Outlook 2007 and Getting Things Done

Every now and then someone asks about how to use Outlook 2007 with the Getting Things Done (GTD) /Take Back Your Life! methodology, which suggests heavy use of categories and tasks to manage your mail, tasks, and life. Here are some tips for getting started with Getting Things Done in Outlook 2007:

1. Categories – Categories are now unified across all of Outlook. To set up your categories, such as @home, @work, @phone, @e-mail, etc. by clicking on Actions->Categorize->All Categories. If you used categories in the past, your categories may already be set up for you. (When migrating between Outlook 2003 and Outlook 2007, all flagged mail becomes categorized with the corresponding color category (e.g. Red Category for Outlook 2003 Red Flags), all Calendar labels become categories, and all categories that had been used on Outlook 2003 Contacts and Tasks are migrated forward. All categories that were never used (e.g. the “Hot Contacts” category) do not get migrated.)

2. To-Do Bar – The To-Do Bar, the panel on the right side of the main Outlook window, works much like the legacy Task Pad did. To best fit GTD, change the arrangement in the To-Do Bar to be Arranged By: Categories by clicking on the “Arranged By: Due Date” header in the To-Do Bar and selecting “categories.” Your tasks will now be arranged by category. To collapse all of the headers (category names), right click on one of the category headers and select “Collapse all headers.”

3. Flagging – In Outlook 2007, flagging a mail makes it appear as a task in the To-Do list. To make this work for GTD, set your default flag to No Date by right clicking on the flag next to a mail item and selecting “Set Quick Click…” In the dialog, select “No Date” in the drop down menu. This way, you can flag your mail to make it tasks without a start date.

4. Quick Click Category – Categories have now been added (made more visible) in mail and they now have color. You can apply a category to a mail item by just clicking (and right clicking) on the square box on the right side of your mail items. To make it even easier, try setting the quick click category to your most frequently used category, such as @ E-mail, by right clicking on the category square next to a mail item and selecting “Set Quick Click…” In the dialog, select your most frequently used category from the drop down menu. Now next time you click on the square next to your mail, you can apply your default category in one click.

5. Reminders – by default, when you set a due date on a task, the reminder is turned off in Outlook 2007. (We did this because the default flag has a due date so reminders would be firing all the time.) If you only use due dates rarely (i.e. not for the majority of your tasks), then you may want to turn setting reminders with due dates back on by going to Tools->Options->Task Options.

 

Now when you receive an e-mail that requires you to take some next action, you can flag it in the mail list view, then categorize it and then rename it in the To-Do Bar with your next action. If you want to get it out of your inbox, drag the mail to a project or other folder. Doing so will keep the item on your To-Do Bar/Daily Task List, but it will make your Inbox much cleaner.

When you are done with the task, just click on the flag next to the task to mark it complete. It will disappear from the To-Do Bar (completed tasks are filtered out) but it will continue to exist in the mail or task folder where you filed it.

If you want to schedule time for your tasks, you can go to the calendar and drag them from the To-Do Bar or Daily Task List on to the Calendar.

An alternative, and much faster approach is to drag the e-mail to the To-Do Bar under the category that the mail belongs to, and then drag the mail to the reference folder. In this way, the mail gets flagged, categorized, and filed for reference with two drags.

If a task pops into your head, you can type it into the To-Do Bar and hit return, and a task will be created. You can then drag it into the appropriate category grouping. (If you aren’t seeing the new item row in the To-Do Bar, you may need to reset your To-Do Bar and then arrange by category again.)

Let me know how this works out! And of course, please post other tips!

-Melissa

Comments

  • Anonymous
    July 19, 2006
    Too late now, but it would be nice if categories migrated to tags and allow users to tag information items, displaying associated tags in place of color codes categories, because at some point, a person is going to run of discernable colors.

  • Anonymous
    July 19, 2006
    Will reminder for emails in folders other than the inbox folder be raised in Outlook 2007? As opposed to all the rpevious versions I've used were reminders were raised only for the email in the Inbox folder, which makes them less usable.

  • Anonymous
    July 20, 2006
    Nick -- there's a plug-in called Reminder Manager that allows you to set reminders in any folder you choose that can get you around this issue.  

  • Anonymous
    July 20, 2006
    Nick and Tom-
    Reminders now fire from all folders! This is no longer an issue!

    -Melissa

  • Anonymous
    July 20, 2006
    Superrcat,

    While there are only a limited number of category colors, the number of categories one can have in Outlook 2007 is nearly limitless. And categories can be applied to every Outlook item type. And multiple categories can be applied to the same item. So basically, color categories are just like tags, but with color too!

    -Melissa

  • Anonymous
    July 21, 2006
    Great! Thanks for the info Melissa!

  • Anonymous
    July 21, 2006
    PingBack from http://garyslinger.com/blog/2006/07/21/links-for-2006-07-21/

  • Anonymous
    July 21, 2006
    Hi Melissa,

    nice trick with the "." and "@" to get some categories to be alphabetized on top!

    Patrick

  • Anonymous
    July 23, 2006
    PingBack from http://eleadership.wordpress.com/2006/07/24/gtd-power-links-07-24-06/

  • Anonymous
    July 24, 2006
    In the calendar, is there a way to hide certain times of the day? I very rarely have anything to do between 10pm and 5am - surely on the odd occasion when there is somthing, these times can be shown.

    Thanks for the tips.

    Peter

  • Anonymous
    July 25, 2006
    Try right-clicking on the time scale on the left side of the calendar and make the scale bigger.

    -Melissa

  • Anonymous
    July 25, 2006
    I already have the time scale on 60 minutes so everything fits without scrolling.

    If i set the time scale to 30 minutes then everything gets bigger but then i have to manually scroll to the right selection of times (ie: 7am to 8pm etc) all the time.

    What im really wanting to do is hide 12:00-5:00am completely and have them only show up if there IS something in that time.

    In other words, what im trying to do is pretty much what changing it to 30 mins does, but have it hide the times that are currently just scrolled out of view (kind of).


    Sorry, it's quite hard to explain what I mean, i'll try and find an example, I know I have seen it somewhere before.

    Thanks again.

    Peter

  • Anonymous
    July 25, 2006
    Just remembered where I've seen it... typical, right after I submit...

