The example we'll use is having emails from your family members skip triage.
Create a label +in your Gmail account
To add a label to your Gmail account (for example, "Family"):
- Go to Settings > Labels > Create New Label > "Family".
- Call us at 844-333-1910 to let us know the name of the label. Emails with that label will no longer be pulled into your Triage.
Create a rule to send specific emails to that folder:
- Next, create a rule to move any email you don't want pulled into Triage.
- Go to Settings > Filters & Blocked Addresses > Create a new filter
- Add the appropriate filters (in this example, specific email addresses) and then click on "Create filter with this search".
Then tick the boxes that will make the email skip your inbox and label them family.
In Office365 or Microsoft Exchange
Create a folder
To add a folder to your Outlook (for example, "Family"), right-click the parent folder you want to create the new folder in.
If you want a top-level folder (a folder at the same level as your Inbox), you would use your mailbox as the parent folder (recommended).
Create a rule to send specific emails to that folder
Next, create an inbox rule to move any email you don't want pulled into Triage.
- Choose the app launcher > Mail.
- Then, at the top of the page select Settings > Options > Organize email > Inbox rules.
- To create a new blank rule using the Inbox rules page, choose New.
- When the message arrives and: here add the email addresses (or any other criteria) you'd like the emails that will skip triage to have.
- Do the following: Use this box to select the action you want taken when a message arrives that meets the criteria you selected. In this case, skip inbox and move email to "Family".
Call us at 844-333-1910 to let us know once the folder and rule have been created, and advise us on the name of the folder the emails are going to. We'll ensure emails in that folder skip Triage.