Save Time in Outlook With These 6 Customized Fast Step Examples | Tech Lada

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Utilizing Fast Steps in Microsoft Outlook, you’ll be able to click on a button to run a number of automated actions on an e mail you choose. Though Outlook offers you with some helpful pre-made Fast Steps, chances are you’ll need to create your personal.

By organising a customized Fast Step, you are able to do issues like transfer an e mail, create a process, and schedule a gathering with a single click on.

Learn how to create a customized fast step

To create your personal Fast Step, go to the Residence tab and choose the underside arrow within the Fast Steps field.

Arrow in the Quick Steps box

Select “Create New”. Alternatively, transfer your cursor to New Fast Step and select “Customized” from the popup menu.

Create new and custom in the Quick Steps menu

There are a number of classes to select from when making a customized Fast Step. Each presents helpful automation that may actually prevent time.

1. Current your message

You possibly can arrange a Fast Step with the File class, which lets you shortly transfer, copy, or delete an e mail.

RELATED: Learn how to delete a number of emails in Microsoft Outlook

Choose the Select an motion dropdown field and select an possibility within the Presentation part. Give your fast step a reputation on the high of the window.

quick steps presentation

In the event you select one of many elimination choices, you do not have to decide on anything.

Delete an email action

In the event you select Transfer to Folder or Copy to Folder, use the field beneath to pick the folder you need. That is helpful in case you usually transfer or copy emails to the identical folder.

Action Move to folder

You possibly can optionally assign a hotkey utilizing that dropdown field on the backside, in addition to insert tooltip textual content so you already know what the fast step does if you hover over it.

Quick Step Shortcut and Tooltip Text

Click on “End” to save lots of your new fast step.

2. Change e mail standing

If you wish to change the standing of an e mail to learn or unread or set significance, you need to use a fast change standing step.

Choose the Select an motion dropdown field and select an possibility within the Change state part. Then, give your quick tempo a reputation.

Quick steps to change status

In the event you select Mark Learn or Mark Unread, you do not have to pick anything.

Mark as read action

In the event you select Set significance, select the precedence from the subsequent dropdown field that seems. That is handy for shortly marking messages as necessary.

set importance action

Optionally assign a shortcut and add a tooltip, then click on “End” to save lots of the fast step.

3. Handle classes, duties and flags

Utilizing classes, duties, and flags, you are able to do numerous issues along with your e mail. Assign a class, connect a flag, or create a process. You may as well clear classes or tags or mark the message as full.

Choose the Select an motion dropdown field and select an possibility within the Classes, Duties, and Flags part. Then, give the fast step a reputation.

Categories, Tasks, and Flags Quick Steps

For example, we’ll select the Categorize Message motion. Then choose the class from the dropdown field beneath. Then, with one click on, you’ll be able to assign a class to the message.

Categorize Message Action

As one other instance, we’ll use the Create a process with message textual content motion. This can be a nice motion to make use of in case you handle your to-dos in Outlook. Then simply choose the Fast Step and you will notice a brand new process window open with the e-mail within the physique.

Create a task action

Optionally assign a shortcut and add a tooltip, then click on “End” to save lots of your fast step.

4. Reply, Reply or Ahead

With the Reply class, you’ll be able to compose a brand new message, ahead, reply or reply all, reply with a gathering, or ahead the e-mail as an attachment.

RELATED: Learn how to ahead an e mail as an attachment in Microsoft Outlook

Choose the Select an motion dropdown field and select an possibility within the Reply part.

Quick response steps

A great instance right here is forwarding the message as an attachment. That is excellent in case you are inclined to obtain emails that you just usually ahead to another person. Choose Ahead message as attachment within the Select an motion field. To fill within the remaining particulars at that time, you do not have to pick anything.

Forward Email as Attachment Action

To pre-populate the main points of the e-mail you’re forwarding, choose “Present Choices”.

Show options to forward a message

You possibly can then add something you need to the e-mail, together with the topic, branding, significance, and textual content. Simply bear in mind, these particulars apply each time you utilize Quick Cross.

Options to forward a message

Remember to identify the fast step and choose any further choices on the backside. Click on “End”.

5. Create an appointment

The Appointment class is good for messages you obtain that always result in conferences. You possibly can schedule a brand new assembly or create an appointment.

A formidable instance is creating a brand new assembly.

Quick steps for appointments

To arrange a clean assembly request that you just fill out on the spot, merely choose New Assembly from the Select an motion dropdown field and nothing else. To pre-populate assembly particulars, choose ‘Present Choices’.

Show options for a new meeting

Just like the Reply Fast Step above, you’ll be able to add elective particulars like attendees, subject, location, significance, and textual content. Once more, these particulars apply each time you utilize the quick cross.

Options for a new meeting

Give your quickstep a reputation and choose any further choices on the backside. Click on “End”.

6. Handle conversations

The final Fast Step class for customized actions is Conversations. With it, you’ll be able to all the time transfer messages within the dialog or simply ignore them.

RELATED: Learn how to toggle and customise the dialog view in Outlook

Choose the Select an motion dropdown field and select an possibility within the Dialog part.

Conversations Quick Steps

In the event you select to maneuver messages, please choose the placement within the dropdown field beneath. In the event you select to disregard the messages, you do not have to pick anything.

Always move message action

Give your fast step a reputation, select an possibility on the backside if desired, and click on “End.”

Learn how to use your fast step

After you create a customized Fast Step, you need to use it just like the pre-made choices. Choose the e-mail and go to the Residence tab. Select the motion within the Fast Step field within the Fast Step part of the ribbon. And that is it!

Quick steps on the Home tab

If the fast step strikes, dials, or responds, it would occur mechanically if you click on the button. In the event you arrange a Fast Step to ahead a message, create a process, or schedule an appointment, you may see a corresponding field seem, just like the Fast Step to create a process beneath.

Quick step new task

Whereas Guidelines in Outlook are nice for automating duties with out lifting a finger, chances are you’ll need to take an motion to carry out repetitive duties on particular emails. That is the perfect time to make use of Fast Steps.


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Save Time in Outlook With These 6 Custom Quick Step Examples

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