Managing views with categories

Categories help you organize data in views that contain many documents and move around in these views more quickly. Categories can be sorted alphabetically, numerically, or by date.

Depending on the application design, categories may appear only when there are documents in them.

You can categorize your own documents in any view that has been designed to allow the use of Categorize. To categorize documents created by other users in an application, you need Editor access.

To create a category or subcategory

Use the following steps to create a category or subcategory. Subcategories appear indented under category names in a view.

Select the document to categorize.
From the menu, choose Actions > Categorize.
In the Add category field, type a category name. For subcategories, type a category name, a backslash (\), and a subcategory name, for example:
```
Sales planning\Trade shows
```
(Optional) To create multiple new categories, separate names with commas, for example:
```
Sales planning, Trade shows
```
Click the Add button.
Click OK.

Working with categories

You can perform the following tasks from the Actions > Categorize menu:

Table 1. Tasks used to manage categories
To	Do
Add a category to, or remove a category from a document.	Select one or more documents. Click Actions > Categorize. Check one or more categories to add them; or remove the check mark for one or more categories.
Rename a category	Select all of the documents under the category. Click Actions > Categorize. Remove the check mark from the existing category. In the Add category field, specify a new name, then click Add.
Delete a category	To delete a category from the view, remove all the documents from that category. Select all of the documents under the category. Click Actions > Categorize. Remove the check mark from the existing category.
Delete a to do category	Click File > Preferences. (Macintosh OS X users: Click Notes > Preferences.) Expand Calendar and To Do. Click Calendar & To Do > Display > Entries. Under Categories, remove the names of any categories you want to delete.