OneNote - Organize your items with tags Tutorial
In this video, you will learn how to organize your items with tags using Microsoft 365. The video covers the process of associating emails, tasks, meetings, and contacts with OneNote and Outlook.
By using OneNote with Outlook, you can easily exchange information and keep your notes and planned projects organized.
You can create Outlook tasks from your notes in OneNote, view and track them, and even set reminders.
Additionally, you can take meeting notes in OneNote and link them to your Outlook appointments, keeping all the details in one place.
Contacts can also be sent to OneNote, allowing you to quickly find relevant information for common projects.
This tutorial will help you efficiently manage and organize your items using tags in Microsoft 365.
- 2:52
- 2569 views
-
OneDrive - What is OneDrive ?
- 01:14
- Viewed 2438 times
-
Copilot (licence) - Use Copilot with Right-Click
- 02:50
- Viewed 1435 times
-
Outlook - Create and modify a group
- 2:19
- Viewed 5233 times
-
OneDrive - Edit, Delete a Share
- 02:16
- Viewed 1507 times
-
Power BI - Introduction to Power Bi
- 1:29
- Viewed 6976 times
-
Teams Premium - Activate the features of Teams Premium
- 3:48
- Viewed 14596 times
-
Teams Premium - Optimize Teams Premium settings in Administration
- 1:27
- Viewed 3080 times
-
Viva Engage - The role of an administrator
- 2:22
- Viewed 5320 times
-
Introduction to OneNote
- 1:16
- Viewed 3582 times
-
Insert Pictures in Your Notes with Your Smartphone
- 1:03
- Viewed 3483 times
-
Summarize Your Notes with Copilot
- 1:45
- Viewed 3427 times
-
Create a List of Tasks
- 1:05
- Viewed 3395 times
-
Manage Settings
- 1:21
- Viewed 3301 times
-
Move or Delete a Section or a Page
- 1:34
- Viewed 3271 times
-
Organize Your Notes
- 1:53
- Viewed 3255 times
-
Protect Your Notes with a Password
- 2:02
- Viewed 3083 times
-
Take Notes Orally
- 1:33
- Viewed 3029 times
-
Search Notes
- 0:54
- Viewed 3028 times
-
Share and Send a Copy of a Page
- 1:51
- Viewed 3017 times
-
Organise notes
- 2:57
- Viewed 2852 times
-
Research in your notes
- 1:13
- Viewed 2833 times
-
Draw, sketch or handwrite notes
- 1:25
- Viewed 2759 times
-
Back up and saving notes
- 0:32
- Viewed 2739 times
-
Send your notes by email
- 0:42
- Viewed 2717 times
-
Insert Links and Documents
- 1:35
- Viewed 2640 times
-
Add a Visio diagram
- 1:23
- Viewed 2630 times
-
Introduce OneNote
- 2:08
- Viewed 2628 times
-
Make better tables
- 10 min
- Viewed 2619 times
-
Password protect your notes
- 1:43
- Viewed 2549 times
-
Save, share and share everything
- 0:49
- Viewed 2493 times
-
Add an Excel spreadsheet
- 1:31
- Viewed 2393 times
-
Insert online videos
- 0:41
- Viewed 2379 times
-
Imbrication OneNote / Teams
- 1:03
- Viewed 2364 times
-
Add files
- 1:26
- Viewed 2333 times
-
See who's collaborating
- 2:01
- Viewed 2328 times
-
Add items
- 2:04
- Viewed 2316 times
-
Imbrication OneNote / Outlook
- 1:37
- Viewed 2276 times
-
Use page templates
- 2:19
- Viewed 2265 times
-
Sync and sharing
- 0:28
- Viewed 2248 times
-
Turning web pages into notes
- 2:49
- Viewed 2192 times
-
Move or delete items
- 2:11
- Viewed 2081 times
-
Create a Task List or Plan with Copilot
- 1:49
- Viewed 1692 times
-
Organizing OneNote with Copilot
- 00:46
- Viewed 294 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 267 times
