OfficeTalk lets you apply categories to the following data types:
Tasks
Appointments
Resource Bookings
Project Tasks
Meetings
Companies
Contacts
Conversations
Documents (such as letters and faxes)
In order to apply categories to any data of the above types, you must have at least edit access to the data. To apply one or more categories, bring up the property sheet for the data item by selecting the data item using the right mouse button and choosing Edit from the context menu. Alternatively, double click on the data item. In either case, the associated property sheet is displayed. Select the Categories page. The picture below shows the categories page for the Task property sheet.
The Set drop down list lets you choose which category set to view. You may choose either the 'Global Categories' category set, the 'All Categories' category set or any additional category sets which are associated with the specific data type. The categories belonging to the selected set will appear in the Available Categories list. If the set contains categories which are already applied to the data then these categories will appear in the Categories field and the check box next to the relevant category in the Available Categories list will be checked.
To apply a category to the data item, simply check the relevant check boxes next to the required category in the Available Categories list. If you wish to add a new category to the set and apply that category to the data item, then type the description of the category in the Categories field, separating it from other categories using a comma ',' character.