Create and populate a distribution list 'Region Leads' with David Kim, Aisha Mohammed, and Peter Grant so I can send c…
Organize your Outlook email to manage information, improve communication, and streamline workflows.
To create a new folder, right-click your name in the Folder Pane and select New Folder.
NoteYou can also right-click Inbox to add a folder inside it.
To move an email into a folder, select a message.
Select Move to from the ribbon and choose a folder.
To create a category, right-click an email and choose Categorize > All Categories.
Click New to create a new category.
To apply a category, select an email and then select Categorize from the ribbon.
Choose a category from the list to apply it.
To sort emails, select Filter at the top of the message pane.
Choose your preferred sorting option, such as by date, category, or sender.
To create a rule, select Mail > Rules.
Follow the prompts to define the conditions and actions for your rule.
Best practiceAutomate email tasks with rules to quickly manage a full inbox and reduce clutter.
Use the Up arrow or Down arrow to change the order of your rules.
Keep your Favorites folder clean with Inbox, 1-Reference, Sent Items, and Deleted Items for quick access.
Outlook rules can automate many organization tasks, such as moving emails to specific folders or assigning categories.
Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.
Real. Every job here was drawn from what people in real roles were actually seen doing in Outlook — not a feature checklist.
No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.