#Migrate outlook quick steps how to

#Migrate outlook quick steps how to

I even have a HOW TO article on making automatic rules in Outlook. This newsletter is a first week back jam packed bumper edition. If you want to make your Outlook experience more efficient and less time-consuming, Quick Steps are a great place to start.Welcome to 2016! As I get older (and arenвЂ™t we all) donвЂ™t the years just seem to fly by! I hope you had a wonderful Christmas and New Year and are hard at it back at work! We havenвЂ™t gone through all of the possible actions you can add to a Quick StepВ because there are tons of them and itвЂ™s a pretty intuitive interface once you know how it works. This brings up a context menu where you can edit, duplicate, or delete the Quick Step.ДЄnd thatвЂ™s Quick Steps. You can also bypass the вЂњManage Quick StepsвЂќ window for individual Quick Step actions by right-clicking a quick step in the ribbon. Because you canвЂ™t undo this action, youвЂ™ll be shown a warning.В Click вЂњYesвЂќ to make the resetВ happen. It also removes any changes youвЂ™ve made to the default Quick Steps. Selecting the вЂњReset to DefaultsвЂќ option deletes any Quick Steps youвЂ™ve created and recreates any default Quick Steps you might have deleted. You can also change the order in which your Quick Steps appear on the Ribbon or create a new Quick Step.ДЇinally, thereвЂ™s the option to вЂњReset to Defaults.вЂќ Here youвЂ™ve got the option to edit, duplicate (which creates an exact copy of the selected Quick Step if you want a similar one but with a slight variation), or delete a Quick Step. This opens the вЂњManage Quick StepsвЂќ window. If you want to edit or delete a Quick Step, click the small arrow at the bottom right of the Quick Steps group on the Ribbon. Now all you have to do is select your messages and click the new QuickStep (or hit the shortcut key combo) to apply its actions. If you hover over the Quick Step, youвЂ™ll see the shortcut key you chose and any tooltip text you entered. Optionally, you can choose one of the built-in shortcut keys and add some text to be displayed when you hover over the Quick Step with your pointer (a brief description reminding your of the actions the Quick Step takes is helpful).Д¬lick вЂњFinish,вЂќ and your new Quick Step will appear in the Quick Steps box in Outlook. Select вЂњMark as readвЂќ from the drop-down menu. Next, click вЂњAdd ActionвЂќ to add a second action. Select the вЂњMove to folderвЂќ action and choose the folder to which you want messages moved. WeвЂ™re going to add two actions: one to move the message to a folder and one to mark it as read. When you click the вЂњChoose an ActionвЂќ drop-down menu, you get a list of possible actions, each of which may give you additional options to select. This opens up a new window where you can name your quick step and choose the actions you want it to perform. To add a new Quick Step, click the вЂњCreate NewвЂќ option in the Quick Steps box. If you havenвЂ™t got a message selected, for example, then only the вЂњTeam EmailвЂќ Quick Step is shown because the other defaults work on an existing message. Outlook only displays Quick Steps that are available. Replay & Delete:В Opens up a reply to the currently selected message and then deletes the currently selected message after you send the reply.The first time you use this one, youвЂ™ll have specify the folder, but from then on Outlook will remember your choice and send it to that folder every time you use the Quick Step. Done:В Marks the message as read and complete, and then sends it to a specified folder.If not, youвЂ™ll have to fill these in the first time you use these quick steps.) (If your email is managed by your employer then depending on how your Exchange administrators have configured your mailbox, Outlook may already know who your manager and team members are. Team Email:В Creates a blank message addressed to the members of your team.To Manager:В Creates a forwarded copy of the currently selected message with your managerвЂ™s address in it.Move to ?:В Opens a window for you to select a folder to which youвЂ™d like to move the message.You can click any of them to apply the included actions to a selected message. When you first start, youвЂ™ll see the default Quick Steps there. You can find Quick Steps on the вЂњHomeвЂќ tab of Outlook.