How To Auto File CC's Emails with New Outlook Rules

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  • เผยแพร่เมื่อ 29 ธ.ค. 2024

ความคิดเห็น • 10

  • @traccreations4e
    @traccreations4e  4 หลายเดือนก่อน

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  • @DominiqueTimmermans
    @DominiqueTimmermans หลายเดือนก่อน +1

    Thank you !

  • @brentmorris8626
    @brentmorris8626 6 หลายเดือนก่อน +1

    A pattern I use is to simply blind copy myself on every outgoing email. I also add myself as a blind copy to each one of my email templates. With a copy of it being in my inbox I simply place it in the correct folder of the project after I have flagged it for follow-up and placed a category on it, I use categories to identify the topic requested and then use an identical category with a dash returned in the text of the category. This allows me to be able to look into a folder and easily see what the outstanding items are associated with that particular project. I leave everything in my sent box as it is a historical representation, in a linear format of all of my outbound Communications. Additionally, I apply the same category to each email in my sent folder. May sound like Overkill but given the cya environment that I exist in it has saved me on more than one occasion having this level of structured organizational pattern.

    • @traccreations4e
      @traccreations4e  6 หลายเดือนก่อน

      Thanks for sharing. I hope you are using rules to automate your workflow.

    • @alohuis
      @alohuis 6 หลายเดือนก่อน

      @@traccreations4e and @brentmorris8626 Unfortunately there is not a rule condition that says 'I'm on the BCC line'.

  • @timeconsult2499
    @timeconsult2499 6 หลายเดือนก่อน +1

    Thanks for a great video. Is it a must that you are cc? Is the # not enough?

    • @traccreations4e
      @traccreations4e  6 หลายเดือนก่อน

      You must include the cc and #. The cc sends the email to your Inbox. Currently, Rules are designed to work with received messages. The # is the rule's trigger for moving the email.

  • @raghuvirrkj
    @raghuvirrkj 6 หลายเดือนก่อน

    Hi,
    I'm not getting an option of "Rules" under the setting > Mail.
    What do I need to do? Please help!

    • @traccreations4e
      @traccreations4e  6 หลายเดือนก่อน

      What version do you have? Rules are definitely part of New Outlook's latest versions.