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#1
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Sort Task List by Due Date, then by Category
I have Outlook 2007. I would like to sort my task list first by due date and
then by category. I have named my categories something like as follows: -21 Case Work -22 Housing -23 Contact -24 Follow Up They are in a nice rainbow order which is easy enough for me to drag and place where I want within a specific day (on the To Do List View), but I would like Outlook to do this sorting automatically. When I do custom sort, "Categories" is not in any available fields. There is a "Category" field, but that is different. I know that you can assign more than one category to an item, and that will probably botch my whole idea, but I promise I'll be good and will only assign one category to each! =~) |
#2
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Sort Task List by Due Date, then by Category
It is not possible to "sort" by Category. You can Group by Category. You
can Group by Category after sorting by another field and I think that's as close as we can get to what you asked for. You'll need to learn how to do this manually: turn on the Advanced Toolbar in your Contacts Folder, change to the By Category view click the Group By Box button in the advanced toolbar (it's beside the white window where you can type a contact to find). What you have now is a grey space/box above the column headers - currently containing the Categories column header sort by the field you want (click it's column header and you'll see an arrow in the header) drag the Categories field from the column header location back up into the Group By box (where it was before you clicked to sort) I hope that's clear. If you get stuck, come back! Regards Judy Gleeson MVP Outlook If you have 2 minutes I would appreciate some feedback through this survey link. http://www.surveymonkey.com/s.aspx?s...QUr5wGQQ_3d_3d www.judygleeson.com www.deskdoctors.com Want to be more productive? Outlook 2003 user? Read "7 settings all Outlook 2003 users should change" at www.pragmatix.com.au SOON! launching in August 2008: www.executiveassistantsonline.com .. "orangepotatocasserole" wrote in message ... I have Outlook 2007. I would like to sort my task list first by due date and then by category. I have named my categories something like as follows: -21 Case Work -22 Housing -23 Contact -24 Follow Up They are in a nice rainbow order which is easy enough for me to drag and place where I want within a specific day (on the To Do List View), but I would like Outlook to do this sorting automatically. When I do custom sort, "Categories" is not in any available fields. There is a "Category" field, but that is different. I know that you can assign more than one category to an item, and that will probably botch my whole idea, but I promise I'll be good and will only assign one category to each! =~) |
#3
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Sort Task List by Due Date, then by Category
The results were the same as grouping by Category and sorting by date.
Unfortunately, that is not what I wanted to accomplish. I would like everything sorted first by date, and then arranged categorically (by priority, actually) for each specific day. Thanks for the help, though. "Judy Gleeson (MVP Outlook)" wrote: It is not possible to "sort" by Category. You can Group by Category. You can Group by Category after sorting by another field and I think that's as close as we can get to what you asked for. You'll need to learn how to do this manually: turn on the Advanced Toolbar in your Contacts Folder, change to the By Category view click the Group By Box button in the advanced toolbar (it's beside the white window where you can type a contact to find). What you have now is a grey space/box above the column headers - currently containing the Categories column header sort by the field you want (click it's column header and you'll see an arrow in the header) drag the Categories field from the column header location back up into the Group By box (where it was before you clicked to sort) I hope that's clear. If you get stuck, come back! Regards Judy Gleeson MVP Outlook If you have 2 minutes I would appreciate some feedback through this survey link. http://www.surveymonkey.com/s.aspx?s...QUr5wGQQ_3d_3d www.judygleeson.com www.deskdoctors.com Want to be more productive? Outlook 2003 user? Read "7 settings all Outlook 2003 users should change" at www.pragmatix.com.au SOON! launching in August 2008: www.executiveassistantsonline.com .. "orangepotatocasserole" wrote in message ... I have Outlook 2007. I would like to sort my task list first by due date and then by category. I have named my categories something like as follows: -21 Case Work -22 Housing -23 Contact -24 Follow Up They are in a nice rainbow order which is easy enough for me to drag and place where I want within a specific day (on the To Do List View), but I would like Outlook to do this sorting automatically. When I do custom sort, "Categories" is not in any available fields. There is a "Category" field, but that is different. I know that you can assign more than one category to an item, and that will probably botch my whole idea, but I promise I'll be good and will only assign one category to each! =~) |
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