Digital Declutter Diva
Digital Declutter Diva
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Automate Email with Quick Steps for Microsoft Outlook
Learn how to automate common or repetitive tasks with Quick Steps with one click. In this lesson, I show you how to use a few of the quick steps available including:
1) Add to Calendar
2) Team Email - send an email to everyone on your team without having to find them in your address book every time.
3) Reply & Delete - once you have replied to a message, do you really need to keep it?
4) To Manager - send the email to your manager with one click
5) Done
6) Create New
Here is a list of all available Quick Steps you can try.
Filing:
Move to folder, Copy to folder, Delete Message, Permanently Delete Message
Change Status:
Mark as read, Mark as unread, Set importance
Categories, Tasks, and Flags:
Set retention policy, Categorize message, Clear categories, Flag Message, Clear flags on a message, Mark complete, Create a task with attachment, Create a task with text of a message.
Respond:
New Message, Forward, Reply, Reply All, Reply with Meeting, Forward Message as an attachment.
Appointment:
New Meeting, Create an appointment with attachment, Create an appointment with text of message.
Conversations:
Always move messages in this conversation, Ignore messages in this conversation.
WHO AM I?
I'm Sue Vizcarra, a full time Project Manager / Technology Trainer with a master’s degree in Distance Education. I love helping people learn basic computer technology, watching the Hallmark channel with my elderly neighbor, traveling, and dancing salsa with my husband. In my previous life, I served as an executive assistant to CEOs and CFOs across industries. Leveraging technology to manage time, projects, and digital assets is my superpower. What's yours? Let me know in the comments.
HOW CAN I HELP YOU?
If you answer yes to any of the following, you may benefit from a Digital Declutter Consultation:
1) Is your current strategy interfering with productivity?
2) Are you a professional who needs confidential tech support?
3) Are you an entrepreneur with a million ideas taking you in multiple directions at once?
CONNECT WITH ME
If you have a quick question, let me know in the comments below. If you'd like further support, contact me here:
Instagram: suzannevizcarra
Twitter: suevizcarra
LinkedIn: www.linkedin.com/in/suevizcarra/
Facebook: suevlifecoach
THANK YOU FOR JOINING ME ON THIS JOURNEY
If you learned something today, consider supporting this channel by sharing this link with friends and coworkers: ua-cam.com/channels/Rl_Xda0XnmkyT7yPJ5HPJA.html
Переглядів: 7 877

Відео

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Переглядів 9 тис.3 роки тому
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КОМЕНТАРІ

  • @susangarnett6092
    @susangarnett6092 Місяць тому

    Brilliant - thankyou. Clear and at a pace that you can follow with out having to repeatedly press the back button. Thank you

  • @nevzatmelikcetin4073
    @nevzatmelikcetin4073 2 місяці тому

    Perfey

  • @ZillasCoop
    @ZillasCoop 3 місяці тому

    So many videos out there talk about the tasks. but few explain how to set up a team email... I use them a lot .. but bumble through creating them... now i have coworkers that want to know how to do it and I cant find a good tutorial on it.. let me know if you have one.

  • @shadreckchanza8122
    @shadreckchanza8122 3 місяці тому

    Great very helpful

  • @steviehills4307
    @steviehills4307 4 місяці тому

    Thx so much for this helpful video, I created an ActiveX controls oft template with your help. But then I wanted some field code options, so I created another version using Legacy controls and found that the drop-down menus didn’t work once copied from Word into Outlook. Is there a way to create a functioning Outlook template using Legacy content controls? Thx!!

  • @lucyyoung8967
    @lucyyoung8967 5 місяців тому

    Thank you. I immediately created several quick parts while watching your video!

    • @D3Sue
      @D3Sue 5 місяців тому

      That’s great news!!!

  • @Haegeum93
    @Haegeum93 6 місяців тому

    Do you know how to move SERACH BAR on outlook mail 2019 to the top of emails list (like in outlook mail 2016)?

