Working with the Outlook Add-In Toolbar

In this article:

• Pinning the Add-In 
• Setting Up an 'Actionstep' Category in Outlook

If you're using the Outlook add-in to better manage your email / Actionstep workflow, there are a few time-saving options you can use to make the process easier. Specifically, you can pin the Actionstep panel so it's always displayed when you're working with emails, and you can use Outlook categories to help you organize the messages you want associated with your matters. 

Pinning the Add-In 

You can pin the add-in so that it remains open each time you open Outlook.

To do this:

1. Open Outlook.
2. Click the Home tab and make sure an email message is selected. 
3. Click Open Actionstep in the ribbon.
4. Select the pin icon.
5. If the panel is too large or small, drag its left border to adjust the width.
   

Setting Up an 'Actionstep' Category in Outlook

You can set up an 'Actionstep' category in Outlook to help you organize your Actionstep-specific emails. 

To do this:

1. Open Outlook and click the Home tab.
2. Click the Categorize button on the ribbon, followed by All Categories. The Color Categories window appears.
3. Click New. 
4. In the Name field, enter Actionstep.
5. Click the Color drop-down list and choose the color you want assigned to the category. For example, you might choose green.
6. Click OK to save the category and click OK again to close the Color Categories window. 

Now, when you receive emails you want to also manage in Actionstep, you can assign this category to help you quickly identify them. 

TIP:  To quickly find emails tagged with the Actionstep category, type category: Actionstep in the Outlook search bar.