Summary
This article details how to create and manage rules in Outlook Desktop Apps for both Windows and MacOS users.
How-To
Task: To create and manage rules in Windows
Instructions
Step 1 - Open Outlook Desktop App for Windows
Step 2 - Select "File" from the top left
Step 3 - Select "Rules and Alerts"
Step 4 - Highlight an existing rule to select it. You can edit a rule by choosing "Change Rule > Edit Rule Settings..." or remove it by choosing "Delete". You can check or un-check the box next to a rule to enable or disable that specific rule.
If you wish to create a new rule, choose "New Rule..." and continue reading.
Step 5 - Select a template that best describes what you need and click "Next"
Step 6 - Select and specify conditions, and click "Next"
Note: You can click words that are "highlighted in blue" to customize your conditions
Step 7 - Select actions and click "Next"
Note: You can click words that are "highlighted in blue" to customize your actions
Step 8 - Select exceptions if necessary and click "Next"
Step 8 - Carefully review your rules and click "Finish"
Outcome
You have successfully established new rules for your outlook desktop app. You know how to manage existing rules.
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Task: To create and manage rules in MacOS
Instructions
Step 1 - Open your macOS Outlook Desktop app, select "Outlook" in the top-left corner, and choose "Preferences..."
Step 2 - Select the "Rules" option
Step 3 - You can toggle "the switch" to enable or disable a specific rule. You can edit the rule by clicking "the pencil (edit) icon" or delete it by clicking "the trash can (remove) icon"
If you wish to create a new rule, click the "New Rule" button at the bottom left and continue reading.
Step 4 - Name your new rule
Step 5 - Add rule conditions from the Condition drop-down menu
Step 6 - Add rule actions from the Action drop-down menu.
Step 7 - Set up exceptions if necessary
Step 8 - Carefully review your new rule and click "Save"
Outcome
You have successfully established new rules for your outlook desktop app. You know how to manage existing rules.
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Further Readings
Outlook: Creating and Managing Outlook Message Rules using Microsoft Outlook on the Web
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