Microsoft Outlook Categories

Microsoft Outlook's "Categories" Feature

Use Microsoft 365 Categories to organize and manage your Outlook email, calendar, contacts, and tasks.

microsoft 365 categories

Tag your Outlook content with Categories to visually distinguish projects and priorities with colour-coded tags to visually differentiate content at-a-glance.

Find things fast with Categories

Categories help you visually target important content in your ever-growing email folders, calendars, and more. Also, you can search across Outlook for emails, events, and tasks  that are tagged with the same category. Used in a well planned scheme, you can use categories to filter an Inbox to create virtual folders on demand. This avoids duplicated content in unwieldy folder structures which leads to broken email threads and lost attachments.

Click on the headers below to find out how to create and customize your categories. Click or tap on images to see in full screen.

What are categories for?

Outlook Categories help you organize and manage email, contacts, calendar events, and tasks. For instance, instead of moving or copying emails to folders, you can keep emails in your Inbox and tag emails with categories. This way, you can filter your Inbox on demand to show one or more categories.

Categories reduce confusion

In situations where an email is saved in two folders which  might lead to multiple email threads for the same message, it is more efficient to keep the original email in your Inbox and assign two categories to that email.

Using tags you can:

  1. create category names and colours
  2. tag and group related emails
  3. organize your calendar events by type, such as meetings, personal appointments, or deadlines
  4. group your contacts as family, friends, colleagues, or clients
  5. organize your tasks by project, priority, or status

virtual email folder

Enter the name of a category you want to filter in “search” and turn your Inbox into a dynamically generated folder which lists activty associated with the tag. e.g all items tagged with “Brian” in this screenshot.

Categories are usually used at an individual level. However A shared email account would rely on categories established for that account. Uniform categories can be established at an organizational level. This requires adminstrator-level knowledge. 

How to create and manage tags

Use this workflow to start creating and customizing your tags:

  1. create a new email in Outlook
  2. click open the <Categories> dropdown list.

Outlook always lists a few categories. These are intended as a starting point. In the illustration below notice that there are user-defined categories instead of the defaults. This means Outlook’s original categories have been customized, and new categories added to the user’s library. Notice towards towards the bottom of the list the options for creating, edit, and showing categories. Click on <New category> to create a new category.

microsoft 365 categories dropdown

Use <all categories> to view categories. You can use the <search> field at the top of the dropdown box to pinpoint categories. Once you create a category, the same tag can be used in Email, Calendar, Contacts, and Tasks. 

Editing and managing categories

You can edit existing tags to change names and colours. In any email composition and calendar event windows, pull down the <categories> dropdown menu and click open <Manage categories>. Her you can “fave” categories, and you can click on the pencil icon to edit category properties. In the image below, clicking on the pencil in the DNS/web row would open the properties for that category.

editing micorosft 365 categories

Planning Categories

Exit strategies matter. Plan a structure for your categories to avoid duplication and confusion. Unchecked, category libraries can become so large that users forget what categories they already have.

For instance, if you are tagging customers, it might makes sense to have a category for “customer”, but also a drill-down or sub-heading category called “customer”-“customer surname-initials”. For example, a <heading>-<sub-heading> category might look like:

  • customer-smith-a

This way “customer” is a global header, and the other fields are sub heading. Organising a strategy for categories helps you manage your list as it grows. This can be likened to departments, which is a common feature in charts of accounts.

Summary

Outlook Categories add a flexible and visual way to keep your Outlook items organized, making it easier to manage and search your communications and schedules as your database grows.

Categories are intended for individual use, but organizations might opt to have individual users follow a common colour-coding theme and defined list defined by a manager to adopt in their own instance of Outlook. Categories can be established at organizational level. This requires administrator level implementation.

About ComStat.uk: Internet Service Provider Comstat provides IT support, web hosting, and media services including web design, Microsoft 365 setup, and audio/video production, serving businesses across Denbighshire, North Wales and Wirral from Ruthin, and Lancashire and the Northwest from Bolton.

 

Configure DMARC using cPanel

Authenticate outgoing email with DMARC

Configure DMARC (Domain-based Message Authentication, Reporting, and Conformance) to help protect your domain name from being used for email spoofing. Unless you configure DMARC, email that you send can be dropped by a receiver’s email server before reaching that user’s Inbox.

dmarc txt record using cpanel

Click on the headers below to follow our guide to obtain a DMARC record using cPanel WHM and then configure your DMARC record in your domain name’s zone record at your domain registrar. Click on images to see in full resolution.

