You can stop here and just click Finish, or click the Add Action button and Choose Action again for a second automated task, such as “Mark As Read”. (Such as “Vendors” in the visual example below.)ģ.

Another field appears under your “Move to Folder” action-”Choose Folder.” Select a target folder from the list. Next, click Choose An Action, click the down-arrow, and select one from the “Move to Folder” drop-down list. Use Outlook Quick Steps to automate email tasks, like moving emails from a specific project into a folder.Ģ. In the Edit Quick Step dialog box, enter a name for this task in the Name field. To create a new Quick Step: From the Home tab, click the bottom down-arrow in the “Quick Step” group, and select Create New from the list or select New Quick Step from the first list and Custom from the second list.

(Again: Only nine shortcut keys are available, so choose wisely).ġ. You can also assign the task to an open, unused shortcut key. Once you define a Quick Step to automate a task, you can then click any email, then click the automated task from the Quick Steps menu, and Outlook performs all the steps. It’s a wonderful time saver for users who get lots of emails from a single sender, be it junk mail or a close friend. Quick Steps is a feature that allows you to automate several tasks into a single step (or click) such as Moving emails to a specific folder, deleting, copying, forwarding, etc. Image: Julie SartainĬreating categories for emails is another way to make them easier to find later. This will only clear all the categories attached to the selected email. To remove a category, right-click anywhere in the Categories column on the selected email, and click Clear All Categories from the dropdown list. Note: emails can have more than one category. To attach a category to an email, select the email, then right-click anywhere in the Categories column, and select a category from the dropdown list.

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