    On my old Palm Zire, in the calendar preferences, right up the top you can simply choose a start time and a finish time for the calendar view.

    Thanks,
    Peter

  • Anonymous
    July 27, 2006
    Not clear if I can create sub categories: example: Business Contacts as main, Europe as sub category, Asia, Brazil etc...

  • Anonymous
    July 29, 2006
    I'm liking Outlook '07 quite a bit - the color tagging is quite handy.  However, why is Outlook still using a 10 year old schema that is completely locked down?  Custom fields in Outlook are mostly useless - I can't sort on them, I can't add system fields (eg, email, phone number, address), and I can't use them in calculations.  Example: I'd like to create a birthday view that sorts by month & day (not including the year as it does now) - as far as I can tell, it can't be done.  

  • Anonymous
    July 30, 2006
    Outlook 2007 is great ~ I love Categories and use the Quick Click Category feature a lot.  Only problem is when using my tablet pc in  portrait mode, the Quick Click square icon is missing. Has this been fixed?

    Thanks.

  • Anonymous
    July 31, 2006
    The comment has been removed

  • Anonymous
    July 31, 2006
    Melissa,

    Thanks a lot - I would never have found that on my own. By the way, about 3 month ago I read "Total Work Day Control Using Microsoft Outlook: The Eight Best Practices of Task and E-Mail Management" by Michael Linenberger.  In the book he shows you how to set up and configure Outlook based on time management principals.  The end result looks surprisingly similar.

    Keep creating,
    Cliff

  • Anonymous
    August 02, 2006
    PingBack from http://workblog.jonrowett.com/index.php/2006/08/01/links-for-01-august-2006/

  • Anonymous
    August 03, 2006
    Follow-up flags and categories are great and have good iconic representation. I think the missing piece of the puzzle is a nice color-coded icon for status. It's very helpful to be able to tell at a glance whether a given task is something I'm actively working on or whether I'm waiting for someone or something else before I can turn my attention back to it.

  • Anonymous
    August 07, 2006
    PingBack from http://www.zepan.org/index.php/2006/08/01/links-7-31-2006/

  • Anonymous
    August 10, 2006
    Melissa,

    Thanks for the informative blog, it's definately helped me get up and running with tasks and Outlook.

    I currently use Franklin Covey but have been able to get Outlook 12 task management to act like FC does with regards to prioritization (A1, B1,etc) - the only things missing that I would love are:

    Capability to create a drop down menu to select A1, B1, etc without having to type it in - which is what I have to do now. I did try to create a new field/property per your blog instructions but the pull down menu was not an option.

    Capability to use status icons instead of the dreaded text (too bulky for an already limited window - also visuals are faster to interpret). I'd like to see that in a drop down also.

    Drag and Drop tasks to different dates in calender and actually create tasks instead of appointments. If possible it would be nice if the functionality was available to rearrange task priority via drag and drop as it is done in FC.

    Hierarchical task elements (project format) such as those in MS project would be nice.

    Other than those items - I really love this new version and I look forward to replacing FC with this version of Outlook.

  • Anonymous
    August 11, 2006
    PingBack from http://techtips.chanduonline.com/2006/08/11/outlook-2007-and-getting-things-done/

  • Anonymous
    August 14, 2006
    Any tips for implementing GTD 'Projects' for tasks in Outlook 2007 ?

    Thanks
    Adam.

  • Anonymous
    August 15, 2006
    Melissa,

    I have run into a small issue and wondered if you or others may have a solution.  Seems that "Todo's" created by email messages do not have completion dates like Tasks do.  The typical filter on the task view (or Todo view) to filter out completed tasks does not work because it seems to interpret the lack of completion date field to mean the item is completed.  

    Thanks,

    Jeff

  • Anonymous
    August 15, 2006
    Jeff,

    do you have an IMAP email account?

    Patrick

  • Anonymous
    August 15, 2006
    Jeff,

    First, you might want to reset your task view (see http://blogs.msdn.com/melissamacbeth/archive/2006/03/15/552324.aspx for more details.) You should be able to set "completed" "not equal" to "no" in the filter (View->Arranged By->Custom...->Filter) to filter out completed tasks. Or you can use the Active tasks view.

    Let us know how it works out.

    -Melissa

  • Anonymous
    August 17, 2006
    I am still not able to see flagged mail msgs after resetting the view and adding back the completed=no filter - my email is jpyden@omnivue.net

    Thanks,

    Jeff

  • Anonymous
    August 21, 2006
    I'm an avid user of KOrganizer and am glad to see that Outlook 2007 is implementing features which I love in KOrganizer.  I don't know if this is implemented in Outlook 2007, but hiearchical Tasks is a feature which is absolutely necessary in my GTD system, and KOrganizer does it very well.  It allows one to write a Task (think Project here) and break that task down into sub-tasks (next actionsto take). If you're in the middle of a task and need to stop, you can make a sub-task of that task and write yourself a little note as to where you were, then when you resume you can know where you were.  

    I've been doing this for a while and it's worked out brilliantly.  I'd recommend trying it out and hope that something like this is implemented for Outlook 2007 so that people who use that can have this ability.

    steven

    You can run KOrganizer on Linux, but you can also use KOrganizer/PI on Windows (http://www.pi-sync.net)

    p.s. - I hopefully will have a blog article up soon about KO/PI describing how I use this which may be useful as a case study.

  • Anonymous
    August 25, 2006
    PingBack from http://www.kunstmusik.com/2006/08/25/gtd-with-korganizerpi/

  • Anonymous
    August 31, 2006
    Melissa,

    do all these new features in Outlook 2007 also work with IMAP? I've been a frustrated user of Outlook 2003 since I discovered that Outlook 2003 does not support "Search Folders" in IMAP servers.

    I know that many people use Outlook with Exchange but I imagine that there is also quite a few that use it with IMAP (such as at my work)  and it is sad to feel like a "second-rate" user, specially when other simpler products (such as Thunderbird) deal with IMAP wonderfully :-(

    I also wish that "conversations" where handled as beautifully as in Gmail!

    Without better IMAP support, it is hard for me to get excited about Outlook, despite all the work that I can tell that you are putting into the new version.

