OneNote, a powerful meeting, note-taking, and collaboration tool within the Microsoft Office suite, offers features to streamline team productivity. 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.
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Course Overview
Course Outcomes
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.
Business Need
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 dive deeper into the functionality of OneNote and 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
Course Level:
- Intermediate
Learning Methods:
- Exercises/Activities
- Interactive Discussion
Equipment:
- CI's virtual platform