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If
you are like most of us, a whole lot of your vital duties and notes arrive by way of
e mail. You have been utilizing your Microsoft Calendar and To-Do-Checklist to maintain observe
of your duties, however you wish to do extra.
Most
folks do not understand that you should utilize MS OneNote as an Outlook process supervisor
with the Outlook Calendar To-Do-Checklist instruments. By including OneNote to MS Outlook,
you cannot solely observe your duties, you can too hold observe of different data
that arrives by e mail in useful notebooks with tabs. There are even OneNote collaboration
options you should utilize to share your data with others.
On this tutorial, we’ll present you the right way to activate the OneNote
function in MS Outlook. We’ll additionally present you the right way to use OneNote to successfully handle
your duties and notes. We’ll share how MS Outlook might help you retailer and
arrange your incoming e mail messages. Lastly, we’ll share a cool hack for
utilizing MS OneNote together with the Outlook calendar to take assembly minutes and
distribute them to assembly individuals.
Information to Inbox Zero Mastery (Free eBook Obtain)
On this tutorial, you will be studying the right way to use OneNote and Outlook for mission administration duties. You may get much more management over your tasks by studying the right way to handle your e mail inbox, so you should definitely seize our Free eBook: The Final Information to Inbox Zero Mastery. It is full of inbox
group methods and killer ideas for managing all of your incoming e mail
extra effectively.
Now let’s transfer on to our tutorial on the right way to use Microsoft Outlook with OneNote.
What
Is Microsoft OneNote?
MS
OneNote is a notetaking/to-do-list device that comes as part of MS Workplace
suite. It lets you arrange and retailer data in addition to hold observe of
conferences and duties. Once you had been at school you will have used a pocket book with
tabs to maintain your papers organized. OneNote works a lot the identical means, besides
your pocket book is now digital and your tabs are known as sections.
OneNote
is built-in into MS Outlook and you should utilize it alongside along with your MS Outlook
Calendar and To Do Checklist. It can be built-in into different software program
productiveness apps. OneNote additionally consists of peer collaboration instruments.
To
study much more about Microsoft OneNote fundamentals, listed below are some tutorials:
Easy methods to Activate MS OneNote
Now
that you just’ve realized what MS OneNote is, you’re prepared to start out utilizing it. Earlier than
you can begin utilizing, the MS OneNote Add-in, it is advisable ensure it’s enabled.
If OneNote is enabled, you’ll see a OneNote icon
on the ribbon when the Dwelling tab
is chosen:
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If OneNote isn’t lively in your model of Outlook, you’ll
must lively it. Right here’s what to do
Step 1. Entry the Outlook Choices Window
Begin
along with your Outlook e mail inbox open. Click on the File tab. The Account
Data window seems:
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Click on Choices on the left. The Outlook Choices window seems:
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Step 2. Change OneNote to Energetic Standing
Click on the Add-ins
choice on the left. On the View and
handle Microsoft Workplace Add-ins window you’ll see lists of lively,
inactive, and disabled software add-ins:
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If
OneNote is on the Inactive Purposes
Add-In record, choose COM Add-ins
subsequent to Handle on the backside of the
display screen. Then, click on the Go button. The Com
Add-Ins dialog field seems:
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Examine
the checkbox subsequent to OneNote Notes about
Outlook gadgets to activate it, then click on OK.
The system returns to your inbox. It’s best to now see the OneNote icon on the ribbon when the Dwelling tab is chosen.
Easy methods to Create Outlook Duties in OneNote
When you’ve activated OneNote, you should utilize it as an Outlook process supervisor by creating duties in Outlook and saving them to OneNote or creating duties in OneNote and saving them to Outlook. Let’s get began!
The very first thing you’ll wish to do is open OneNote in your
desktop:
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As
you possibly can see, I’ve already added a Pocket book known as Challenge XYZ to
OneNote for us to work with. I additionally
added some Sections (typically known as folders) to the pocket book. The sections I added are known as Conferences, Minutes, Correspondence, and Duties. On
the suitable, you’ll see a spot for an inventory of Pages within the part that’s
presently open—it is
the inexperienced part. (There
aren’t any pages on the record but as a result of we haven’t created them.)