  • @cphilly4962
    @cphilly4962 7 місяців тому

    19,751 emails in my trash being deleted....welp, this might take awhile. So worth it, immediate relief being felt. Thank you Digital diva

  • @ksautisticsupport
    @ksautisticsupport 7 місяців тому

    Oh My goodness, I am so appreciative of your video, I am so overwhelmed with emails. This is so helpful

  • @familyfreeride8398
    @familyfreeride8398 8 місяців тому

    Is there a way to create groups for tasks/task groups?

  • @salahalden
    @salahalden 9 місяців тому

    How to turbo an email into a task in microsoft meeting

  • @salim-taszeem2050
    @salim-taszeem2050 10 місяців тому

    very productive indeed.

  • @ESkengman
    @ESkengman 11 місяців тому

    Hi, i see the new Outlook (Sept 2023) no longer supports .oft or Outlook templates. What is the new approach in creating them within the new platform? 😰

  • @ameliabedelia7018
    @ameliabedelia7018 11 місяців тому

    How do you set an email to favorite?

    • @D3Sue
      @D3Sue 11 місяців тому

      Hello. 1) Use conditional formatting to change the font color and size of incoming mail from a sender 2) Create a folder under Inbox and set a rule for all emails from that sender to go directly to that inbox. My email is on the last slide. Feel free to reach out to me directly for further assistance. I can even hop on a quick zoom call.

    • @ameliabedelia7018
      @ameliabedelia7018 11 місяців тому

      @@D3Sue thanks!

  • @dhavals6380
    @dhavals6380 Рік тому

    Thanks for your video. "I received an email in Outlook, and based on the information in this email, I need to assign someone else in Microsoft Tasks."

  • @someeezeokana1280
    @someeezeokana1280 Рік тому

    Hi sorry would this be available for all users? Or just me, I mean if I want my teammates to access it from the shortcut?

    • @D3Sue
      @D3Sue 11 місяців тому

      Outlook File Templates can be placed in a folder on a shared drive or OneDrive with shared access.

  • @macintoshibm
    @macintoshibm Рік тому

    Nice and simple, many thanks.

  • @stevehannon9979
    @stevehannon9979 Рік тому

    Thank you! You are very organized and clear!! I have something that annoys me to no end When I look at my email inbox through outlook app on my iphone all emails I got today show the time only Before that it only gives the day no date The week before goes to date only I would love to just show day date time like this Mon 1/1/23 2:00pm For every day no matter what My focus for work is the day/date/time this would help me not have to confirm this info and toggle away specially on my phone Please help

  • @joetulip007
    @joetulip007 Рік тому

    Great presentation! Thank you

  • @demetrirodriguez840
    @demetrirodriguez840 Рік тому

    I don't see quick steps in my outlook

    • @D3Sue
      @D3Sue Рік тому

      Hi Demetri. 2 questions. 1. Which version of Outlook is installed? 2. Are you using Outlook on the desktop app or browser version?

  • @LiaHapsari-u6o
    @LiaHapsari-u6o Рік тому

    Hello There! would you know how to use a template on Mac?

    • @D3Sue
      @D3Sue Рік тому

      Sorry. Mac is not my specialty.

  • @aswinsahu617
    @aswinsahu617 Рік тому

    Thanks

  • @AKhan-dx8ps
    @AKhan-dx8ps Рік тому

    Excellent teaching 🙏❤️

  • @scotttorrens1863
    @scotttorrens1863 Рік тому

    Great. Thanks

  • @Rahul96ish
    @Rahul96ish Рік тому

    Very Good Video and very good explanation by the presenter

  • @microsoftsarker
    @microsoftsarker Рік тому

    Thanks, these are great tips

  • @microsoftsarker
    @microsoftsarker Рік тому

    Thanks, these are great tips

  • @ramonaneyrinck2292
    @ramonaneyrinck2292 Рік тому

    This is amazing! I've had outlook for years. Im finally taking the time to actually learn it. Thank you.

  • @mostert006
    @mostert006 Рік тому

    Great tutorial!

  • @francuskinja81
    @francuskinja81 Рік тому

    what a great video to the point, short , concise and absolutely to the point bravo

    • @D3Sue
      @D3Sue Рік тому

      Thank you for watching. I appreciate you.

