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Outlook 2003: Creating Rules

Outlook 2003: Creating Rules

Rules are used typically for unread messages. For instance, you may want to save a copy of any message you send to your boss to a specific folder. Or, you might want any message with a certain word in the subject line saved to a different folder.

In each of these scenarios, you have Outlook perform these copy functions for you.

Creating a New Rule

     
  1. View your Inbox
     
  2.  
  3. Choose Tools from the Menu bar
     
  4.  
  5. Choose Rules and Alerts…
     

Figure 15. Rules and Alerts Dialog Box - E-mail Rules Tab

    4.       Choose New Rule…

Figure 16. Rules Wizard Dialog Box – Step 1

    5.       Under Step 1, select the rule template you want to use (Stay Organized or Stay Up to Date)

    6.       Under Step 2, click the blue, underlined text to assign specific criteria to your rule

    7.       Click Next

 

 

Figure 17. Rules Wizard Dialog Box – Step 2

 

    8.       Under Step 1, select any conditions your messages must meet before the Rule will run

    9.       Under Step 2, click the blue, underlined text to assign specific criteria to your rule

    10.   Click Next

 

Figure 18. Rules Wizard Dialog Box – Step 3

    11.   Under Step 1, select any actions you want your rule to take when it runs

    12.   Under Step 2, click the blue, underlined text to assign specific criteria to your rule

    13.   Click Next

 

 

Figure 19. Rules Wizard Dialog Box – Step 4

 

    14.   Under Step 1, select any exceptions to your rule

    15.   Under Step 2, click the blue, underlined text to assign specific criteria to your rule

    16.   Click Next

 

 

Figure 20. Rules Wizard Dialog Box – Step 5

 

    17.   Under Step 1, create a name for your rule

    18.   Under Step 2, set your rule options

    19.   Click Finish

    20.   Click OK