Outlook 2010 - Automate tasks with Quick Steps
If you perform certain tasks on a regular basis, Quick Steps can help you to 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 forward messages to your manager, a one-click Quick Step can simplify the task.
Default Quick Steps
Outlook already has six default Quick Steps. They are:
|
Quick Step |
Action |
|
Move To |
Moves the selected message to a mail folder you specify and
marks the message as read. |
|
To Manager |
Forwards the message to your manager. Your manager's name is detected in the Global Address List and inserted in the "To" box, or you can specify the recipient. |
|
Team E-Mail |
Forwards the message to others in your team. Your team members names are
detected in the Global Address List and inserted in the "To" box. |
|
Done |
Moves the message to a specified mail folder, marks the
message complete, and then marks it as read. |
|
Reply & Delete |
Opens a reply to the selected message, and then deletes the
original message. |
|
Create New |
Create your own Quick Step to execute any sequence of commands, name it, and then apply an icon to help you identify it. |
| Tip! You can customise any of the default Quick Steps. When you use some Quick Steps for the first time, you are prompted to configure them. For example, if you want a Quick Step to move messages to a certain folder, you must specify the folder before you can use the Quick Step. |
To configure or change existing Quick Steps:
- In Mail, select the Home tab.
- In the Quick Steps group, click the More arrow.
- Then select Manage Quick Steps.
- In the Quick Step box, click the Quick Step that you want to change, and then click Edit.
- Under Actions, change or add the actions that you want this Quick Step to do.
- Click on the To box and locate your manager and add his/her email address.
|
Tip! For more options, click on the Show Options link (For example, automatically add a subject to the Subject line). 
|
- If you want, in the Shortcut key box, click a keyboard shortcut you would like to assign to that Quick Step.
Create a Quick Step
- In Mail, click on the Home tab.
- In the Quick Steps group, click the More arrow.
- From the drop down list, select New Quick Step.
- Choose an action type from the list or click Custom.
- In the Name box, type a name for the new Quick Step.
- Under Actions, choose an action that you want the Quick Step to do. Click Add Action for any additional actions.
- To create a keyboard shortcut, in the Shortcut key box, click the keyboard shortcut that you want to assign.
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Page last modified on 27 oct 10 16:03
