Outlook Rules and Categories
- Bryan Olive
- Stacey Verhaeghe
- Shayne Dyck
Video Guide: https://web.microsoftstream.com/video/9ce7e4b4-a418-41ac-8cea-0d8acbe75950
Right click your inbox and select Create New Folder, name it Student Work Term Consultation
Right click your inbox and select Create New Folder, name it Employer Work Term Consultation
Under the Home Tab select Categorize then All Categories
Create a New category for Student Consultation and pick a colour
Do the same for Employer Consultation
*If you need to assign multiple categories to a single calendar item they will be added alphabetically and display the main colour as the last added category. Ensure the order of categories you want to assign are reflected here alphabetically.
6. Select File then Info and open Manage Rules and Alerts.
7. Create a New Rule for Student Consultation:
i. Select Apply rule on messages I receive, hit Next and Check off the With Specific words in the subject
ii. Click on specific word under the step 2 heading. Enter Student Work Term Consultations and hit OK, select next to proceed
iii. Check off Assign it to the category and click on category under the step 2 heading. Check off the Student Consultation you created earlier and any other categories you also want to add and hit OK
8. Check off the move it to the specified folder option and click on the specified button under the step 2 heading to choose the folder. Select the Student Work Term Consultations Folder you created earlier.
9. Select Next twice to proceed to the Finish setup
10. Finish rule setup: if you want this rule to apply to all old messages check off the “Run this rule on messages already in the inbox” and select Finish
11. Create a rule for Employer Consultations by following the same steps 7-8 but replacing text and categories with Employer Consultation
*Note these rules will only be active when outlook is open and running.
If you have any questions or concerns please send an email to cecareq@uwaterloo.ca