Wednesday, July 28, 2021

Video how to set up rules in outlook

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Rules allow you to move, flag, and respond to email messages automatically.

Create a rule on a message

  1. Right-click an existing message and select Rules > Create Rule.

  2. Select a condition, and what to do with the message based on the condition.

    For example, to move messages with a certain title to a specific folder, select the Subject contains condition, select Move the item to folder, select or create a New folder, and then select OK.

  3. When you're done creating the rule, select OK.

  4. To use the rule right away, select the Run this new rule now on messages already in the current folder checkbox, and then select OK.

    The message now appears in that folder.

Create a rule from a template

  1. Select File > Manage Rules & Alerts > New Rule.

  2. Select a template.

    For example, to flag a message:

    • Select Flag messages from someone for follow-up.

  3. Edit the rule description.

    • Select an underlined value, choose the options you want, and then select OK.

  4. Select Next.

  5. Select the conditions, add the relevant information, and then select OK.

  6. Select Next.

  7. Finish the rule setup.

    • Name the rule, setup rule options, and review the rule description. Click an underlined value to edit.

  8. Select Finish.

    Certain rules will only run when Outlook is on. If you get this warning, select OK.

  9. Select OK.

Want more?

Manage email messages by using rules

Organize email by using inbox rules in Outlook.com or Outlook on the web

1 comment:

  1. Outlook is a well-known email client with a myriad of advanced features. It comes with an Outlook rules feature that makes email management easier for you by letting you sort and filter emails. However, you may encounter the Outlook rule not working issues due to a number of reasons. But you can resolve the issue with the following methods. First, make sure you have enabled the Outlook rules. Your Outlook rules may not work if the send/receive settings (SRS) file is damaged in Outlook. So, reset the SRS file and check if the issue is resolved. Moreover, the size available for Outlook rules is limited, so reduce the amount of space used by rules. If the Outlook rules are lengthy, edit and cut it shorter. Also, delete the old rules that you do not need. Also, Outlook rules are divided into client-based and server-based. You should know that the client-based rules work only when Outlook email is active. However, there is a possibility that your client's based rule is not working because Outlook is not running. In that case, convert rules into server-based rules to make it work even when Outlook is not running. If nothing works, delete and recreate the Outlook rules.

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