How to Setup Email Rules in Microsoft Outlook

You can use Rules Tool in Microsoft Outlook to manage the incoming and outgoing email in an organizable way. The emails will be sort automatically based on your rule settings.

Below example is done on Microsoft Outlook 2007.

1. Open your Microsoft Outlook, go to Tools and select Rules and Alerts.

Outlook - Rules & Alerts

2. Under E-mail Rules, click on New Rule.

Outlook - New Rule

3. Then, you will get the screen of Rules Wizard. Rules Wizard is the rules template, so it will easier for you to create the rules based on the templates. As an example, we are creating a rule to move the messages from someone to a specific directory. So, from the Rules Wizard above, choose “Move messages from someone to a folder” under the Stay Organized line. Click on Next.

Outlook - Rules Wizard

4. Enter the conditions for the rules. The condition will apply when the email is arrived from people or distribution list.You can enter the information (email address or name) on the Step 2 by clicking the underlined value.

Outlook - People & Distribution Condition

5. Next, select the action needed for the emails. For Step 1, select move it to the specified folder. On Step 2, click the underline value and assign (or create a new folder) the messages to this folder. If you are clicking on Next, there will be option for exceptions as below screenshots. Else, click on Finish to complete the rules.

Outlook - Message Actions
Outlook - Exceptions

6. If you select Finish on above step, you will get below screen. You can specify the rule name on Step 1 and select both of the option for Step 2. Click on Finish again to activate and execute the rule immediately. Your rule is now completed and you will see all the incoming emails will directly store into the folder that you specified before.

Outlook - Finish Rule Setup

7. Additional, you can always add, change or delete the rule from the initial screen of Rules and Alerts page.

Outlook - Change Rules

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