A Quick Steps Guide in Microsoft Outlook

Contents

Outlook includes a Quick Steps feature that enables you to apply various actions to a message with a single click. Outlook includes several default Quick Steps, but you can also create your own (and clear the defaults if you don't need them). If you regularly perform the same set of actions, creating a Quick Step and assigning a hotkey to it can save you a lot of time. This is how they work.

The default quick steps

Puede hallar Pasos rápidos en la pestaña “Beginning” the Outlook. When i first start, you will see the default Quick Steps there. You can click on any of them to apply the included actions to a selected message.

The default quick steps include:

  1. Move to ?: Opens a window for you to select a folder to which you would like to move the message.
  2. To the manager: Create a forwarded copy of the selected message today with your manager's address on it.
  3. Team email: Create a blank message addressed to your team members. (If your employer manages your email, depending on how your Exchange administrators have configured your mailbox, Outlook may already know who your manager and team members are. Opposite case, you will need to fill them out the first time you use them. quick steps.)
  4. Done: Mark the message as read and complete and later send it to a specific folder. The first time you use this, you will have to specify the folder, but from then on Outlook will remember your choice and send it to that folder every time you use Quick Step.
  5. Play and delete: Opens a reply to the selected message today and then deletes the selected message today after submitting the solution.

Outlook only shows the Quick Steps that are available. If you have not selected a message, as an example, solo se muestra el paso rápido “Team email” debido a que los otros valores predeterminados funcionan en un mensaje existente.

How to create a quick step

To add a new quick step, click the option “Create new” en el cuadro Pasos rápidos.

This opens a new window where you can name your quick step and select the actions you want it to take.

Cuando hace clic en el menú desplegableSeleccionar una acción”, get a list of possible actions, each of which may give you additional options to choose from.

We are going to add two actions: one to move the message to a folder and one to mark it as read.

Select the action “Mover a carpetay elija la carpeta a la que desea mover los mensajes.

Next, click on “Add action” para agregar una segunda acción.

Please select “Mark as read” in the drop-down menu.

Optionally, you can select one of the built-in shortcut keys and add text to display when hovering over the Quick Step with the pointer (a short description is helpful to remind you of the actions the Quick Step performs).

Click on “Finalize” y su nuevo Paso rápido aparecerá en el cuadro Pasos rápidos en Outlook. If you hover over Quick Step, you will see the shortcut key you chose and the tooltip text you entered.

Now all you have to do is choose your messages and click on the new QuickStep (or press the hotkey combination) to apply your actions.

How to edit or delete a quick step

If you want to edit or delete a quick step, click the small arrow at the bottom right of the Quick Steps group on the ribbon.

This opens the window “Administrar pasos rápidos”.

Here you have the option to edit, double (which creates an exact copy of the selected Quick Step if you want an equivalent one but with a slight variation) o borrar un Quick Step.

You can also change the order in which the Quick Steps appear on the Alternatives Ribbon or create a new Quick Step.

Finally, existe la opción deRestablecer los valores predeterminados”.

When choosing the option “Restablecer los valores predeterminados”, Quick Steps you created are deleted and default Quick Steps that you might have deleted are recreated. Also removes any changes you have made to the default Quick Steps. How can you undo this action?, you will be shown a warning. Click on “Yes” para que se restablezca.

Además puede omitir la ventanaAdministrar pasos rápidospara acciones individuales de Paso rápido haciendo clic con el botón derecho en un paso rápido en la cinta. This opens a context menu where you can edit, duplicate or delete Quick Step.

And that's Quick Steps. We have not gone through all the possible actions you can add in one quick step because there are so many and it is quite an intuitive interface once you know how it works. If you want your Outlook experience to be more efficient and less time consuming, Quick Steps are a great place to start.

Subscribe to our Newsletter

We will not send you SPAM mail. We hate it as much as you.