Friday, March 30, 2012

Outlook 2010 Quick Steps

Most of my tasks actually begin as emails in my Inbox.  Normally I add these emails to my task list by using "Move to Folder".  Outlook 2010 has given me another option.  There is a new feature called "Quick Steps" and you have the ability to customize a step to meet your needs.  I recently created a step called "Create a task".

Locate the Quick Steps in the main ribbon.
  • Use the pull down arrow to find MANAGE QUICK STEPS
  • Select NEW and then CUSTOM
  • In NAME,  I typed "Create a task "
  • In CHOOSE ACTION, scroll until you see CATEGORIES, TASKS, and FLAGS
  • Select FINISH and then OK
Now when an email arrives that needs to be added to my task list, I  highlight it and choose my new quick step.  If you find yourself repeating the same action over and over again, such as filing an email into a certain folder, be sure to take a look at Quick Steps.