-
Using Copilot in OneNote with Right-Click
- 01:21
- Viewed 264 times
-
Starting with planner
- 4:28
- Viewed 8716 times
-
Introduction to Power Bi
- 1:29
- Viewed 6976 times
-
The role of an administrator
- 2:22
- Viewed 5320 times
-
General Introduction
- 2:54
- Viewed 4988 times
-
Introduction to PowerApps
- 1:12
- Viewed 4275 times
-
Start using Excel
- 4:22
- Viewed 4222 times
-
Introduction to Bookings
- 1:19
- Viewed 4218 times
-
Introduction to Power BI Building Blocks
- 3:07
- Viewed 4168 times
-
Introduction to Power BI Desktop
- 2:52
- Viewed 4146 times
-
A closer look at the ribbon
- 3:55
- Viewed 4143 times
-
Tell me what you want to do
- 0:57
- Viewed 4122 times
-
New Interface
- 3:02
- Viewed 4062 times
-
A first look at Excel 2016
- 3:22
- Viewed 4015 times
-
Top tips for working in Excel Online
- 3:35
- Viewed 3993 times
-
Introducing PowerAutomate
- 1:53
- Viewed 3957 times
-
How things are organized
- 1:58
- Viewed 3913 times
-
Introduction to Excel
- 0:59
- Viewed 3876 times
-
Introduction to Planner
- 3:00
- Viewed 3832 times
-
Save and print an Excel workbook
- 1:53
- Viewed 3728 times
-
Introduction to PowerPoint
- 0:58
- Viewed 3723 times
-
Introducing Whiteboard
- 1:01
- Viewed 3720 times
-
A first look at PowerPoint 2016
- 4:18
- Viewed 3705 times
-
Introducing Outlook
- 0:50
- Viewed 3666 times
-
Introduction to Word
- 0:59
- Viewed 3649 times
-
Introducing Project
- 1:02
- Viewed 3610 times
-
Introduction to Stream
- 1:17
- Viewed 3591 times
-
Introduction to OneNote
- 1:16
- Viewed 3582 times
-
Get going fast
- 1:38
- Viewed 3552 times
-
Viva Connections in Microsoft Teams
- 0:58
- Viewed 3521 times
-
Save time while searching for documents or informations
- 3:57
- Viewed 3497 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3488 times
-
An Overview of SHIFTS
- 1:21
- Viewed 3442 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3402 times
-
Introducing Lists
- 0:41
- Viewed 3389 times
-
Introducing Microsoft365
- 0:56
- Viewed 3374 times
-
Getting Started with Outlook Mobile App
- 1:53
- Viewed 3350 times
-
Introducing MyAnalytics
- 1:37
- Viewed 3310 times
-
Access your Office Online App
- 0:43
- Viewed 3239 times
-
Clutter
- 1:31
- Viewed 3210 times
-
Save a PowerPoint presentation
- 1:55
- Viewed 3206 times
-
Start using PowerPoint
- 2:06
- Viewed 3196 times
-
Office Online Apps
- 1:27
- Viewed 3170 times
-
Office 365 overview
- 2:27
- Viewed 3163 times
-
Do things quickly with Tell Me
- 0:49
- Viewed 3159 times
-
Understand the difference between surveys and quizzes in Microsoft Forms
- 1:34
- Viewed 3095 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 3014 times
-
Introducing Microsoft Viva Engage
- 1:20
- Viewed 2997 times
-
Interface Introduction of SHIFTS
- 1:48
- Viewed 2990 times
-
A closer look at the ribbon
- 4:20
- Viewed 2968 times
-
How things are organized
- 2:04
- Viewed 2960 times
-
Discovery of the interface
- 2:46
- Viewed 2932 times
-
Discover Excel Online
- 2:34
- Viewed 2921 times
-
What is Microsoft Forms?
- 1:23
- Viewed 2886 times
-
Presentation of the interface of your profile
- 1:41
- Viewed 2876 times
-
Get going fast
- 1:54
- Viewed 2817 times
-
Quick assist
- 1:29
- Viewed 2813 times
-
What is Viva Connections?
- 0:50
- Viewed 2795 times
-
Discover PowerPoint Online
- 2:35
- Viewed 2771 times
-
What is an Open Shift?
