Office 365 (Outlook 2013) - Inbox Rules

Important: Beginning March 1st, 2017, Office 2013 will no longer be available for installation from the Office 365. Please see the following document for further details: Office 365 - Microsoft Office 2013 path to retirement.

Follow these steps to create inbox rules that can automatically manage your messages as you receive them. In pantherLINK, these were called email filters.
1. With Outlook 2013 open, select the Home tab in the Ribbon.
2. Select Rules.
3. Select Manage Rules & Alerts.
4. In the Rules and Alerts dialog box, select New Rule...
The Rules Wizard includes templates for the most frequently used rules, which include the following:
  • Stay organized: These rules help you file and follow up on messages. For example, you can create a rule for messages from a specific sender, such as Anne, with the word sales in the Subject line, to be flagged for follow-up, categorized as Sales, and moved to a folder named Anne's Sales.
  • Stay up to date: These rules notify you in some way when you receive a particular message. For example, you can create a rule that automatically sends a message to a mobile device when you receive a message from a family member.
  • Start from a blank rule:These are rules that you create without the aid of a rule template and that you can completely customize.
5. In the first screen of the Rules Wizard, select a template or to start from a blank rule.
6. Specify the appropriate description criteria in the Edit the rule description area. Selecting any blue underlined text will open a dialog box that allows you to select the specific criteria.
7. Select Next >.
8. Depending on the type of template chosen, the next screen will allow you to add or remove evaluation conditions in the Select condition(s) area.
9. If you added or removed conditions, you will have to define the specific criteria in the Edit the rule description area just as you did on the previous screen in the wizard.
10. Select Next >.
11. Select any exceptions to the rule in the Select exception(s) area in the next step of the wizard.
12. If exceptions were added, you will have to define the specific criteria in the Edit the rule description area.
13. Select Next >.
14. Enter a name for the new rule in the Specify a name for this rule text box.
15. Check or uncheck any appropriate options in the Setup rule options area.
16. Make any final changes to the rule in the Review the rule description area.
17. Select Finish.
Some rules are applied in any client (OotW, Outlook 2013, or Outlook 2011) and some will only run in the client they are configured in (Outlook 2013, in this case). If the rule you have configured will only work in the current client, you will receive the message below when the rule is being saved.



Keywords:O365, Office 365, OotW, Outlook, Outlook client, Outlook 2013, inbox rules, inbox filtering, mail rules, mailbox rules, mailbox filters, filters, rules,   Doc ID:42148
Owner:Help Desk K.Group:UW-Milwaukee Help Desk
Created:2014-07-22 16:13 CDTUpdated:2016-11-18 14:36 CDT
Sites:UW-Milwaukee Help Desk
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