    Cheers,

    Angel

  • Anonymous
    September 04, 2006
    I've found your message about using outlook 2007 for GTD incredibly helpful. I've had this problem though, that when I flag an email it immediately shows up on the todo bar, but does not show up in the task list. This worked for a while but now seems not to. Is this a known problem or some stupid mistake I'm making? (I'm betting on the latter!)

    Thanks

    Mike

  • Anonymous
    September 05, 2006
    Mike,

    If you could write me on the side, I might be able to help you some more.

    Thanks,
    -Melissa

  • Anonymous
    September 16, 2006
    JHolmes, a recent hire to the NuSoft team (Welcome, Jim!), asked me, "Have you looked at the set of GTD tools for Office 2007?", and referred me to another blog post where someone is using Office 2007 ...

  • Anonymous
    September 17, 2006
    One of the single most-useful things I would like to have in Outlook is the ability to create rules for incoming mail based on the category of the Contact (NOT of the mail message).

    As it is, I categorize all of my contacts (Family, Friends, Work, etc.) - but cannot use this categorization for sorting incoming mail (which is, to me, the most intuitive way to sort my email). I have to create sub-address books for each category for which I want to sort mail. That, in turn, requires me to have my contacts in two places - since Outlook uses one address book as the default for looking up contacts, and also in order to keep my Outlook contacts synchronized with my PDA.

    Will Outlook 2007 provide this functionality (I hope!)?

  • Anonymous
    September 18, 2006
    Chip,

    Since categories are unified across Outlook, you should be able to apply the same categories to mail that you applied to contacts, and then arrange by category.

    I hope this helps.

    -Melissa

  • Anonymous
    September 21, 2006
    The comment has been removed

  • Anonymous
    September 23, 2006
    Melissa,

    I've only just installed Office 2007 Beta, so I apologize if I'm asking something that should be obvious.

    I don't see how to apply categories of the sender to emails sent from that sender.

    For instance, I have several contacts with the category "Family". I see this category applied to the contacts, but I do not see this category applied to emails sent from these contacts, nor any way to apply those categories automatically (i.e. upon receipt).

    I hope this is clear; I've not yet had any coffee this morning. :)

  • Anonymous
    October 02, 2006
    Is there a reason why i can't select both compact view and in cell editing in the task list. I would like to copy the default to-do list and then add filtering.

  • Anonymous
    October 04, 2006
    The comment has been removed

  • Anonymous
    October 04, 2006
    The comment has been removed

  • Anonymous
    October 05, 2006
    Jacob - Almost missed your comment... Anyway, you should be able to use compact layout and incell editing together, that is the default. You might want to reset your view to see if that works. Thanks, Melissa

  • Anonymous
    October 15, 2006
    I have tried many times with new views to get it working but each time I'm not able to select both at the same time. Is this an issue with my build or is there another dependancy I'm not aware of?

  • Anonymous
    October 16, 2006
    Jacob - I am not sure - e-mail me on the side and I will work with you to get this figured out. -Melissa

  • Anonymous
    October 22, 2006
    I've seen a few posts re: some form of project methodology for tasks or hierarchical tasks, but no responses yet... This is something I am also interested in getting some help on.  I know I can create Task subfolders, but my last experience with Windows PocketPC was that these subfolders don't sync, so it wasn't useful for me at the time. Any ideas on how to use tasks/subtasks to manage personal projects?

  • Anonymous
    October 27, 2006
    Is there a way to use Quick Click to apply categories to contacts?  I can't seem to find a view that will allow me to do this.

  • Anonymous
    November 03, 2006
    I love the new features.  The only thing I wish (and maybe it's even possible) is that I could change the flag associated with "no date" to be less intense.  It's the same color as "Today" by default, so everything looks urgent and there's no way for me to make something that really is due today stand out.

  • Anonymous
    November 07, 2006
    Thanks for the tips. Outlook 2007 seems like a great core for the GTD system, especially for someone like me that have 100+ emails a day to handle. My problem is that Outlook keeps restarting every 15-30 minutes and they the TO-DO bar settings always reset. The Taks, To-do and Email setting are fine only the right To-Do bar resets. Any ideas what I can do to get rod both of the restart thing(outlooks needs to restart...) and the to-do bar setting reset?

  • Anonymous
    November 12, 2006
    The comment has been removed

  • Anonymous
    November 16, 2006
    Melissa, I like the look of the new Outlook but I am disappointed with one aspect for IMAP.  I cannot set a start date, an end date or a reminder for a flag for an item in an IMAP folder.  Am I missing something?  Is it remedied in the production version (which I understand has just gone or is about to go to manufacture)?  Or is it by design?  ANd if so why has the functionality of flags been so compromised for IMAP email? Cheers, Chris

  • Anonymous
    November 16, 2006
    Hi Melissa, Congratulations for your blog... a real inspiration. Is there a way to do some kind of small project with the O2007. Task  Subtask 1  Subtask 2 ... Cheers, Stephane.

  • Anonymous
    November 16, 2006
    PingBack from http://log.itto.be/2006/11/16/links-for-2006-11-16/

  • Anonymous
    December 11, 2006
    Hi Milisa, You state that reminders now fire on all email folders in Outook 2007. This, however, is not my experience. I find that just like in 2003 they will only fire on emails directly in the Inbox and NO other folder under or outside the inbox. Would you mind getting back to me on this? You are one of the few people I have seen mention this issue, and the only one I have seen saying reminders work on all folders. My email is general111 (AT_) feal (DOT) org That's general  111 (three ones) Thanks, Jonathan


re: Outlook 2007 and Getting Things Done

Nick and Tom- Reminders now fire from all folders! This is no longer an issue! -Melissa Thursday, July 20, 2006 1:44 PM by mmacbeth

  • Anonymous
    December 12, 2006
    Jonathan, Thanks for the post.  However, I think what Melissa states only applies to POP folders, (and possibly Exchange (though I don't have an exchange based email service so can't comment).  What I do know is that IMAP folders still only allow me to set a flag.  I CANNOT set a reminder. Melissa, Can you throw any light on my question posted 16th November? Thanks, Chris chris.woodhouse@royalmail.com (chris DOT woodhouse AT royalmail DOT com)

  • Anonymous
    December 18, 2006
    The comment has been removed

  • Anonymous
    December 19, 2006
    Chris, About IMAP: Outlook 2007 on IMAP does not support the setting of start and due dates with flags because unfortunately, IMAP does not support start and due dates. It is not Outlook, but IMAP. I hope this explanation helps. -Melissa

