Microsoft Office Tutorials and References
In Depth Information
Customizing a Quick Step
Saving Time with
Quick Steps
Note: The first time you use certain Quick Steps, such as “Move to” or “To Manager”, a dialog box opens,
asking you to set up the Quick Step by giving Outlook the specifics it needs to complete the action, such
as the folder name or the manager’s email address.
Customizing a Quick Step
Outlook’s built-in Quick Steps are a great start, but even the smart folks at Microsoft
can’t know exactly how you do your day-to-day work. That’s why you can customize
any Quick Step to tweak it so it works for you. Here’s how:
1. IntheQuickStepssectionoftheHomeorMessagetab,clickthelower-right
The Manage Quick Steps dialog box opens. Quick Steps are listed in the left
pane; when you select a Quick Step, its description appears in the right pane.
2. SelecttheQuickStepyouwanttocustomize,andthenclicktheEditbutton.
The Edit Quick Step dialog box, shown in Figure 10-16, opens. Here’s where you
tell Outlook what to do when you apply this Quick Step. The name you see in
the gallery appears at the top of the box; below it are the actions that make up
the step. Each action appears as a drop-down list; click the list to select an action
from one of these categories: Filing; Change Status; Categories, Tasks, and Flags;
Respond; Appointment.
3. ToremoveanactionfromthisQuickStep,clicktheXtoitsright.Toadda
When you click Add Action, a new drop-down list appears.
4. Chooseyournewaction.Repeatuntilyou’vecustomizedtheQuickStepthe
Outlook customizes the Quick Step with your changes.
Tip: If you want to keep the original Quick Step and create a new Quick Step that’s based on it, select
Duplicate (not Edit) in the Manage Quick Steps dialog box.
Creating Your Own Quick Step
You can also build your very own Quick Step from scratch. In the Quick Step gallery,
click Create New. Or you can open the Manage Quick Steps dialog box (Alt, H, QQ).
Below the list of Quick Steps is a New button; click that and select Custom.
The Edit Quick Step dialog box (Figure 10-16) opens. Type a descriptive name in
the Name box, and then Add Actions as you would when customizing a Quick Step.
When you’re done, click Finish—and you’ve got yourself a brand-new Quick Step
for the gallery.
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