00 353 1 2790020sales@olas.ie Olas: Professional, Direct, Clever & Helpful
Blog
Home / General / Automate repetitive tasks with Quick Steps in Microsoft Outlook

Automate repetitive tasks with Quick Steps in Microsoft Outlook

Quick Steps apply multiple actions at the same time to email messages. This helps you quickly manage your mailbox. For example, if you frequently move messages to a specific folder, you can use a Quick Step to move the message in one click. Or, if you regularly email a group with a standard email, a one-click Quick Step can automate the task.

The Quick Steps included with Microsoft Outlook 2013 can be customised. You can also create your own to make a Quick Steps gallery of mail actions that you take most often.

To Create a Quick Step to move emails to a Folder and to Categorise the email:

  1. From the Home tab click on Create New in the Quick Steps section.
  2. Name the Quick Step and Add an action to move to the Training Folder
  3. Add a second action to Categorise the email with the Orange category
  4. Click Finish
  5. One Click on the Quick Step named Move to Training and Categorise Orange will do that with just one click.

To Create a Quick Step to create a standard email (e.g. Weekly request for Time Sheets):

  1. From the Home tab click on Create New in the Quick Steps section.
  2. Name the Quick Step and Add an action to Create a New Email
  3. Click on the To button to populate the recipient addresses
  4. Click on the Show Options to display the Subject and Text fields of the email
  5. Type in the subject of the standard email
  6. Type in the text of the standard email. (This can be added to / amended when sending)
  7. Click Finish
  8. One Click on the Weekly Timesheets Quick Step will generate a new email addressed to your recipients with subject and text filled in.
Contact Us

Drop us a line, include your contact details and we will get back to you as soon as possible.