  • Anonymous
    December 19, 2006
    The comment has been removed

  • Anonymous
    December 26, 2006
    This is great. One question I have though is that the Task Pad in the To Do Bar seems to hide any catagories that don't have any tasks assigned to them - which makes dragging messages to the Task Pad to have them flagged and categorized in one drag (as you suggested)impossible for any category that is presently empty. Is there a way around this? Thanks, Adam

  • Anonymous
    December 28, 2006
    Melissa, Re IMAP Thanks for your reply, and it certainly does explain why I can't set dates for my Flagged items.  It does leave me with having to find some other way of bringing forward emails to some date in the future - e.g. when I can chase for non-replies, or set aside a decent chunk of tinme for an email I know I can't deal with when I first receive it. Have you come across any smart ways of doing this within Outlook 2007? My first thought is around a set of categories that include the date (e.g. FUP 2007-01-15).  I then noted that I would potentially have to look in each of my folders (I don't want to leave everything in Inbox and Sent!) to see what's due.  I then stumbled on the fact that I can set up my own Search folders. I think this may have the makings of a solution for IMAP users.  What do you think? Regards - and Happy new Year! Chris (chris.woodhouse@royalmail.com)

  • Anonymous
    January 16, 2007
    The comment has been removed

  • Anonymous
    February 04, 2007
    Hello, I've start to use the categories with Outlook 2007 and I like it but I think it's missing to copy the same category an the reply. Is there a way to do it? thanks

  • Anonymous
    February 07, 2007
    Is there a way to import your category list into Outlook from a file? In the old version, it was possible to just copy & paste a listing of categories into the appropriate window and these would become categories. We use these categories, but I am the first person with the newest version of Outlook and I don't have a previous copy of Outlook to upgrade from - I need to be able to import them somehow.

  • Anonymous
    February 15, 2007
    The comment has been removed

  • Anonymous
    February 15, 2007
    El, Try restarting Outlook. It might help. -Melissa

  • Anonymous
    February 27, 2007
    Hi Melissa, I would like the second the comment from Angel on Sept 1st 2006.  Outlook's IMAP support is dismal compared to other mail readers.  Why do I have to go to Thunderbird to do searches on the body's of IMAP messages?  I realize that I ~could~ download my 2+GB of mail to every machine I work on so that I could be effective in my work, but that goes against the whole concept of IMAP.  IMAP has a SEARCH command do accomplish just what I'm asking for. Also, I don't see why you can't support flagging IMAP messages as To-Do's or implementing IMAP messages in Search Folders.  You're already caching the headers for the IMAP messages.  Associate the flag and dates with the Message-ID header or any other internal descriptor that you've cached for that IMAP message.  Yes, this would be limited to the local Outlook instance, but something is better than nothing. Until Outlook provides equal IMAP support to the other vendors out there, I can't see any reason to upgrade.

  • Anonymous
    February 27, 2007
    I need reminders from Tasks to pop up from subfolder/new folders that I create in outlook. Does Outlook 2007 address this or do I need a third party solution.

  • Anonymous
    February 27, 2007
    Mike C, Outlook 2007, unlike previous versions, shows reminders from all folders (i.e. subfolders), not just the four default folders of the Inbox, the Calendar, Contacts, Tasks. Hence, you no longer need a third party solution! -Melissa

  • Anonymous
    February 27, 2007
    Thanks for the answer to my previous question. I should have included this as part of the question. If a reminder from a (Oulook 2007)subfolder is sent to another user  who does not have Outlook 2007 installed, how will it treat the task. Here is my situation, I have one user who will need 10+ task folders, each folder will have 200+ clients that need to be contacted every 3 months. Obviously they need to be separated into their own folder.  She would like to pass on some of those tasks to other users and have a reminder pop up for them at a pre-determined date(the other users have OL 2003). Best course of action you would recommend. Thanks Again

  • Anonymous
    February 27, 2007
    Mike, In that case, it depends on the folder the recipients of the tasks file their tasks into. If they simply accept the tasks, then the tasks will be put into their default folder and the reminders will fire on time. If they file them, and they are using a pre-2007 version of Outlook, then the reminders will not fire. -Melissa

  • Anonymous
    March 14, 2007
    He Melissa, I have to echo carlitt's comments. But as a particular example. The 'For Follow Up' folder is great, but why can't it look into the imap folder and locate flagged messages there? Or could users create there own follow-up folder for imap folders? Geoff.

  • Anonymous
    March 15, 2007
    Melissa - I'm deeply confused about something and thought maybe you could help.  When I created a task in Outlook 2003, I always set a reminder time of 8:00am.  In Outlook 2007, I did the same thing, only now I get a reminder at 8:00am (the one I set) and then another alarm at 5:00pm.  For the life of me, I can't figure out where in Outlook this 5pm alarm is being set.  Do you have any idea?  It happens on every single task, so Outlook is clearly setting it automatically for some reason.  In other words, at 8:00am, I get an alarm that says "Due in 9 hours" then get another alarm at 5pm.  How do I get rid of that 5pm alarm so my Reminders window says, at 8:00am, "Due Now"?  Thanks!

  • Anonymous
    March 22, 2007
    I concur that the To-Do Bar adds a much needed view.  However, it seems limited in that it only shows appointments from my primary / default calendar. How can it be set to show other calendar appointments? Am I missing something?

  • Anonymous
    March 25, 2007
    I am brand new to Outlook and to Office 2007.  Help!  Before I enter my entire address book into Outlook, I need your expertise.  I want to be able to put contacts into groups, sometimes with a person being in several groups.  For example, I want to put in a contact and then assign it to my Christmas card list, so I'll use that address as part of the data for a mail merge from Word when doing labels.  I may also want to put that person into an email grouping, so I can click on a list and have it include everyone whom I've assigned to that group, such as a group that are all members of a certain organization to whom I'm writing.  Is this done with categories, folders, or what?  I think I'd better take a class.  Many thanks!  Marcia

  • Anonymous
    March 28, 2007
    Has anyone figured out an answer to Chip Bennett's question about automatically categorizing incoming mail according the category of the sender? I currently have to manually categorize much of my incoming mail. I have tried creating a rule in Outlook to automate the process, but I can't find a way to do what I want it to. The closest I've come is to create a distibution list containing all the members of a certain category in contacts. I then created a rule to categorize the mail according to the distibution list members. However, the distibution list isn't dynamic and must be adjusted manually anytime a new contact is created or removed.

