How to categorise and move an email using a QuickStep

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In today’s post I will show you how you can apply a category to an email and move it to a specific folder with one click! How cool is that?

Quicksteps are phenomenal. I use them all the time. There are so many different kinds of Quickstep – too many to show in this blog posts. In today’s post I will show you how you can apply a Category to an email and move it to a specific folder with one click! How cool is that?

First you need to create the Quickstep.

Create the Quickstep

  1. In the QuickSteps gallery click Create New
  2. Type a name for the QuickStep - I have called this Marketing
  3. Select the action - in this case Move Message
  4. Choose the Folder - I chose Marketing
  5. Click Add Action
  1. Select the action - in this case Categorise Message and select the category to apply 
  2. Choose a Shortcut key if required
  3. Click Finish

The message will be categorised as Marketing (colour peach) and moved to the Marketing folder.

Let’s take a quick look at one more Quickstep, this time Flag and Move.

Flag and move

This QuickStep will flag an email for follow up and move it to a specified folder.

Flag and move to folder


Figure 2- add the flag action to the Quickstep

  1. Click Create New in the QuickStepsGallery
  2. Type a name for the QuickStep – in this case Flad and Move
  3. Choose the first action - in this case Flag Message
  4. Select the flag to use - I chose tomorrow
  5. Add an action
  6. Choose the action - I chose move to folder
  7. Select the folder - I chose Admin
  8. Click Finish

Now when you use the QuickStep - the message will be flagged for follow up and moved to the specified folder.

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Categories: : Blog, Microsoft Outlook

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