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Outlook Categories

Customizing Appointment Categories in Outlook 

In Outlook, each appointment is assigned a category. When an appointment is created either in TeamConnect and synchronized with Outlook, or vice versa, it automatically receives the "TeamConnect" tag, which can be configured in the Admin Settings under Office Suite. 

In Outlook categories, the color of the tag can be personalized, while the tag's name can be modified in the Admin Settings under Office Suite. Please verify how to change the label here.

To modify the Office Suite Appointment category, navigate to the admin section and access the Office Suite settings. Here, you can change the label associated with the category.

Categories play a key role in distinguishing between appointments synced with TeamConnect and those that aren't.

Instructions Screenshot for Reference
  1. Open the TeamConnect Taskpane in Outlook.
  2. Within the TeamConnect Taskpane, create the appointment and click "Save" to synchronize it with TeamConnect.
TeamConnect Task Pane
  1. The appointment will then show the 'TeamConnect' category, signifying that it is synced with TeamConnect.
Category
  1. Appointments generated in Outlook and not synchronized with TeamConnect will not have the "TeamConnect" Outlook Category. 
Appointments

The TeamConnect label can be configured in the TeamConnect Admin settings.

Changing the label color

By default, the TeamConnect category label appears in red. 

Instructions Screenshot for Reference
  1. To alter its color, navigate to 'Categorize' → 'Manage Categories'.
All Categories
  1. This action will open a popup. Select the edit icon and choose the desired color. 
List of categoriesEdit Category
  1. Now Save and Close. The label's color will be updated across all associated appointments. 
  2. Hover over the label to display its category name.

Filtering by category

Instructions Screenshot for Reference
  1. To track or filter appointments with specific category labels, go to 'Filter' → 'Categories' → and select the desired category label. 
  2. This action will display only the appointments with the selected category on the calendar.
  3. This helps in organizing and managing appointments effectively.
Filtering by Categories