Select the desired template from the upper box labeled "Step 1: Select a template." Here are steps you can follow to create an Outlook rule using one of their templates:Ĭlick the button near the top of the dialogue box labeled "New Rule." They categorize the templates into "Stay Organized" and "Stay Up to Date" with templates that perform common actions like moving messages into a folder, flagging a message for follow-up and sending an alert to your phone. Outlook offers multiple templates that you can use for setting up rules if you don't want to make a custom rule.
Here are three different ways to set up and use Outlook rules: 1. Related: 6 Tips To Use Microsoft Outlook Email Like a Pro How to set up and use Outlook rules For example, if you're working on multiple projects, you could set up folders for each project and have emails moved into those folders based on senders and keywords. They also allow you to stay organized by moving emails into other folders based on criteria like the sender or words in the subject line.
Instead of manually sorting through every email, you can assign a rule to sort for you based on your emailing needs. One benefit of setting rules in Outlook is that it saves time. Related: How To List Microsoft Office Skills on a Resume Benefits of setting rules in Outlook You can also leave the condition blank if you want the rule to apply to every email.Īctions: This is what Outlook takes on an email if it meets the condition, like moving, deleting or forwarding.Įxceptions: This is the criteria for emails that you want to be exempt from a certain rule, which can be the same kind of criteria as the condition. When you set up a rule, there are three key pieces of information Outlook asks for:Ĭondition: This is the criteria Outlook uses to apply a rule to an email, such as the sender or keywords. Rules automatically work on future emails, but you can also set a rule to apply the action to emails already in your inbox. You can use Outlook rules to assign many kinds of actions to emails you receive and send, such as automatically moving them to a specified folder, deleting emails, forwarding them and flagging them. Outlook rules are ways to automate the task of managing your email. In this article, we explain what Outlook rules are, explore some benefits of setting rules and provide steps for setting up and using these rules. One great option for organizing your inbox is setting up rules in Outlook. An organizational system for your email can help save time and ensure you see all of your most important emails. Emails are a common part of work for many professionals.
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