Fresh Projects

00:00: If you already keep folders for your projects in Outlook,

00:03: Fresh Memory can file everything in them for you.

00:07: Link a folder to a project once,

00:09: and both the emails already in it and anything you move in later are filed

00:13: automatically.

00:15: It means you can select a group of emails,

00:18: drag them into the folder,

00:19: and they all file at once.

00:23: You can set this up yourself from the Fresh Memory panel in Outlook,

00:26: and it applies to your own mailbox only.

00:30: Many people already keep a folder for each project in Outlook.

00:35: Fresh Memory works alongside that,

00:37: so you do not need to change how you organise your mail.

00:41: In the Fresh Memory panel,

00:43: select the three dots at the top of your Fresh Memory panel,

00:46: then choose Settings.

00:49: Under Auto-file rules,

00:51: select "Add rule".

00:53: A rule connects one Outlook folder to a project or overhead.

00:59: Pick the folder you want from the list,

01:00: expanding your mailbox if you need to find it.

01:05: The name shown under Selected confirms which folder you have chosen.

01:10: Next, choose your overhead or project.

01:14: Start typing in the Projects and overheads box and select the one you want.

01:20: You can choose more than one if the folder relates to several.

01:24: Then, tick "Also apply to subfolders".

01:29: It is worth doing even if you have none yet,

01:31: so anything you create inside that folder later is covered without setting up

01:35: another rule.

01:37: Lastly,

01:38: select "Add rule" to save it.

01:42: Your rule will now appear in the list,

01:44: showing the folder,

01:45: the project and whether subfolders are included.

01:49: Anything already in the folder is filed in the background,

01:52: so give it a little time on a folder with a lot of mail.

01:57: From now on,

01:58: dragging a group of emails into that folder files them all to the project.

02:04: Pause stops a rule without losing your settings,

02:06: and Delete removes it altogether.

02:10: Filing that has already happened is not affected either way.

02:15: This article has now guided you through managing auto-file rules in Fresh Memory to automate

02:19: email organization.