• 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).

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