1
00:00:00,080 --> 00:00:05,394
You want to flag one Outlook message for follow-up while keeping it in Inbox.

2
00:00:05,394 --> 00:00:08,937
In this fictional mailbox, Harbor Workshop room checklist needs an

3
00:00:08,937 --> 00:00:12,480
Action Needed category; the supply-order message should stay untouched.

4
00:00:12,480 --> 00:00:16,377
We will categorize only the checklist, confirm it remains in Inbox,

5
00:00:16,377 --> 00:00:19,211
and check that the other message is untagged.

6
00:00:19,211 --> 00:00:23,817
This organizes a message in your own account without moving or sending it.

7
00:00:24,417 --> 00:00:28,577
In a permitted fictional mailbox, locate Harbor Workshop room checklist

8
00:00:28,577 --> 00:00:33,153
and verify its subject and Inbox location against the practice index.

9
00:00:33,153 --> 00:00:36,481
Confirm it has no Action Needed category yet.

10
00:00:36,481 --> 00:00:42,721
Leave the separate supply-order message untouched so the exercise has an explicit control item.

11
00:00:43,321 --> 00:00:48,587
Select M-312 and open Categorize in the top toolbar or message menu.

12
00:00:48,587 --> 00:00:53,044
Choose the existing Action Needed category or create that name if

13
00:00:53,044 --> 00:00:55,879
your practice account has no such category.

14
00:00:55,879 --> 00:00:59,931
Microsoft documents categories as tags for Outlook on the web.

15
00:00:59,931 --> 00:01:04,792
Do not choose Move, Archive, Forward, or a rule during this task.

16
00:01:05,392 --> 00:01:09,669
Return to the Inbox list and locate M-312 by subject.

17
00:01:09,669 --> 00:01:13,169
Confirm the colored Action Needed category appears on it.

18
00:01:13,169 --> 00:01:18,612
Open the message or inspect its folder location to confirm it remains in Inbox.

19
00:01:18,612 --> 00:01:22,889
The tag alone is not evidence of a successful folder move;

20
00:01:22,889 --> 00:01:26,000
there should be no move in this exercise.

21
00:01:26,600 --> 00:01:29,655
Locate Harbor Workshop supply order, M-313.

22
00:01:29,655 --> 00:01:34,892
It should still be in Inbox and should not show Action Needed.

23
00:01:34,892 --> 00:01:40,566
This negative check catches an accidental multi-select operation that tagged two messages.

24
00:01:40,566 --> 00:01:47,113
If both are tagged, clear the category from M-313 in the practice mailbox only.

25
00:01:47,713 --> 00:01:51,165
Microsoft says categories are for your own organization; people

26
00:01:51,165 --> 00:01:55,001
receiving the email do not see the categories you assign.

27
00:01:55,001 --> 00:01:59,221
A category can help you find or group messages without changing

28
00:01:59,221 --> 00:02:00,755
their contents or recipients.

29
00:02:00,755 --> 00:02:04,975
If the goal is to remove a message from Inbox, use

30
00:02:04,975 --> 00:02:08,811
a folder or archive workflow as a separate deliberate action.

31
00:02:09,411 --> 00:02:13,251
The finished fictional exercise should show Action Needed on the

32
00:02:13,251 --> 00:02:16,322
room-checklist message while it stays in Inbox.

33
00:02:16,322 --> 00:02:20,546
The separate supply-order message should remain there without that category.

34
00:02:20,546 --> 00:02:24,769
Verify both states in a permitted practice mailbox; no forwarding or

35
00:02:24,769 --> 00:02:27,072
sending is part of this workflow.

36
00:02:27,072 --> 00:02:31,296
If both messages were selected by mistake, clear the category from

37
00:02:31,296 --> 00:02:33,983
the control message in that practice account.

38
00:02:33,983 --> 00:02:39,359
Outlook categories are for your own organization, so recipients do not see the tag.