When you run an Outlook Quick Step, it performs actions on an email message. In this video, learn how to use Outlook's built-in Quick Steps such as Team Email, Done, or To Manager.
- [Instructor] When you're working with an email folder, … you'll notice that the Home tab of the ribbon … includes Quick Steps. … There aren't quick steps for the calendar or tasks … or the other Outlook applications, only for email. … And Quick Steps are like a macro … that you might record in Word or Excel. … However, Quick Steps always require you to fire them up. … There are some built-in quick steps … like To Manager, Team Email, Done, and so on, … and we're going to focus on those here. … If, for example, I have an email … and I want to forward it to my manager, … I can make it really easy, … something I can do in just two clicks. … The first time I use it, I choose To Manager, … and I will be prompted with a pretty logical question: … who's your manager? … Now it filled in Joe Admin, that's not actually the case. … My manager is James McBooth and I'm going to double-click … to drop James in, click OK. … I can change the name to James McB and click Save. … And I have now saved my quick step. …
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: Use a built-in Quick Step