Create rules in Outlook
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Transcript of Create rules in Outlook
CREATE RULES IN OUTLOOKhttp://CompensationInsider.com
The problem
© Sandrine Bardot and CompensationInsider.com 2012
Your Outlook inbox is overflowing. You work on multiple Compensation &
Benefits projects at the same time. Your team members are assigned to
different workstreams and you need to organise the follow-up you perform on their work
You have subscribed to newsletters and RSS feeds to keep abreast of industry and Rewards news.
The solution
© Sandrine Bardot and CompensationInsider.com 2012
Set up rules in Outlook to automatically take care of part of the inflow to your inbox.
You can now focus your attention on what needs to be taken care of instead of manual follow-up of all incoming mails.
Tools > Rules and Alerts > New Rule
© Sandrine Bardot and CompensationInsider.com 2012
Example: Select Move messages from someone to a folder and click Next to:
© Sandrine Bardot and CompensationInsider.com 2012
You can select multiple conditions - make the rule wide/narrow as needed
© Sandrine Bardot and CompensationInsider.com 2012
Specify your needs for each condition
Do it for underlined values in blue, eg : “from people or distribution list” : brings up
your Outlook address book “with specific words in the subject or
body” : brings a pop-up for you to type the words you need.
© Sandrine Bardot and CompensationInsider.com 2012
For example, specify :
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Click Next and select the action you want for this rule :
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Again, you can select then edit multiple actions at the same time.
© Sandrine Bardot and CompensationInsider.com 2012
Click Next, select exceptions if necessary
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Click Next again, it brings you to the final step :
© Sandrine Bardot and CompensationInsider.com 2012
Final step
Give a name to your rule, turn it on and run it in your inbox if needed, check how it looks for errors and click finish.
The rule is created and will apply when you are on Outlook.
© Sandrine Bardot and CompensationInsider.com 2012
Want to know more ?
© Sandrine Bardot and CompensationInsider.com 2012
On my blog CompensationInsider.com, I share Excel, social media, presentation and other useful “technical” tips for Compensation & Benefits and HR professionals, every other Sunday. I also cover C&B topics and career advice the rest of the week. Feel free to check it out and subscribe by email or RSS.
Find out more about me and why I started this blog.