Outlook supports complex rules with criteria, actions, and exceptions. In this video, learn how to use the Rules Wizard to create rules from scratch.
- [Instructor] I want to create a rule … to move a specific type of email to a folder. … I have some work flows that send me alerts … to let me know that a task has been assigned to me, … and I've created a folder called Issues Assigned to Me … to put those particular items into. … What I'd like to do is when an item comes in, … I'd like to take that item and move it to the folder. … I'd also like to flag the item, … I don't want to mark it as read. … So let's do this. … I'm going to select a sample item, … that includes the attributes that I want. … It's an alert that includes the words … has been assigned to you in the subject. … And the reason that I do that is when I create the rule, … the dialog box will be pre-populated … with some of the items from this email message … like when I get this alert, name system, … source Solar Installs, move it to folder … and this is my information. … I do want to move the item to a folder, … but I want to search for something else as well. … So I'm going to click Advanced Options, …
Author
Released
10/4/2019- Customizing and using categories
- Email management
- Adding a column to a view
- Sorting and filtering in a view
- Conditional formatting
- Using custom search folders
- Customizing and using categories
- Setting AutoArchive options
- Creating custom Quick Steps
- Creating rules from scratch or from messages
Skill Level Intermediate
Duration
Views
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Introduction
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Email management2m 30s
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1. Review Messages
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Use the Focused Inbox2m 22s
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Use the Reading Pane4m 41s
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Ignore a conversation2m 27s
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Use Mailbox Cleanup2m 51s
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Add an app2m 4s
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2. Put Views to Work
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Add a column to a view2m 19s
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Filter a view1m 44s
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Save a view2m 10s
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3. Get Organized with Folders and Catetgories
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Create Inbox folders4m 36s
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Move or copy messages3m 18s
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Use custom search folders2m 13s
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Customize and use categories5m 40s
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Set AutoArchive options4m 44s
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4. Automate Actions with Rules and Quick Steps
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Flag an email4m 36s
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Use a built-in Quick Step3m 32s
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Create a custom Quick Step2m 23s
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Create a rule from a message2m 29s
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Create a rule from scratch4m 32s
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Edit and manage email rules4m 11s
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Conclusion
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Next steps1m 13s
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Video: Create a rule from scratch