Office 365 (Outlook 2013 for Windows) - Quick Steps

Important: Beginning March 1st, 2017, Office 2013 will no longer be available for installation from the Office 365. Please see the following document for further details: Office 365 - Microsoft Office 2013 path to retirement.

Quick steps are a way to automate multiple steps you may take when managing a certain type of emailmessage. Quick steps are similar to macros that automate processes in other Microsoft Office applications.For example, if you receive an email message from someone saying that they want to attend training, byclicking on a quick step you can start a calendar entry, reply to the email and have the email filed in a folderautomatically.

Creating a New Quick Step


To create a new quick step, go to the Home tab on the ribbon, and in the "Quick Steps" menu, click Create New.

In the dialog box, name the quick step under the "Name:" heading, choose an action under "Actions", and if needed, click Add Action. You can also assign a "Shortcut key:" and "Tooltip text:".

When finished, click the Finish button at the bottom of the dialog box. The new quick step appears in the list on the ribbon.

Using an Existing Quick Step
To use an existing quick step, go to the Home tab on the ribbon, and in the "Quick Steps" menu, choose of the existing quick steps.

NOTE: Most of the existing quick steps require you to perform a "First Time Setup". Choose your options and click Save.

Information for this document was gathered from the following document: https://pantherfile.uwm.edu/groups/uits/scweb/OutlookPowerUsers.pdf




Keywords:office 365, office365, o365, outlook 2013, quick steps, automation, automate, task, tasks   Doc ID:50674
Owner:Help Desk K.Group:UW-Milwaukee Help Desk
Created:2015-04-20 16:26 CDTUpdated:2016-11-18 14:49 CDT
Sites:UW-Milwaukee Help Desk
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