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How to Create an Email Filter (Rule) in Outlook

Learn how to create an email rule in Outlook on the web, from a single message, and in desktop versions, with the differences between server-side and client-side rules.

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To create an email rule in Outlook on the web, open Settings > Mail > Rules, select Add new rule, choose a condition and an action, and save. The rule then handles matching messages as they arrive. Desktop Outlook uses different menus, and the options differ between new Outlook and classic Outlook, so confirm which version you use before following any steps below.

Rules and the message-list filter do different jobs

An inbox rule automates what happens to incoming mail: it can move a message to a folder, flag it, or take another supported action without you touching it. The Filter control in the message list is a different tool. It narrows what you see in the current view, so it helps you find or sort existing messages but does not change how future mail is handled. If your goal is automatic handling, you need a rule.

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Create a rule in Outlook on the web

Outlook on the web and Outlook.com use the same Rules page. Create the destination folder first if you want messages moved somewhere specific; Microsoft’s guidance on creating a folder or subfolder in Outlook covers that step.

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  1. Select Settings (the gear icon).
  2. Select Mail, then select Rules.
  3. Select Add new rule.
  4. Enter a name that describes what the rule does, such as “Invoices to Finance.”
  5. Choose a condition, for example a sender address or words in the subject, and choose an action, such as moving the message to a folder. Add further conditions or actions if the behavior needs them. Conditions are combined, so a message must meet all of them for the rule to apply.
  6. If some matching messages should be left alone, add an exception.
  7. Review the Stop processing more rules option, explained below.
  8. Select Save.

Stop processing more rules

Microsoft describes this option as on by default in the workflow it documents. When it is on, a message that matches this rule is not checked against later rules. When it is off, other matching rules can also apply to the same message, which can produce results you did not expect, such as a message moved to one folder and then to another. Turn it off only when you intend several rules to act on the same message.

Exceptions

An exception stops a rule from applying to messages that otherwise match. A common use is a rule that files newsletters from a sender while keeping messages with a specific subject line in the inbox. Because exceptions are part of the same rule, you do not need a second rule to protect those messages.

Create a quick rule from a message

For a simple rule based on one sender, you can start from an existing message rather than the Rules page.

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  1. Right-click the message in the message list.
  2. Select Create rule.
  3. Choose the destination folder.
  4. If the screen offers an option to run the rule on messages already in the inbox, decide whether you want older mail processed too. The wording and availability of this option differ by Outlook version, so read the label carefully.

A quick rule is convenient but limited to the sender-and-folder pattern. For multiple conditions or exceptions, use the full rule editor described above.

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Desktop Outlook: new Outlook, classic Outlook, and Outlook.com

Microsoft’s rules article provides separate instructions for new Outlook, classic Outlook, Outlook on the web, and Outlook.com. Follow the set that matches your installed program or browser session. The article covers Outlook for Microsoft 365, Outlook 2024, 2021, 2019, and 2016, and the new Outlook for Windows, so the labels you see may differ from the screenshots and wording of an older release.

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Outlook version Where rules run Client-side rules Rules for Gmail, Yahoo, or iCloud accounts
New Outlook (Windows) Server-side Not supported Not supported, per Microsoft’s current support page
Classic Outlook (desktop) Server-side and client-side Supported Not stated in Microsoft’s rules article
Outlook on the web Server-side Not supported Not stated in Microsoft’s rules article
Outlook.com Server-side Not supported Not stated in Microsoft’s rules article

Microsoft’s platform comparison page lists rule creation for Outlook for PC and Outlook on the web. It does not list the iOS and Android apps for this feature, so mobile readers should expect to create rules on a computer or in the browser.

Why a rule may not behave as expected

The rule stops running when Outlook is closed

A client-side rule lives on the computer and depends on classic Outlook running. If a rule moves mail only while your desktop session is open, check whether it is a client-side rule. Keep classic Outlook running on that computer, or recreate the rule as a server-side rule in a version that supports it.

A migrated rule cannot be edited or viewed

Rules carried over from classic Outlook sometimes cannot be opened in new Outlook or on the web, because their conditions or actions are not supported there. Microsoft’s guidance on editing or fixing a broken rule advises recreating the rule where possible, using only conditions and actions the destination version offers.

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Several rules act on the same message

If a message ends up in an unexpected folder, review the rule order and the Stop processing more rules setting described above. Rules are applied in the order they appear, and a later rule can override the result of an earlier one when stop processing is off.

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Rules created with Copilot

Microsoft’s documentation on managing Outlook rules with Microsoft Copilot says Copilot can create standard inbox rules in supported experiences. Those rules appear as ordinary inbox rules, so you can review, update, or delete them in the same Rules settings. Microsoft states that they apply only to future incoming messages and do not retroactively process older mail. To handle existing mail, use the Rules settings or the quick rule option with the in-inbox setting, where it is offered.

Because Copilot features and the Rules settings page are separate routes to the same kind of rule, check the rule list after using Copilot before assuming a rule exists or behaves as described.

Choosing the right approach

  • Use a quick rule from a message for one sender going to one folder.
  • Use the full rule editor for multiple conditions, exceptions, or precise order control.
  • Use classic Outlook only when you need client-side behavior, and keep it running on that computer.
  • Use new Outlook or Outlook on the web when you want server-side rules that do not depend on a desktop program.

Outlook versions do not support identical rule behavior, so verify the labels and options against your own interface before relying on a rule for important mail.

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