Microsoft Outlook Quick Steps

  1. Microsoft Outlook Quick Steps

Quick Steps are customizable shortcuts that you can use for simple tasks or groups of tasks, such as easily sending a message to a group, or marking an email as read while also moving it to another folder. Customizable Quick Steps allows you to use Outlook exactly how you need, to make life easier.

Set Up Quick Steps

Many built-in Quick Steps will require you to set them up the first time you try to use them.

  • To use the Quick Step, just select an email and use your keyboard shortcut, or click the appropriate icon from the Quick Step menu. Microsoft Outlook Tips Previous Tip.
  • Microsoft Outlook 2016 training video on how to use the Quick Steps feature which takes common tasks that require or involve multiple actions, and combining.
  • Feb 23, 2014 Outlook Quick Steps is a new feature introduced in Microsoft Outlook 2010; useful to apply multiple actions (quick steps) on mail messages. With this we can easily and quickly manage out mail messages.

In the Quick Steps group, select the More arrow at the side of the Quick Steps box to open Manage Quick Steps. In the Quick Step box, select the Quick Step that you want to change, and then select Edit. Under Actions, change or add the actions that you want this Quick Step to do. Outlook Quick Steps, which was introduced in Microsoft Outlook 2010, is a handy feature that allows you to automate repetitive tasks in Outlook. Think of them as an automated way to perform a multiple series of individual steps in Outlook. Examples of how to use Quick Steps.

  1. Expand the Quick Steps group, if necessary.
  2. Select a Quick Step.

    Different Quick Steps will require different information to run the first time. You may need to specify email addresses, inbox folders, or other settings.

  3. Fill out the First Time Setup dialog box.
  4. Click Save.

The built-in Quick Step is configured, and now when it is clicked, the corresponding action is performed.

Microsoft Outlook Quick Steps

Add a New Quick Step

If none of the built-in Quick Steps do what you want, you can create a new one.

  1. Expand the Quick Steps group, if necessary.

    If the Quick Steps group is expanded, click the More button to see the Quick Steps gallery.

  2. Select Create New.

    A new blank Quick Step is started.

  3. Choose the settings for your Quick Step.

    Give the new Quick Step a name, then click the list arrow under the Actions header and select an action that you want to include in the Quick Step. Some actions may require you to set some additional options.

    You can add more actions by clicking the Add Action button.

  4. Click Finish.

The Quick Step is created and will appear in the Quick Steps gallery.

Edit Quick Steps

Microsoft Outlook Quick Steps

You can also change an existing Quick Step’s actions.

What
  1. Expand the Quick Steps group, if necessary.

    If you see the Quick Steps group expanded, click the More button.

  2. Select Manage Quick Steps.

    The Manage Quick Steps dialog box displays all your Quick Steps.

  3. Select a Quick Step.
  4. Click Edit.
  5. The Edit Quick Step dialog box opens, showing all the actions used in the selected Quick Step.

  6. Edit the Quick Step’s actions.

    You can modify existing actions, add extra actions, or delete unwanted actions.

  7. Click Save.
  8. Click OK.

The selected Quick Step is updated.

Microsoft Outlook Quick Steps

You can restore your default Quick Steps by clicking the Reset to Defaults button in the Manage Quick Steps dialog box.