Outlook - Automate Routine Actions Video

Discover how to automate repetitive tasks in Outlook by creating custom quick actions. Learn how to file received invoices, forward messages, and streamline email tasks. With the use of quicksteps, you can easily save time and improve efficiency. Take control of your email management with this intermediate tutorial!

02:19
24 views

00:00:09

In order to simplify the management of messages and save time

00:00:13

to create a common action.

00:00:14

Go to the middle of the ribbon,

00:00:15

click on the down arrow to the right of the quicksteps button.

00:00:18

Then click on manage quicksteps

00:00:22

in the new window.

00:00:24

Click on new quickstep.

00:00:25

In this example,

00:00:26

we want to create a quick action to file received invoices in

00:00:30

the accounting folder and forward the messages to the chief accountant.

00:00:34

First, we will enter a name,

00:00:38

then choose an action

00:00:39

in the list.

00:00:40

You can choose actions to move messages,

00:00:42

change the status of messages or categorize them based on

00:00:45

their importance category or any other characteristic you deem relevant

00:00:51

to move messages to an existing folder.

00:00:53

Click on move to then select the folder where you want to move the message.

00:00:57

If the folder has not been created yet, click on create new folder

00:01:02

name the folder

00:01:05

and then click save

00:01:07

to follow up by forwarding the invoices to the chief accountant.

00:01:10

Click on, add another action,

00:01:12

select the forward to option,

00:01:17

insert the email address of the chief accountant.

00:01:23

If no further actions are required. You can add a description to your quick action,

00:01:28

assign a keyboard shortcut if necessary,

00:01:32

click on save, then close the window

00:01:35

to use the quick action. Start by selecting your message,

00:01:38

then click on the name of the Quick Action you created titled Accounting.

00:01:43

Your message will then be moved and a new message will

00:01:46

automatically be generated with the chief accountant as the recipient,

00:01:50

all you have to do is write the content of the message. Then click send

00:01:55

to modify or delete a quick action. Go to settings,

00:02:00

click on email,

00:02:02

quick steps, then click on the pencil icon to edit or the trash can icon to delete.

00:02:08

Here we are ready to automate and streamline your email tasks.

00:02:12

By using quicksteps,

00:02:14

you can easily manage repetitive email tasks,

00:02:16

saving time and improving efficiency.

DiLeaP AI: THIS MIGHT BE HELPFUL

Teams Premium - Activate the features of Teams Premium

In this video, you will learn how to activate the features of Teams Premium.
The video covers the necessary steps to fully enjoy all that Teams Premium has to offer.
It explains that Teams Premium requires an additional paid license, which must be assigned to a user in Microsoft 365 administration.
The video demonstrates how to join the admin and access the team-specific admin center, where you can manage Teams settings such as meetings, webinars, messaging, and security.
It also highlights the administration app in the Teams navigation menu, which includes a dashboard with additional settings.
To access the new features specific to Teams Premium, you can find them directly in your Teams application.
If some features don't appear, it is recommended to restart Teams and check for software updates.
Activating Teams Premium will enhance your Teams experience and provide access to advanced features.

3:48
10764 views

Outlook - How do I share a document securely with Outlook?

In this video, you will learn how to securely share a document with Outlook.
Instead of attaching the document to your email, it is safer to add it to your OneDrive or SharePoint library.
This allows you to set permissions for who can view and edit the document.
When you share the link to your document from Outlook, the permissions you set in OneDrive or SharePoint are retained.
You can easily change the sharing permissions in the attachment drop-down menu.
Regularly checking and updating the permissions ensures the safety of your document.
This tutorial will help you securely share documents using Outlook in Microsoft 365.

1:49
2901 views

Project Online - Discovering the interface

In this video, you will learn about the intelligent search feature in Microsoft 365. The video covers the search tools in Microsoft 365, including searching on your computer, using Microsoft Search, finding content and people in SharePoint, searching your emails, and more.
This will help you save time and easily find documents, information, and people within the Microsoft 365 suite.

4:51
4294 views

FindTime - Create a scheduling poll

Discover how to create a meeting poll in this video titled "Creating a scheduling poll" This resource is designed for intermediate-level learners looking for effective ways to communicate and manage their time.

You will learn how to create an interactive poll to gather opinions and preferences from meeting participants. This skill will enable you to facilitate decision-making and organize more productive meetings.

Don't miss this opportunity to enhance your communication and time management skills.

4:12
4112 views

Outlook - How do I recognize a fraudulent email?

In this video, you will learn how to recognize a fraudulent email and protect yourself from phishing attacks.
Phishing emails often mimic legitimate ones, using logos and information from reputable companies.
However, there are usually spelling errors, a haphazard layout, or inconsistencies with the company's graphic design.
Pay attention to the sender's email address, as it may not match the company's domain.
Be cautious if the sender's name consists of random letters and numbers.
Avoid clicking on links that ask you to renew your account or provide personal or banking information.
Even clicking on a link can install malware on your computer.
If you have any doubts, contact the company using secure contact information from their official website.
This knowledge will help you stay safe online and protect your personal information.

2:01
2568 views

RELATED COURSES This video is part of the following courses

Microsoft Outlook Intermediate Training - Enhance Your Productivity with Outlook

Elevate your Microsoft Outlook skills with our intermediate training, designed to leverage advanced features essential for effective email and calendar management. This comprehensive course will enable you to automate your processes, customize your worksp...

Your trainer for this course
Cours E-learning

36 Views

ALL COURSES