Microsoft OneNote: Beyond Notetaking With Melissa Esquibel, MCT
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1 Microsoft OneNote: Beyond Notetaking With Copyright 2017 Melissa P Esquibel LLC. All rights reserved. Unauthorized duplication prohibited. Microsoft is a trademark of the Microsoft group of companies and associated product names and logos are registered trademarks of Microsoft Corporation in the United States and other countries..
2 Roadmap Location and Security Tags Links Templates Other Tools Keep in Mind Tools used are in the PC desktop version (also available on most Surface) Other devices may collaborate, but not with all functions available 2015 MPELLC Page 2 MelissaEMCT.com
3 Where can I store my notebooks? Co-workers & permitted external users Anyone you decide (within guidelines) Only you Only co-workers 2015 MPELLC Page 3 MelissaEMCT.com
4 Notebooks That Do the Heavy Lifting Structure Prescribed content Documented processes Automation Facilitated collaboration Built-in Tags Custom Tags Annotating 2015 MPELLC Page 4 MelissaEMCT.com
5 Custom Tags Home tab, Tags group, Tags gallery More button Customize Tags New Tag Choose Symbol Font Highlight 2015 MPELLC Page 5 MelissaEMCT.com
6 Home tab, Tags group, Find Tags button Choose sort order Create Summary Page Page Print page to PDF Tag Summary 2015 MPELLC Page 6 MelissaEMCT.com
7 Tag to Outlook Tasks Everyone tags their own tasks Members can use Outlook or OneNote Synchs back and forth Works with everyone in the notebook Drawback: tag summaries aren t as useful Tags in Projects Task Assignments Waiting Question Idea Outlook 2015 MPELLC Page 7 MelissaEMCT.com
8 Tags for Travel Need Travel Travel Booked Questions on the road Tag for the mobile device Tags for Minutes Attendance Action items Look-forward items Tabled issues Acronym glossary 2015 MPELLC Page 8 MelissaEMCT.com
9 Tags for Admin Manual Who to call Onboarding info Change 2015 MPELLC Page 9 MelissaEMCT.com
10 Links Locations in Notebook Other Notebooks Other Files Web CTRL K 2015 MPELLC Page 10 MelissaEMCT.com
11 Links in Projects Task predecessors/dependencies Status reports Deliverables Links for Travel Itinerary documents Travel vendor websites Embassies and other contacts Answers on the road 2015 MPELLC Page 11 MelissaEMCT.com
12 Links for Minutes Ongoing attendance Meeting materials Previous meeting minutes Location logistics Seating arrangements Links for Admin Manual Policies and procedures Forms Catalogs Websites Support Cross Reference 2015 MPELLC Page 12 MelissaEMCT.com
13 Templates Page (.one) Section (.one) Notebook (.onepkg) Open.onepkg, create new notebook Open.one, move/copy to desired notebook File, Export 2015 MPELLC Page 13 MelissaEMCT.com
14 Templates in Projects Status reports Change control request Meeting checklist Project notebook Templates for Travel Trip pages Travel vendors (table) Embassies and other contacts (table) Q&A on the road tag guide 2015 MPELLC Page 14 MelissaEMCT.com
15 Templates for Minutes Agenda Attendance page Minutes Governance info Minutes book (notebook) Meeting (pages) Templates for Admin Manual Supported person page Admin Page/Section Onboarding checklist Procedure outline New procedure checklist 2015 MPELLC Page 15 MelissaEMCT.com
16 Section Groups Great for archiving Can create another level of hierarchy Don t overcomplicate! Ideas Project: Archive status reports Minutes: Archive past meeting minutes Admin Manual: Section groups for each Admin 2015 MPELLC Page 16 MelissaEMCT.com
17 By notebook Security OneDrive/SharePoint, use Share functionality Network drives, whoever has permission to the drive has permission to the notebook By section Password protect sections Page Protection 2015 MPELLC Page 17 MelissaEMCT.com
18 Protect Section Ideas Project Deliverables in process Minutes The actual minutes pages until it s done/approved Admin Manual Confidential contact information 2015 MPELLC Page 18 MelissaEMCT.com
19 Pens Choosing pens for white board Converting ink to text TIP: Use ruled lines View tab, Page Setup group, Rule Lines How are you going to put this to work for you? 2015 MPELLC Page 19 MelissaEMCT.com
20 THANK YOU! Melissa Esquibel MelissaEMCT.com 2015 MPELLC Page 20 MelissaEMCT.com
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