How To Create, Manage And Use Quick Steps In Microsoft Outlook

If you want to perform multiple actions on a single email message with just one click then Microsoft Outlook’s Quick Steps can be helpful for you. Suppose you are in a meeting and you receive an email, you do not have time to go through the email and reply right away. In this scenario, you can send a quick response in a single click using quick steps. Don’t you think it is helpful? In this article, we will learn how to create, use, edit, and delete quick steps in outlook.

Before creating a new quick step it is good to know that there are a few quick steps already included in Outlook by default.

Default Quick Steps

 

To Manager – If you want to forward the selected email to your manager then you can click on this quick step.

Team Email – It creates a blank message for your team members.

Done – Marks the message as read and moves it to a specified folder.

Reply & Delete – A blank reply message will open and after you send the reply, the original message will be deleted.



You can use them by selecting the email message for which you want to apply the quick steps and then clicking on the above appropriate quick step.

Create And Use Quick Steps In Outlook

 

Step 1: Open the Microsoft Outlook

Step 2: In the Quick Steps group click on Create New. It opens the Edit Quick Step window.

 

Create New

 

Step 3: Give a name to the quick step in the Name field.

 

Quick Step Name

 

Step 4: Select an action to your quick step from the actions drop-down list. Here I will select Set Importance from the drop-down.

 

Drop Down

 

Step 5: You can add multiple actions by clicking on the Add Action button and then selecting an action from the drop-down list. Here I will select Reply from the dropdown.

 

Add Action

 

Step 6: Click on Show Options and fill in the additional details for your response.

 

Show Options

 

Step 7: There are different options like subject, text, shortcut key, importance, etc. You can set them if required. For example, here I will enter a message ‘Thanks. Will get back to you’ as a response in the text field.

Step 8: You can also automatically send the text by clicking on the checkbox beside automatically send after 1 min delay.

 

Automatically Send Message

 

Step 9: Update if you require any additional options like the flag, importance, shortcut key, etc and once the settings are done click on Finish.

Step 10: Now the quick step is created and you can see it above in the Quick Steps group.

 

Created Quick Step

 

Step 11: To use it, click on the email message for which you want to use the quick step. Click on the quick step you created, and the settings are applied to that message.

Edit The Quick Step

 

Step 1: To edit the quick step you can right-click on the quick step that you have created and select Edit from the list.

 

Edit Quickstep

 

Or you can also click on the small arrow at the right bottom corner in the Quick Steps window. This will open a Manage Quick step window, select the particular quick step from the left then click on Edit.

 

Edit Quick Step

 

This will open a Manage Quick step window, select the particular quick step from the left then click on Edit.

 

Edit Quickstep



 

Step 2: Make necessary changes and click on OK

Step 3: Once done, to save it click on the Save button.

Delete The Quick Step

 

Step 1: To delete the quick step you can right-click on the quick step that you have created and select delete from the list.

 

Delete

 

Or you can also click on the small arrow at the right bottom corner in the Quick Steps window. This will open a Manage Quick step window, select the particular quick step from the left then click on Delete.

 

Delete Quick Step

 

Step 2: A pop-up window will appear asking for the confirmation, click on yes. Click on OK. And it is deleted.

That’s it! I hope this article is easy to follow and helpful. Thank you!!