From the course: Modern Project Management in Microsoft 365

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Automate project emails with Quick Steps

Automate project emails with Quick Steps

From the course: Modern Project Management in Microsoft 365

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Automate project emails with Quick Steps

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- [Instructor] Need to automate the process of sending a report or something else by email? You can with a feature called quick steps. To use quick steps, you need to be working in a desktop Outlook app, such as Outlook 2019 or Outlook 365. Let's get started here with the home ribbon. We're looking for the group titled, quick steps. In this quick steps group area is a gallery. If we select the bottom arrow here to expand the gallery, we can see a list of quick steps that are ready for you to configure. Think of these like templates that you just need to build a little bit of actions into. A quick step is a series of actions that will be performed with one click or one selection of that quick step from the gallery area. Now we could configure some of these, like moving a selected message to a specific folder or replying and deleting an original message. We need something a little more customized than these templates that…

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