If you’re not utilizing the Task functionality within Outlook, you should try it.
#BEST OUTLOOK QUICK STEPS HOW TO#
That’s it for the basics! Now you know how to create a quick step in Outlook. One less email taking up real estate in your inbox. If you navigate back to your inbox, you will see that the email is no longer in your inbox but filed away in the folder you selected. From here you can assign a category, add a start/end date, set a reminder and a host of other options. To test the Quick Step, I navigated back to my inbox, highlighted a message and clicked Ctrl + Shift + 1Ī “New Task” dialog will open with a copy of the email in the body. I selected a Shortcut key, entered an optional “Tooltip text” and clicked Save. I then clicked on Add Action and selected “Move to folder” and selected the desired folder (Archive). For this example, I entered “Task Creator” and then selected “Create a task with attachment” in the Actions section.
In the pop up dialog box, select New > Custom > OKĬlick on the default Icon next to “Name” and select an Icon of your choosing.Īdd a name to your Quick Step. In the ribbon, click on the small box with an arrow in the Quick Steps section. In this tutorial I will demonstrate how to create a Quick Step in Outlook that will perform two actions paste the email into an Outlook Task, then file the email into a designated folder and out of your inbox. Quick Steps can perform a number of actions. With Microsoft Outlook’s “Quick Steps” you can develop a system to help you get organized and never miss that important email again. Our inbox grows out of control and sooner or later we allow an important email to get lost in the “inbox jungle”.
Disclosure: Some of the links below are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.Īre you an inbox hoarder? We’ve all been there.
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