3 AWESOME TIPS when working with OneNote & Outlook

Posted on:  10/26/2021
3 AWESOME TIPS when working with OneNote & Outlook

Need to stay organized with Outlook? Use Microsoft OneNote and Outlook together. Three tips on working with OneNote and Outlook.

Tip # 1 - Insert your meeting invitation into OneNote. You can see a list of attendees and check that they attended, and take meeting notes.

Insert Outlook meeting into OneNote

Insert Outlook Meeting Details into OneNote

Tip # 2 - After taking meeting notes, email the notes back to the meeting participants.

Tip # 3 - Send an Outlook email to OneNote. Another great feature is to send emails, usually from your inbox but can be done with Sent items, into a OneNote section. The email becomes a page inside the section. 

YouTube video

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Tip 1 - Insert Meeting invite into OneNote

  1. Open OneNote.
  2. Create a new page if needed. I did in the video.
  3. On the Home tab, select Meeting Details. Your meeting for the day will show. If you need a meeting from another day, select "Choose a Meeting from Another day..."
Meeting details inserted into OneNote

Meeting details inserted into OneNote - Notice the participants appear.

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Tip 2 - Email meeting notes to participants

  1. After taking meeting notes, in OneNote, select Email Page from the Home tab.
  2. Outlook will open with the meeting participants already filled in and the notes in the body of the email.
Email page from OneNote to Outlook

Email page from OneNote to Outlook

Tip 3 - Send email to OneNote

  1. In Outlook, select the email you want to send to OneNote.
  2. Right-click the email and click OneNote
  3. Select the OneNote notebook and section.
  4. Click OK.
Send Outlook email to OneNote

Send Outlook email to OneNote

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Chris Menard

Chris Menard is a Microsoft Certified Trainer (MCT) and is employed full-time as a Trainer for BakerHostetler, one of the nation’s largest law firms. Menard has a YouTube channel with over 900 technology videos covering Excel, Word, Zoom, Teams, Outlook, Gmail, Google Calendar, and other resources that over 15 million viewers have appreciated. Menard also does public speaking at conferences for CPAs and Administrative Professionals. Connect with Chris on LinkedIn at chrismenardtraining.com/linked or on YouTube at chrismenardtraining.com/youtube

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