- 0:45
- Viewed 2725 times
-
Discover Word Online
- 2:34
- Viewed 2709 times
-
Introduce OneNote
- 2:08
- Viewed 2628 times
-
Tracking Prevention
- 0:59
- Viewed 2595 times
-
Introduction to the course on Forms
- 1:23
- Viewed 2540 times
-
Interface Discovery
- 2:20
- Viewed 2536 times
-
Do things quickly with Tell Me
- 1:07
- Viewed 2487 times
-
Introduction to Microsoft Stream (on SharePoint)
- 1:04
- Viewed 2439 times
-
What is OneDrive ?
- 01:14
- Viewed 2438 times
-
Homepage Navigation
- 0:48
- Viewed 2405 times
-
Functioning of the inbox
- 1:19
- Viewed 2391 times
-
Interface overview
- 1:08
- Viewed 2345 times
-
Navigating within a group
- 1:13
- Viewed 2332 times
-
Using Microsoft Viva Insights In Teams
- 0:59
- Viewed 2326 times
-
Introduction to the Microsoft Forms home page
- 3:14
- Viewed 2259 times
-
Exploring the viva insights interface
- 1:56
- Viewed 2144 times
-
Introducing Sharepoint
- 01:13
- Viewed 2099 times
-
Using relaxation modules
- 1:32
- Viewed 2080 times
-
Find content and people
- 0:59
- Viewed 1667 times
-
How to Access Copilot
- 03:00
- Viewed 1516 times
-
Finding and Installing Teams for Mobile
- 0:57
- Viewed 1337 times
-
Introduction to Teams
- 1:25
- Viewed 1302 times
-
Presentation of the desktop application
- 2:16
- Viewed 1239 times
-
Interface Overview
- 1:10
- Viewed 1224 times
-
What can Copilot do for you ?
- 2:37
- Viewed 1160 times
-
Search from emails with Copilot
- 00:53
- Viewed 791 times
-
Task Module Overview
- 01:56
- Viewed 617 times
-
The Bcc Field in Detail
- 01:53
- Viewed 522 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 388 times
-
Explore the Interface
- 03:22
- Viewed 350 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 342 times
-
Manage Views
- 02:36
- Viewed 319 times
-
Introduce the new version of Outlook
- 02:01
- Viewed 309 times
-
Consult the adoption of Copilot through Viva Insights
- 00:52
- Viewed 281 times
-
Using Copilot in OneNote with Right-Click
- 01:21
- Viewed 264 times
-
Personality and tone for a believable rendering
- 01:48
- Viewed 36 times
-
Format and example for optimal results
- 02:03
- Viewed 37 times
-
The Importance of Context in Your Applications
- 02:14
- Viewed 30 times
-
Task Accuracy in Prompting
- 02:31
- Viewed 77 times
-
The Basis of Prompting in Conversational AI
- 02:41
- Viewed 28 times
-
What is a prompt in conversational AI?
