How do I create a Quick Step for a shared mailbox

Question

How do I create a Quick Step for a shared mailbox

Harish Babu 0

I need to add quick steps for shared email box based on categorization. But whenever I try doing them, it is done based on Individual email ID categorization only.

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Answer 1

Vasil Michev 119.7K MVP Volunteer Moderator

In order to create quick step in a shared mailbox, you need to access said mailbox in direct mode, either via the Open another mailbox functionality in OWA or via File > Add account in Outlook. Both methods require that you have full access permissions on the mailbox. If you need detailed instructions, check for example this article: https://www.michev.info/blog/post/3567/how-to-add-a-shared-mailbox-as-additional-account-in-outlook-2022-version

Once you do this, you will be able to work with Quick steps, categories, rules and any of the other features Outlook supports, just like with a "regular" account.

SokiGuo-MSFT 31,541 Reputation points Microsoft External Staff

2024-05-29T02:14:51.73+00:00

Hi @Harish Babu

Just checking in to see if above information was helpful. If you have any further updates on this issue, please feel free to post back. If you think my reply is helpful to you, please remember to mark it as an answer. Warm thanks.

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How do I create a Quick Step for a shared mailbox

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