Create Outlook Rule to Move Different Email

How to Create an Outlook Rule to Move a Different Email

Abstract: Learn how to create an Outlook rule to automatically move a different email than the one that triggered the rule. This article provides step-by-step instructions for setting up the rule in Microsoft Outlook or Office 365.

Created: 2023-09-14 by

Microsoft Outlook is a popular email client used by millions of people around the world. One of its useful features is the ability to create rules that automatically organize your emails. In this article, we will guide you through the process of creating an Outlook rule to move a different email to a specific folder.

Step 1: Launch Outlook and Open Rules

First, open Microsoft Outlook on your computer. Once it's open, click on the "File" tab located in the top left corner of the window. In the drop-down menu, select "Options". This will open the Outlook Options window. In the left sidebar of the Options window, click on "Mail" to access the mail settings. Scroll down until you find the "Automatic Processing" section and click on "Rules for sorting new messages".

Step 2: Create a New Rule

In the Rules and Alerts window, click on the "New Rule" button. This will open the Rules Wizard, which will guide you through the process of creating a new rule.

Step 3: Choose a Template

In the Rules Wizard, you will see a list of templates to choose from. Since we want to move a different email, select the template that says "Apply rule on messages I receive" and click on "Next".

Step 4: Define Conditions

In this step, you will define the conditions that need to be met for the rule to be applied. Click on the checkboxes next to the conditions you want to apply to your rule. For example, if you want to move emails from a specific sender, check the box next to "From people or public group". You can then click on the blue underlined "people or public group" link to select the sender from your contacts or type in their email address manually. Once you have defined the conditions, click on "Next".

Step 5: Choose an Action

Now you need to choose the action you want Outlook to take when the conditions are met. Since we want to move the email to a specific folder, check the box next to "Move it to the specified folder". Then, click on the blue underlined "specified" link to select the folder where you want the email to be moved. If the folder does not exist, you can create a new folder by clicking on the "New" button. Once you have chosen the action, click on "Next".

Step 6: Exceptions (Optional)

In this step, you have the option to add exceptions to your rule. Exceptions are conditions that, if met, will prevent the rule from being applied. If you don't want to add any exceptions, simply click on "Next".

Step 7: Name and Save the Rule

Finally, you need to give your rule a name and choose whether you want it to be applied to emails that are already in your inbox. To name your rule, type a descriptive name in the "Specify a name for this rule" field. If you want the rule to be applied to existing emails, check the box next to "Run this rule now on messages already in 'Inbox'". Once you have done this, click on "Finish" to save your rule.

Congratulations! You have successfully created an Outlook rule to move a different email to a specific folder. From now on, any emails that meet the conditions you defined will be automatically moved to the folder you specified.

Conclusion

Creating Outlook rules can help you stay organized and save time by automatically sorting your emails. By following the steps outlined in this article, you can easily create a rule to move a different email to a specific folder. Experiment with different conditions and actions to customize your rules according to your needs.

References

Source Link
Microsoft Support https://support.microsoft.com/en-us/office/manage-email-messages-by-using-rules-c24f5dea-9465-4df4-ad17-a50704d66c59
Lifewire https://www.lifewire.com/organize-outlook-email-with-rules-1173760
How-To Geek https://www.howtogeek.com/howto/uncategorized/how-to-create-a-rule-in-outlook-to-move-all-emails-sent-to-a-distribution-list/

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