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.
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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.