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:
- From the Home tab click on Create New in the Quick Steps section.
- Name the Quick Step and Add an action to move to the Training Folder
- Add a second action to Categorise the email with the Orange category
- Click Finish
- 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):
- From the Home tab click on Create New in the Quick Steps section.
- Name the Quick Step and Add an action to Create a New Email
- Click on the To button to populate the recipient addresses
- Click on the Show Options to display the Subject and Text fields of the email
- Type in the subject of the standard email
- Type in the text of the standard email. (This can be added to / amended when sending)
- Click Finish
- One Click on the Weekly Timesheets Quick Step will generate a new email addressed to your recipients with subject and text filled in.
