Managing Meeting Details and Notes

Utilizing OneNote 2016 Utilizing OneNote in Conjunction with Outlook
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Transcript

Let's continue on with the lecture on utilizing OneNote in conjunction with Outlook. We'll start with managing outlook meeting details. In order to give your notes a consistent look and to also include all of the details pertaining to the meeting, you can add your outlook meeting details to OneNote. Using this feature will give you links to the meeting within Outlook, as well as email links to the meeting attendees for quick and easy follow up if you prefer. The first thing you need to do is add the meeting details to OneNote. So you'd go to Outlook, navigate to the meeting and open it.

From here, we're going to make sure you're on the meeting tab. Go To Meeting notes and click meeting notes. The meeting notes dialog box is going to open and it's going to give you two options. You can share notes with the meeting. Or you can take notes on your own sharing notes with the meeting and is going to allow you to collaborate With those attending the meeting. For this example, we're just going to take notes on our own.

So we'll click take notes on your own. At this point, the Select location in OneNote dialog box is going to open, because you need to choose where you want to put the meeting, what notebook, what section, what page and so forth it belongs on. So you'll navigate to the notebook and navigate to the section and click OK. After that's been completed, it's going to take you to the meeting details within OneNote. So here's the meeting that we added. It has the meeting date, the location. If we click here, it'll take us back to the outlook item.

We can expand to see what the message was. And we can also see the participants. If you go below the notes area and click this is where you could take the notes for your meeting. Now because this invitation already had information within the message, I'm going to tell Take that information, copy it, and paste it in my notes area. This will allow you to expand upon the information that was included in the message with the meeting. What I like to do if it's a regularly scheduled meeting, is to set up the name of the page with the date as well.

This way when the next meeting is added, I can keep them in chronological order, and I can go back to a specific date for information. Let's do one more example. So go back to Outlook. We'll select another meeting. Now you can open it up and click meeting notes. Or once you have it highlighted, you can go to the meeting contextual tab and click meeting notes.

The meeting notes dialog box will open and you choose whether you want to share the notes with the meeting or take notes on your own. You click Share notes with the meeting. Well choose where we want it to go. Click ok. Because I shared it this time, it's going to add a link to view meeting notes. So I'll send the update out. So everybody gets it.

I'll go back to one note. Here's my review, follow up. This meeting is on the 24th, I can expand out everything. And once the meeting is here, I can go ahead and put my notes on it. And as you can see, by putting the dates on it, it makes it easier for you to be able to go to a specific meeting if you wanted to recall. So after my 1010 meeting, when we have the follow up, I could come back to this one and look at the notes that we had gone over.

That's the process that you would use for managing your outlook meeting details. There's one more item I want to go over and that's sending notes via email. We had previously gone over sharing your notebooks, sharing links to notebooks and so forth. But you may also want to share information without having to actually give them access to your system. But you can still collaborate with people even if you don't wish them to share your notebooks and share your links. You can send pages as emails to individuals.

So let's take the budget review page. I didn't share this out with the other attendees, if I wanted to after the fact, I could email it to them. So let's use this page as an example. If you want to email it out to someone, you could select everything on the page and copy it and paste it into a message. But a quicker and easier way to do it is to just make sure you're on the Home tab, come over to the email group and click email page. Once you do that, it's going to paste the information from the page directly into the message.

The subject is going to be the title of the page. It's going to tell you it was created with Microsoft OneNote. Put your recipients in it. add any additional information you want and click the Send button. It's that easy to send out the information. Again, go to the page that you want to send out, make sure you're on the Home tab, email group and click email page.

Once you do that, it's going to put the page within the message body. You'll put your recipients CCS and ABCs, and so forth, add any additional information and send it out. So remember, outlook is a great tool for utilizing many of the features within OneNote. You can create links between you to do lists within OneNote with your tasks and outlook so that you can get reminders and keep track of the status of your tasks. You can manage your outlook meeting details by adding them to OneNote and you can also send your pages via email if you prefer not to share the information via links or sharing your notebooks.

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