Setting Rules

Rules can help organize the Inbox by automatically moving incoming mail into designated folders. Rules can help organize incoming mail, rid spam from your Inbox, and flag messages as they come in.

Below are the three mail parts that a Rule may have:

  • Conditions: Conditions can be messages from people or distribution lists, from specified accounts, or marked messages such as High Importance.
  • Actions: This option allows you to filter messages to different folders, make copies of messages or delete messages.
  • Exceptions: Exceptions can be made to any rule created.

To create a new rule, follow the steps below:

In this example tutorial, a rule will be created to move messages from the ALL list (everybody list) from the Inbox to another folder that will be created.

  1. If not already in Mail View, click the button in the Navigational Pane for Mail.
  2. On the Advanced Toolbar, click the Rules and Alerts icon or from the Menu Toolbar go to Tools > Rules and Alerts...

    Figure 1
    Rules icon on Advanced toolbar

  3. The Rules and Alerts dialog box will display. Click the New Rule... button.

    Figure 2
    Rules and Alerts dialog box

  4. The Rules Wizard dialog box will display. Select the radio button next to Start creating a rule from a template.
  5. Under Step 1, select the type of rule you wish to create. For this example, select Move messages from someone to a folder.

    Figure 3
    Rules Wizard dialog box

  6. Under Step 2, click the hyperlinked text, people or distribution list. This will display the Rule Address dialog box. Select the person(s) or distribution list from Global Address List or your contacts. In this example, the All list was chosen. Next, select the hyperlinked text, specified. This will open the Rules and Alerts dialog box. Select the desired folder or create a new one to store messages that will be moved by the new Rule. Click Next >.

    Figure 4
    Step 2 of the Rule Wizard dialog box

  7. Check mark boxes next to any other more desired conditions. For this example, no other conditions were added. Click Next > when done.
  8. Check mark boxes next to any other more desired actions. For this example, no other actions were added. Click Next > when done.
  9. Check mark boxes next to any other desired exceptions. For this example, no other exceptions were added. Click Next > when done.
  10. The next screen is the Finish Rule Wizard. Under Step 1, type a name for the new rule, then under step two select desired options. Review the new rule under step 3 and click Finish when done.

    Figure 5
    Rules Wizard dialog box

With this example all mail that is sent to the All list is moved to the Everybody folder thereby clearing out the Inbox of all messages from the All list.

Figure 6
moved messages in navigational pane in Outlook

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