Join Gini von Courter for an in-depth discussion in this video Creating custom Quick Steps, part of Outlook 2013: Efficient Email Management.
- I don't need to be content with this small number…of quick steps that were created for me.…I can create new quick steps.…I can either click create new to open…the dialogue box, or to get a little bit…of a head start, I can click the drop down…and say new quick step and choose the type I want.…So if what I want is a quick step that's going…to forward or going to categorize, I can do that…by starting with one of these…and then adding more actions as I go along.…I'm going to choose a forward to,…and what I want to do is to be able…to quickly manage items that come in…that someone on my team needs to handle,…but that I also want to keep to review later.…
So think of these as informational items,…or hey, it's time to apply a patch to a server,…that kind of thing.…So I'm calling these team news,…and I'm going to forward these to my team,…that's the first item.…So the folks who are going to do this,…these types of things are done by Coleen,…but also right now are being done by Rob Molina.…So I have the two of those folks who are responsible.…
Author
Released
10/28/2014Find the Outlook 2010 version of this course here.
- Viewing messages by conversation
- Ignoring a conversation
- Tagging messages with flags and categories
- Arranging email by date or by sender
- Creating inbox folders
- Customizing and using categories
- Creating a search folder
- Creating Quick Steps and email rules
Skill Level Beginner
Duration
Views
Related Courses
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Getting Things Done
with David Allen1h 32m Beginner -
Outlook 2013: Tips, Tricks, and Shortcuts
with Gini von Courter3h 55m Intermediate
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Introduction
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Welcome53s
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Navigating in Outlook2m 17s
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1. Reviewing Email
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Using the Reading pane4m 19s
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Marking messages2m 18s
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Ignoring a conversation1m 55s
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Using Mailbox Cleanup3m 26s
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2. Putting Views to Work
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Saving a view5m 34s
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Modifying view settings3m 44s
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3. Getting Organized with Folders, Search, and Categories
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Creating inbox folders4m 11s
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Adding a folder to Favorites1m 51s
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Setting AutoArchive options4m 47s
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Viewing archive data files2m 42s
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4. Automating Actions with Rules and Quick Steps
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Creating custom Quick Steps3m 55s
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Creating a rule from scratch5m 46s
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Managing email rules4m 31s
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Using automatic replies7m 54s
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Conclusion
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Next steps1m 12s
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Video: Creating custom Quick Steps