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Rules for Meeting Invitations

One of our recommendations for Calendar Harmony is that you send meeting invitation updates to all participants on all changes. This article describes how to have all meeting-related messages automatically filtered out of your Inbox and into a folder just for such messages.

Outlook on the Web

Microsoft frequently changes the design of Outlook on the web, so your version may differ somewhat from the description here.
  1. In the Outlook ribbon at the top of the page, click the gear (Settings) icon.
  2. In the Settings window, in the left column, click Mail.
  3. In the middle column, click Rules.
  4. Click Add new rule.
  5. Give your rule a Name.
  6. Click the Add a condition dropdown, then select Type from the Message includes section.
  7. In the dropdown list that appears next to Type, select Invitation.
  8. For Add an action, select Move to.
  9. In the dropdown list that appears next to Move to, select the folder where you want the messages filed. If the folder does not exist yet, click Create new folder to create it now.
  10. Click Save.

Outlook for Mac

  1. From the Tools menu choose Rules. A window will open to the Rules section of the Settings.
  2. If you have more than one account, choose the one you want this rule to apply to from the upper left. 
  3. Click Add new rule.
  4. Give your rule a Name.
  5. Click Select a condition dropdown, then select Type from the Message includes section.
  6. In the dropdown list that appears next to Type, select Invitation.
  7. Click the Select an action dropdown, then select Move to from the Organize section.
  8. In the dropdown list that appears next to Move to, select the folder where you want the messages filed. If the folder does not exist yet, click Create new folder to create it now.
  9. Click Save.

Outlook for Windows

  1. From the Home ribbon, in the Move section, click Rules, then click Manage Rules & Alerts. A Rules and Alerts dialog box will open.
  2. On the E-mail Rules tab, click New Rule. A Rules Wizard dialog box will open.
  3. In the box labeled Step 1: Select a template, in the Start from a blank rule section, select Apply rule on messages I receive. Then click Next.
  4. This screen asks Which condition(s) do you want to check? Scroll down and select which is a meeting invitation or update. A warning pop-up will tell you that "...this rule will not run on previous versions of Outlook. Would you like to continue?" Select Yes.
  5. Click Next
  6. The next screen asks What do you want to do with the message? In the Step 1 action(s) section, select move it to the specified folder. Then, in the Step 2 section, click the underlined word specified. In the Rules and Alerts - Choose a folder dialog box, select the folder where you want these messages filed. If you haven’t yet created that folder, click New to create one now.
  7. Click Next.
  8. Now you’re asked Are there any exceptions? For the simple version of this procedure, we’ll assume there are no exceptions, so just click Next.
  9. On the final screen, in Step 1: Specify a name for this rule, you give your rule a name
  10. In Step 2: Setup rule options, you choose
    • whether the rule should be run on messages already in your Inbox,
    • whether the rule should be turned on so that it will be applied to all incoming messages in the future, and
    • if you have more than one account set up, whether the rule applies only to the current account or to all accounts.
  11. Click Finish when you’ve made your selections.

 

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