Manage email messages by using Outlook rules
Outlook rules is an action that Outlook for Windows runs automatically on incoming or outgoing messages. You choose what triggers the rule as well as the actions the rule takes. For example, you can create a rule to move all messages from your manager to a folder or to delete all messages with “Buy now!” in the subject.
How Outlook rules help you manage email messages
By using Outlook rules, you can reduce manual and repetitive actions needed to manage your email messages. When you turn on rules, they run continuously and automatically.
Outlook rules generally fall into one of two categories—organization or notification. You can use the Rules Wizard to help you design rules to manage your messages.
The Outlook rules Wizard includes templates for the most frequently used rules.
These Outlook rules help you not only to file messages, but also to follow-up with messages. You can create a rule for messages from a specific sender. So you could set a rule, for example, that messages received from Keri Mills with the word “sales” in the Subject box are to be flagged for follow-up, categorized as Sales, and moved to a folder named Keri’s Sales.
Stay Up to Date
These rules notify you—based on choices you make—when you receive a particular message. You can create a rule, for example, that automatically sends a message to a mobile device when you receive a message from a family member.
Start from a blank rule
These are Outlook rules that you can create and customize without a rule template.
Create a rule
Step 1: Choose an Outlook rules template
- Choose Rules > Manage Rules & Alerts from the ribbon or choose the File tab and then choose Manage Rules & Alerts.
- In the Rules and Alerts dialog box, on the E-mail Rules tab, choose New Rule.
- In the Rules Wizard, under Step 1: Select a template, pick one of the default templates under Stay Organized, Stay Up to Date, or, Start from a blank rule.
Step 2: Edit the rule description
Each one of the rule templates that you chose in Step 1 has slightly different options for Step 2. When the options require you to make a choice, for example to specify a sender or choose a folder, the option will be underlined. For this example, we’ve picked one of the most common rules, to move messages from someone to a folder.
- Choose people or public group in the edit description box to display your address book. Either choose a name from your address book or type the person’s address in the From box, then choose OK.
- Choose specified to display a list of your folders. You can choose an existing folder or choose New to create a new folder. When you’ve selected the appropriate folder, choose OK.
If you want to explore advanced options for the rule, choose Next and then skip to Advanced Rule Options, below. Otherwise, choose Finish. This returns you to the Outlook Rules and Alerts window. From here, you can create another rule or choose OK to save your changes.
|• Move messages from someone to a folder
|• Move messages with specific words in the subject to a folder
|• Move messages sent to a public group to a folder
|• Flag messages from someone for follow-up
|• Move RSS items from a specific RSS Feed to a folder
NOTE: To use this option, you must subscribe to an RSS feed. When you choose this option, there is a prompt to continue. If you choose No, you can’t proceed, but if you choose Yes, you can.
Stay Up to Date template
|• Display mail from someone in the New Item Alert Window
|• Play a sound when I get messages from someone
|• Send an alert to my mobile device when I get messages from someone
Start from a blank rule template
- Choose one of the following.
- Apply rule on messages I receiveor
- Apply rule on messages I send
- Choose Next, and then go to Step 3: Set conditions for a rule.
Step 3: Set conditions for a rule
You now have the opportunity to add conditions to the options you chose in Step 2: Edit the rule description. Based on the conditions you select, the options available to edit the rule description will vary.
- Under Step 1: Select condition(s), select the check box for the condition you want to add.
NOTE: You can select multiple check boxes.
- Under Step 2: Edit the rule description (click an underlined value), choose a link, complete the required actions, and when done, choose OK.
- Choose the next link, complete the required actions, and when done, choose OK.
- If another link is available, choose it, complete the required actions, and when done, choose OK.
- Choose Finish when done.
This was all about Outlook rules and how to create rules in Microsoft Outlook.