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 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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Microsoft OneNote allows you to copy the text from a picture or image. OneNote supports Optical Character Recognition (OCR), which allows you to copy text from an image or picture and paste it on your notes or another application, like Word or Outlook, so you can edit the text. Another incredible feature on OneNote and OCR is the text in the picture is searchable!
Tip 1 - Insert Meeting invite into OneNote
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Open OneNote.
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Create a new page if needed. I did in the video.
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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
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After taking meeting notes, in OneNote, select Email Page from the Home tab.
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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
Tip 3 - Send email to OneNote
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In Outlook, select the email you want to send to OneNote.
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Right-click the email and click OneNote
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Select the OneNote notebook and section.
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Click OK.
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 800 technology videos covering Excel, Word, Zoom, Teams, Outlook, Gmail, Google Calendar, and other resources that over 12 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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