![]() You could also automatically send the email to a folder named “waiting for proof review” so that you know who you’re still waiting on. From there, Outlook would automatically add the text to the email telling the person to review the proof and tell you if there are any errors. I recommend using Quick Steps for things that need some human thought to determine what “bucket” it falls into, but once you’ve decided it can follow a standard path.Īn example of when to use Quick Steps would be when an outside vendor sends you a proof that needs reviewed by different people each time. To save the time of writing the same intro text explaining that the proof needs reviewed, You could set up a Quick Step to run and all you would need to do is add the specific person each time the email is sent. Outlook Quick Steps are partially automated. This means that you will still need to look at the email and determine what Quick Step needs to be used. They should be used when you can set firm criteria, so when the email falls into that criteria the action happens. A great example of rules in Outlook is to automatically drop emails where you’ve been carbon copied into a folder that you review periodically instead of right when they arrive. This means they happen automatically in the background and are completely distraction free. ![]() The difference between Rules and Quick Steps in Outlook
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