May 22, 2013
Outlook 2010 and 2013 (the Windows applications) have a feature called Quick Steps that allows you to automate commonly used operations. One good use for Quick Steps is to simplify converting e-mails to tasks. You have to spend a minute to set this up (once) and then it’s in place, and in the video at the link below I show you how to do that.
To convert an Windows Outlook e-mail to a task I normally teach you to drag and drop the e-mail onto the Tasks icon. However in Outlook 2010, if you drag and drop too slowly, there is a bug that causes the new task window to disappear behind the main Outlook window—it makes the operation very confusing and frustrating. This Quick Step solves that problem. Also, it allows you to create tasks from inside an open e-mail. And it makes adding attachments easier.
One disadvantage, however, (compared with dragging and dropping an e-mail to the Tasks icon) is that you cannot apply it to multiple selected emails all at once; otherwise it works great. So watch the video for a complete overview.
[Note: the controller bar on this player hides the bottom of the video once it starts playing. Once the video is started, to show the full screen you can hide the controller bar by clicking anywhere on the playing video]
Video Demonstrating Creating and Using Quick Steps to Convert E-mails to Tasks