Setting Up Filters/Rules in Outlook
The following are step-by-step instructions on how to create filters/rules using Outlook 2010.
Step 1: Create Folder in Your Account
- Click on Account
- Select the FOLDER tab in the top toolbar
- Select NEW FOLDER
- Then give your folder a name & click OK
Step 2: Create Rule
- Return to Your HOME tab in the top toolbar
- Select the RULES drop-down menu
- Select MANAGE RULES & ALERTS
- Select NEW RULE
Step 3: Define Rule
- Under "Start from a blank rule" - Select APPLY RULE ON MESSAGES I RECEIVE
- Click NEXT
- Under "Step 1" - Select the checkbox for FROM PEOPLE OR PUBLIC GROUP
- Under "Step 2" - Click on the link PEOPLE OR PUBLIC GROUP
- Either select an address from your contacts list OR type the email address in the "From ->" field
- Click OK
- Back in the Rules Wizard window, click NEXT
- Under "Step 1" - Select the checkbox for MOVE IT TO THE SPECIFIED FOLDER
- Under "Step 2" - Click on the link SPECIFIED
- Select the Folder you created in STEP 1
- Click OK
- Back in the Rules Wizard menu, click NEXT
- Ensure your settings, and click FINISH
- In the Rules and Alerts window, make sure your new rule is checked, which means it is active
- Click OK
- Now you should see your NEW FOLDER in your account list, and all incoming mail from that addressee should go directly to that folder
For additional tutorials and tips on Outlook, check out these YouTube videos!