Outlook Quick Steps: how to create and use

The article explains what Quick Steps are in Outlook 365, Outlook 2019, Outlook 2016 and Outlook 2013, and how to integrate them in your email workflow to automate repeated actions and eliminate unnecessary clicks.

When doing the same things day in and day out, most irritating is the necessary do it from scratch every time. What would you say if instead of tedious multi-step processes you could accomplish your email routines with a button click? It is what Outlook Quick Steps are all about.

Outlook Quick Steps

Quick Steps in Outlook are kind of shortcuts that let you perform a certain sequence of actions with one click.

For instance, if you frequently move or copy incoming messages to some folder for later review, a quick step can expedite the task. Or you can automatically send a reply and delete the original message, so your inbox won't get cluttered with irrelevant emails. What is especially useful is the ability to include multiple actions in a single step. For example, you can have a message moved to a specific folder, marked as unread, forwarded to your team-mates, and Bcc'ed to your manager, all with one shortcut!

Another great feature of Quick Steps is that they are fully customizable, so you can automate almost any routine operations with a custom command.

To set up Quick Steps in your Outlook, you can choose one of the following approaches:

  • Customize the default steps.
  • Create your own one.
  • Duplicate and edit any of the existing steps.

Further on, we will discuss each option in detail, so you can jump into using this awesome feature right away.

Quick Steps are available in all modern desktop versions including Outlook 365, Outlook 2019, Outlook 2016 and Outlook 2013. In Outlook Online, this feature is not supported.

Default Quick Steps in Outlook

Microsoft Outlook has five preset steps. You can find them on the Home tab, in the Quick Steps group:
Outlook Quick Steps

  • Move to - moves the selected email to a specified folder and marks it as read.
  • To Manager - forwards the selected message to your manager. If your organization uses Microsoft 365 or Exchange Server, the manager's name may be located in the Global Address List and inserted in the To box automatically; otherwise you can specify it manually.
  • Team Email - forwards the selected message to your colleagues. Depending on how your Exchange Server administrator configured your mailbox, the addresses of your team members may be detected and filled in by Outlook. If not, you will have to fill them in yourself.
  • Done - marks the message as read and complete, and then moves to a specified folder.
  • Reply & Delete - opens up a reply to the selected message, and then moves the original message to the Deleted Items folder.

These predefined steps are almost ready for you to use, "almost" is the key word here. When attempting to use an inbuilt quick step for the first time, you will be prompted to configure it. But don't feel discouraged - the configuration is no more difficult than selecting a target folder or supplying an email address. To get a better idea of how it works, let's look at a practical example.

Let's say you want to forward a given message to your manager. You click on the To Manager step, and the First Time Setup window appears. What you need to do is just type the manager's email address in the To… box and click Save.
Configuring a default quick step in Outlook

To get additional options, click the Options button at the bottom left corner, and then click Show Options underneath the To… box:
Getting additional options

Now, you can set priority, flag the message, or specify email addresses for Cc and Bcc copies.
Customizing a default quick step

Tips:

  • To incorporate more actions in the same step, click the Add Action button.
  • To have a quick step executed without taking your hands off the keyboard, you can assign a certain key combination to it - see the Shortcut key box near the bottom of the window.

How to create Quick Step in Outlook

If none of the inbuilt steps automates a set of actions you need, you can easily create your own one. To set up a quick step from scratch, this is what you need to do:

  1. In the Quick Steps box, click Create New.
    Creating a new quick step in Outlook
  2. In the Edit Quick Step dialog box, the very first thing you do is name your step. For this, type some descriptive text in the Name field, for example Reply & follow up.
    Name a custom quick step.
  3. Next, choose the action you want to perform. Click the Choose an Action drop-down box, scroll through the list, and pick the relevant one. Some actions will give you additional options to select later.

    In this example, our goal is to reply to a message with template, so we choose Reply All.
    Choose the action to perform.

  4. To configure your response, click the Show Options link under the To… field, and then enter your reply in the Text box. Optionlly, you can add Cc and/or Bcc recipients, flag the message, and set priority. Because we do intend to follow up, we set Fag to This Week.
    Configuring a quick step email template
  5. If your quick step is not supposed to be limited to just one action, click the Add Action button and choose the second action. In our case, it's moving a message to the Follow up folder.
    Choose one more action for a quick step.
  6. In a similar manner, set up all other actions you wish to carry out. For example, you can forward the original message to your peers or forward the email as an attachment to your supervisor.
  7. Optionally, assign one of the predefined shortcut keys to your quick step.
  8. Optionally, type a tooltip to be displayed when you hover over this quick step with your mouse (this could be especially helpful when you have a lot of different items).

    After all the customizations, our finalized Quick Steps template has the following look:

    • It performs three actions: reply with template (1), move the original message to a special folder to follow up later (2), forward the message to colleagues (3).
    • It can be triggered by pressing the Ctrl + Shift + 1 shortcut (4).
    • A tooltip reminding what this quick step actually does will appear when you hover the cursor over it (5).
    • A fully configured Outlook Quick Step template

  9. When done, click Finish, and your newly created quick step will immediately appear in the ribbon.
    A custom Outlook Quick Step

How to duplicate an existing quick step

In situation when you want to create a quick step very similar to the one you already have but with a slight variation (e.g. forward a message to another person or move to a different folder), the fastest way is to duplicate an existing item. Here's how:

  1. In the Quick Steps group, click a small arrow More icon at the bottom right corner.
  2. In the Manage Quick Steps window that opens, select the step you want to copy and click Duplicate.
    Duplicating an existing quick step
  3. In the Edit Quick Step, type a different name, change the actions as needed, and click Finish.

How to use Quick Steps in Outlook

To perform the actions included in a quick step, simply select the message, and then either click the quick step on the ribbon or press the keyboard shortcut assigned to it.

Please be aware that not all actions are executed silently. In case of Reply or Forward, a reply or forwarded message will open, so you can review it and make changes in needed. A message will go out only when you click the Send button.

Only the steps that are available at a given time are active. Those that are unavailable are greyed out indicating that you cannot use them right now. For instance, if no message is selected, of all the built-in steps, only Team Email will be active because the other defaults are applied to an existing message.

How to manage, modify and delete Quick Steps

To manage your quick steps, click the dialog launcher arrow at the lower right corner of the Quick Steps group:
To manage Outlook Quick steps, click the dialog launcher arrow.

This will open the Manage Quick Steps window that provides you with the following options:

  1. Edit - change an existing quick step, either the default or your custom one.
  2. Duplicate - make a copy of the selected quick step.
  3. Delete - permanently remove the selected item.
  4. Up and down arrows - re-arrange your quick steps on the ribbon.
  5. New - create a new quick step.
  6. Reset to Defaults - restore the default quick steps to their initial state and delete the ones you've created. Because this action cannot be undone, please think carefully before making the reset happen.
  7. Manage, edit or delete Quick Steps.

Aside from the Manage Quick Steps dialog window above, you can quickly change, copy or delete a particular item by right-clicking it and choosing an action from the context menu:
To change or delete a particular quick step, right-click it and choose an action from the context menu.

That's how to create and use Quick Steps in Outlook. I thank you for reading and hope to see you on our blog next week!

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