This is the year you achieve heartbeat-free email management! Using quick steps, you pre-define and automate what actions to take when you receive emails. Let the emails literally manage themselves, automatically and efficiently, while you enjoy a healthier workday.

Start your stress-free email year

Quick Steps saves time, because you don't have to perform the same task again (and again, and again...). It allows you to automate and streamline tasks such as moving messages to specific folders, marking messages as read, setting priority status or creating appointments.

Not only does it make your working day more efficient, it also gives you control over your email inbox. The feeling of uncertainty and stress around an overflowing inbox can be draining. Organizing your Outlook is the key to heartache-free email management. By the end of the year, you'll wonder how you ever managed without your personal stress reliever!

1. Click on the email whose handling you want to automate.
2. Click on Quick steps in the menu under Home/Start. The button consists of a yellow lightning bolt.
3. When you click on the button, a menu appears below the button. In the menu you can select one of the default categories, or click on New Quick Step to create your own quick step. The advantage of creating your own quick step is that you can customize the quick steps according to your specific workflows and needs.
4. Click on Custom/Customized.
5. Write a name for your quick step. The name should preferably be descriptive, so that you recognize the quick step and understand what it means. If you have several similar projects, whose emails are handled via Quick Parts, it may be useful to specify which specific project is involved.
6. Select the action(s) you want to take when you click on the quick step.
7. For example, you can choose which folder the email should be placed in. Click on Move to folder. This reduces the risk of emails going astray. All emails end up in a specific location.
8. You can choose whether the email should be marked with a priority level. Click on Set importance/Priority. If you're working on a particularly time-sensitive project, it's a good idea to set a high priority, as it minimizes the risk of missing an important email.
9. You can choose to create an appointment in your calendar based on the email. Click on Create an appointment with attachment. Linking your email to the calendar saves time. It also creates extra clarity on what the meeting will cover, as the email thread is visible in the meeting invitation and thus gives the meeting participants all the information they need.
10. You can select a keyboard shortcut. When you use the keyboard shortcut, the actions you selected above are activated. It is a time-saving alternative to clicking the Quick steps button in the menu.
11. Finish creating your new, customized, quick step by clicking Finish/Complete.