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

TRACCreations4E
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15 окт 2024

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Комментарии : 8   
@traccreations4e
@traccreations4e 2 месяца назад
Simplify Your Workday - All Day - Every Day! Visit www.traccreations4e.com/the-vault Subscribe to this RU-vid channel. bit.ly/3tIZqLt Group and Private Lessons Available: bit.ly/3T2794X
@timeconsult2499
@timeconsult2499 4 месяца назад
Thanks for a great video. Is it a must that you are cc? Is the # not enough?
@traccreations4e
@traccreations4e 4 месяца назад
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.
@brentmorris8626
@brentmorris8626 4 месяца назад
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 4 месяца назад
Thanks for sharing. I hope you are using rules to automate your workflow.
@alohuis
@alohuis 4 месяца назад
@@traccreations4e and @brentmorris8626 Unfortunately there is not a rule condition that says 'I'm on the BCC line'.
@raghuvirrkj
@raghuvirrkj 3 месяца назад
Hi, I'm not getting an option of "Rules" under the setting > Mail. What do I need to do? Please help!
@traccreations4e
@traccreations4e 3 месяца назад
What version do you have? Rules are definitely part of New Outlook's latest versions.
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