Why Use Quick Steps?
Quick Steps save time by automating tasks like updating info, sending emails, or moving files. They’re perfect for keeping things organized and consistent.
How to Create a Quick Step?
- Go to Your List or Library: Open your SharePoint site and find the list or library you want to work with. (You’ll need permission to edit settings.)
- Find the Quick Steps Option: At the top, click the List or Library tab, then select Create Quick Step in the Quick Steps section.
![Quick step]()
- Set It Up: Under For selected items, select what action you want to be able to perform. For example, execute a flow.
- Name: Pick a clear name, like “Approve File” or “Send Alert.”
- Actions: Choose what the Quick Step does (e.g., update a status or send an email).
- Conditions: Decide when it should work (e.g., only for specific items).
- Icon: Pick an icon to make it stand out.
![Icon]()
- Save and Test: Save your Quick Step, then try it on an item to make sure it works.
Quick Tips
- Keep names simple and clear.
- Test your Quick Step before sharing with your team.
- Use it for tasks you do often to save time.
Why It’s Great?
Quick Steps make your SharePoint tasks faster and easier, so you can focus on what matters. Want more details? Check Microsoft’s guide.
Got a favorite way to use Quick Steps? Share it below!