Add dividers at the top of your notebook to separate different project sections. Clean out your notebooks OneNote allows you to create multiple notebooks as individual files and then store them either locally or in the cloud. Software apps, website networks, and other technical stuff which requires regular note taking. Creating tasks in OneNote using Outlook is quite straightforward. Feel free to add or change action items during the course of the project.
I then skim through the logs for my previous year and broadly outline what I was working on month by month. Create a Notebook called Day Planner. Fortunately, expensive training is not needed. These links are great shortcuts to your content, making it easy to consolidate rapid access around different topics without having to duplicate content. So let's create a new section called Contacts.
Linked Table of Contents Before you go adding a bunch of pages, create a page at the top of each section that is a clickable table of contents. You can of course always click to check the box if you so desire. Another tab can contain a document list with links to the actual documents. The email is stored as a new page. Record a video or audio clip to do this.
The other is a shared recipe notebook that the couple gave to our goddaughter when she graduated high school. In the interest of equal time, I'm taking his points one by one and translating them to how to accomplish the same things in OneNote. Use Project Templates For iterative projects with recurring processes, it can be a huge help to have tried and trusted templates to work from. However, the essential ways you can use OneNote, such as how you organize notes, are the same no matter what device you're using. You can also have unlimited notebooks in your OneNote file, so you could have a specific notebook for each project in your department, or one big notebook where you house all projects together. This way anyone can catch up on the conversation or find details when needed.
In the past, I have tried storing the information in different tools — Pocket to capture articles, Evernote to write Class notes, Google Keep to keep track of books, movies, music, numbers, To Do Ist or Wunderlist for to do list, Journey for journal writing. Register a Free 1 month Trial Account. Other two important notebooks to create are Capture and Tracker. How then do you keep everyone informed? I have created a template that allows you to keep your risk register with all of your other project information in the project notebook. Add text tags to your page and then search for them to get the main listing of pages that contain that unique phrase. Archived Projects Here is where I archive old projects for a later date. Search Using the search feature in OneNote is the safety net to find what you need.
To get started, watch my video which will walk you through my workflow. When you search for a text in my case, the initials of a team member I will meet with or phone to , OneNote highlights the text string found in yellow. When you make things like checklists or work schedules available as a template, your team will save time. Sound off in the comments! If you are an Office 365 subscriber, however, you can store your notebooks anywhere on your hard drive. One Note for Project Management OneNote is an exceptionally powerful tool for project managers, as is Evernote. Reviewing the action items for finished or canceled projects might also produce other useful nuggets of work you or your boss may have forgotten about.
OneNote's search box can help you find the information you need on the current page, a section, section group, or specific notebook, as well as search all notebooks at once. And during the last time, a bunch of important minor action items came up that you almost forgot about. You'll likely appreciate OneNote's freeform notes canvas, which lets you add any kind of content—including text, images, videos, tables, and files—anywhere on the page. When it comes to managing projects, I recommend creating one notebook for each project being managed. Use the Web Clipper: Similar to Evernote, OneNote has browser extension that lets you quickly save anything from the web.
It will also save a copy of the original notebook you shared with them. Here are two ways to set up your OneNote to help you keep your projects organized and on track. Ideas, reminders, phone numbers, website links, to-dos, and other random thoughts that need to be typed as notes. Or maybe, it just suits your project management style. Not using Outlook 2013 or 2016? This option adds a checkbox to the selected item.