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Outlook:  Customizing the Inbox

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by Karyn Stille, Your Virtual Software Trainer

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Outlook can automatically format email in your Inbox according to the conditions and settings you choose.  There are numerous conditions that can be set, including who the email is from, what is in the subject, and keywords contained in the body of the email.  You can also set multiple conditions.  For example, maybe you would like only the email from your boss dealing with Project X to be colored blue in your Inbox.  You would set two conditions:  1) it must be from your boss; and 2) it must contain the words "Project X" in the subject or message body of the email.

Automatic Formatting

For the purposes of this tutorial, we are dealing with the most common issue:  formatting all email from an important individual to be a particular color.  Other options are also touched upon throughout.

  1. From the View menu, choose Current View and Customize Current View.  The View Summary dialog box displays.

  1. Choose the Automatic Formatting button.  The Automatic Formatting dialog box appears.  The first five items in the Rules for this view list are Outlook's default settings for the ways these items are displayed.  You can change these settings by selecting an item and modifying the attributes in the Properties of selected rule section.  

  1. For the situation in this tutorial, choose the Add button.  An additional item is added to the list and awaits a title.  In the Name field of the Properties of selected rule section, type a name for your rule.  The name is only seen in this dialog box and is simply a way for you to recognize the rule when deleting or editing.

  1. Choose the Font button and select the font attributes for the way in which you would like email that fits this rule to appear.  Remember, that if you modified your Inbox font as on the previous page of this tutorial, you probably want to choose the same size font here to keep things uniform.  Choose OK on the Font dialog box when you are finished.

  1. Next, choose the Condition button.  A myriad of condition choices are offered in the Filter dialog box.  The Messages tab is the one most often used.  Note that you can have Outlook search for certain words as in the opening "Project X" example.  You would place "Project X" in the Search for the word(s) field, select "subject field and message body" for the In field, and place your boss in the From field.  Multiple conditions can be selected from any of the tabs displayed and all will apply to the rule you are creating.  For our purposes, we just need to place our important individual in the From field to have all email from that person formatted.  Choosing the From button allows you to go to your global address and/or contacts list to choose a person.  You can also simply type an email address in the From field for those outside your company and contacts list.

The More Choices tab, as displayed below, offers options such as email in categories you have created, email with attachments, and email with a particular importance level.

The Advanced tab gives even more options and allows you to choose from a wide range of fields used in your Inbox such as address fields, date/time fields, and contact fields.

  1. Once you have entered all of the conditions for your rule, choose OK on the Filter dialog box.  You can continue to add rules and conditions by selecting the Add button and repeating the above process.  When you are finished, choose OK on the Automatic Formatting dialog box and OK on the View Summary dialog box.  In our example, I chose to color email from Karyn Stille red with bold typeface.  The result is shown below:


Outlook 2000 is a versatile tool that can organize your email in ways that help you to be more effective in the workplace.  Why not take advantage of all this functionality?  Customize to your heart's content!  

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Notice: You have the author's permission to use the tutorials on this site for your personal use only.  If you would like to use these tutorials for training classes or other commercial use, please contact kstille@esmartweb.com.  Distribution in print or on the Web without the author's permission is strictly prohibited. 

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