How to Use Quick Steps in Outlook 2013

Just like daily life has repetitive tasks — make the bed, shower, floss — so does Outlook 2013 (e.g.: move messages to specific folders, forward messages your boss, etc.).

Unlike daily life, Outlook allows you to create Quick Steps to help you get things done.

The scenarios below can help you begin to take advantage of this feature.

Full disclosure: There’s no Quick Step for flossing.


Quick Steps menu.

Create a new Quick Step

If, for example, you have a folder where you archive your email, a Quick Step can save you a lot of clicks or drag-and-drops.

  • Open Outlook from the Start menu. At the top of the ribbon, you’ll see a Quick Steps menu.
  • Click Create New or select the pop-out icon to expand Quick Steps.Quick Steps pop-out icon.
  • Highlight Move to.Move-to option highlighted in the Quick Steps panel.
  • Select Edit and choose your archive folder.Edit Quick Step menu
  • Click Add Action if you want add more actions. You have a list you can work with.
  • Click the pull-down menu and select a shortcut combination. (We recommend that you set a shortcut so you can save mouse strokes and be more productive.)Option to select a shortcut.
  • Click Save.

Use a Quick Step to archive emails

    • Open Outlook.
    • Browse email.
    • Highlight the email and select the Archive Quick Step or use the keyboard shortcut you just created (CTRL + SHIFT + 1).Quick Steps menu.

This is just a simple example of what you can do.

Here are some other common tasks you might want to use Quick Steps for:

Table of common Quick Steps options.

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