3 AWESOME TIPS when working with OneNote & Outlook

Posted on: 10/26/2021

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

Tip 1 - Insert Meeting invite into OneNote

Open OneNote.
Create a new page if needed. I did in the video.
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 - Notice the participants appear.

Tip 2 - Email meeting notes to participants

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

Tip 3 - Send email to OneNote

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

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Chris Menard

Chris Menard is a Microsoft Trainer (MCT) and works as a full-time Trainer at BakerHostetler - one of the largest law firms in the US. Chris runs a YouTube channel with 900+ technology videos that cover various tools such as Excel, Word, Zoom, Teams, Gmail, Copilot, Google Calendar, and Outlook. To date, the channel has helped over 20 million viewers. Menard also does 2 to 3 public speaking events yearly, presenting at the Administrative Professional Conference (APC), the EA Ignite Conference, the University of Georgia, and CPA conferences. You can connect with him on LinkedIn at https://chrismenardtraining.com/linkedin or watch his videos on YouTube at https://chrismenardtraining.com/youtube.