Streamline your work with the eM Client Quick Actions

Many of us like to keep our work process effective - and not just because of fast-paced work environment. In this article, we will explore how eM Client can save you valuable time and energy with Quick Actions.

When using your work email, there comes a point where you get used to your role and have already found the best way to deal with certain emails. While repeating the identical series of actions during your workday, you might have thought: isn’t there an easier way to do all these routine tasks?

Quick Actions will help you achieve an even smoother workflow.

The Quick Action feature enables you to perform a series of interconnected tasks with a single keyboard shortcut.

How to use Quick Actions in the eM Client desktop app

You can create a new Quick Action by either going to Menu > Quick Actions or using the main toolbar to open a Quick Actions menu and selecting Manage.

In the Quick Actions section you can edit existing Quick Actions or create new ones by clicking the + Add button.

Once you click + Add, the Quick Action Detail window will pop up. Then you can create your new Quick Action by adding an action to the sequence:

Once you have selected the actions to be performed, name your new Quick Action and select which shortcut will launch it:

If you want to change the order of the actions, either drag and drop the action to a different slot, or select the action by clicking on it and use the toolbar arrows to move it into the preferred position:

Once you are finished adjusting, do not forget to click on Save & Close to save your new Quick Action.

To launch your Quick Action, you can use the shortcut you assigned to it. Alternatively, the Quick Actions can be launched from the main toolbar or (when in the main window), you can use the single-key shortcut - Q - to open the Quick Action bar. Once it opens, start typing the name of the Quick action you want to launch, then click on it to launch it.

When Can I Use Quick Actions?

When Composing Emails

Is there an email that you send out often? You can create a Quick Action that will automatically open a new compose window, fill out your signature, insert a template or a Quick Text, add the recipient or Cc: (carbon copy), the subject, and also notify you when the recipient replies to it.

It’s also quite useful to be able to quickly send a polite reply to emails that need to wait until you are less busy. This way, you can give them the attention they require. By acknowledging their emails, your colleagues or clients will know you are not ignoring them, which is always better than leaving them in silence.

Let’s have a look at this Quick Action example in action: open the Quick Actions window, create a new Quick Action, and add the following:

Tag - Reply - Add QuickText - Use signature - Send - Create Task from Message

Adding a tag that says "Detailed reply needed" or something similar will help you see which emails need your attention later.

You need to insert some text in the email, and QuickText will work great for this (Settings > Mail > QuickText).

But let's customize it a little bit by adding a variable that will insert the given name of the email recipient - or a placeholder that you can later edit manually before the email is sent:

Add a signature of your choice and don't forget the Send action.

The final touch is creating a task from message - once the message is sent out, a Task creation window will automatically open. Schedule a better time for a detailed reply, and set a reminder - maybe after you finally send out that project proposal with an urgent deadline?

Select a shortcut that feels the most comfortable to you and save your new Quick Action.

When Managing Inbox

You might prefer sorting incoming emails into your own folders - and while the Rules feature can solve this easily, sometimes semi-manual sorting is needed. Especially when there is a lot of variation in terms of senders' addresses or email subjects and content.

An easy and clean solution for those cases is creating a Quick Action to move an email to a folder.

Just create a shortcut for each of your folders and sort your emails while also having complete control of what goes where. And while you're at it, you can add a tag to the email and mark it as read within the same Quick Action .

Sometimes you receive an email and you know immediately it's supposed to be handled by a colleague rather than yourself. A simple Quick Action can not only forward the email to the person in charge but also save a copy of the email to a prepared folder, so this task will be as painless as possible:

Quick Actions can transform the way you work and help you optimize your tasks. You won't have to repeat the same series of actions and waste time in the process. With Quick Actions, you can easily compose new emails and replies, organize your inbox, and create related tasks using a simple shortcut.

Try Quick Actions for a smoother and more efficient workflow - we are sure you'll find them useful!

New to eM Client?

Try it out! It's free and fabulous.

If you’re ready for more, buy Personal or Business license and enjoy:

• unlimited email accounts

• unlimited commercial use

• professional VIP support

• Notes and Attachments sections

• Snooze Email

• Mass Mail

• Send Email Later

• Watch for Replies
  and more.

And in the meantime, check out our YouTube channel for how-to videos.