How to Create, Edit, and Delete Quick Steps in Outlook – Explained

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The Outlook Quick Step feature lets users do multiple actions on one or more email messages with one click. Outlook’s default Quick Steps include Move To, Team Email, To Manager, Reply and Delete, and Done. You can edit, delete, and change the default Quick Step’s name in the Gallery; you can also add new Quick Steps to the Gallery.

How to use Quick Steps in Outlook

Related Post: How to create and add an Email Signature in Outlook

The default Quick Steps in Outlook are:

  • Move to: Move a specific email to a folder after making the email read.
  • To Manager: Forward your selected email to your manager.
  • Team Email: Creates a new email for your team.
  • Done: Mark the selected email as complete moves the email to a folder, and marks the email as read.
  • Reply and Delete: Replies to the sender and delete the original email.

How to create a Quick Step in Outlook

  • Open Outlook.
  • On the Home tab in the Quick Steps group in the Quick Steps gallery, click Create New.
  • An Edit Quick Step dialog box will open.
  • Inside the dialog box, you can name the Quick Step by clicking in the “Name” box and giving it a name.
  • You can choose the action you want your quick step to perform from the “Choose an Action” drop-down box.
  • You can select the Add Action button to add another Action.
  • To remove the Action, click the Bin

You can create a shortcut key for the Quick Step Action you just created by clicking the list box for the Shortcut Key and selecting a default shortcut key.

You can add a tooltip to your Quick Step by hovering your mouse over the text. The tooltip will show up whenever you hover your mouse over the text.

Then click Finish.

The Quick Step you created will be displayed in the Gallery.

How to edit an Outlook Quick Step

  • There are two methods you can edit your Quick Step.
  • Method one right-click the Quick Step icon you created and select Edit.
  • The Edit Quick Step dialog box will open.
  • Make Changes and click Save.
  • The second method is to click the small arrow at the bottom right of the Quick Steps
  • A Manage Quick Steps dialog box will open.
  • Click the Quick Step you want to edit, and click the Edit

The Edit Quick Step dialog box will pop up.

Inside the dialog box, make your changes and click Save.

Then ok.

How to delete a Quick Step in Outlook

There are two methods you can edit your Quick Step.

To remove a Quick Step, right-click the icon and select Delete.

A message box will pop up asking if you want to delete the Quick Step permanently; click Yes.

  • Method two is to click the small arrow at the bottom right of the Quick Steps
  • A Manage Quick Steps dialog box will open.
  • Click the Quick Step you want to delete, and click the Delete
  • Then ok.
  • The Quick Step is deleted from the Gallery.
  • We hope this tutorial helps you understand Quick Steps in Outlook.

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