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Sorting mail using rules in Outlook

Outlook allows you to create various rules and filters to sort mail automatically.

Creating a rule:

In our example, we show you how to sort emails from a specific contact in individual folders in Windows. However, it is possible to sort email by various other means, e.g. by subject.

Windows
  1. Select the email for which you want to create a rule. Click on "Rules" under the "Home" tab and select "Create Rule...":create rule 1.png
  2. In the top section, you specify the conditions under which the rule shall apply. In our example, we tick the box next to "From [sender]". In the lower section, you decide what should be done with emails fulfilling the conditions determined above. In our example, we want emails from this sender to automatically be moved to a specific folder. Tick "Move the item to folder:"; then click "Select Folder..." to select the folder to which emails shall automatically be moved each time the defined rule applies.create rule 2.png
  3. Select the folder to which emails shall be moved. If you have not yet created a folder for this purpose, click "New..." and create it. Click "OK" once you are done:
  4. You return to the previous window. Click "OK" if the rule is correct:
  5. By ticking "Run this rule now on messages already in the current folder" the rule will apply to previously received emails as well. In this case, all older emails from the specified email address will be moved to the created folder:create rule 4.png
  6. All emails from the email address for which you created the rule should now automatically appear in the correct folder.

MacOS
  1. Begin by creating a folder into which the mail shall be sorted automatically. To create a folder, go to "File" → "New" and select "Folder":folder1.jpg
  2. The new folder appears below your inbox. Click it once to be able to name it:folder2.jpg
  3. Find an email from the sender or with the subject you wish to sort into the folder. Select "Rules" > "Create Rule...":folder3.jpg
  4. Here, you can adjust the settings for your rule depending on your needs. If you want to move all emails from the specific sender into the folder, click the minus sign (-) next to all unnecessary conditions. If you wish to add conditions, click the plus sign (+). In the sample image, the rule specifies that all emails from "Automation from Jira" are automatically moved to the "Automation for Jira" folder:folder4.jpg
    Next, you select the folder where the mail will be stored. In this example it's "Automation for Jira":folder5.jpg
  5. In this example, we show you how to sort all emails containing the word "JIRA] (UT-6290) How to add Ugl..." in the subject line into the "Automation for Jira" folder. Select the plus sign (+); then select "Subject" in the dropdown menu on the left. Type the word and click "OK":
  6. Click on "Save" to save and activate the rule

The rule is now enabled and emails fulfilling the specified conditions should automatically be sorted into the folder for which you created the applicable rule.

Browser
  1. Open your browser and go to outlook.hi.is. Click on the gear icon ⚙️ in the top right corner:websettings.png
  2. Click on "Mail" and "Rules"
    Here, a list of currently enabled rules is displayed. Click the plus sign to create a new rule:create rule web 1.png
  3. Before continuing, read the explanations for the fields you should fill in:
    • Name: Give your rule a name. It is advisable to choose a name that describes the rule well.
    • When the message arrives, and it matches all of these conditions: When the message arrives, and it matches all of these conditions:
    • Do all the following: Select "Move the message to folder...". A window opens. Here, you select the folder to which you wish to move emails that fulfil the conditions of the specified rule.
    • Stop processing more rules: It is a good idea to always tick this box if you are dealing with a basic rule, e.g. if you created a rule that all emails from jonjon@hi.is shall be sorted into a specific folder.

Click "OK". The rule now appears in the list of enabled rules:create rule web 2.png

Deleting a rule

The instructions below explain where to find mail rules and how to delete them. This can only be done in Outlook online because email clients do not have full access to the mailbox settings.

  1. Open a browser and go to outlook.hi.is. Sign in if you are not already signed in
  2. Click on the gear icon ⚙️ in the upper right corner of the page:websettings.png
  3. Navigate to "Mail" and "Rules." There you can view all email rules that have been set up in your mailbox. If you see a mail rule you don't want, click on the trashcan icon to delete it:delete rule 1.png
  4. Press "OK" to confirm.
    The rule should now have been deleted and will no longer affect your mailbox. Note that this change is not retroactive and does not affect emails that the rule may have dealt with already, emails that were moved to the Deleted Items folder will not automatically be moved to the Inbox.

Further information and assistance

IT Help Desk University Centre (Háskólatorg)
Mon-Thu 08:30-16:00
Fri 08:30-15:00
help@hi.is
525-4222

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