Handy Tips for Linking Outlook and OneNote 2016 Together That Can Make Your Meetings More Efficient!

Do your responsibilities include planning meetings for yourself with (or for) others?

Let Microsoft’s Outlook and OneNote help you to plan these meetings, to develop agenda items, to assign tasks, and to stay in contact with key people all along the way.  

Tip 1: Create Agenda Items in OneNote.

While you are in OneNote, you can develop your agenda items from background materials and supporting information. OneNote is great for storing (and importing) detailed information from other sources such as the Internet, Word files, Excel files, PowerPoint, etc., as you continue to plan and develop the content for your meeting. If you need to share and get input from others, the OneNote Share feature comes in very handy during the preparation phase. You also have the option of emailing a OneNote page to a colleague.

Tip 2: Create Group(s) with Attendees in Outlook

If you meet with a group of individuals on a regular basis, you will want to create a group in Outlook that includes these individuals so your emails go out to them on a group basis. You can also easily keep track of who will be attending the meeting

Tip 3: Manage Your Calendar in Outlook

You can show others your availability for upcoming meetings and specify the range of dates and your availability type—busy, free, tentative, etc. The image on the left shows several options for viewing this information and whether you want to include details. Depending on you and your groups needs and wishes, you can also create group calendars that can be shared and emailed so that everyone is informed.

Tip 4: Take Meeting Notes in OneNote

Once your meeting begins and minutes need to be taken, you have two great OneNote options—if you have a laptop (or tablet) that supports handwriting conversion, you may want to use the Draw feature to write down the key points from the meeting. However, if your tablet doesn’t support “inking”—Ink to Text, you can still use your tablet to write down your minutes and then use a Windows PC with OneNote to convert the handwriting to text.

And you have yet another option, which is to record the minutes using the Audio feature (also includes a Video feature) in OneNote and is available on laptops. If you choose this option to capture your minutes, be sure you have a compatible microphone (and/or camera) for your laptop. Note: The OneNote app for tablets (iPad and Android) also allows you to record audio and video.

Tip 5: Follow Up on To Dos and Tasks in Outlook and OneNote

After most meetings, there is typically some follow up to be handled or task assignments made to various individuals. Use Outlook to assign specific tasks to individuals and review the progress on task completion. If you created your task assignments in Outlook, you can easily put this information in OneNote and vice versa. However, the one drawback, at this point in OneNote, is that note tags created in OneNote don’t show up in Outlook—though I’m sure Microsoft must be working on getting this feature off “the wish list” and granted!

If you want to learn how to increase your productivity and efficiency, consider taking an online course on Outlook and/or OneNote in the Business Office Systems & Support program (BOSS) at Richland College. The Outlook 2016 course is 7½ weeks (listed as POFI 1104-83438). This course also includes preparation to take the MOS certification exam for Outlook 2016. The OneNote 2016 course (POFI 1104‑83448) is also being offered online for 7 ½ weeks. Click this link for more details on dates for both courses.

Richland College is in northeast Dallas and located at 12800 Abrams Road. For more information, please contact Angela Nino at anino@dcccd.edu or call 972-238-6215.

**Richland College is an authorized Microsoft Testing Center.
***Get a Free Copy of Microsoft Office 365***If you are a student in the Dallas County Community College District, you are eligible to download a FREE version of Microsoft Office 365, which includes Word, Excel, PowerPoint, Access, Outlook, Publisher, and OneNote and can be used on up to 5 devices.