How to prepare

DMARC is already enabled on your web server. DMARC builds on DKIM and SPF, so before implementing DMARC, be sure to implement DKIM first.

Before you configure DMARC in your domain name’s zone record, you will need to understand where your domain name is managed. If your domain name is held at a domain name supplier using their nameservers, you will need to configure DMARC records in your domain name’s zone record at your supplier. If you own the domain, but we hold it in our management portfolio, then you might only need to make amendments in cPanel which will make things easier.

Therefore, before you start, prepare as follows:

  1. if in doubt, check with us where your records need modifying
  2. find your cPanel login credentials from your server information sheet
  3. (optionally) find the login credentials for your domain name supplier

We recommend you add a DMARC record to your domain name’s zone record which initially operates DMARC in test mode. Our workflow therefore is designed to accomplish this preliminary objective.

Making adjustments to your domain name’s zone record requires exacting language and sytax. A missing character can cause a web site to cease functioning and disable your email. Nor can you test it – changes made have effect in real time. Be sure to copy records before overwriting “last known working” states.

We have decades of experience managing domain names on behalf of clients. If you are nervous about dealing with this technology, we can provide admin support for domain names and ongoing services – ask for help.

Step-by-step instructions

Follow these instructions caefully to configure DMARC and activate the service. Each step is important. Missing characters like colons, semi-colons, and spelling mistakes can cause a lot of work.

1. Log in to cPanel:

  • open your web browser
  • enter your cPanel URL (e.g., https://yourdomain.com:2083)
  • log in with your cPanel credentials

2. Navigate to <Zone Editor>

  • in cPanel dashboard, scroll to <Domains> section
  • find and click open <Zone Editor>

3. Look for a DMARC Record:

  • in Zone Editor, find the domain you want to check
  • click <Manage> next to the domain
  • look for a TXT record with the name: _dmarc.yourdomain.com
  • if you do not see one, you will need to create it

4. Create or Modify a DMARC Record:

  • if you need to create a new DMARC record, click <Add Record>
  • choose <TXT Record> from the <+Add> dropdown list
  • in the <Name> field, enter: _dmarc
  • in the <TTL> field, leave the default value
  • in the <Type> field, select: TXT
  • in the <Record field>, enter your DMARC policy. For now, use:
    • v=DMARC1; p=none; rua=mailto:dmarc-reports@yourdomain.com; ruf=mailto:dmarc-failures@yourdomain.com; sp=none; pct=100
  • for <mailto:> substitute your preferred email address• see notes below
  • select and copy the record field to clipboard or notepad. You will need this later

5. Save the DMARC Record:

  • Click <Save Record> to apply the changes

6. Log in to Your Domain Registrar:

  • in a new browser window, go to your domain registrar’s website
  • log in with your credentials

7. Access DNS Management:

  • find the DNS management or zone file settings
  • this section allows you to add or edit DNS records

8. Add the DMARC Record you created in steps 4 and 5 above:

  • Add a new TXT record
  • in the <Name> field, enter: _dmarc
  • in the <Value> field, paste the DMARC policy you created and copied earlier in cPanel
  • Save the changes

9. Verify the new DMARC record:

  • Use online tools like MXToolbox to verify your DMARC record
  • Check for typos like missing colons or spaces, or inaccurate spelling

Notes:

DMARC is a technology that operates on a few levels. The record we gave an example for you to use above is for a DMARC policy that shows DMARC is enabled, but not reactive (p=0). The record can be modified to p=quarantine and p=reject which cause emails that fail a test to be either quarantined or rejected by a receiver. In some circumstances like emails sent to a mailing list, values for sp and pct can also affect how your outgoing email is received.

By using policy p=0 and establishing the email address of the person you want to receive DMARC reports, you have a minium valid record. Once this tests positive, consider upgrading the policy to p=quarantine.

Summary

DMARC builds upon existing protocols like SPF and DKIM to help domain name owners specify how their organisation’s emails should be treate by receiving email servers that fail authentication checks. This is important because it helps to prevent a malicious party from attempting to use your email addresses to purport to be you using spoofing and phishing attacks. Consequently, you can configure DMARC a few ways.

