Outlook 2010 can save your hide: Creating custom rules (Crabby's Daily Tip)

A rule in Outlook is simply an action taken automatically on an arriving or sent message that meets the conditions that you specify in the rule. You can choose many conditions and actions by using the Rules Wizard.

Types of RulesThere are organization rules and notification rules, and the Rules Wizard helps you decide which type is best for you depending upon what you're trying to accomplish. The Rules Wizard includes templates for the most commonly used rules:

Stay Organized   These rules help you file and follow up on messages. For example, if you're part of a distribution list and you want all messages sent to that list to automatically be dropped into a specific folder, this sort of rule is for you.

Stay Up To Date This sort of rule notifies you in some way when you receive a message. If you're playing hooky and want to know when your boss sends you mail, you can have Outlook send an alert to your cell phone. Handy, right? (Um...not that I would ever do anything like that, Louis.)

Start from a blank ruleThis type is for you folks who insist on doing everything on your own—you can completely customize the rule as you see fit! There's really no limit to what you can do with a blank rule. How about this: You're working with someone whom you can't HELP but be irritated with. However, she's a few levels above you and your big mouth is going to get you fired. So you set up a rule that says each time you send a message to this person, you can defer delivery for X number minutes (giving you time to rethink your approach...) 

With custom rules you can let the Headmaster or Headmistress in you run rampant!

Read more about rules in Outlook 2010 (or Outlook 2007).

Ry Stahl, age 14

A final note about herding dogs: My old dog, Ry, an Aussie Shepherd, has always been able to make me believe he was following my rules when all along, it was me who was following his... (Some herders are too smart for normal people.)

Ry is in his last days here on earth. Being up with him all last night gave me the idea of comparing Outlook rules and herding dogs. Here's to you my Old Man—one day we'll play Frisbee again in the Great Dog Park in the sky... Two Frisbees

— Crabby

More info on rules:

Quick Rule Creation in Outlook 2010

Outlook Best Practices: Rules

Make the New Year great with a better organized Inbox

Import or export a set of rules

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Comments: (10) Collapse

  • Crabby,

    Anyone who feels as you do about your beloved pet is a great person. Thanks for all of your advice.

  • Thanks, LeveeGuy -- appreciate the good word.

  • Sorry about Ry.  I've got through that with a bunch of dogs -- and am even going through that with a dog right now.

  • Kathleen - My heart goes out to you, too. It's all part of being a pet owner, I guess. Ry is my first dog, too! Been with me since 1996, even before I had my daughter. But it's part of our responsibility to know when "it's time" for them, right? And not enable any suffering and account of our sadness.

  • I am using Publisher 2003. How do I turn-off, delete, cancel, do-away-with the auto page numbering. I originally thought that I wanted page numbers in the booklet that I am working on, however, I have decided that I do not want the page numbers,after all. I cannot figure out how to get rid of the numbers now that they are on my pages.  Can you help me?

  • Carol - I can't really offer specific support but I can guide you to some places that are most likely to help you with the problem:

    *Publisher 2003 free help, training, demos, and more (this is where to start your search for help):

    office.microsoft.com/.../CL010072923.aspx

    * Publisher discussion groups (if you have an issue, chances are good someone else has had it too and there may be an answer waiting for you):

    www.microsoft.com/.../FlyoutOverview.mspx

    * Publisher MVPS (these people know the program better than anyone on the planet): mvp.support.microsoft.com/.../mvp.aspx

    Hope this helps - will you let me know?

    @ Crabby

  • Hi Crabby,

    I'm sorry to hear about Ry.  It's always comforting to have such great companions.

    The rule wizad in Outlook allows for multiple "and" conditions to check for (if this and that match).  How do I create a rule for multiple "or" conditions (if this or that match)?

    Thanks!

  • @Robin - First, thanks about Ry.

    You know, I don't think you can, actually. Rules just aren't set up like that. If you give me an example of what you're trying to do, maybe I can figure out a way to make it work - and it may involve more than one rule...

  • I just lost my retired service dog, who saved my life, retired, and saved my husband's life after he had a stroke.  A pretty distinguished record!  He wouldn't want dad to be home all day alone, so we are getting a sheltie to keep him company. We can't wait to see him bounding across the meadow when it's our time to move on.

    My condolences on your loss.  I frequently refer to your book and your column - there's a reason I ended up here today.

    Thank you from all of us 'experienced' users who still can learn something new (just like old dogs)!

  • @BrokenGirl  Your kind comment couldn't have come at a better time: We lost our old boy Ry on Monday, 7/26. He was surrounded by those he loved and who loved him. My heart is broken and will never completely be healed, but I know he's having a great time and doing some work inthe Great Beyond, too. Ry, too, was a service dog--a therapy dog for abused boys. Thanks again for your note and my deepest sympathies to you, and your husband as well. -- Crabby

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