The Rules Wizard includes templates for the most frequently used rules, which include the following: In the Rules and Alerts dialogue box, on the E-mail Rules tab, click New Rule.On the menu bar at the top of the Outlook window, click the File tab.To use the Outlook rule templates proceed, from within Outlook, as follows. This article describes how to use these rule templates or, alternatively, create your own custom rules. Outlook includes rule templates for common scenarios. If you are using the Outlook on the web (previously known as Outlook Web App, or OWA) then please refer to knowledge article, KB0010999, Setting up Outlook on the web mail handling rules. This article relates to the desktop version of Outlook.

How to create a rule based on senders or recipients of an email messageĪt the end of the article is a useful section entitled, Considerations and limitations of mail handling rules.If your list of rules contains both kinds of rules, the server-based rules are applied first, followed by the client-based rules. When you use the Rules Wizard to create message rules in Outlook, you receive the following message if you create a client-based message rule, ' This rule is a client-only rule, and will process only when Outlook is running'. A client-based rule is only applied when Outlook is running. An example of a client-based rule is a rule that moves a message to a particular folder in a personal folders file (.pst). If a message rule specifies an action that cannot be applied on the Exchange Server computer, the rule is a client-based rule. These message rules are server-based rules. By default, if Outlook is configured to connect to a Microsoft Exchange Server computer, then message rules that you create in Outlook are applied to your e-mail messages even if Outlook is not running. Rules may be client-based or server-based. Rules generally don't operate on messages that have been read, only on those that are unread. You can create a rule from a template, from a message, or using your own conditions. Rules fall into two categories organisation and notification. You can choose many conditions and actions by using the Rules Wizard. A rule is an action that Outlook performs automatically upon incoming or outgoing messages, based on conditions that you have specified. Email messages may be managed within Microsoft Outlook by using rules.

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