Quick Steps Gallery

Quick reference

• 00:04 There's a feature inside Outlook called quick steps and
• 00:08 this is a wonderful feature that showed up in the last version and
• 00:12 they kept it in this one and I'm so happy about it.
• 00:15 It takes a bunch of redundant steps and combines them into one and
• 00:19 you can actually create your own quick steps.
• 00:21 So when I'm in here in my quick steps section I want the main outlook screen.
• 00:27 I just have to drop down here and I can see that I have a file folder
• 00:30 already in here because I've created a file folder off to the left.
• 00:35 These are the ones that are pre made for
• 00:37 you, you can create your own brand new one.
• 00:39 Anything, anytime there's a button with a lightning bolt it means you can
• 00:42 automatically create a brand new something.
• 00:45 And then I have this new quick step and it tells me exactly what I can create, or
• 00:49 a custom one.
• 00:50 Or I can go in and manage quick steps it already made.
• 00:53 So I'll go ahead and click create new, and I have this screen.
• 00:57 It wants me to name My Quick Step.
• 00:59 So I'm going to call this my GoSkills Team.
• 01:03 It'll be my GoSkills Team email, then it wants me to choose an action.
• 01:07 When you hit the drop down arrow, here's all your actions.
• 01:10 What do you want to do, do you want file?
• 01:12 Do you want to change the status, categories, do you want to respond?
• 01:16 Yes, I want a brand new email, and you notice I do have a scroll bar here,
• 01:21 there's all kinds of things you can create in here for a quick step.
• 01:25 So I'm gonna say yes, I do want to create a brand new message.
• 01:28 And who do you want it addressed to?
• 01:29 Well, I want it addressed to Franz, and
• 01:33 I want it addressed to Cecilia, and maybe I wanna include myself in there as well.
• 01:38 And then I can add an action, and choose another action.
• 01:42 So after I send it what do you want to do?
• 01:44 Well I can mark it as read or I can flag the message.
• 01:48 I can do anything, or forward it to someone else.
• 01:50 You can add any of these items that you want.
• 01:54 And then I can even attach it to a short cut key if I want.
• 01:58 Or and if I did attach it to a shortcut key, I could type the definition of it.
• 02:03 I'll go ahead and finish that, and now right up here,
• 02:05 my Quick Steps, I have a GoSkills Team Quick Step.
• 02:10 So let's see, I wanna send an email to my team so I'm go ahead and click this.
• 02:15 And Brandywine comes up with these three names already designed in it
• 02:19 because I made my signature earlier, that's already in there.
• 02:22 Look how many steps I've saved by using the Quick Steps function.
• 02:27 Let me go ahead and close that, show you one more thing.
• 02:30 On any existing email hit your right mouse button and
• 02:34 you'll have a list right below it.
• 02:36 Let's see, and one of those items on the list says Quick Steps.
• 02:41 And look at there, my GoSkills team right there.
• 02:44 So I can hit GoSkills Team and there it is as well.
• 02:46 So it's in two places, you can find it on your right mouse menu, there it is.
• 02:51 Or right up here on the Quick Steps, hit your drop down and just choose which one.
• 02:55 A great feature, will save you a ton of time.
• 02:58 Much better than using the old distribution list in the contacts
• 03:03 that we used to have to use all the time to do the same thing.
• 03:06 And I'll tell you, it takes five clicks to get a distribution list,
• 03:10 on an email, here it's one click and there it is.
• 03:14 All right, I hope that works, I hope you use it.
• 03:16 It's a wonderful feature.

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