  • Anonymous
    April 02, 2007
    Flagging and categorizing emails within a GTD model is very handy.  However, emails that are flagged in Outlook appear in the To Do Bar, but they do not synchronize with the tasks in my Pocket PC.  Is there a way to get them to synchronize other than upgrading the Exchange Server to 2007?  I am using Outlook 2007 with Exchange 2003 and a Windows Mobile 5 Pocket PC.  

  • Anonymous
    April 04, 2007
    Would anyone know how to actually be able to type in something in the in-cell editing cell in the list of tasks with the custom priority and custom status fields inserted. I notice the fields show with a blinking cursor in the cell, but no entry goes in when you type it on the keyboard. Many thanks Michael

  • Anonymous
    April 05, 2007
    I began transitioning to Outlook 2007 from Outlook 2003 and hope that you can explain how to sort by Categories but without the view summarizing the count of emails in a Category.  I rely on the color coding of flags in Outlook 2003, and wish to utilize Categories in Outlook 2007.  However, if sorting by Categories always requires a summary of the Category, this is extremely distracting and a waste of screen space.  Since you can sort by Flags without a summary count of the number of Flags, presumably there is a way to sort the view by Category without a summary count by Category.  I may have to abandon Outlook 2007 if the summary count by Category is required and I can't color code the flags.

  • Anonymous
    April 05, 2007
    I would like to know how to get the flag status column from being locked to the right part of the screen, and get it movable like all the other columns.  Any one know how to do that? robert.lewis@gmail.com

  • Anonymous
    April 05, 2007
    There was a lot of changes, but the one that bothers me is this: I would like to know how to get the flag status column from being locked and non-movable as a column in the 2007 version, ulike the 2003 Outlook, where you can move the flag status column, and have different color flags.   Any one know how to do that? robert.lewis@gmail.com

  • Anonymous
    April 06, 2007
    Regarding assigning Categories to an email, I am finding that changing the assitgnment from one Category to another seems to take multiple steps rather than a single step.  As far as I can tell, I must clear the existing Category and then select the new Category.  Is there a method to change the Category assignment with one step?  In Outlook 2003 I merely selected the flag color I desired and it updated - a single step process.  Reverting to Outlook 2003 until the Categories and Flags are more useful for my processing needs.  

  • Anonymous
    April 08, 2007
    I found this blog entry whilst search for info on whether O2007 supports reminders firing on all folders. In my experience it does not. Yet you say here that it does. Any tips as to how I might troubleshoot why mine is behaving just like all the previous version of Outlook? Cheers, Jonathan

  • Anonymous
    April 09, 2007
    Jonathan, Try looking at: http://blogs.msdn.com/melissamacbeth/archive/2006/07/31/684619.aspx If you have psts (archive folders or folders that your POP account delivers to) you have to enable reminders firing from those folders. Thanks, Melissa

  • Anonymous
    April 09, 2007
    In incomming mail is not show correct time in  microsoft outlook 2007. This is a problem.

  • Anonymous
    April 10, 2007
    PingBack from http://netweb.wordpress.com/2007/04/11/links-for-2007-04-11/

  • Anonymous
    April 14, 2007
    IS there any way of filtering incoming mails based on contact category setting- let me explain ie i want to give contact category say red and then run the email rule to check by sender by contact catogory but the only option i can see is assigned by (the email )category which is not really what i want. what should happen is  all emails with senders contact category reds to be moved to a particular folder

  • Anonymous
    April 17, 2007
    Regarding categories and rules: there is a default rule in Outlook 2007 created to clear categories.  (Was it there with 2003?)  But why would MS "allow" others anyway to see categories you've made on e-mail you send them?

  • Anonymous
    April 20, 2007
    Please help: Have been setting up our 2000 contacts in categories, many of which are in multiple categories. When looking at a particular contact, is there a way to easily see what categories they are in? MANY THANKS

  • Anonymous
    April 24, 2007
    Another question: If I assign categories to all contacts in an exchange-shared contact database, how can i "publish" those categories to all users? Many thanks

  • Anonymous
    April 25, 2007
    I cannot find any projects from GTD that were in Outlook 2003 now that we've switched to Outlook 2007.  Are they somewhere I can "recover" them (projects, associations, notes, etc)?

  • Anonymous
    April 25, 2007
    Nice article, thanks. I just found this blog and will be coming back for more. I'm enjoying Outlook 2007 for the most part but one thing that is really bothering me is I cannot seem to type the categories that I want to use and have to choose them instead. In Outlook 2003 I can type the categories I want -- in essence using it as a "tags" field. In my GTD implementation I use two to three tags for any given task. Taking my hands off of the keyboard to click and scroll and choose the categories is slowing me down. Is there a way to type them in again? Thanks, -k²

  • Anonymous
    May 03, 2007
    Now that so much vertical space is consumed by the ribbon, the day/week/month tabs, etc.  With 15 minute view set, I can no longer see a full 8 hours without scrolling.  Also in prior versions, wasn't there a color alert that an appointment was out of view.  How can we know if an appointment has scrolled out of sight?

  • Anonymous
    May 03, 2007
    Ah, I see that there is a little triangle symbol on the date when something is out of view, but honestly, it is not noticable enough.  Ideal would be to squeeze the lines together a bit so that more of the day would display at once.

  • Anonymous
    May 03, 2007
    I love the new to-do list as my GTD approach ia to have customized views on top of this folder.  However, my corporation deletes all email older than 40 days so I need to copy my mail once a month to a PST archive.  Everything works great EXCEPT that there is NO WAY to duplicate the new to-list feature that allows all Tasks + Flagged emails to show up together.  This is killing me!  I've tried to find a clue on how to duplicate this feature in my PST file without success.  I thought I could create a "search folder" to accommodate this but surprise, surprise, the search folders cannot search "task items" only message items.  I can't believe that the Outlook team missed to include the ability to duplicate the features in our oh-so-important PST archive files.   Any ideas!

