Outlook 2013 Tip: Automating with Rules

     This post is part of a new series for the InfiniteSkills blog in which we deliver recommended excerpts from our courses with additional notes and commentary to help you get started. If there are any videos you would like to be featured, feel free to reach out to us in the comments or on our Facebook page!

     Microsoft Outlook 2013 provides more options for automation and shortcuts than any other version in the past. For a productivity tool, this is a no brainer, and while over the years they have improved in this area, the newest version probably hits the sweet spot for having the interface integrate seamlessly with built-in shortcuts and commands.

     In this Outlook tutorial, our instructor Erin Olson shows you how to work with rules for managing messages. This is not a new feature for the program, but it’s an extremely useful one that can help you rein in the chaos that comes with most inboxes, especially if you have more than one account.

     The first and perhaps easiest way to create a rule is by right-clicking and using the Rules context menu. You can instantly choose to Always Move Messages from the selected address, the Create Rule option which lets you further specify alerts, or the Manage Rules & Alerts Option, which is the most powerful of the three.



     These three selections are also available from the Home ribbon by going up to the Rules icon. In the following video, Erin shows how to set rules, how to edit them, and how to manage multiple rules according to hierarchy.

     You’ll see how Outlook can automate the process of sorting important messages into the folders you choose, and provide you with additional alerts and resources when you receive a message from prioritized addresses.



     This is just one video from our 10-hour Microsoft Outlook 2013 Tutorial Video – Training course, now available as a download, on DVD-ROM, or within our iOS app.




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