MCCC Knowledge Base

Create an Email Rule - Outlook web version (Office 365)

2019

Create an Email Rule - Office 365 Outlook  

A rule can be quickly created from any email message. 
The advantage of this method is that rules are suggested based on the message sender, the message recipients, or the subject.

There are currently two versions of Office 365 Outlook available. You can determine which web version of Outlook you are using by looking at the toggle button in the upper right corner. The toggle button will either say:

Option 1: Try the New Outlook or,

Option 2: The New Outlook. 

Directions for both instances are available below. Please be sure to check which version you are using prior to determine which directions you should view. 

If you primarily use the desktop version of Outlook, please view the article Create an Email Rule - Outlook web version (Office 365).

 

 

Option 1: Try the New Outlook

Try the New Outlook will have a toggle button in the right-hand corner that looks like the following:

 

 

Step 1: Create a Location for Emails to Go

1. Hover your mouse over the word Folder and click the + (plus sign) that appears to the right.  

2. Type the name of the folder you wish to create and hit Enter  

 

Step 2: Create a Rule

1. Click the Settings icon (icon that looks like a gear) in the upper right corner.   

2. In the Search All Settings box, type Rules.  

3. Click Inbox Rules.  

4. Click the + (plus sign) to add a new rule.  

5. Type in a name for the rule.   

6. Under When the message arrives and it matches all of these conditions drop-down box, select it includes these words and then in the subject.  

7. Add the exact sequence of words that should initiate the rule in the Enter words box.

 
8. Click the + (plus sign). Then click OK.  

 

 

9. In the Do all the following drop-down box select Move, Copy, or Delete and then select Move the Message to a Folder.  

10. Select the folder you created in Step 1 of these directions.

 
11. Click OK in the pop-up window.

 

 

 

12. Then click OK in the upper left corner.

12. You will see the word Saving and will see the Inbox Rules dialog box

 

13. At the top-left of the screen, click the arrow pointing left with the word Options adjacent to it. 

This will take you back to your inbox. 

 

 

 

 

 

 Option 2: The New Outlook

The New Outlook will have a toggle button in the right-hand corner that looks like the following:

 

 

Step 1: Create a Location for Emails to Go

1. Right-click on the Inbox and select Create a new Subfolder.   

2. Type the name of the folder you wish to create and hit Enter.  

 

Step 2: Create a Rule

1. Click the Settings icon (icon that looks like a gear) in the top-right corner.  

2. Type Rules in the Search Outlook Settings box.  

3. Select Inbox Rules.  

4. Click Add New Rule.  

5. Type a name for the rule. The name of the rule does not matter. It can be a name that you wish.  

6. In the Add a Condition box, select Subject Includes.  

7. In the second box to the right, add the exact sequence of words that should initiate the rule.   

8.  In Add an Action, select Move to in the first box.

A Select a Folder drop-down menu will appear. Select the folder you created in Step 1 of these directions in the second box. 

Note: You may need click All Folders to view all of the folders you have in your Outlook.

 
9. Click Save in the upper right corner of the pop-up window.

 

10. Click the X at the top-right corner of the Rules pop-up window to exit Outlook Settings.   

 


 

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