Setting Rules for Automatic Email Handling in Outlook

Instructions for setting up rules to allow Outlook for Windows to automatically sort specified emails.

  1. Select the Email you wish to add the rule for.
  2. Select the Rules menu from the Move section of the Home Ribbon.
  3. Select Create Rule.
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  4. Select Advanced Options.
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  5. Select the Checkbox for each condition you wish to include.
    Examples: From [people or public group] With [specific words] in the subject or body, etc.
    NOTE: You can change any condition specification by selecting the words in blue.
     
  6. Select Next.
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  7. Select the Checkbox for each action you wish to have Outlook take when an email is received with the conditions specified in step 5.
    Example: Move it to the [Specified] folder, mark it as read, etc.
    NOTE: You can change any condition specification by selecting the words in blue.
     
  8. Select Next.
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  9. Select the Checkbox for any exceptions to the rule conditions.
  10. Select Next.
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  11. Enter a Name for the rule.
  12. Select the Checkbox to run the rule now on messages in the Inbox.
  13. Select Finish.
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