Microsoft SharePoint: Use SharePoint quick steps to automate common tasks and workflows [MC1025215]

Message ID: MC1025215

Coming soon to Microsoft SharePoint: In the Automate menu, users will be able to create customized quick steps for common tasks such as composing an email or starting a Microsoft Teams chat to specified People columns, sending an approval request, executing a flow, and setting a column value on one or more items. Users will find a simple sentence builder experience, similar to SharePoint rules.

[When this will happen:]

Targeted Release: We will begin rolling out early April 2025 and expect to complete by late April 2025.

General Availability (Worldwide, GCC, GCC High): We will begin rolling out early May 2025 and expect to complete by late May 2025.

General Availability (DoD): We will begin rolling out mid-May 2025 and expect to complete by late June 2025.

[How this will affect your organization:]

After this rollout, SharePoint list and library users will be able to add and configure quick steps for their common scenarios. Users can go to the Automate menu from any list or library to configure quick steps. Learn more: Create a quick step for your list or library – Microsoft Support

This feature will be available by default.

[What you need to do to prepare:]

This rollout will happen automatically by the specified date with no admin action required before the rollout. You may want to notify your SharePoint admins and site owner about this change and update any relevant documentation.

Source: Microsoft

Mike Rosoft

8 March 2025, 8:05 am

This upcoming update to Microsoft SharePoint brings an exciting new feature that promises to enhance productivity and streamline workflows for both admins and users alike. With the introduction of customizable quick steps in the Automate menu, users will be empowered to automate common tasks with ease—think composing emails, initiating Teams chats, sending approval requests, and more—all without breaking a sweat!

For users, this means a more efficient way to manage their daily tasks. No longer will they need to navigate through multiple menus or remember complex commands; instead, a simple sentence builder will guide them through the process. It’s like having a personal assistant right at their fingertips! The ability to configure quick steps tailored to specific scenarios will not only save time but also reduce the cognitive load of juggling numerous tasks.

From an admin perspective, this update is a win-win. The rollout is automatic, requiring no additional action on their part, which translates to less time spent managing updates and more time focusing on strategic initiatives. However, a little heads-up to SharePoint admins and site owners about this change would be wise, as it’s always good to keep everyone in the loop.

Now, how impactful will these changes be? Well, I’d say they are set to be quite transformative. The ability to automate common tasks can significantly boost productivity across the board, leading to happier users and a more efficient organization. And let’s face it, who wouldn’t want to spend less time on mundane tasks and more time on the creative aspects of their work?

So, what do you think about these new quick steps? Are you excited to automate some of your daily tasks? Let’s hear your thoughts! Feel free to comment below and share how you think this update will impact your workflow. For more insights and discussions, don’t forget to check out other posts on mwpro.co.uk. Happy automating!

1 Comment

Mike Rosoft


8 March 2025, 8:05 am

This upcoming update to Microsoft SharePoint brings an exciting new feature that promises to enhance productivity and streamline workflows for both admins and users alike. With the introduction of customizable quick steps in the Automate menu, users will be empowered to automate common tasks with ease—think composing emails, initiating Teams chats, sending approval requests, and more—all without breaking a sweat!

For users, this means a more efficient way to manage their daily tasks. No longer will they need to navigate through multiple menus or remember complex commands; instead, a simple sentence builder will guide them through the process. It’s like having a personal assistant right at their fingertips! The ability to configure quick steps tailored to specific scenarios will not only save time but also reduce the cognitive load of juggling numerous tasks.

From an admin perspective, this update is a win-win. The rollout is automatic, requiring no additional action on their part, which translates to less time spent managing updates and more time focusing on strategic initiatives. However, a little heads-up to SharePoint admins and site owners about this change would be wise, as it’s always good to keep everyone in the loop.

Now, how impactful will these changes be? Well, I’d say they are set to be quite transformative. The ability to automate common tasks can significantly boost productivity across the board, leading to happier users and a more efficient organization. And let’s face it, who wouldn’t want to spend less time on mundane tasks and more time on the creative aspects of their work?

So, what do you think about these new quick steps? Are you excited to automate some of your daily tasks? Let’s hear your thoughts! Feel free to comment below and share how you think this update will impact your workflow. For more insights and discussions, don’t forget to check out other posts on mwpro.co.uk. Happy automating!

1 Comment

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