How to Create a Rule in Outlook 2007
Posted by Ludy Chacon (Import), Last modified by on 09 March 2011 04:18 PM
How To Create A Rule In Outlook 2007
Outlook 2007 offers a rules engine that is both powerful and easy to use. Rules can be established in numerous criteria such as senders, recipients and subjects, and you can perform a number of tasks such as deleting messages, moving them to specific folders and creating alerts. Through rules, Outlook 2007 can make email management an efficient process...
Step 1: Evaluate your messages
Open Outlook 2007 & iIdentify messages that fit particular criteria, such as common senders, subjects and email groups. Think of any other patterns of emails that you might receive in the future. You will create rules based on this evaluation.
Step 2: Open the Rules dialog box
Make sure you are in the folder to which you want the rule to apply. From the menu, select "Tools," then "Rules and Alerts." You will see either an empty box, if you have never created a rule, or a list of rules in the order that they will be run. Active rules will be checked.
Step 3: Select a template
In the "E-mail Rules" tab, click on "New Rule." Under "Step 1: Select a template," select the task that you want Outlook 2007 to apply to the relevant messages. Options include moving messages to folders based on various criteria, deleting messages, flagging messages for follow-up and alerting you when specific messages are received. You can also use a blank template to create your own customized rule.
Step 4: Pick the appropriate conditions.
Choose which conditions you want to apply under
For example, to select a sender, select from the Contacts list or enter an email address in the field next to "From ->," then click "Ok." Select "Next >" to continue.
Step 5: Choose the appropriate actions.
Step 6: Identify any exceptions.
Step 7: Finish the rule
Your rule will run on new messages that arrive in the assigned folder.
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