• Use Rules in Outlook

If there is a task that you repeat frequently in Outlook, like always sending a carbon copy to someone, you can use Rules to automate that task. Whenever I assign audits, I need to send a carbon copy to Audit Assignment so that the audits can be tracked. I set up my Outlook so that it always sends a carbon copy of my email to audit assignment whenever I reply to an email from PAC Audit Assignment. It has an easy and intuitive setup. Just go to File and click Manage Rules and Alerts (in Outlook 365).



Click “New Rule” and follow the steps in the Wizard to create your automated task.