The article explains what Quick Steps are in Outlook 365, Outlook 2021, 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.
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:
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.
Microsoft Outlook has five preset steps. You can find them on the Home tab, in the Quick Steps group:
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.
To get additional options, click the Options button at the bottom left corner, and then click Show Options underneath the To… box:
Now, you can set priority, flag the message, or specify email addresses for Cc and Bcc copies.
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:
In this example, our goal is to reply to a message with template, so we choose Reply All.
After all the customizations, our finalized Quick Steps template has the following look:
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:
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. If needed, you can recall a sent email.
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.
To manage your quick steps, click the dialog launcher arrow at the lower right corner of the Quick Steps group:
This will open the Manage Quick Steps window that provides you with the following options:
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:
Outlook Quick Steps are in a hidden folder within your mailbox or .pst file.
If you are using a POP3 account, you can simply import your original .pst file to a new computer, and Quick Steps will also travel with it (of course, if everything is done correctly). For more details, please see How to export and import a .pst file.
For Exchange users, no special actions are required - as soon as you configure your Exchange account on a new computer, your Quick Steps will be there.
For IMAP accounts, the migration is harder - you can use the MFCMAPI tool to access your mailbox data and export/import Quick Steps to a new computer.
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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