Creating a Rule in MS Outlook

Dennis Faas's picture

Why would you want to create a rule in Outlook? Well, suppose you are the chairman of a committee and everyone has to send you a report that you in turn share with another committee. Wouldn't it be a lot easier when you receive those reports to have a rule set up so that they will automatically be sent to the other committee? You bet it would!

Follow the steps below to create a rule in MS Outlook:

  1. Display the Tools menu and then click the Rules Wizard command. The Rules Wizard dialog box will display.
     
  2. Click the New button.
     
  3. Click the type of rule you want to create.
     
  4. Click the Next button.
     
  5. Click all of the conditions which should apply to the rule.
     
  6. Click the Next button.
     
  7. If necessary, add any further actions. Based on what you have selected, there may be words with blue underlines in the Rules description section. If so, click these words.
     
  8. Click the Next button.
     
  9. Click all the exceptions which should apply to the rule.
     
  10. Click the Next button.
     
  11. If you do not like Outlook's name, enter a new name and then click the Finish button.
     
  12. Click the OK button.

That's it - you're finished!

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