Like macros, Outlook Quick Steps perform actions on a selected email message. In this video, learn how to create and use custom Quick Steps to perform a series of tasks on demand.
- [Instructor] I don't need to be content … with the built-in quick steps, … I can create new quick steps. … I can either click the dropdown … and choose New Quick Step, … and choose a particular type … or I could choose Manage Quick Steps … and go from there … or I can simply click Create New. … Three choices right here … but I'm going to choose a new quick step … very similar to the quick step … for my Onboarding folder. … I want to also be able to quickly mark things as read … and move them to Staff Survey. … So this would be a Move to Folder. … Contrast that with New E-mail To … which is the template that is being used … for a new email to team or Forward To … which is the template that is used … for To James McBee or Forward to Manager. … I'm going to choose Move to Folder … and I'm going to name this Move to Staff Survey. … The folder I want to choose is Staff Survey. … I want to mark this item as read and click Finish. … And again, the beauty is I'll never have … to make those choices again. …
Author
Gini von Courter
Released
10/4/2019- Customizing and using categories
- Email management
- Adding a column to a view
- Sorting and filtering in a view
- Conditional formatting
- Using custom search folders
- Customizing and using categories
- Setting AutoArchive options
- Creating custom Quick Steps
- Creating rules from scratch or from messages
Skill Level Intermediate
Duration
Views
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Introduction
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Email management2m 30s
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1. Review Messages
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Use the Focused Inbox2m 22s
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Use the Reading Pane4m 41s
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Ignore a conversation2m 27s
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Use Mailbox Cleanup2m 51s
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Add an app2m 4s
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2. Put Views to Work
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Add a column to a view2m 19s
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Filter a view1m 44s
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Save a view2m 10s
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3. Get Organized with Folders and Catetgories
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Create Inbox folders4m 36s
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Move or copy messages3m 18s
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Use custom search folders2m 13s
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Customize and use categories5m 40s
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Set AutoArchive options4m 44s
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4. Automate Actions with Rules and Quick Steps
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Flag an email4m 36s
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Use a built-in Quick Step3m 32s
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Create a custom Quick Step2m 23s
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Create a rule from a message2m 29s
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Create a rule from scratch4m 32s
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Edit and manage email rules4m 11s
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Conclusion
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Next steps1m 13s
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Video: Create a custom Quick Step