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Filter Setup

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Overview of Contact Groups

Filter Setup

By setting up mail filters, you can have all of your calendar notifications (meeting invitations, meeting modifications, responses and share notifications) placed into one or more folders that are separate from your inbox.

For calendar owners whose meetings are managed by delegates: If your calendar is completely managed by a delegate, it is highly recommended that you filter your calendar notifications into a separate folder from your inbox. You can then share the mailbox folder with your delegates in order for them to follow up on meeting invitations on your behalf.

  1. Navigate to the Preferences tab in SFU Connect.

    Preferences Tab
  2. Under Preferences, click on the Mail Filters tab.

    Mail Filters Tab
  3. Next, click on New Filter button.

    New Filter
  4. The Add Filter menu should appear.

    New Filter Menu
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    Filter for New/Modified Meeting Notifications

  6. Enter a descriptive name for the filter, e.g., New/Modified/Cancelled Meetings. Leave it set to If any of the following conditions are met.

    Name the filter

  7. For the condition, choose 'Calendar Invite' and 'is requested'.

    Condition

  8. Under the Perform the following actions: section, choose File into folder.

    File into Folder

  9. Click the BrowseĂ– button to view your mailbox folders.

    Click Browse

  10. The Choose a Folder menu should appear. Click on New.

    Click New

  11. The Create a New Folder menu should appear. Type in a name for the new folder, e.g., Meeting Notifications. Click OK to create the new folder.

    Name the Folder

  12. The new folder should appear highlighted in the Choose a Folder menu. Click OK to choose Meeting Notifications as the destination folder.

    Choose Notifications

  13. On the Add Filter menu, click OK to save the filter.

    Save filter

  14. Your filter has now been saved and should appear in your list of Mail Filters. All future email notifications of new or modified meeting requests will now be placed in your Meeting Notifications folder.

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    Filter for Responses to Meetings

  16. Enter a descriptive name for the filter, e.g., Responses to Meetings. Leave it set to If any of the following conditions are met.

    Responses to Meetings

  17. For the condition, choose Calendar Invite' and 'is replied'.

    Condition

  18. Under the Perform the following actions: section, choose File into folder.

    File into Folder

  19. Click the Browse button to view your mailbox folders.

    Click Browse

  20. The Choose a Folder menu should appear. If you have already created a Meeting Notifications folder, click on it to choose it, click OK and click OK in the Add Filter menu to save it.

    Otherwise, if you would like to store meeting cancellations in a separate folder, click on New to create a new folder (e.g., Meeting Responses) and follow steps 10 through 13 of this guide.

    Choose a Folder



  21. There should be two different filters in your Mail Filters listing once you have followed this guide.

    Two finished Mail Filters

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    Sharing Folder(s) with Delegates

  23. When you return to the Mail tab in SFU Connect, you can now share the folders youve created to your delegates. To do this, right click on the folder and choose Share Folder.

    Right click folder share folder

  24. The setup of a folder share is very similar to sharing a calendar. To view step by step instructions on how to do this, see the Sharing Calendars How-To Guide.

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Related How-To Guides

For instructions on how to:

  • Set up contact groups, see 'Creating and Using Contact Groups'
  • Respond to a meeting invitation, see 'Responding to Meeting Invitations'

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