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, click on the ellipsis [. . .] button next to the folders menu. 

3. Step 3

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Click the Create new folder option. 

4. Step 4

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Name your folder and press enter to create it. 

Example: OneUSG Connect

5. Step 5

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Once you have created your folder, click on the folder link. 

6. Step 6

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The folder page is displayed.

Click on the ellipsis [. . .] button in the top right corner. 

7. Step 7

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Click the Rules option. 

8. Step 8

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Click the Manage Rules option. 

9. Step 9

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Click the Add new rule button. 

10. Step 10

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

Example shown here: " OneUSG Connect ".

11. Step 11

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Click the Add a condition dropdown list. 

12. Step 12

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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.

13. Step 13

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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.

14. Step 14

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

15. Step 15

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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.

16. Step 16

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

17. Step 17

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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.

18. Step 18

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

19. Step 19

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The created rule for handling your emails is displayed. 

20. Step 20

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

21. Step 21

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The relevant emails will appear in this folder. 
 

Details

Details

Article ID: 148941
Created
Sat 9/24/22 10:59 PM
Modified
Wed 6/11/25 12:15 PM