Create
and identify your personal notebooks and sections in line with your organizational
wants.
1.
Use OneNote to Add a New Job to Your Outlook Duties Checklist
You
can add a process to your Outlook To-Do-Checklist from OneNote. Here is how:
Step 1. Open Your Pocket book Part and Add a Job
Begin by opening the suitable part within the appropriate pocket book. On this case,
I’ll begin with the Duties part
open within the Challenge XYZ folder. (I’ve
already added a pre-existing process known as File the XYZ
Challenge Paperwork to this part. You may see it on the web page record to the
proper.)
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Click on the checkbox subsequent the To Do Tag
icon within the ribbon. A checkbox, representing a brand new process, seems on a clean
web page within the part you’ve acquired open.
Step 2. Sort the Job Description
Sort an outline of the duty within the clean area subsequent to the checkbox.
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Step 3. Schedule the Job and Add Particulars
When
you’ve completed, click on Outlook Duties
icon within the ribbon. From the drop-down
menu, decide a timeframe for if you wish to add the duty to the Outlook duties
record. To schedule a selected date, choose the Customized choice. The Outlook New
Job window shows:
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Now it is time to fill out the duty particulars:
- Use the Begin date
and Due date fields to schedule the
process. - Describe the significance of the duty utilizing the Precedence subject (select between Low, Regular, and Excessive).
- Use
the Reminder checkbox to have
Outlook remind you in regards to the process. - Outline the significance of the duty utilizing the Precedence subject.
Once you’re carried out filling out the New Job window, shut
it by clicking the X within the higher proper nook of the window. Make sure to save
your modifications when Outlook prompts you to take action.
Step 4. View the Job in Outlook
To see the duty you simply created in OneNote, open your MS Outlook process record. You’ll see
the duty you simply created on the duty record. The main points seem within the pane to
the suitable:
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Now you can work with the duty in Outlook similar to you
would any process you created utilizing Outlook’s process instruments when you like. For extra
particulars on working with the New Job
window, assessment this tutorial:
2. Add an Outlook Job to OneNote
Use OneNote as an Outlook process supervisor by saving duties which can be created in Outlook to
OneNote. Right here’s what to do:
Step 1. Open Your Outlook To-Do-Checklist and Choose a Job
Begin along with your e mail inbox open and open your To-Do-Checklist. (Click on on the Extra icon on the backside of the Navigation panel and choose Duties from the pop-up menu.)
Choose a process that you just’ve created in Outlook from the record. For our instance,
I’ve created a process known as Attend
Coaching Seminar in MS Outlook:
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Double-click on the duty you created in Outlook to open it.
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Step 2. Ship the Job to OneNote
Click on on the OneNote
icon within the ribbon to ship the duty to OneNote. The Choose Location in OneNote dialog field shows:
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Click on on a pocket book to decide on one of many sections inside or choose between
the Latest Picks record. Once you’ve
chosen a location, click on the OK
button and shut the open process.
Step 3. View the Outlook Job in OneNote
To see your process in OneNote, open the pocket book and part the place you saved that
process. Click on on the duty identify within the web page record on the suitable to open the web page
containing the duty you simply created:
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Easy methods to Save an Outlook E mail to OneNote
It can save you an e mail to OneNote the place you may make notes on
it, scheduled duties primarily based on it, and extra.
Step 1. Choose an E mail to Ship to OneNote
Begin along with your e mail inbox open. Choose the message or messages you wish to
save to OneNote:
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Step 2. Ship the E mail to OneNote
Click on the OneNote icon within the ribbon
to ship the chosen message to OneNote. The Choose Location in OneNote dialog field shows:
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Click on on the placement the place you wish to retailer the e-mail after which click on OK. OneNote opens a brand new web page along with your
e mail on it within the pocket book and part you selected:
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Easy methods to Use OneNote to Discover a Job or Message
When you get into the behavior of utilizing OneNote to retailer
data, your notebooks may begin to get full. You may fear that you just
gained’t be capable of discover what you’re in search of. However OneNote has a reasonably
useful search device. Let’s take a more in-depth look.
