Create rules in Outlook to take action automatically on a message you receive or a message you send, based on criteria you establish. Actions include assign a category; move, forward, or delete a message; and flag a message.
- [Instructor] In a prior movie, we looked at quick steps. … Quick steps are like macros … that you determine when you want them to run. … Another choice is rules … and rules actually run automatically. … With a rule, we determine in advance … what we would like to have happen … when a message that meets a particular criteria is received. … You can also create rules for when messages are sent. … Rules are email-based wonders. … For example, … I have these billing statements … that are coming in from Microsoft. … I actually need to keep them, … and so it's important that I have a way of tracking them. … Here's one right here. … Billing statement, Microsoft Online Services Team. … I want to create a rule that says when these come in, … put them all in a folder for me. … Don't mark them as read. … I need to review them still. … And some of them I need to forward. … Let's look at how we would create these rules. … Microsoft Online Services Team, … always move messages from the Online Services Team. …
Author
Gini von Courter
Released
4/1/2019- Finding a contact in seconds flat
- Listening to email
- Reusing text with Quick Parts
- Color-coding emails
- Making use of Favorites
- Automating email with rules
- Creating new tasks quickly
- Rescheduling appointments
- Cloning appointments
- Linking contacts
- Setting up an out-of-office message
Skill Level Intermediate
Duration
Views
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Introduction
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1. Top 10 Tips and Tricks (+ 1)
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Peek into another app1m 35s
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Add people to Favorites2m 51s
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Listen to your emails3m 3s
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Enter natural language dates3m 23s
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Create a group3m 32s
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2. Organize Your Inbox
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View your inbox your way4m 46s
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View by conversation3m 18s
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Delete old messages2m 4s
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Archive messages1m 55s
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3. Manage Incoming Messages
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Speed read your email1m 59s
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Use Quick Steps5m 13s
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Make use of Favorites1m 18s
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Find an email3m 10s
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Use search folders2m 42s
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4. Send and Reply to Messages
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Add a hyperlink to an email1m 15s
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5. Stay On Task
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Set task reminders1m 1s
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6. Tips and Tricks for Calendars
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Assign categories4m 32s
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Clone an appointment2m 44s
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Change the time scale2m 27s
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Show three time zones3m 41s
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7. Tips for Working with Contacts
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Add a photo to a contact1m 38s
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Map a contact address1m 27s
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Create a contact group4m 38s
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8. More Tips and Tricks
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Work offline3m 21s
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Conclusion
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Next steps1m 35s
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Video: Automate rules for incoming messages