- 02:02
- Viewed 34 times
-
Extract Text from an Image
- 01:07
- Viewed 55 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 97 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 106 times
-
Query an Attached Meeting
- 01:51
- Viewed 42 times
-
Plan with Copilot
- 01:15
- Viewed 69 times
-
Share Requests with Your Team
- 03:07
- Viewed 100 times
-
Translate a presentation
- 01:38
- Viewed 49 times
-
Generate a Video
- 01:49
- Viewed 56 times
-
Add Speaker Notes
- 00:56
- Viewed 51 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 123 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 119 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 135 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 171 times
-
Copilot at the service of project reports
- 02:36
- Viewed 145 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 132 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 257 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 143 times
-
Project mode
- 01:31
- Viewed 140 times
-
Create an agent for a team
- 01:53
- Viewed 240 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 236 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 112 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 240 times
-
Copilot Studio agent settings
- 01:33
- Viewed 105 times
-
Add new actions
- 01:54
- Viewed 239 times
-
Create a first action
- 01:59
- Viewed 230 times
-
Manage topics
- 01:51
- Viewed 133 times
-
Manage knowledge sources
- 01:11
- Viewed 100 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 235 times
-
Access Copilot Studio
- 01:09
- Viewed 226 times
-
Get started with Copilot Studio
- 01:25
- Viewed 113 times
-
Introduction to PowerBI
- 00:60
- Viewed 263 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 250 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 244 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 279 times
-
Introduction to Planner
- 00:56
- Viewed 256 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 311 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 262 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 383 times
-
Introduction to Sway
- 01:53
- Viewed 337 times
-
Introducing to Word
- 01:00
- Viewed 243 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 232 times
-
Create a call group
- 01:15
- Viewed 408 times
-
Use call delegation
- 01:07
- Viewed 198 times
-
Assign a delegate for your calls
- 01:08
- Viewed 376 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 203 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 205 times
-
Manage advanced call notifications
- 01:29
- Viewed 210 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 336 times
-
Block unwanted calls
- 01:24
- Viewed 244 times
-
Disable all call forwarding
- 01:09
- Viewed 226 times
-
Manage a call group in Teams
- 02:01
- Viewed 248 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 200 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 204 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 224 times
-
Manage voicemail messages
- 01:55
- Viewed 338 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 373 times
-
Customize your voicemail greeting
- 02:17
- Viewed 200 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 258 times
-
Manage simultaneous calls
- 01:52
- Viewed 226 times
-
Support third-party apps during calls
- 01:53
- Viewed 277 times
-
Add participants quickly and securely
- 01:37
- Viewed 212 times
-
Configure call privacy and security settings
- 02:51
- Viewed 210 times
-
Manage calls on hold
- 01:20
- Viewed 214 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 219 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 205 times
-
Draft a Service Memo
- 02:33
- Viewed 257 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 244 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 393 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 365 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 127 times
-
Other Coaches
- 01:45
- Viewed 270 times
-
Agents in SharePoint
- 02:44
- Viewed 209 times
-
Prompt coach
- 02:49
- Viewed 236 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 225 times
-
Configure a Copilot Agent
- 02:39
- Viewed 231 times
-
Describe a copilot agent
- 01:32
- Viewed 268 times
-
Rewrite with Copilot
- 01:21
- Viewed 222 times
-
Analyze a video
- 01:21
- Viewed 248 times
-
Use the Copilot pane
- 01:12
- Viewed 233 times
-
Process text
- 01:03
- Viewed 225 times
-
Create an insights grid
- 01:19
- Viewed 414 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 230 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 252 times
-
Create an image with Copilot
- 00:42
- Viewed 426 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 244 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 249 times
-
Chat with Copilot
- 00:50
- Viewed 257 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 414 times
-
Data Privacy in Copilot
- 00:43
- Viewed 252 times
-
Access Copilot
- 00:25
- Viewed 440 times
-
Use a Copilot Agent
- 01:24
- Viewed 285 times
-
Edit in Pages
- 01:49
- Viewed 293 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 261 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 255 times
-
Generate the email for the recipient
- 00:44
- Viewed 243 times
-
Action Function
- 04:18
- Viewed 209 times
-
Search Function
- 03:42
- Viewed 256 times
-
Date and Time Function
- 02:53
- Viewed 267 times
-
Logical Function
- 03:14
- Viewed 413 times
-
Text Function
- 03:25
- Viewed 266 times
-
Basic Function
- 02:35
- Viewed 225 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 269 times
-
Introduction to Power Fx
- 01:09
- Viewed 265 times
-
The New Calendar
- 03:14
- Viewed 451 times
-
Sections
- 02:34
- Viewed 237 times
-
Customizing Views
- 03:25
- Viewed 230 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 515 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 285 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 200 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 147 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 269 times
Objectifs :
This document aims to provide a comprehensive overview of how to integrate OneNote with Outlook, highlighting the functionalities that enhance productivity by associating emails, tasks, meetings, and contacts effectively.
