Filtering Meeting INvites as a Delegate as Categories for Macbook

Kae Leonard 1 Reputation point
2022-01-17T16:21:49.243+00:00

I am new to using Outlook on MacBook and wondering if there is a way similar to Windows for Filtering meeting invites as a delegate for my boss and when the meeting invites come to my inbox they are assigned a specific category I have created. I used to be able to use the following:

Office 365 (Outlook 2016) - Filtering Meeting Invites as a Delegate

If you are a delegate for someone's calendar (i.e., you manage their calendar appointments and receive their meeting invites), you can create an inbox rule in Outlook 2013 that moves their meeting invites to a separate folder. This is useful when you would like to separate your personal meeting invites from those receive on someone else's behalf.

  1. In Outlook 2013, click Mail in the bottom-left corner of the window (if necessary).
  2. Select the "Home" tab in the ribbon (if necessary) and click Rules.
  3. Select Manage Rules & Alerts... from the menu.
  4. Click the New Rule... button to begin creating an inbox rule.
  5. Select Apply rule on messages I receive and click Next >.
  6. In the "Step 1: Select condition(s)" box, select the with specific words in the message header condition.
  7. In the "Step 2: Edit the rule description box..," click the specific words link.
  8. Type: X-MS-Exchange-Inbox-Rules-Loop: ******@uwm.edu in the textbox (where ******@uwm.edu is the UWM email address of the person whose calendar you are managing) and click the Add button.
  9. Then, click OK.
  10. With the rule description now complete, click the Next > button in Rules Wizard window.
  11. In the "Step 1: Select action(s)" box, choose move to the specified folder.
  12. In the "Step 2: Edit the rule description..." box, click the specified link.
  13. Select the folder you would like others' meeting invites automatically moved to or click New to create the folder. Then, click OK.
  14. Click Next >, specify any exceptions you would like to set up for this inbox rule (if necessary), and click Next > again.
  15. Type a name for this new rule (choose something descriptive that will help you identify the rule in the future).
  16. Then, check the "Run this rule now on messages already in Inbox" box (if desired) and click Finish.
  17. With the new rule now listed in the Rules and Alerts window, click OK to close the window and save your changes.

NOTE: If you checked the Run this rule now on messages already in Inbox box (see Step 16 above), all meeting invites in your Inbox subject to this new rule should have moved to the specified folder.

Outlook | Windows | Classic Outlook for Windows | For business
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  1. ChristyZhang-MSFT 26,126 Reputation points Microsoft External Staff
    2022-01-18T08:28:00.907+00:00

    Hi @Kae Leonard ,

    Welcome to our forum!

    According to your description, I have understood that you want to create a rule to move the arrived messages with with specific words in the message header to a specific folder in Outlook for Mac, which is similar to the rule in Outlook for Windows, right?

    If so, please refer to the following steps:
    1.Click Tools on the top>Rules…>click "+".
    2.Under When a new message arrives that meets all these conditions, choose Header and Click Add Search terms as the below figure.
    165946-19.png

    3.Under Do the following, choose Move to Folder and click None to choose the folder you want to move.
    4.Click OK.

    Hope the above help!


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