  • Anonymous
    May 07, 2007
    Esbjorn, See my post on making your pst tasks show up on the To-Do Bar: http://blogs.msdn.com/melissamacbeth/archive/2006/07/31/684619.aspx Enjoy! Melissa

  • Anonymous
    May 11, 2007
    I agree 100%  I use flags quite a bit and I like to see the flag status next to the Follow Up Flag column.  Having the flag status on the far right does no good when I'm used to seeing the Follow Up Flag text on the left.  This sounds like a BUG, not a feature.  I have had so many things I dislike about the new office versions that at home I still use Office 2000 intentionally!

  • Anonymous
    May 12, 2007
    The comment has been removed

  • Anonymous
    May 12, 2007
    The comment has been removed

  • Anonymous
    May 12, 2007
    The comment has been removed

  • Anonymous
    June 11, 2007
    I see a question above about importing to the Master Category List from another file, but no answer. I don't want to re-ask a question that's been answered in the past, but is there a way to do this? I've got a 2003 pst that was opened with 2007, but the categories didn't migrate as they were supposed to. Any way to do this?

  • Anonymous
    June 15, 2007
    The comment has been removed

  • Anonymous
    June 18, 2007
    Pls help ... I cannot find today's messege in inbox outlook2007 , and i try to test sending messeges to my outlook from another webmail , but the messeges always received as yesterday . what should i do ? please mail me to i_mel@cbn.net.id thx in advance .

  • Anonymous
    June 18, 2007
    I've been using Outlook 2007 for a couple of weeks now and the improvements are just what I was hoping for. I use IMAP and one of the great new things is being able to specify a Sent Items folder, instead of setting up rules. The flags / tasks are also a great improvement, however I don't seem to be able to change the subject of an IMAP email I have flagged - can you let me know if this is possible? Thanks Alaistair

  • Anonymous
    June 19, 2007
    Hi, very useful text for me, thanks Melissa. Got one problem here though. When I flag an email in my inbox, it appears in the To-Do bar's task list just as it should. But, if I move the same mail out of inbox to my local folders, the the task disappears from the task list. Is there a setting somewhere to specify the folders from which the tasks are looked for? Thaks, Petteri

  • Anonymous
    June 20, 2007
    Petteri, You can make tasks in your local folders show up in the Task List. See this article: http://blogs.msdn.com/melissamacbeth/archive/2006/07/31/684619.aspx for directions. -Melissa

  • Anonymous
    June 28, 2007
    Whenever I flag an email for followup and also set a reminder, it automatically creates an entry in my tasks view.  However, it looks like it doesn't create a "real" task because 1) the icon shows up as an envelope, whereas the tasks created from scratch show up as a clipboard with a check mark, and 2) the tasks automatically created by Outlook as a result of flagging a message do not get synched over to my mobile device (via Exchange ActiveSync).  I guess ActiveSync only synchs "real" tasks.  So my question is...how do I get Outlook to auto-create a REAL task entry when I flag an email?

  • Anonymous
    July 06, 2007
    Hi Melissa, Great article, I have two additional questions... a) Is it possible to print the ToDoBar contents?? b) Is it possible to synchronize the ToDoBar contents with a PocketPC?? (or: how can I get the ToDoBar into my PocketPC?) Normal PocketPC sync process does not catch the ToDoBar emails and only takes the tasks to the Tasks folder. Thanks in advance.

  • Anonymous
    July 06, 2007
    The comment has been removed

  • Anonymous
    July 13, 2007
    I have the same question that saimike posted on 6/15/07.  There is a view that was available in Outlook 2003 - Calendar View, Day/Week/Month - Week.  You only saw the appts for each day, no timeline on the left.  The print preview (and printed version) for the Week view look the same in 2003 as 2007, but the screen versions are different. Is there any way to replicate the 2003 weelky view in 2007?  I've tried modifying the Current View, but have been unsuccessful. Please help.

  • Anonymous
    July 18, 2007
    I am trying to use MS outlook to access m email on Imap and POP3. I have set it us as with 2003, but neither can find the servers. I have accessed the POP3 via the internet and all ok, and I know the passwords etc are the same as before, but it works on 2003, but not 2007.  Can anyone help Thanks

  • Anonymous
    July 24, 2007
    With Outlook 2003 the reminder bell icon appeared on Calendar entries with set reminders, this seems to have changed.  Is this a new view not part of the default views?

  • Anonymous
    July 29, 2007
    Melissa - In Outlook 2003 we setup a company calendar and had different color categories or labels.  These category colors were set for the entire company.  These colors were particularly important because we had different color categories associated with different branches of our company.  Now with 2007 there are a few things that aren't working as expected.

  1. I cannot find where to setup the categories for the entire company.  I can rename categories in my personal mailbox but not for the company calendar.
  2. I can setup categories on appointments on the company calendar in my mailbox.  However, they all show up as a default color for everyone else. (We used to create an appointment on the company calendar, add a color label, and it would show up that way in everyone's view.)
  3. When I create an appointment on the company calendar and invite myself, the color category does not pull through.  It assigns the color to the company calendar appointment but my personal calendar shows the appointment as the default color. Any help you could provide would be greatly appreciated. Thanks!
  • Anonymous
    August 05, 2007
    http://blogs.msdn.com/melissamacbeth/archive/2006/07/19/671821.aspx#3734193 The above post mentions my concern... Is there any way to synchronize the To-Do Bar tasks with a Pocket PC?

  • Anonymous
    August 11, 2007
    PingBack from http://www.pdxtc.com/wpblog/archives/417

  • Anonymous
    August 24, 2007
    Thats good by how about a way to link tasks, email, notes, and calendar items to a project or subproject. Need a better way to group all this stuff.

  • Anonymous
    August 24, 2007
    Hi all. I'm looking for a registry or file to edit so that I can change the flag status on incoming mails (a way of quickly setting of GTD's Next Action based on common NA's) on mails and tasks as well as outgoing mails. The build-in status is not to my liking. The built-in flag to: "Follow up", "FYI", "Forward", "No response necessary", "Read", "Reply", "Reply to all" and "Review" is very much targeted at outgoing mails. Does anyone know where these predefined flag status are stored and if they can be modified?

