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Editors’ Note: The following is a guest post by Microsoft Outlook MVP Diane Poremsky as part of the MVP Award Program Blog's series "10 Days for Office 2010".
One of my favorite timesaving features in Outlook 2010 is Quick Steps. You can use Quick Steps to perform tasks you need to do frequently that involve multiple steps, such as filing messages in specific folders or flagging messages for follow up and sending a reply. You can assign keyboard shortcuts to your most frequently used quick steps or click the quick step buttons using your mouse.
Outlook includes a list of predefined Quick Steps to get your started and you can add new ones, modify existing Quick Steps or delete ones that are not useful. To create a new Quick Step, click on the scroll bar in the Quick Steps command and choose New Quick Step. It's easiest to start with one of the predefined steps and customize it, or you can choose Custom and start with a blank quick step.
If you pick one of the standard Quick Step types, you'll get a simple dialog and can press Options to expand the dialog and add additional steps.
Choose Manage Quick Steps from the Quick Steps menu and you'll be able to edit and delete your quick steps, create new quick steps, and rearrange the order they appear in the ribbon so the most used quick steps are listed first in the ribbon.
Diane Poremsky Microsoft Outlook MVP
Cross Posted on The Office Blog
More info on Quick Steps:
Introducing Quick StepsOutlook Quick Steps: One-click shortcutsOutlook 2010 can save your hide: Use Quick Steps (Crabby's Daily Tip)Cut the email drudge work with Outlook Quick Steps: MVP #9 on Office 2010Automate common or repetitive tasks with Quick Steps Best practices for Outlook 2010
That's a great feature. However, I need help. I have tried everywhere to find out about Business Contact Manager RTM for Outlook 2010. No one responds. The BCM team has not posted since November 2009. What's going on? Many people are commenting about this lack of response but no one seems to care. Can you contact the BCM team and let the know???
and, when this capability over imap folder?
Nice feature but it lacks som actions, like altering the Reply-to field.
Or, ideally, a script action ("Run script"). Quick steps would be a great entry point for script functions so one would not have to create one's own buttons, ribbons and so on... Magnus
Where do I go to report bugs in Outlook 2010. I have issues with Outlook crashing while trying to view messages from certain senders while the reading pane is open. Specifically Twitter & Sierra Club messages right now. 100% guaranteed to crash Outlook 2010.
I don't know if quicksteps are exhausting enough. My most common action with outlook is "reply with attachment". And I can't make a quick step to do exactly that. When I receive a message with attachment, that my colleague asks for my input on, I do this:
1. Have a message open in my inbox.
2. Right click on its attachment, and press Copy.
3. Press reply.
4. Press paste. Then I open the attachment, edit it, save it into a message and send back to a colleague. I expect there could be a quickstep to perform steps 2-4 with one click, but I just couldn't.
I have been using this feature for months after downloading the beta version and I'm thrilled with it. A MUST have though is is extended ability to customize the hot keys for quick steps that have been created. Currently only CTRL+SHIFT+1 thru 9 are offered and given the amount of routine functions the average person performs in Outlook , many more are needed.
Have to agree with Mantvydas, the feature is nice but not useful enough. Why is it possible to create a new task with an attachment or a new meeting with an attachment but not an email with an attachment.
It would prove very useful to be able to create a quick step with a number of attachments (pulling in the most recent copy of file from a network share would be a bonus) and include the option to reply from a particular email address
Too bad no one at MSFT has been thinking about a quick step that saves attachments...
Great feature.... but... there is a way to copy the "Quick Steps" settings to another IMAP account or another PC? (just the QS settings? like exporting rules or something like that?)
Love the Quick Steps feature. My only question is if you build quite a few quick steps, you have to click the MORE button to expand the full window of quick steps... adding another click, while I have enough space on my ribbon to expand that section. Why isn't possible to expand a section by dragging the borders, making the ribbon fully customizable...?
I have to agree with Randolph Leary. I urgently need the option to customize the shortcuts. Ctrl+Shift + number is way to few and also to complicated. I need my old shortcuts like I used in 2007! Somebody any idea how to fix it?