Setting Up System Emails to Forward to a Folder in Outlook 365

Summary

In this article, you will learn to set up email rules to filter your emails in Outlook mail to a new folder.

Body

   Overview   

Email rules could be helpful if you want to collect your OneSource emails in a separate folder for review or if you want to de-clutter your inbox by moving system notification emails (such as time approval emails) to a separate location.  

In this article, you will learn to set up email rules to filter your emails in Outlook mail to a new folder.

Email rules could be helpful if you want to collect your OneSource emails in a separate folder or if you want to de-clutter your inbox by moving system notification emails to a separate location.   

Note: This article was recorded using the new Outlook 365 mailing platform.

1. Step 1

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After logging in to your Outlook email account, the homepage is displayed.

Prior to setting up a rule, you will need to create a new folder for the emails you want to filter.

2. Step 2

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To create the new folder, scroll down to the lower left side of the homepage and click the New folder field.

3. Step 3

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To create a new folder, you will need to enter the name of the folder into the appropriate field, then press enter to save the change.

4. Step 4

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The created folder is displayed in the lower left corner of the page.

To begin setting up rules for your emails, scroll to the top right of the page and click the Settings button.

5. Step 5

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The Settings menu is displayed.

Scroll down to the bottom of the Settings menu and click the View all Outlook settings link.

6. Step 6

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The Settings layout page is displayed.

To begin setting up rules for your emails, click the Layout menu link, then the Rules link.

7. Step 7

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The Rules page is displayed.

To designate rules for how you want Outlook to handle your email messages, click the Add new rule button.

8. Step 8

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Enter an appropriate name for your rule into the Name your rule field.

Example shown here: " OneUSG Connect ".

9. Step 9

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Click the Add a condition  dropdown list.

10. Step 10

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The Conditions menu is displayed. To add an action to your rule, select the appropriate choice from the list.

Example shown here:Subject or body includes condition.

11. Step 11

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Next to the Add a condition dropdown list, enter the words that you want the program to look for when applying the rule.

Example shown here:" OneUSG Connect Approvals " to pull all of your OneUSG Connect approval notification emails into the new folder.

12. Step 12

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To display a list of available actions for your rules, click the Add an action dropdown list.

13. Step 13

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The list of available actions is displayed. Select the Move to option.

Note : Other actions that you might select instead include Mark with Importance or Forward to .

14. Step 14

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To display a list of folders to move your emails to, click the Select a folder field.

15. Step 15

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The available folders are displayed. Select the folder where you want to move your emails.

Example shown here: " OneUSG Connect " folder created.

16. Step 16

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To complete setting up your rules, click the Save button.

17. Step 17

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The created rule for handling your emails is displayed.

Click the Close  [X] button to return to your inbox. 

18. Step 18

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The email homepage is displayed. You can then click the appropriate folder to open and read the emails that were filtered via the rule(s) you created.
 

Details

Details

Article ID: 148941
Created
Sat 9/24/22 10:59 PM
Modified
Fri 1/5/24 5:05 PM