Making adjustments to your domain name’s zone record requires exacting language and syntax. A missing character can cause a web site to cease functioning and disable your organisation’s email. Nor can you test a modification first – changes made have effect in real time.

Expert help available

We have decades of experience managing domain names on behalf of clients. If you are nervous about dealing with this technology, we can provide admin support for domain names and ongoing services. We can turn modifications in minimal time at reasonable cost while saving you from risk of web site and email disruption – please ask for help if in doubt.

Configure DKIM in cPanel

Verify outgoing email with DKIM

Use DKIM (DomainKeys Identified Mail) to reduce the chance of your users’ outgoing emails ending up in customer/supplier Spam or Junk folders.

DKIM configuration tool

Click on the headers below to follow our guide to configure DKIM using cPanel WHM and post your DKIM records in your domain name’s zone record at your domain registrar. Click on images to see in full resolution.

How to prepare

DKIM is already enabled on your web server. However, the service needs to be implemented. This is because the verification process requires checking a unique DKIM record which only you can add to your domain name’s “phone book” – we call the phone book a zone record. If we have ongoing access to your domain name, we would take care of this as part of the support we provide.

Before starting, you will need to understand where your domain name is managed. If your domain name is held at a domain name supplier using their nameservers, you will need to create DKIM records in the zone record at your supplier. If you own the domain, but we hold it in our management portfolio, then you might only need to make amendments in cPanel which will make things easier.

Therefore, before you proceed, prepare as follows:

  1. if in doubt, check with us where your records need modifying
  2. find your cPanel login credentials from our server information sheet
  3. (optionally) find the login credentials for your domain name supplier

We are able to manage domain names on behalf of clients. Domain name management is a critical function and unwitting errors can cause email and web site failure. If you are nervous about dealing with this technology, we can provide admin support – ask for help. For instance, if you do not have in-house expertise, we can take administrative custody of your domain to manage these kinds of jobs.

Step-by-Step instructions

1. Log in to WHM:

2. Access the DKIM Settings:

  • In the WHM dashboard, search for <Email>.
  • Click on <Email Deliverability>.

dkim configuration module

3. Select the Domain:

  • Choose the domain you want to configure DKIM for.
  • Click <Manage> next to the domain.

4. Enable DKIM:

  • In the DKIM section, click <Install the Suggested Record>.
  • WHM will automatically generate the DKIM record.

5. Copy the DKIM Record:

  • After generating the DKIM record, you will see a TXT record.
  • Copy the entire TXT record, including the v=DKIM1; part.

6. Log in to Your Domain Registrar:

  • Open your domain registrar’s website.
  • Log in with your credentials.

7. Access DNS Management:

  • Find the DNS management or zone file settings.
  • This section allows you to add or edit DNS records.

8. Add the DKIM Record:

  • Add a new TXT record.
  • In the Name field, enter the selector and domain (e.g., default._domainkey.yourdomain.com).
  • In the Value field, paste the DKIM record you copied from WHM.
  • Save the changes.

9. Verify the DKIM Record:

  • Go back to WHM.
  • In the <Email Deliverability> section, click <Manage> next to your domain.
  • Click <Check> to verify the DKIM record.

10. Test Your DKIM Setup:

  • Send a test email to ensure DKIM is working.
  • Use online tools like DKIMValidator to check if your email passes DKIM checks.

Tips for Non-IT Users

  • Take Your Time: Follow each step carefully.
  • Ask for Help: If you get stuck, don’t hesitate to ask your registrar’s support team.
  • Double-Check Entries: Ensure there are no typos in the DKIM record.
Summary

Business users do not have a lot of patience when it comes to email, and not a lot of people check Spam or Junk occasionally if at all. Email that is lost in this way costs business so DKIM, along with SPF (automatically configured for you already, DMARC, and Reverse DNS are necessary utilities for providing resilient email delivery.

Making adjustments to your domain name’s zone record requires exacting language and syntax. A missing character can cause a web site to cease functioning and disable your organisation’s email. Nor can you test a modification first – changes made have effect in real time.

Expert help available

We have decades of experience managing domain names on behalf of clients. If you are nervous about dealing with this technology, we can provide admin support for domain names and ongoing services – we can turn modifications in minimal time at reasonable cost and while saving you from risk of web site and email disruption – please ask for help if in doubt.