The Quick Step feature in Outlook allows users to perform multiple actions on one or more email messages with one click. Outlook includes default Quick Steps such as Move To, Team Email, To Manager, Reply and Delete and Done. You can edit, delete, and change the default Quick Steps name in the Gallery; you can also add new Quick steps to the Gallery.
How to use Quick Steps in Outlook
The default Quick Steps in Outlook are:
- Move to: Move a specific email to a folder after making the email as read.
- To Manager: Forward your selected email to your manager.
- Team Email: Creates a new email to your team.
- Done: Mark the selected email as complete moves the email to a folder, and marks the email as read.
- Reply and Delete: Replies to the sender and delete the original email.
How to create a Quick Step in Outlook
Open Outlook.
On the Home tab in the Quick Steps group in the Quick Steps gallery, click Create New.
An Edit Quick Step dialog box will open.
Inside the dialog box, you can name the Quick Step by clicking in the Name box and give it a name.
You can choose the Action you want your Quick Step to perform by clicking the drop-down arrow for Choose an Action list box and select an option.
You can select the Add Action button to add another Action.
To remove the Action, click the Bin icon.
You can choose a shortcut for the Quick Step Action you just created by clicking the list box for the Shortcut Key and selecting a default shortcut key.
You add a Tooltip Text, which will show up whenever you hover the text over the Quick Step you created.
Then click Finish.
The Quick Step you created will be displayed in the Gallery.
How to edit an Outlook Quick Step
There are two methods you can edit your Quick Step.
Method one right-click the Quick Step icon you created and select Edit.
The Edit Quick Step dialog box will open.
Make Changes and click Save.
The second method is to click the small arrow at the bottom right of the Quick Steps group.
A Manage Quick Steps dialog box will open.
Click the Quick Step you want to edit, and click the Edit button.
The Edit Quick Step dialog box will pop up.
Inside the dialog box, make your changes and click Save.
Then Ok.
How to delete a Quick Step in Outlook
There are two methods you can edit your Quick Step.
Method one is to right-click the Quick Step icon you created and select Delete.
A message box will pop up asking you for permission to delete the Quick Step permanently; click Yes.
Method two is to click the small arrow at the bottom right of the Quick Steps group.
A Manage Quick Steps dialog box will open.
Click the Quick Step you want to delete, and click the Delete button.
Then Ok.
The Quick Step is deleted from the Gallery.
We hope this tutorial helps you understand Quick Steps in Outlook.
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