Information Technology Services
Information Technology Services

Assigning a Category to a Meeting Requests in Outlook 2013

This tutorial teaches you how to categorize meeting requests in Outlook 2013, to allow for easier email organization.

  1. Ensure Mail is selected in the Navigation Pane
    • On the Home tab, in the Move group, click Rules
    • From the drop down menu select Manage Rules and Alerts

    Click rules, manage rules and alerts

  2. The Rules and Alerts screen will open
    • If you have more than one email account, from the Apply changes to this folder drop down list, select the Inbox for the account you want to create a rule for.
    • Click New Rule...

    Select the appropriate inbox and create new rule

  3. The Rules Wizard will begin
    • From the Start from a blank rule section, select Apply rule on Messages I receive
    • Click Next

    select apply rule on message I receive from the wizard

  4. The Which condition(s) do you want to check? screen will open 
    • Under Step 1: Select condition(s), select the condition that is a meeting invitation or update
    • Click Next

    Select the condition which is a meeting invite or update

  5. The What do you want to do with the message? screen will open
    • Under Step 1: Select action(s), select the action assign it to the category category
    • Under Step 2: Edit the rule description, click the underlined value category
    • Choose a category, (either from on of the default categories, or one that you have created)
    • Click Next

    assign to category action

  6. You will be presented with a list of exceptions
    • Click Next as we need not enter any exceptions to this rule
  7. The Finish rule setup screen will open
    • Enter a name for the rule
    • Check any other options that you want. If you want to categorize meeting requests that are already in your inbox, select Run this rule now on messages already in "Inbox"
    • Click Finish

    Final screen for categorizing rule