If a signature is available, Outlook will attach it to the outgoing email. Outlook adds the new Quick Step to the gallery. If you'd like to use a shortcut key, choose one from the Shortcut key dropdown-I chose Ctrl+Shift+3. To display the Cc and Bcc fields, click Show Options and then click the Add Cc and Add Bcc links ( Figure A). This feature supports the AutoComplete list you're familiar with, so finding recipients is easy. Give the Quick Step a meaningful name (e.g., Daily Marketing Update).įrom the Action dropdown, choose New Message because the task is sending an email message.
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LEARN MORE: Office 365 Consumer pricing and features How to create a Quick StepĬhoose Create New from the Quick Steps gallery. This feature isn't supported by the online version. There's no demonstration file because you won't need one.
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I'm using Office 365 (desktop) on a Windows 10 64-bit system. Using this Quick Step, you can add a text message, attach a file, and send without manually adding the recipients. I'll show you how the Quick Step feature can help you work more efficiently by creating a step that automatically populates the To, Cc, and Bcc controls. To learn how to do this, read Combine Outlook templates with macros to eliminate repetitive tasks. When a Quick Step isn't enough, try combining a template with a macro. SEE: Windows Update: 10 notable new features (free PDF) (TechRepublic)Īs convenient and easy as Quick Steps are, they won't always be adequate. You can customize the step by adding the recipients and then calling up the Quick Step instead of creating the new email each day from scratch. Quick Step's basic New Email opens a new blank message, which is really no better than clicking New Email on the Home tab.
You can get the same impact by creating a Quick Step instead, which is much simpler than the template route. You could create a template email in Microsoft Outlook, but the setup is a bit of work. Let's suppose you send a daily report to the same group of people, selecting all the recipients manually, every day.
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