  • @deannaharris8661
    @deannaharris8661 Рік тому

    Thank you.

  • @dressform1
    @dressform1 Рік тому

    You stopped short of explaining the use of the Sent To... button. Can you explain it's function? I was hoping it would color code my name to the person I was sending to, but instead it messed with the formatting of other emails that I had received that did not even have name or email address of the person I had specified. Very frustrating.

    • @D3Sue
      @D3Sue Рік тому

      Hi Shelly. I’d be happy to help. Let’s set up a Zoom call.

  • @jotjoker
    @jotjoker Рік тому

    Thank you. This is helpful

  • @arunmandal2846
    @arunmandal2846 Рік тому

    Keep them coming. They are very useful.

  • @trioanlinh7550
    @trioanlinh7550 Рік тому

    you are an angel I am so greatful for this video. 1 sub from me. Thank you!

    • @D3Sue
      @D3Sue Рік тому

      You are welcome. Please let me know if you need 1 on 1 support over Zoom

  • @kevindavis8175
    @kevindavis8175 Рік тому

    I just started using Outlook Online for work last week. I had never heard of the Quick Step technique. I'm going to try that tomorrow. Thanks!

  • @frananderson1097
    @frananderson1097 Рік тому

    Thanks so very very much

  • @kirankaranam7495
    @kirankaranam7495 Рік тому

    Hi.. Nice explanation I understand how to set a task..in outlook.. And also could you please assist after completion task how to mark as completed

  • @allegrarestellidellafratta5124

    I appreciate your work, madam!

  • @CreativeTwinsAdamyaAkshat

    Superb video on this topic..Thank you

  • @ffssathena
    @ffssathena Рік тому

    Thank you for sharing. I am going to start slow: adding INBOX2 - this will help me in decision fatigue as I get caught up on the thousands of emails I have.

    • @D3Sue
      @D3Sue Рік тому

      Thanks for watching. I’m available 1:1 as well.

  • @simongb7897
    @simongb7897 Рік тому

    Been looking everywhere but still can't find a solution, this doesn't work because it generates a new email, you can't use it to reply to someone's email. What I require is someone sends me an email, I then reply to that email with my reply message and an attachment that needs to be completed.

    • @D3Sue
      @D3Sue Рік тому

      Hi Simon. One workaround is to use "My Templates" rather than .oft templates (see other video). Then, save your attachment to your desktop for easy access. Step 1: Hit reply Step 2: Click "My Templates" icon in the command bar Step 3: Drag and drop the file from desktop into email. Step 4: Hit Send.

  • @Some_One_Hidden
    @Some_One_Hidden Рік тому

    Simple and helpful! Thank you tons 💐💐

  • @zaidqureshi270
    @zaidqureshi270 Рік тому

    Great video it help a lot

  • @Sri-Nivas
    @Sri-Nivas Рік тому

    Great tips..! Thank you.

  • @BerryStephenM
    @BerryStephenM 2 роки тому

    Love templates! I have quite a few emails I keep sending to various people. Thanks

  • @bertroos60
    @bertroos60 2 роки тому

    Hi, You said you cannot include an attachment in a template(oft). But this is the only way to just do that! It is great for attachments which cannot be used by the other methods in Outlook.

    • @D3Sue
      @D3Sue Рік тому

      You are correct. I need to find someone to help me edit the video!

  • @Lichfeldian--Suttonian
    @Lichfeldian--Suttonian 2 роки тому

    Wouldn’t it be great if: Smaller = 9pt Normal = 12pt Big = 15pt Bigger = 18pt I could get to implement fonts that look clean and sharp at those point sizes! 😁

  • @mcdonamw
    @mcdonamw 2 роки тому

    So I found your video while trying to resolve a problem. I use conditional formatting already, but now I have a need to format emails with certain words in the message body. For some reason it appears filtering on "message" contains, does not work. Have you run into this? Unfortunately your vid did not use this criteria as an example.

  • @jayj8785
    @jayj8785 2 роки тому

    too too long..

    • @D3Sue
      @D3Sue 2 роки тому

      Thank you for watching. My videos are created for users with little to no experience.