How to use Smart Mailboxes in Mail on Mac

When it comes to organizing your inbox in Mail on Mac, you definitely have options. One is to set up rules which lets you do about anything with your emails from move to flag to forward to delete. But there’s another option, Smart Mailboxes.

Smart Mailboxes are similar to rules in that you set up conditions for incoming messages to fall into a specific mailbox. What makes this feature nice is that you don’t have to head to specific folders for the emails you need. Plus, messages remain in their original inbox, but are collected in another mailbox for quick access.

If you’re new to Smart Mailboxes in Mail on Mac, this tutorial walks you through how to use them.

Create a Smart Mailbox

You’ll notice in sidebar of the Mail app that there is a Smart Mailboxes section. And you already have one by default, Today. The Mail app plops the emails you view for the current day into the Today mailbox for you. To see this mailbox, click Show next to Smart Mailboxes.

Creating your own Smart Mailbox is easy. Let’s use an example. Say you are starting a special project for your company and will be working with a certain team of people. You want all of the emails in one mailbox. Just follow these steps to create the Smart Mailbox.

1) Click either the plus sign next to Smart Mailboxes in the Mail app sidebar or Mailbox > New Smart Mailbox from the menu bar.

New Smart Mailbox in Mail on Mac

2) You’ll then get a pop-up window for you to enter the details for your Smart Mailbox. Start by giving it a name.

Create Smart Mailbox in Mail on Mac

3) Next, select either Any or All in the drop-down box for Contains messages that match (Any or All) of the following conditions. If you have more than one condition, Any means that any condition can apply for the message to be included. Whereas All means that all conditions must apply for the email to be included.

4) Now, set up your conditions. In the first drop-down box, pick how the email should be recognized. You have many options like subject, message is flagged, or contains attachments.

First Condition Smart Mailbox in Mail on Mac

5) The second drop-down box will have options depending on what you choose in the first drop-down. So, make your selection and enter any text next to it if needed.

We’re going to use Sender is a member of group in the first box. This lets us pick the project team we’ve set up in our Contacts list in the second box. So, any emails from Project X Group will go into our Smart Mailbox.

Created Smart Mailbox in Mail on Mac

6) Optionally, you can check the boxes for Include messages from Trash and Sent if you like.

7) If you’re finished, you can click OK and you’re ready to go. If you’d like to add more conditions, click the plus sign and follow the previous steps to add your criteria.

Add Conditions Smart Mailbox in Mail on Mac

Edit or Delete a Smart Mailbox

After creating your Smart Mailbox, you may discover that you would like to make a change. Maybe you want to add more conditions or remove one. Or, maybe your project is over and you no longer need the mailbox.

To edit or delete a Smart Mailbox, do one of the following

  • Right-click on the Smart Mailbox in the Mail sidebar and pick Edit or Delete (Smart) Mailbox.
  • Hold Control and click on the Smart Mailbox in the Mail sidebar and pick Edit or Delete (Smart) Mailbox.
  • Select the Smart Mailbox and click Mailbox > Edit or Delete (Smart) Mailbox from the menu bar.
Edit Delete Smart Mailbox in Mail on Mac

If you decide to edit the mailbox, you’ll see the same pop-up box for the Smart Mailbox that you did when you created it. Make your changes and click OK when you finish.

If you decide to delete the mailbox, you’ll receive a pop-up confirming the action. Click Delete to remove the mailbox.

Delete Smart Mailbox in Mail on Mac

Use Smart Mailbox folders

The Mail app lets you create Smart Mailbox folders to organize your Smart Mailboxes even further. Using our Project X example from above, let’s say you created additional Smart Mailboxes for Project Y and Project Z. You can create a Smart Mailbox folder to hold all three of those mailboxes for a cleaner sidebar view.

1) Click Mailbox > New Smart Mailbox Folder from the menu bar.

2) Give the folder a name and click OK.

New Smart Mailbox Folder in Mail on Mac

3) In the Mail sidebar, click and drag the Smart Mailboxes that you want to move into the folder.

Now you have a nice and neat Mail sidebar with an expandable folder for your related Smart Mailboxes.

Smart Mailbox Folder in Mail on Mac

Notes on Smart Mailboxes

  • Emails that enter your Smart Mailbox will still remain in their originating inbox.
  • If you take an action on an email in your Smart Mailbox, that action will apply to that message in its originating inbox.
  • If you use iCloud Drive, Smart Mailboxes are available on your other Macs.

Wrapping it up

Smart Mailboxes are handy for collecting related emails in one spot so that they’re easy to view and take action on quickly.

Are you going to set up any Smart Mailboxes on your Mac? Or, maybe you already use this feature and have some cool tips for our readers? Either way, feel free to leave a comment below!