Training Overview

Do you scribble great ideas and meeting notes on sticky notes or paper pads and find it hard to get back to them? OneNote is an excellent meeting and note-taking application that is part of the Microsoft Office suite. With so many meetings and projects it can be challenging to track notes via paper tablets and pads. OneNote can solve this problem. It is a cloud-based application and therefore can sync with your desktop, tablet, smartphone and other mobile devices. It interacts with Microsoft Outlook and Teams and can be used to track meeting notes, projects, ideas, lists and action items. In this training, you will not only learn the basic functionality of OneNote but how to use it to be more efficient and productive with your meetings and projects. 

Learning Objectives

  • Gain strategies on how to track meeting notes effectively in OneNote
  • Share examples in which users have used OneNote to manage information
  • Learn how to do basic functionality in OneNote including:
    • Creating, sharing notebooks, sections and pages
    • Understand formatting options
    • Creating page templates
    • Utilizing tags and creating tag reports
  • Learn how to set up sections and organize meetings in OneNote
  • Learn options on how to track and manage tasks and actions
  • Discover how to integrate meeting note information from Outlook to OneNote
  • Learn how to archive and save past meeting notes into PDF or Word formats
  • Understand how to share and collaborate using OneNote notebooks in Microsoft Teams

Training Details

  • Seminar Length: 2 hours
  • Class Size: 25 participants
  • Materials: Hand-out provided
  • Seminar Location: In-person or conducted remotely

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