Create rules in Outlook


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Applying rules to your Outlook inbox will help you manage your time and help you focus on what really matters as a Compensation manager. You can send messages straight to their folder, assign categories to some messages, manage your RSS feeds and newsletters automatically, highlight messages from important stakeholders etc.

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Create rules in Outlook

  2. 2. The problem Your Outlook inbox is overflowing. You work on multiple Compensation & Benefits projects at the same time. Your team members are assigned to different workstreams and you need to organise the follow-up you perform on their work You have subscribed to newsletters and RSS feeds to keep abreast of industry and Rewards news. © Sandrine Bardot and 2012
  3. 3. The solution Set up rules in Outlook to automatically take care of part of the inflow to your inbox. You can now focus your attention on what needs to be taken care of instead of manual follow-up of all incoming mails. © Sandrine Bardot and 2012
  4. 4. Tools > Rules and Alerts > NewRule © Sandrine Bardot and 2012
  5. 5. Example: Select Move messagesfrom someone to a folder and clickNext to: © Sandrine Bardot and 2012
  6. 6. You can select multiple conditions -make the rule wide/narrow asneeded © Sandrine Bardot and 2012
  7. 7. Specify your needs for eachcondition Do it for underlined values in blue, eg :  “from people or distribution list” : brings up your Outlook address book  “with specific words in the subject or body” : brings a pop-up for you to type the words you need. © Sandrine Bardot and 2012
  8. 8. For example, specify : © Sandrine Bardot and 2012
  9. 9. Click Next and select the actionyou want for this rule : © Sandrine Bardot and 2012
  10. 10. Again, you can select then editmultiple actions at the same time. © Sandrine Bardot and 2012
  11. 11. Click Next, select exceptions ifnecessary © Sandrine Bardot and 2012
  12. 12. Click Next again, it brings you tothe final step : © Sandrine Bardot and 2012
  13. 13. Final step Give a name to your rule, turn it on and run it in your inbox if needed, check how it looks for errors and click finish. The rule is created and will apply when you are on Outlook. © Sandrine Bardot and 2012
  14. 14. Want to know more ? On my blog, I share Excel, social media, presentation and other useful “technical” tips for Compensation & Benefits and HR professionals, every other Sunday. I also cover C&B topics and career advice the rest of the week. Feel free to check it out and subscribe by email or RSS. Find out more about me and why I started this blog. © Sandrine Bardot and 2012