Microsoft OneNote Basics: Organize, Track, and Manage Your Notes

Level Beginner
Duration 2 hours
Delivery virtualVirtual

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. 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.

Course Overview

Course Outcomes

  • 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.

Business Need

OneNote is a meeting and note-taking application that is part of the Microsoft Office suite. OneNote can be used on the desktop or cloud-based to help manage and track meeting and project notes. It interacts with Microsoft Outlook 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 in your workday.


Course Schedule

Typical Course Duration

Virtual: 2 hours

Delivery Methods

Number of participants

  • virtual: 30

Course Details

Field of Study:

Productivity and Efficiency

Course Level:

  • Beginner

Learning Methods:

  • Exercises/Activities
  • Interactive Discussion

Equipment:

  • CI's virtual platform

Suggested Prerequisites

None

This Course

Microsoft OneNote Basics: Organize, Track, and Manage Your Notes

Recommended Follow-up

Microsoft OneNote: Using Intermediate Functionality
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