OneNote – Tips & Tricks
This course introduces participants to advanced OneNote features that improve productivity, streamline workflows, and integrate smoothly with Outlook, Excel, and other Microsoft applications. Stronger OneNote capability allows personnel to structure work more effectively, reduce reliance on scattered documents, and collaborate more efficiently across individual and team settings.
Learning Objectives
By the end of this course, participants will be able to:
- Navigate the OneNote interface confidently and create structured notebooks, sections, and pages for better organization.
- Format notes effectively using text, images, tables, and tags to ensure clarity and accessibility.
- Apply advanced note-taking methods, including audio, video, transcription, and handwritten notes.
- Use search and filtering tools to retrieve information quickly, even in large notebooks.
- Create and apply templates to standardize meeting notes, project plans, and recurring workflows.
- Customize the interface with quick access tools, tags, and shortcuts to speed up daily tasks.
- Integrate OneNote with Outlook, Word, and Excel to link meeting notes, tasks, and supporting materials.
- Manage large notebooks efficiently, including the use of section groups, subpages, and mobile device synchronization.
- Collaborate effectively with colleagues by sharing notebooks through SharePoint and OneDrive.
- Apply best practices for team note-taking, knowledge management, and documentation to improve efficiency and reduce duplication.
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