You learned these steps when you set up the All Categories view, so this view can be set up quickly.

  1. Make sure that you are viewing your Outlook Tasks.
  2. Go to the Task view manager.
  3. Highlight All Categories. Copy and rename it “S/M”. Select This folder, visible only to me (or This folder, visible to everyone if you are using Exchange Server).
  4. Click OK. The view customization window will appear.
  5. In Group By change it to (none) (don’t group anything), then click OK.
  6. In Sort change it to Due Date, Ascending, then by (none), then click OK.
  7. Go to Filter
    • Go to the SQL tab and check the box Edit these criteria directly.
    • Now highlight and copy (Ctrl+C) the following text, including quotes and parentheses:
      ((("urn:schemas-microsoft-com:office:office#Keywords" LIKE '%S/M%' OR "urn:schemas:httpmail:importance" = 0) AND NOT "urn:schemas-microsoft-com:office:office#Keywords" LIKE '%Templates%') AND "{00062003-0000-0000-C000-000000000046}/811c000b" = 0)
    • Paste (Ctrl+V) the text into the SQL box, replacing ALL existing text.
    • If you get an error message when saving the filter, you probably entered something incorrectly. Repeat the steps and try again. Make sure you copy ALL of the SQL text, including quotes and parentheses.
    • Click all the OK buttons until you return to the Tasks view. S/M should be one of your new views.
    • Resize the columns as needed.