◆ Outlook · tasks

Maintain Active Files

Archive old case correspondence into the records folder so current inboxes show only active matters: move messages old…

2heights
2tasks
1roles do it
See the prompt↓More tasks workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Archive old case correspondence into the records folder so current inboxes show only active…+
Archive old case correspondence into the records folder so current inboxes show only active matters: move messages older than two years with subjects containing 'case', 'docket', or closed case numbers into folder 'Records - Closed Cases', and remove them from the primary inbox.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before archiving, avoid losing active threads: run a search for messages older than two years…+
Before archiving, avoid losing active threads: run a search for messages older than two years tied to case numbers marked 'Closed', move them into 'Records - Closed Cases', and produce a short index email listing moved case numbers and locations so teammates can challenge any incorrectly archived item.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Archive old case correspondence into the records folder so current inboxes show only active matters.

Who does this

1 roles
Court Clerk

Questions people ask

honest answers

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.