Microsoft OneNote Training

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Microsoft OneNote Training Overview

Application Focus

Are you tired of losing great ideas or scrambling to organize meeting notes scattered across sticky notes and paper pads? Microsoft OneNote is the ultimate solution—a versatile, cloud-based application that helps you capture, organize, and manage your notes effectively. Whether you’re tracking meeting discussions, brainstorming ideas, or managing tasks, OneNote integrates seamlessly with Microsoft Outlook and Teams to keep you organized and productive.

OneNote Basic Training

This beginner-friendly training will guide you through the basic functionality of OneNote, showing you how to create, share, and organize notebooks, sections, and pages. You’ll learn how to streamline your workflow, collaborate with others, and manage notes more efficiently.

  • Track Meeting Notes: Discover strategies for capturing and organizing meeting notes in OneNote.
  • Set Up and Organize Notebooks: Learn how to create and manage sections and pages for meetings, projects, and personal notes.
  • Master Basic Features:
    • Create and share notebooks, sections, and pages.
    • Format notes with OneNote’s built-in tools.
    • Use tags to organize and retrieve information and generate tag reports.
    • Understand basic functionality with pages and writing notes
  • Integrate with Outlook and Teams: Understand how OneNote integrates with Outlook calendars, emails, and task management, and how to collaborate via Microsoft Teams.
  • Manage Tasks and Actions: Learn how to use OneNote to track and prioritize tasks and action items effectively.
  • Archive and Export Notes: Gain the ability to archive and export notes to Word or PDF formats for long-term use.
  • Share and Collaborate: Understand how to share notebooks with others and collaborate in real-time, whether on OneNote desktop or via Microsoft Teams.

OneNote Intermediate Training

This intermediate training takes users beyond the basics to explore OneNote’s advanced functionality, including organizing and archiving notebooks, sections, and pages. Participants will learn platform differences, share and collaborate on notes, and enhance their organization with Section Groups and sub-pages. We’ll also cover advanced page management, such as embedding Excel sheets, tracking versions, and linking or moving pages.

Finally, attendees will personalize their OneNote experience with customized tags, templates, and drawing tools, and use view options like “Dock to Desktop” and “New Window View” for efficient multitasking.

  • Optimizing OneNote for Organization and Collaboration
    • Distinguish between desktop, mobile, and online applications.
    • Share and collaborate on meeting notes and projects.
    • Organize content with pages, sections, Section Groups, and archiving methods.
  • Advanced Content and Page Management
    • Enhance pages with embedded Excel sheets, links, and history tracking.
    • Move, copy, and mark pages; manage version history.
  • Customizing Tools and Views for Efficiency
    • Personalize tags, templates, and drawing tools.
    • Access recent edits, the Notebook recycle bin, and utilize pinned pages and dual-window views for multitasking.

Training Details

  • Training Duration: 2 hours for each level
  • Class Size: 30 participants
  • Materials: Hand-out and training recording provided
  • Seminar Location: Conducted virtually

Looking for additional Microsoft Office Trainings?

We offer training on Outlook, Teams and Record and Document Management on SharePoint and OneDrive

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