Learn Actionable Steps to Ensure You’re Getting the Most Out of this Versatile Tool
Many professionals struggle with organizing their notes and information across multiple devices, often resulting in inefficiencies and lost productivity. Managing paper notes separately also further complicates the challenge. With Microsoft OneNote, users have a powerful tool at their disposal, but often don’t fully understand how to maximize its potential.
This presentation will guide attendees through OneNote’s key features, including notebook organization, integration tools, and advanced productivity features like tagging and search. You’ll learn how to create a system that integrates seamlessly with Microsoft 365 to save time, enhance collaboration, and improve workflow. Whether you’re new to OneNote or looking to enhance your current usage, this webinar will provide actionable steps to ensure you’re getting the most out of this versatile tool.
Learning Objectives
- You will be able to define the purpose and structure of OneNote within Microsoft 365.
- You will be able to create/ manage notebooks, sections, and pages for organization.
- You will be able to identify Microsoft 365 Integrations within OneNote.
- You will be able to describe how to use advanced search and tagging options for better content management.
Agenda
Introduction to Onenote and Microsoft 365 Overview
- What Is Onenote? Overview of Onenote, Onedrive, and Microsoft 365.
- Differences Between Onenote Versions (Windows, Web, Mac, iOS, Android)
- Why Onenote Is Indispensable for Productivity and Collaboration.
Organizing Information in Onenote
- Creating and Managing Notebooks, Sections, and Pages.
- Using Section Groups for Advanced Organization.
- Renaming Sections, Pages, and Utilizing Sub Pages for Hierarchy.
Collaboration and Sharing Features
- How to Share Notebooks and Collaborate in Real-Time.
- Attaching Documents, Emails, and Other Files to Onenote Pages.
- Syncing Onenote Across Multiple Devices.
Customization and Search Functions
- Using and Customizing Tags to Organize Content.
- Advanced Search Options to Quickly Find Content.
How to Use Outlook Tasks in Onenote for Comprehensive Task Management
Productivity Tips and Advanced Features
- Quick Notes, Screen Clipping, Print to Onenote, and Web Clipper.
- Keyboard Shortcuts and Maximizing Onenote’s Functionality.
- Further Integrating Onenote With Outlook (Like Sticky Notes) and Other Microsoft 365 Tools.
Who Should Attend
This live webinar is designed for CPAs, accountants, business and office managers, supervisors, associates, Human resource professionals, administrative professionals, and sales and marketing professionals at all levels of an organization who would like to incorporate digital note-taking and note collaboration into their standard work environment while using a laptop, desktop, tablet or other mobile device.
