*Recommended - M365 Admin: Mail Flow rules

Filtering notification is a required step. Mail Flow rules apply to all users, the below rules apply per person and have to be set up individually.


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This is a required step for all users before they get added to LawToolBox Matters and start to receive deadlines

  1. Inbox rules: 
  2. Calendar filter: 


Quick Steps

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Part 1: Inbox rule - Desktop Outlook

Open Outlook > File > Manage Rules and Alerts > New Rule

> Apply rule on messages I receive > Next >
> Select "specific words in the subject or body" > 

> Click on specific words > Add rules >

> Select move it to the specified folder

> Click on specified folder >
> Create a new folder “LTB Deadlines” under Mail and Post Items

> Click OK and your Outlook Rules have been set up!

Watch step by step video for inbox rules

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Part 2: Calendar Filter: Outlook Calendar
Quick Steps Exclude Canceled: Deadlines

Outlook > Calendar > View > View Settings > Filter > 

Advanced Tab > Field > All Appointments Field = Subject > 

Condition = doesn’t containValue = Canceled: > Add to List

OK!

See this article or scroll below for the step by step 

Watch step by step video for calendar filter


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Detailed:

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Part 1: Step-by-Step Outlook Rule Management 

*Repeated for All User Inboxes:


File > Manage Rules and Alerts > New Rule

NOTE: If you have already existing inbox rules “Stop processing more rules” can cancel LawToolBox rules

 

 

Step 1: Start from a blank rule - Apply rule on messages I receive

 


 

Step 1: Select with specific words in the subject or body




Step 2: Click on specific words


Add the following cap-sensitive rules: 
LTB-allday
Add upcoming group events
View group in outlook
added to a team in Microsoft Teams
LTBUSER

 


 

Step 3: Select move it the specified folder
Click on specified folder




Click New


Create new folder "LTB Deadlines" under Folder Contains Mail and Post Items
Click OK and repeat for all new users




















Finish


 

























Optional:

Select mark as read


Apply > OK

 



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Filter: Outlook Calendar
View to Exclude Canceled: Deadlines

Outlook > Calendar > View > View Settings > Filter…
 

 

 Advanced >

> Define more criteria: 

> Field >


> All Appointment Fields > Subject >


 


Condition: doesn’t contain



Value = Canceled: > Add to List

 

Click OK and your Outlook Calendar Filter has been set up!