Working with the Rules Wizard

Outlook makes it easy to manage your e-mail by using rules. Rules are actions that Outlook performs on your messages to organize them. Once you have Outlook rules set, many management tasks are taken care of automatically when your new messages arrive. To make setting up rules painless, Outlook includes a Rules Wizard that walks you though the process of creating a rule by referring to a message you have already received. You can also create a rule from scratch.

Create a Rule Based on a Message

  1. In the Inbox folder, right-click the message on which you want to base the new rule.

  2. Click Create Rule on the shortcut menu to display the Create Rule dialog box.

    Create a Rule Based on a Message

    Tip

    Tip

    You can select multiple conditions under which your new rule is applied. When you do this, however, the rule is not applied unless all the conditions are met.

  3. Choose the condition(s) to apply to the rule.

  4. Choose the action you want Outlook to perform on messages that match the condition(s). For example, select the Move The Item To Folder option.

  5. Click Select Folder.

  6. Choose the folder to which you want the messages moved.

  7. Click OK twice.

    Tip
    Tip

    Tip

    Tip

    The conditions and actions available in the Create Rule dialog box are just some of the ones you can use in Outlook. The Rules Wizard, which you access by choosing Rules And Alerts from the Tools menu, offers many additional conditions and actions for message-processing rules.

Create a Rule from Scratch

  1. With the Inbox folder displayed, choose Rules and Alerts from the Tools menu.

  2. Click New Rule.

  3. Click Check Messages When They Arrive under Start From A Blank Rule.

  4. Click Next.

    Create a Rule from Scratch

    Try This!

    Try This!

    To run rules manually, click Run Now on the Rules Wizard dialog box. Select the rules you want to run, and click Run Now again.

  5. Select the condition(s) under which you want the rule applied, and then click Next.

  6. If the condition requires additional configuration, click the link in the Step 2 field and enter the information.

  7. Click Next.

  8. Select what you want to do with the message.

  9. If the action requires further configuration, click the link in the Step 2 field and enter the required information.

  10. Click Next.

  11. Select exceptions to the rule.

  12. Click Next.

  13. Type a name for your rule.

  14. Select Turn On This Rule.

  15. Click Finish.

    Try This!
    Try This!
    Try This!
    Try This!
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