Color categories in the new Outlook application and web interface allow users to visually group related emails, calendar events, and tasks, making it easier to identify and track items across folders. Assigning categories with distinct colors helps users quickly spot high-priority messages, personal reminders, or project-related items, directly improving organization and reducing search time.

Assigning Color Categories to Items

Step 1: Locate the email, calendar event, or task you want to organize. Right-click on the item to display the context menu. This action works in both the message list and calendar view.

Step 2: Hover over or select Categorize from the menu. A list of available color categories will appear. Click on the desired category to assign it to the selected item. You can assign multiple categories to the same item by repeating this process.

Step 3: If the category you need is not visible, select Manage categories or All categories at the bottom of the list. This reveals your complete set of categories, including custom ones.

Assigning categories directly from the ribbon is also possible. With an item selected, click the three dots on the ribbon, go to Categorize, and choose your category from the dropdown.

Creating a New Color Category

Step 1: Right-click any email, calendar event, or task, then choose Categorize and select New category. Alternatively, access the ribbon, click the three dots, and select Categorize > New category, or navigate to Settings (gear icon) > Accounts > Categories and click Create category.

Step 2: Enter a descriptive name for your category. Select a color from the available options to visually distinguish the category.

Step 3: Click Save or press Enter to add the new category. It will now appear in your category list and can be assigned to items across Outlook.

Custom categories are especially useful for personalizing your organization system. For example, you might create categories like Project Alpha, Finance, or Travel for quick identification.

Renaming and Changing Category Colors

Step 1: Access the categories management screen by clicking Settings > Accounts > Categories (for the Outlook web app, go to Settings > View all Outlook settings > General > Categories).

Step 2: Locate the category you want to rename or recolor. Click the Edit (pencil) icon next to it.

Step 3: Enter a new name for the category and/or select a new color from the color picker. This change updates the category label and color for all items currently assigned to it.

Step 4: Click Save to apply your changes. Renaming categories to reflect their purpose (e.g., changing "Red" to "Urgent") helps clarify your organization system.

Removing or Clearing Categories from Items

Step 1: Right-click the item (email, event, or task) from which you want to remove categories.

Step 2: Select Categorize to view assigned categories. Categories with checkmarks are currently applied.

Step 3: To remove a single category, click its name to clear the checkmark. To remove all categories from the item, select Clear all categories.

This process helps keep your organizational system current as priorities and projects change.

Deleting Categories Entirely

Step 1: Open the categories management screen via Settings > Accounts > Categories.

Step 2: Click the Delete (trash bin) icon next to the category you want to remove.

Step 3: Confirm the deletion if prompted. The category will be removed from your list and unassigned from all items.

Deleting unused categories keeps your list manageable and prevents confusion.

Sorting and Filtering by Category

Step 1: Navigate to your Inbox or any desired mail folder.

Step 2: Click the Sort button in the upper-right corner. Select Category from the dropdown menu. Your emails will now be grouped based on their assigned color categories, making it easier to focus on specific projects or priorities.

Step 3: To filter emails by category, click on the category tag attached to any email. This displays all items with that category across folders. To limit the view to a specific folder, click the folder name displayed next to the subject line. Exit the filtered view by clicking the left-pointing arrow in the search box.

Favoriting Categories for Quick Access

Step 1: In the categories management screen, click the star icon next to any category you want to add to your Favorites.

Step 2: The favorited category now appears in your folder pane under Favorites. Selecting it instantly displays all emails with that category, streamlining access to important messages or projects.

Searching by Category

If you are using Classic Outlook, you can use categories with the Search Folder.

Step 1: In the navigation pane, right-click Search folder and select Create new search folder.

Step 2: In the dialog window, choose Categorized Mail from the available options.

Step 3: Assign a name to the search folder and select the categories you want to include. Click Create to finish. The new search folder will automatically update as items are categorized or uncategorized, providing a dynamic view of all items with specific categories.

Best Practices for Managing Categories

  • Rename generic categories to reflect your workflow, such as changing Blue to Client A or Green to Finance.
  • Assign multiple categories to items that span several projects or contexts for improved cross-referencing.
  • Establish rules to automatically categorize incoming messages based on sender, subject, or keywords, reducing manual sorting.
  • Sync categories across devices by using the new Outlook, ensuring consistency whether working on desktop, web, or mobile.
  • Be aware that category colors and names are specific to your account and device; others won’t see your categories on shared items.

Using color categories in the new Outlook streamlines organization and retrieval of emails, events, and tasks. With these steps, you can quickly build a system that adapts to your workflow and keeps your digital workspace efficient.