step (since you can't use Quick Steps to remove partucular categories, you can only clear all), but you can use the free Categorize Outlook Items tool for that. You can add the button for this tool on a ribbon and specify required categories to assign and clear (you can even use * masks to clear categories, for example: "*Action"). After that you can run it in a single click.



        DISCLAIMER: I recommend this free tool because I'm one of the developers, so feel free to ask any further questions.






        share|improve this answer













        Not exactly the Quick Step (since you can't use Quick Steps to remove partucular categories, you can only clear all), but you can use the free Categorize Outlook Items tool for that. You can add the button for this tool on a ribbon and specify required categories to assign and clear (you can even use * masks to clear categories, for example: "*Action"). After that you can run it in a single click.



        DISCLAIMER: I recommend this free tool because I'm one of the developers, so feel free to ask any further questions.







        share|improve this answer












        share|improve this answer



        share|improve this answer










        answered Mar 10 '17 at 12:17









        thimsthims

        7,5441833




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