Step 1: Choose an Outlook rules template
- Choose Rules > Manage Rules & Alerts from the ribbon or choose the File tab and then choose Manage Rules & Alerts.
- In the Rules and Alerts dialog box, on the E-mail Rules tab, choose New Rule.
- In the Rules Wizard, under Step 1: Select a template, pick one of the default templates under Stay Organized, Stay Up to Date, or, Start from a blank rule.
Step 2: Edit the rule description
Each one of the rule templates that you chose in Step 1 has slightly different options for Step 2. When the options require you to make a choice, for example to specify a sender or choose a folder, the option will be underlined. For this example, we've picked one of the most common rules, to move messages from someone to a folder.
- Choose people or public group in the edit description box to display your address book. Either choose a name from your address book or type the person's address in the From box, then choose OK.
- Choose specified to display a list of your folders. You can choose an existing folder or choose New to create a new folder. When you've selected the appropriate folder, choose OK.
If you want to explore advanced options for the rule, choose Next and then skip to Advanced Rule Options, below. Otherwise, choose Finish. This returns you to the Rules and Alerts window. From here, you can create another rule or choose OK to save your changes.