Join Gini von Courter for an in-depth discussion in this video Automating rules for incoming messages, part of Outlook 2013: Tips, Tricks, and Shortcuts.
…Rules are similar to quick steps, but rules operate automatically,…while quick steps require you to click to make a choice.…So, rules allow us to say in advance, I'd like something specific to…happen when a message comes in that's about a particular topic, or…from a particular person, or meets some other criteria.…I can also create rules for when messages leave.…So, rules are email-based wonders.…
For example, I'm working with Colleen on this training project.…Every single email from this vendor is going to go to the training project.…So I can create a rule, Right Click Rules.…Always move messages from Colleen.…Where?…To the training project.…Okay.…Now if I go look in my training project folder,…there's the message,that's pretty cool.…If i want to be able to go look at the rules themselves I can go to rules,…manage rules and alerts, here's the message rules for Colleen Savory it says.…Apply this rule after the message arrives.…From Colleen, move it to that folder.…That looks good.…Now if I wanted to change this I could, I could choose change rule.…
AuthorGini von Courter
- Finding a contact in seconds flat
- Reusing text with Quick Parts
- Color-coding emails
- Making use of favorites
- Speed-reading email
- Dealing with junk mail
- Sharing your calendar via email
- Including screenshots
- Changing task start and due dates
- Cloning appointments
- Linking contacts
- Setting up an out-of-office message
Skill Level Intermediate
1. Top Ten Power Shortcuts
2. Organizing Your Inbox
3. Managing Incoming Messages
4. Creating Emails and Replying to Them
5. Creating Special-Use Emails
6. Staying on Task
7. Tips for Calendars, Meetings, and Appointments
8. Working with Contacts
9. Miscellaneous Tips and Tricks
Next steps1m 4s
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