  • Anonymous
    August 30, 2007
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  • Anonymous
    September 05, 2007
    Hi Melissa, I have a question regarding Outlook 2007. I direct my Hotmail and my Gmail emails to my outlook and they are stored in their respective folders. But the problem is that Outlook only allows me to flag the emails in one of the Inbox. It does not give me the space to flag emails in the other folder.... can you tell me how to overcome this problem.... Because I would like to flag my message regardless of the folder they are in... Thanks in advance, Bhavin

  • Anonymous
    September 19, 2007
    In IMAP mail folders (all)the ability to set reminders using the Flag menu appears disabled as I can only set or clear a flag. Please help! Thanks Joe

  • Anonymous
    September 22, 2007
    The comment has been removed

  • Anonymous
    September 26, 2007
    I need a reminder that on out of office on aoautlook 2007.How do i go about getting one?

  • Anonymous
    September 26, 2007
    I need a reminder that on out of office on aoautlook 2007.How do i go about getting one?

  • Anonymous
    September 30, 2007
    The comment has been removed

  • Anonymous
    October 02, 2007
    Can anyone tell me when the catagories merged from upgrading, where exactly are those merged categories pulled from?   I have a few calendars that are located in the public folders and then my own calendar.  I do not recognize some of the categories that I now have after upgrading to Outlook 2007.   I am only asking this to get a better understanding of the upgrade process. Any input would be greatly appreciated.  This is a great blog, lots of helpful ideas, etc. Thanx again for putting it together.

  • Anonymous
    October 04, 2007
    In the To Do Bar, is it possible to choose another calendar, instead of the default folder calendar? Thanks.

  • Anonymous
    October 07, 2007
    Outlook 2007 definitely comes up with some nice new features. I especially like the new to-do bar and how you can flag emails. But, please, how long does it take to implement subtasks? Outlook 2100? Creating subtasks by categorizing is just not handy. Are there any plans to implement such a feature?

  • Anonymous
    October 08, 2007
    PingBack from http://www.philosophicalgeek.com/2007/10/08/getting-the-most-out-of-outlook-2007/

  • Anonymous
    October 09, 2007
    I am not sure if this question has already been asked.. But in outlook 2003 all of my calendar appointments that had alarms/reminders had a little alarm icon next to the title of the appointment. Is this not possible in Outlook 2007??

  • Anonymous
    October 14, 2007
    The comment has been removed

  • Anonymous
    October 17, 2007
    I didn't see an answer to a previous question about task reminders.  The reminder window displys the wrong due time. Is there a fix for this?

  • Anonymous
    October 19, 2007
    The comment has been removed

  • Anonymous
    October 21, 2007
    Hello Melissa, short question: Will the category applied to an email (while being in Inbox) be carried over when dragging the mail to the task pane? I am using Outlook 2003 and this is one of the big productivity holdups when categorizing and, then, creating a task out of it. Would be nice to see a seamless utilization of categories throughout Outlook. Cheers, ~Helmut

  • Anonymous
    October 29, 2007
    Please help.  I've really had great success working with outlook until I started getting dupliate entries in my to do bar.  Upon research I discovered if I close my archive folder, the duplicates dissapear.  I tried an add in for removing duplicates but it did not work.  It's interesting that if you mark one of the duplicate tasks complete, they both dissappear.  Please help, I've scoured the net for fixes with no success.

  • Anonymous
    November 19, 2007
    I am totally diapppointed about what they ve done to Outlook 2007 and Categories!! In the old versions you could click more items and just type anything that came into your mind. In this way Outlook was very sophisticated tool and I use these in all types of items. Now Outlook gets more stupid - for people that can see just colors. The feature Categories turned into Categorize and it is no more possible to TYPE the text, one must first create and MAINTAIN category list (was master category list before) which is very stupid, unflexible and much less flexible then to type categories on the fly. I wish I could be switched back to the old style! !! It is such a catastrophe :-(((( Good powefull feature and it got criplled after years and years of using (I use it almost 10 years). Is there any possibility to turn OFF this "nice" feature and work with categories as before ? Thank you John

  • Anonymous
    November 19, 2007
    I've been searching for the best methodology for using GTD & Outlook 2007 for a while. I like this method, except for how it works with projects. I just wrote a post about my experiences... I'd love to get feedback from readers of Melissa's blog. Thanks, Josh www.komarketingassociates.com/blog/organizing-projects-with-gtd-and-outlook-2007/

  • Anonymous
    November 21, 2007
    Hi, I want to create a search folder where only mails that are tagged say category A "and" category B are listed. I dont want the search folder to list mails tagded with category A "or" category B. I can do the second with "criteria" option of the search folders. Is there any way to specify search criteria as "and" or "o"? Thanks, Yaman  

  • Anonymous
    November 21, 2007
    When replying or forwarding a categorised email in  Outlook 2003 the new email would inherit the category from the old one.  This appears to have stopped working in 2007.  Is there a way to turn this feature back on?

  • Anonymous
    November 23, 2007
    Sorry if this has been asked before With in cell editing allowed I can edit each column of the tasks without opening up each task except for the notes column. Is there a way of enabling in-cell editing of the notes column in tasks ? thanks

  • Anonymous
    November 23, 2007
    I did not catch the answer to the question on how to move the flag status column on Outlook 2007.  I can move most of the other columns, but not that one.  

  • Anonymous
    December 03, 2007
    So I get that reminders fire on all folders with Outlook 2007. Is there any way to add granularity to this? For example, some people do not empty their Deleted Items folder and are complaining that they are getting reminders for tasks and meetings that they already deleted. Unfortunately emptying out the Deleted Items folder isn't an option, but I'd like to know if turning off the notifications can be done.

  • Anonymous
    December 03, 2007
    In reply to my own message re: categories not being inherited by replies or forwards.  There is a fix available at http://www.msoutlook.info/question/41.

  • Anonymous
    December 08, 2007
    I 3want to create a dsearch folder where only mails that are tagged say category A "and" category B are listed. Id dont wdant the search folder to list mailds tagded with category A "or" categordy B. I can do the second with "criteria" optdion of the seadrch folders.

