Using Microsoft OneNote for Project Management

Using Microsoft OneNote for Project Management

Presented By: Ben M. Schorr

Microsoft Redmond, Washington

Presented at: ACLEA 52nd Annual Meeting

July 30 ? August 2, 2016 Seattle, Washington

Ben M. Schorr Microsoft

Redmond, Washington

Ben M. Schorr is a Senior Content Developer at Microsoft. He is also the author of several books and articles on technology including "The Lawyer's Guide to Microsoft Outlook", "The Lawyer's Guide to Microsoft Word" and "OneNote in One Hour". He was a Microsoft MVP for more than 19 years and involved with management and technology for more than 25. In his free time he's an Ironman triathlete and a high school football coach. He currently lives in Redmond, WA with his wife Carrie.

OneNote for Project Management

Key Takeaways

Use Notebooks for project teams or categorize. OneNote sharing happens at the notebook level.

Use sections to organize by project types or customer.

Pages scroll endlessly but extra long pages can be hard to navigate. Balance.

Use tags to organize content within the pages.

Tables are a handy way to organize information on the page. Just press Tab.

Outlook To-Dos help you manage tasks in your schedule:

Resources

? the mothership where you can get information about OneNote and download OneNote itself for any platform.

Support. ? the site for articles, online training and information about using OneNote (or any other Office product)

Answers. ? Community forums where you can ask (or answer) questions about OneNote or any other product.

? The best (and free) add-in to extend OneNote's capabilities.

Tips

Use Office Lens to capture whiteboards,

documents and business cards.

Windows Key + N starts a Quick Note for

capturing thoughts, phone messages and

other things you might otherwise

scribble on an envelope.

Use "Insert Audio" (with permission) to

record meetings for a more accurate

record of discussions and decisions.

Install the free OneNote app on your

Use hyperlinks to build connections

smartphone to sync your notes and have

between your notes.

them with you wherever you go.

Use Templates to create consistent pages Use Docked View to keep a "daily

to start from.

journal" of info, articles, ideas, thoughts.

Search can help you find your content

Drag and drop content from the Web to

wherever it lives.

gather information and research in

Use Linked Notes to do document review

OneNote. OneNote will automatically

and let OneNote link back to the original

build the hyperlink back to the source.

document.

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