Step 1. Open OneNote and Discover the Search Instrument
Begin by opening OneNote:
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Step 2. Sort the Search Phrase
I wish to discover the e-mail I simply saved to OneNote, however I can’t keep in mind the place I
put it. I do know that it incorporates the phrases “thank-you,” so I kind these phrases
into the Search device and press the Enter key after I’m carried out. The Search device takes me on to the
OneNote web page the place I saved the e-mail:
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Easy methods to Use OneNote With Conferences
It can save you time in your mission administration duties by automating the assembly minute course of.
You may join a gathering you’ve acquired in your Outlook calendar, take notes on
that assembly, and e mail these notes to the opposite individuals who attended the assembly
when the assembly is over.
Let’s learn the way:
Step 1. Open Your Outlook Calendar
Begin by opening your MS Outlook calendar:
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For extra data on the right way to use the Microsoft Outlook Calendar device, assessment this tutorial:
Step 2. Add a Assembly to OneNote
Discover
the assembly you wish to add to OneNote and double-click on it to open the Invited Occasion window. On this case we’re going to open the Pc Coaching on New Software program
assembly that I arrange for example:
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As soon as
the Invited Occasion window is open,
join it to OneNote by clicking the OneNote
icon within the ribbon. Discover that it says Assembly
Notes Assembly. A dialog field seems asking whether or not you wish to Share notes with the assembly or Take notes by yourself:
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Select one of many following:
- To
share the assembly minutes in shared pocket book, choose the Share notes with the assembly choice. Be aware: you will need to have a shared OneNote pocket book already set as much as choose this
choice. - To
take your personal notes privately, choose the Take
notes by yourself choice. These notes will solely exist in your non-public
pocket book till you share them via e mail. That is the choice we’ll use for this
instance.
Choose the Take
notes by yourself choice. The Choose
Location in OneNote dialog field seems:
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Step 3. Take Notes in OneNote
Click on
on a pocket book to decide on one of many sections inside or choose between the Latest Picks record. Once you’ve chosen a
location, click on the OK button and
shut the open assembly. A brand new web page containing your assembly data opens in
the OneNote part and pocket book you simply chosen:
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Take notes on the open web page in OneNote beneath the Notes heading.
Step 4. Distribute the Assembly Notes With Outlook
When the assembly is over you possibly can share your notes with
everybody who attended the assembly by clicking on the E mail Web page icon within the
ribbon:
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An Outlook message opens with the assembly data and
attendees on the prime and your notes on the backside:
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When
you’re prepared, click on the Ship button
on the left to ship the assembly notes to the assembly attendees.
Be taught Extra About Easy methods to Use E mail Successfully
Whether or not
you are a enterprise proprietor or a enterprise skilled, e mail is a vital
communications device. It is vital to verify your emails are as
skilled as doable. These tutorials might help:
Extra Useful E mail Suggestions and Methods
Do not forget to signal as much as the Tuts+ Enterprise publication and seize our free eBook: The Final Information to Inbox Zero Mastery. It is full of inbox group methods and killer ideas for managing all of your incoming e mail extra effectively.
Conclusion
As you possibly can see, OneNote and Outlook collectively can deal with a
lot of mission administration duties. Utilizing these instruments collectively might help you’re employed extra successfully. You’ve simply realized the right way to activate MS OneNote and use it in
mixture with Microsoft Outlook to arrange your Outlook e mail, Outlook duties,
conferences, and different data.
You’ve additionally found the right way to use OneNote as an Outlook process supervisor. I’ve defined the right way to save e mail to OneNote
folders. Plus, we’ve gone over a cool timesaving tip
for storing assembly data to OneNote and utilizing OneNote to each take
assembly minutes and distribute these assembly minutes to assembly individuals.
Do you employ OneNote and Outlook collectively? If
so, what OneNote productiveness ideas do you might have associated to utilizing the instruments for mission administration duties? Share your solutions within the feedback
beneath.
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