Creating Rules in Outlook


In this section you will learn how to use Outlook to create Rules to shape and control how you receive and sort emails.


1. In Outlook, select your mailbox by highlighting your email address on the left. Then click on the Home button at the top of the screen.

       


2. In the center of that toolbar, click on the Rules pull down, and select Manage Rules & Alerts.

       


3. Within the Rules and Alerts window, select the New Rule... option.

       


4. Once the Rules Wizard opens up you will see many options to choose from in order to fine tune the rules. Using these options, proceed through the Wizard to create a custom rule to sort your mail.


        *As an example, I will create a rule to move all emails from a specific email address to a folder that I have created*

       


4a. Select Move messages from someone to a folder. 

(If routing emails sent as part of a distribution group, select the option Move messages sent to a Public Group to a folder)

       


4b. Click on the modifier to select the email address (or group) to apply the rule to.

       


4c. Making sure that Global Address List is selected.. Search for the email address you wish to apply this rule to.

       


4d. Once you have added the email(s) click on OK.

       


4e. Next, click on the Specified option to select the folder that you want the emails to be routed to and click OK.

       


4f. Click Next until you get to the last page, where you will name the Rule. I suggest selecting the option to Run this rule now on all messages already in "example@celina-tx.gov".

       


4g. Click Finish and verify that the rule is applying. If you have trouble with this process please reach out and submit a ticket at support.celina-tx.gov