Assign a category to an item

To assign a category when creating an item

  1. In the item, click Categories.
  2. In the categories list, select the check boxes next to the categories you want, and then click OK.
To assign a category to existing items
  1. Select the items you want to assign to a category.
  2. On the Item menu, click Categories.
  3. In the categories list, select the check boxes next to the categories you want, and then click OK.
Note
  • If a check box is shaded, some of the items selected in step 1 are already assigned to that category. To add all the selected items to the category, click the shaded check box until a check mark without shading appears. To remove all selected items from the category, click the shaded check box until it is clear.