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Knowledge Base

Creating Rules in Outlook

A Rule is an action you can create to instruct Outlook to sort items in your mailbox. You can eliminate the manual process of sorting monthly/daily emails to a folder. Instead, Outlook does it for you automatically as soon as you receive the email, keeping your Mailbox organised. Read through this article to learn how to:

 

Create Rules in Outlook Desktop

Once you have setup your Mailbox in Outlook, follow the steps below to Create Rules on Outlook Desktop.

  1. Open your Outlook application from desktop.
  2. Select a message from your Inbox you wish to apply a rule, click the Rules ribbon at the top menu, then select Create Rule.

    Screenshot of CD Email Exchange Create Rule Button in Outlook

     
  3. Set the following rules you wish to apply to a specific sender or email and click the OK button.

    Screenshot of CD Email Exchange Create Rule OK Button in Outlook


    Outlook will automatically sort your emails based on the Rules you have set.
 

Create Rule via OWA

If Outlook desktop application is not available for you, access Outlook Web Access (OWA) via online through a browser and follow the steps below:

  1. Log in to Outlook in your browser.
  2. Right click on the message from your Inbox you wish to apply a rule then click Create rule.. option.

    Screenshot of CD Email Exchange Create Rule Option Inside the Inbox
     
  3. Choose the rules that you want to apply to a specific message or from a user, then click the OK button.

    Screenshot of CD Email Exchange Create Rule New Inbox Rule Window


    The Rules will be applied immediately and OWA will automatically sort your emails.
 

If you have created a Shared Mailbox, you can also assign Permission to share other mailbox items like folders, contacts, and calendars. Please let us know if you need further assistance or if you have any questions. We’d love to help!

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