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Configuring Rules Within Microsoft Outlook
- Audience: Affiliate, Faculty, Researcher, Staff, Student
- Service Category: Email & Collaboration
- Owner Team: Unified Communications & Collaboration
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Service:Microsoft 365: Outlook
The process for managing an inbox in Microsoft Outlook might seem like a daunting task. However, you can easily configure rules to complete specific actions such as routing certain emails to specific folders when they arrive in your inbox among many other actions. Let's take a moment to review the process for configuring rules within Microsoft Outlook.
Configuring Rules in Microsoft Outlook
- Select the Gear icon in Microsoft Outlook.
- Select the Mail option then the Rules link.
- Click the Add New Rule button.
- On the Rules screen, enter a Name for the rule.
- Select a condition from the Add a condition dropdown before entering the specifics for the condition. You may add additional conditions to target specific groups of emails.
- For example, if you wanted to route emails to a specific folder, you might select a Subject includes as the condition and a common portion from the subject to ensure that the rule correctly identifies the emails to be routed.
- Select an action from the Add an Action dropdown. If you would like to add an exception for your rule, click the Add an Exception link and select an exception from the Select an exception dropdown.
- For example, to route emails to a specific folder, select the Move To action before identifying the specific folder to route emails to. NOTE: It is encouraged to periodically check the folder as you might miss critical information as emails fitting your selected conditions will automatically be routed once they arrive in your inbox.
- Deselect the Stop processing more rules checkbox if you would like Outlook to process all current rules. Otherwise, if checked, only the first rule will be processed.
- Click the Save button to commit your changes.
- Congratulations! You have successfully created a rule in Microsoft Outlook!