Take action on your Outlook emails at the click of a button (QuickSteps)

By: standss , Apr 8th, 2015

You can reclaim a lot of your time and energy wasted on emails by automating repetitive tasks. Outlook has a built-in feature called Quick-Steps that makes it easy to create your own automations.

The easiest way to show you the power of QuickSteps is with an example.

Our company owns a property that is rented out. The property is managed by another company for us. When any repairs etc need to be carried out, they get the appropriate vendors to come in and do the work. Once the work is successfully completed they send us a copy of the vendor’s invoice so that we can pay the vendor directly. These emails are usually sent to me.

When I receive these emails, and assuming that everything is OK, I do the following:

1.       Forward the email to my Accounts person and advise them to make the payment (Click Forward, type the person’s email address, type Please Pay and then click Send)

2.       File a copy of the original email in a folder inside Outlook called Properties. (This can be done by dragging and dropping or using QuickFile for Outlook.

You can use QuickSteps to reduce all of the above to the CLICK OF ONE BUTTON.

Creating the QuickStep

On the Home tab of the Ribbon, click QuickSteps-New QuickStep -Forward To

image001

Enter an appropriate name.

If I only wanted to forward the email (And not do the second filing step), I can simply enter the email address in the space provided and clicked Finish).

Click Options.

Click the Show Options hyperlink.

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Enter an email address in the To field (or click the To button and choose an email address).

Enter any text that you want to be displayed in the email that will be forwarded.

The QuickStep now contains everything needed to Forward the email. Time to add the filing component.

Click Add Action

Choose Move to Folder and select the folder you want to move the email to.

Click Save

Note on an Outlook Bug:

There is a bug in Outlook that sometimes prevents the QuickStep from being saved. Clicking Save does not give an error message but the screen does not close either. If this happens to you, the solution is to type the whole email address again (the email that was in the To field earlier).

Using the QuickStep

Using the QuickStep is easy.

Click QuickStep on the Ribbon and select the new QuickStep. Outlook will automatically carry out your programmed actions.

You can also right-click over the email in your Inbox and select QuickSteps from there.

Start automating today…

What do you do daily that you can use QuickSteps for? Let us know by leaving a comment in the blog below.

(While QuickSteps can assist with email filing as shown in the example above, if you have more than just a few folders, we recommend the QuickFile for Outlook addin.

 

 

2 Replies to “Take action on your Outlook emails at the click of a button (QuickSteps)”

  1. I am using Quick Step and Quick File. Would you recommend dropping Quick Step? My impression in the BLOG I was reading is, that I could drop Quick Step in favor of Quick File. I think Quick Step has functionality Quick File does not offer…

  2. I wouldn’t use QuickSteps for filing emails. QuickFile is much better because it learns where emails are filed automatically. It also works for both incoming and outgoing emails.

    QuickSteps is still useful for other things like replying to emails, forwarding emails etc.

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