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How to use OutLook Rules
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Outlook Rules is like have an email admin assistant! So use them!
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How to use OutLook Rules
1.
OUTLOOK RULES
2.
3.
LET’S MAKE A
RULE
4.
TOOLS – RULES
& ALERTS
5.
CHOOSE – NEW
RULE
6.
START A NEW
RULE HERE
7.
IDENTIFY THE EMAIL
YOU WANT TO RUN THE RULE ON
8.
CLICK ON THE
BLUE LINKS TO ASSIGN THEM ITEMS
9.
WHEN YOU CLICK
A BLUE ITEM, A BOX WILL LET YOU BROWSE TO YOUR SPECIFIC CHOICE
10.
YOU CAN ASSIGN
MORE SET OF “WORDS” TO WATCH FOR BY CLICKING ADD
11.
YOU WILL SEE
YOUR WORD CHOICES APPEAR BELOW
12.
CONFIRM YOUR CHOICES
THEN HIT NEXT
13.
NOW YOU DECIDE
WHAT TO DO WITH THE MESSAGE YOU IDENTIFIED IN YOUR LAST RULE SET
14.
CLICK YOUR BLUE
ITEMS AGAIN TO ASSIGN THEM AND CLICK NEXT
15.
ARE THERE ANY
EXCEPTIONS TO YOUR RULE? DEFINE THEM HERE!
16.
NAME YOUR RULE,
& CHOOSE HOW AND WHEN TO RUN IT – THEN FINISH!
17.
HERE IS WHERE
YOU WILL SEE YOUR NEW RULE, YOU CAN CHANGE IT FROM HERE, OR DELETE IT
18.
GOT AN EMAIL
YOU GET A LOT OF, YOU CAN RUN A RULE RIGHT FROM THE MESSAGE!
19.
COLORS LOOK PRETTY
& THEY CAN KEEP YOU ORGANIZED…
20.
CHOOSE TO ORGANIZE
USING COLOR!
21.
CHOOSE YOUR ELEMENTS
AND COLORS AND APPLY! SEE INSTANT RESULTS!
22.
ORGANIZE IN MORE
WAYS! CHOOSE AUTOMATIC FORMATTING:
23.
CHOOSE ADD, THEN
NAME YOUR FORMAT ITEM AND CHOOSE FONT
24.
ASSIGN YOUR FONT
FOR THIS ITEM ANY WAY YOU WANT! CHOOSE OK!
25.
CHOOSE CONDITION FROM
THE MENU, THEN ASSIGN WHAT TO FORMAT WITH THE NEW STYLE.
26.
YOU CAN SEE
THE DIFFERENCE IMMEDIATELY!
27.
SORTING TO SAVE
TIME!
28.
SORTING BY CONVERSATION
CAN BE VERY HELPFUL WHEN TRACKING BACK FOR ANSWERS.
29.
FOLLOW UPS ARE
A GREAT HELP! USE FLAGS TO REMIND YOURSELF OF IMPORTANT DEADLINES
30.
CATEGORIES CAN HELP
YOU FIND THINGS AT A GLANCE
31.
ADD A REMINDER
TO AN EMAIL THAT YOU HAVE TO ATTEND TO LATER.
32.
KEEP YOUR FOLDERS
ORGANIZED FOR FAST SEARCH
33.
MAKE YOUR OWN
DISTRIBUTION LISTS TO MAKE COMMON TASKS FASTER!
34.
35.
REMEMBER TO IMPLEMENT
WHAT YOU HAVE LEARNED TODAY AS SOON AS POSSIBLE.
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