Chapitres :
-
Introduction to OneNote and Outlook Integration
OneNote and Outlook can be seamlessly integrated to improve organization and productivity. This integration allows users to associate emails, tasks, meetings, and contacts, making it easier to manage information and stay on top of projects. -
Associating Emails with OneNote
When you receive an email in Outlook, a OneNote button appears on the ribbon. By clicking this button, a window opens where you can select the OneNote page to associate with the email. This action creates a new page in OneNote that includes a copy of the email, allowing for easy reference and note-taking. -
Sending Notes via Email
OneNote also allows you to send notes by email. To do this, click the 'Email Page' button in the ribbon. This opens a message window where you can enter the recipients' names, making it simple to share your notes directly from OneNote. -
Creating Outlook Tasks from OneNote
As you take notes or plan projects in OneNote, you can create tasks that sync with Outlook. To create a task, select the text you want to turn into a task, click the 'Outlook Tasks' button, and choose a reminder. A flag will appear next to your task, and it will be added to Outlook for tracking and reminders. -
Managing Tasks in Outlook
If you decide that a task should not appear in Outlook, you can right-click the flag and choose 'Delete Outlook Task.' To mark a task as complete, simply click on the flag next to the task in Outlook. -
Taking Meeting Notes in Outlook
When scheduling a meeting in Outlook, you can take associated notes. Open the meeting and select 'Meeting Notes.' A dialog box will appear, allowing you to choose whether to share your notes with others or keep them private. After selecting a section in OneNote and clicking OK, a linked page is created that contains both the meeting details and your notes. -
Linking Contacts to OneNote
You can also send contacts from Outlook to OneNote. Select one or more contacts, click the OneNote button in the ribbon, choose a location in OneNote, and click OK. This action creates a new page for each contact, linking them to the relevant Outlook items, which is particularly useful for managing project-related contacts.
FAQ :
How can I associate an email with OneNote?
You can associate an email with OneNote by clicking the OneNote button on the Outlook ribbon. A window will open allowing you to choose the OneNote page to associate the email with, creating a new page that includes a copy of the email.
Can I create tasks in OneNote that appear in Outlook?
Yes, you can create tasks in OneNote that will appear in Outlook. Simply select the text you want to turn into a task, click the Outlook Tasks button, and choose a reminder. The task will then be added to Outlook.
How do I take meeting notes in Outlook?
To take meeting notes in Outlook, open the meeting you want to take notes for, select 'Meeting Notes', and choose whether to share your notes with others or keep them private. Then select a section in OneNote to save your notes.
What happens if I mark a task as complete in Outlook?
When you mark a task as complete in Outlook by clicking the flag next to it, the task will be updated to reflect its completion status.
Can I send contacts from Outlook to OneNote?
Yes, you can send contacts from Outlook to OneNote. Select the contacts you want to send, click the OneNote button in the ribbon, choose a location in OneNote, and a new page will be created for each contact with a link to the Outlook items.
Quelques cas d'usages :
Project Management
Use OneNote to take detailed notes during project meetings and associate them with Outlook tasks. This allows for better tracking of project progress and ensures that all team members have access to the same information.
Email Organization
When receiving important emails, use the OneNote integration to save a copy of the email in a dedicated OneNote page. This helps in organizing information related to specific projects or topics.
Meeting Preparation
Before a meeting, create a OneNote page linked to the Outlook appointment. During the meeting, take notes directly on this page, ensuring that all relevant information is stored in one place for future reference.
Contact Management
For collaborative projects, send relevant contacts from Outlook to OneNote. This allows team members to quickly access contact information related to specific projects, enhancing communication and collaboration.
Task Tracking
Utilize OneNote to create tasks that sync with Outlook. This ensures that all tasks are tracked in one place, and team members receive reminders, improving accountability and productivity.
Glossaire :
OneNote
A digital note-taking application that allows users to create, organize, and share notes across devices.
Outlook
A personal information manager from Microsoft that includes email, calendar, task management, and contact management functionalities.
Ribbon
A user interface element in Microsoft Office applications that contains tabs with buttons for various functions.
Task
A specific piece of work or duty that needs to be completed, often tracked in project management tools.
Meeting Notes
Notes taken during a meeting to capture discussions, decisions, and action items.
Flag
A visual indicator in Outlook used to mark tasks for follow-up or completion.
Appointment
A scheduled event in Outlook's calendar, often associated with meetings.
Contacts
Individuals or organizations stored in Outlook that can be communicated with via email or other means.