Here is what that Quick Step would look like: Scenario 2 Your inbox), AND you want it marked as Read. Message with your To Read category, move the message to a specific folder (decluttering You can create a Quick Step to Categorize the incoming Say you also want to categorize this with a specific category in Outlook for quick reference. You don’t have time to read it when it comes in but you also don’t want it littering your inbox. Let’s say you regularly receive newsletters or blog posts in an email from other experts in your field.
Quick Steps would mostly be useful when multiple steps need The Tooltip is the text that appears when you hover over Not setting a shortcut until you know this Quick Step is going to be used oftenĮnough to need one. There are a select few options for shortcut keys, I recommend Optional but can be helpful depending on your use of the Quick Step. There is a place for a shortcut and a Tooltip Text. Once you have your actions in place, notice at the bottom If you want to add multiple steps, Select Add Action. Then select the Actions drop-down box to begin adding steps. At quick sight you canĬhoose a quick step based on it’s icon instead of reading the label. This isn’t just to be cute, icons serve a purpose. Now that you’re in the Edit Quick Step window, let’s look atįirst of all, you can change the icon for your quick step.Ĭlick the default icon that looks like a lightning bolt to see the options. Next, select New at the bottom left then Custom. Start by selecting the Manage Quick Steps button at theīottom left of the Quick Steps section, found on the Home Ribbon. You can make your own quick steps! Based on your personal workflowsĪnd needs you can set quick steps to automate many of your tasks. The above steps can be useful, but maybe not what you want To the selected message and delete it from your inbox. Reply & Delete: This quick step will open up a new reply You will need to set the specified folder the first This quick step will start a new email to your Team.ĭone: This marks the selected message as complete and sends You will need to set the email addresses of your Team, but from then forward pressing Team Email: Same as the one above, the first time you use it Step, it will forward the selected message to your manager. From then on every time you press this quick To Manager: The first time you use this, you will need to set Move to: This opens a window for you to select a folder to There are several defaults available for you. Multiple steps that run at the press of a button. Quick steps are little automated processes that can take One of those things is using Quick Steps. That’s because automation is incredibly useful, they save time, and in turn… MONEY! There are many features in Outlook that can help your email workflow. We talk a lot about automation that can be done using your Microsoft 365 apps on this blog.
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