More on Getting Organized with Outlook

Use the Reminder, Categorize, and Recurrence features to remind you to send birthday and anniversary cards. Set up the Reminder notification time to at least 1 week--that gives you time to buy and send the card, especially if the person’s special day is the first or second day of the month or year. Use Categorize to color code all birthdays and anniversaries on your calendar, and create a recurring “appointment” so you don’t have to fill in everybody’s holidays each year.

2007 Outlook Instructions:

• Create a New Appointment.
• Click Recurrence button (located on the Appointment tab in the Options group).
• Select Yearly (Recur every 1 year(s) and On: selected date should be selected).
• Click OK.
• Click the Reminder list arrow to choose 1 week.
• Click Categorize button to select Birthday/Anniversary category, if it's already been set up.
• Click Save & Close.

2003 Outlook Instructions:

• Create a New Appointment.
• Click Recurrence button on the toolbar.
• Select Yearly (Every “selected date” should be selected).
• Click OK.
• Be sure Reminder is “checked”; change time to 1 week.
• Click Save and Close.
• With the “appointment” still selected, click Calendar Coloring button.
• Select Birthday/Anniversary category, if it's already been set up.