Utilizing
Quick Steps
Automate common or
repetitive tasks with Quick Steps
Quick Steps is a
new feature in Microsoft Outlook 2010 that applies multiple actions at the same
time to email messages. This helps you 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 or peers, a one-click Quick Step can simplify the task.
The Quick Steps
included with Outlook 2010 can be customized. You can also create your own to
make a Quick Steps gallery of mail actions that you take most often.
Default Quick
Steps
You can customize
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.
Default Quick
Steps in Outlook 2010 include the following:
|
Quick Step
|
Action
|
|
Move to:
|
Moves the selected message to a mail folder that you specify and
marks the message as read.
|
|
To Manager
|
Forwards the message to your manager. If your organization uses
Microsoft Exchange Server, 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. If your
organization uses Microsoft Exchange Server, 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.
|
To configure or
change existing Quick Steps, do the following:
1.
In Mail, on the Home tab, in the Quick Steps
group, click the More 
arrow at the side of the Quick Steps box, and then click Manage
Quick Steps.
2.
In the Quick Step box, click the Quick Step that you want
to change, and then click Modify.
3.
Under Actions, change or add the actions that you want this
Quick Step to do.
4.
If you want, in the Shortcut key box, click a keyboard
shortcut that you want to assign to that Quick Step.
5.
If you want to change the icon for a Quick Step, click an icon
next to the Name box, click an icon, and then click OK.
Create a Quick
Step
1.
In Mail, on the Home tab, in the Quick Steps
group, in the Quick Steps gallery, click the Create New Quick
Step.
2.
Click an action type from the list or click Custom.
3.
In the Name box, type a name for the new Quick Step.
4.
Click the icon button next to the Name box, click an icon,
and then click OK.
5.
Under Actions, choose an action that you want the Quick
Step to do. Click Add Action for any additional actions.
6.
To create a keyboard shortcut, in the Shortcut key box,
click the keyboard shortcut that you want to assign.