Creating Rules in Outlook to Organize SES Notifications

This job aid assists SES agency users with creating rules in Outlook to organize their SES notifications.

About this task

Flowchart showing the process for creating an Outlook Rule
Best Practices for Organizing SES Emails
  • Leverage the list of SES Email Notifications to create rules using the text contained in the subject line.
  • Consider naming folders based on the topic or by action required, such as Urgent Review Needed or Review Assignment for tracking purposes.
  • If you create a Miscellaneous folder for emails that you do not use, please revisit this folder periodically or if your work processes change and make updates to rules from the Manage Rules page. Visit Microsoft Office Support on Creating Rules in Outlook to Organize SES Notifications for more helpful information.

Procedure

  1. Right-click an existing message.
  2. Select Rules > Create Rule.
    Click Create Rule to begin the process of creating a new Outlook rule
  3. Select a Condition and what to do with the message based on the condition.
    Select a condition for the rule

    To move messages with certain words in the subject line to a specific folder, select the Subject contains condition and Move the item to folder. Then select an existing folder or create a new folder (see below), and click OK.

    Creating a New Folder in the Outlook Inbox as part of a rule
    Type a Name for the new folder
  4. Click OK when you are done creating the rule.
    Click OK to save the new rule
    Note: To use the rule right away, select the Run this new rule now on messages already in the current folder checkbox, and then select OK. The message now appears in that folder.