From the course: Outlook 2016 Essential Training
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Using Quick Steps to process messages
From the course: Outlook 2016 Essential Training
Using Quick Steps to process messages
- A quick step is a feature of Outlook in which you manually trigger a sequence of events to process a message. Unlike rules, which trigger automatically, you can easily trigger a quick step on whatever emails you like and what fits your needs at the time. Quick steps are on the home ribbon tab in the Quick Steps area. With your message selected, you can select the quick steps rule. For example, clicking to Manager will forward the selected email to your manager. The first time you use the tool, you'll be prompted to tell Outlook who your manager is. We can create a new quick step. For example, let's move this newsletter into a folder that I've already created called To Read. I'll click the drop down arrow on the More area of Quick Steps. I'll select New Quick Step, and I'll choose Move to Folder. I can give this one a name. I'll call this one To Read. Under Actions, I'll choose to move it to a folder, and then I'll select the folder that I've already created. I'm going to un-check…
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Using conditional formatting to change font and color3m 23s
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Creating follow-up flags and color categories5m 12s
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Organizing mail into folders2m 56s
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Using Quick Steps to process messages4m 41s
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Using mail rules to process messages4m 45s
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Cleaning up your mailbox4m 47s
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