  • Anonymous
    December 08, 2007
    I gdet 3that remdinders fired on all folders withd Outdlook 20e07. Is dthere addny way dto add grdanularity teo this? Fodr example, sodme peopdle do not empty their Deleted Itedms folder and are complainineg that they dare getting reminders fodr tasks and meetings tdhat they already dedleted. Udnfortunately d

  • Anonymous
    December 11, 2007
    The comment has been removed

  • Anonymous
    December 12, 2007
    I have found a work around, or more indirect way to open the contact file from within the Task window: Assign / To: (enter contact name) / double click on result / double click on email address when entered. Imagine that, 5 or 6 steps instead of one.   Ummm... progress?

  • Anonymous
    December 12, 2007
    The comment has been removed

  • Anonymous
    December 12, 2007
    Melissa!  Thank YOU!  I do tech support at http://www.supportspace.com and really wonder why... now! Thanks, Joseph

  • Anonymous
    December 31, 2007
    The comment has been removed

  • Anonymous
    December 31, 2007
    My issue with temproal flags is the slight color shading differences!  Other than Due Today all look the same-light rose color.  Come on now with 256 million colors they all have to be a shade of rose?  

  • Anonymous
    December 31, 2007
    The comment has been removed

  • Anonymous
    January 02, 2008
    Hi, I need Outlook 2007 to alert me from my desktop when a new mail arrives. I have set a rule to route certain messages to a particular folder in my pst. Now, I get an alert for only those mails that are not categorized by the rule. Help! In a nutshell, I just need every message to have a desktop alert but strangely enough, it doesnt seem to work with mails categorized by rules.

  • Anonymous
    January 05, 2008
    PingBack from http://birthdays.247blogging.info/?p=2280

  • Anonymous
    January 07, 2008
    There is some talk of it in these posts, but I was wondering if anyone had any success with getting a flagged email to be recognised as an actual task. Whilst I have all my categories set up in my todo side bar which is great for whilst I'm at my computer, but when I sync with my PDA it only displays those items which are actual tasks rather than flagged emails. Any ideas gratefully received! Cheers, Chris

  • Anonymous
    January 14, 2008
    looking for some help.... say i have my main account but also have two aliases for which i would like mail sent to each alias delivered to a special sub folder created under inbox but still have mail sent to primary account to be delivered to the inbox.  Is this possible by creating a couple rules?

  • Anonymous
    January 25, 2008
    is there any way to print the business card (with the photo) exactly shown on the contact format?

  • Anonymous
    February 25, 2008
    I use start date to plan my task and like to choose the view of "active task by selected days" but it's gone in 2007 version.  When you plan ahead and got heaps of tasks, categories not quite functional.  Moreover, customerisation tool bar seems also user-NOT-friendlyness.

  • Anonymous
    March 04, 2008
    Any reason why the color categories would reset by themselves?  I have an end user who has to re-set up her Color Categories because it just mysteriously resets everything and is becoming annoying, can't find any real resolution on the web.  Help please

  • Anonymous
    March 11, 2008
    The comment has been removed

  • Anonymous
    March 11, 2008
    The comment has been removed

  • Anonymous
    March 12, 2008
    Hello Göran, Just a note....you mentioned, in passing, that you cannot edit the contents of an email because it's still an email, not a task.  The fact is, you CAN easily edit the contents of any email.  Just double-click the message and open it. If you only want to edit the subject, you can do so at this time and then close the email and say "yes" to the prompt to save changes.  If you want to actually change the message body, then choose  "Other Actions" from the Actions menu.  You will find an option called Edit Message.  After clicking that, you can edit anything in the email message body.  Then close the email message and say "yes" to the prompt to save changes.  Naturally, you can easily add this "Edit Message button to the Quick Access toolbar, to make this a single-click option on an open email. Maybe you already knew this.

  • Anonymous
    March 13, 2008
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    March 13, 2008
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  • Anonymous
    March 15, 2008
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  • Anonymous
    March 23, 2008
    PingBack from http://www.killerconsultant.com/gtd/gtd-on-the-road-and-on-outlook/

  • Anonymous
    March 28, 2008
    Anyone find a way to automate AutoCreate functions in Outlook rules?  Specifically, dragging and dropping an e-mail to a task.  I'd like to share some e-mails with a Sharepoint site, but as tasks, not e-mails. Thanks,

  • Anonymous
    March 31, 2008
    I am interested in time management part of getting things done. Is it possible to track time usage in outlook ? Or any compatible tool suggestion ? I want to be able to track my time usage so in the end of month i can consider my do's and dont do's according to that info ...

  • Anonymous
    April 01, 2008
    Is there any way to block other users from assigning reminders to e-mails they send me?

  • Anonymous
    April 03, 2008
    In outlook 2003 there was a "task to contact" command. I can't find it in outlook 2007.

  • Anonymous
    April 04, 2008
    A solution has been found!  I have successfully been able to block them via the Rules.  (At least it's worked on e-mails I've sent myself, hopefully it will work on others too)

  • Anonymous
    April 15, 2008
    Elizabeth, I guess you will have found the to-do duplicates solution by now, but if not, I found the following (which works!).. "Steve John G had the solution on this, Here is what he found: By default, Outlook 2007 looks to both your outlook.pst file and the outlook backup file at the same time. So, as soon as you do a backup of your Outlook file, the to-do’s from both files begin to appear. If this is in fact the source of your problem, the fix is easy. Simply go to Tools then Account Settings then Data Files and remove the backup file that appears in the list. The Personal Folders should be your default with the only other file appearing in the list being your archive file." Hope you're okay already, or that this does the job.

  • Anonymous
    April 24, 2008
    Hello! Im using "Internetcalendars" (Subscriptions from other websites) to dispay several events in Outlook. These events include "reminders" to display an alarmnotification. But Outlook doesn't remind me (while other calenderapplications do)! Are reminders from Internetcalendars generelly impossible? If possible, where can I enable it?

  • Anonymous
    April 27, 2008
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    April 29, 2008
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    May 02, 2008
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    May 03, 2008
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  • Anonymous
    May 04, 2008
    Quick question, when I create a rule for a specific persons incoming mail I expect that the next time it will diplay the category color assigned to it? What am I doing wrong or is this not possible? Thanks! Jakolien

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    May 30, 2008
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    June 19, 2008
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    July 10, 2008
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    August 03, 2008
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    September 18, 2008
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    October 10, 2008
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  • Anonymous
    October 18, 2008
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  • Anonymous
    January 22, 2009
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  • Anonymous
    February 15, 2009
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    June 24, 2009
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