Microsoft OneNote is a handy application for capturing notes during meetings, presentations, lectures and other events. Together with Outlook 2016, you can use OneNote to link notes that you capture in appointments and meetings.
- How To Insert Meeting Details In Onenote For Mac Os
- How To Insert Meeting Details In Onenote For Mac Shortcut
- How To Insert Meeting Details In Onenote For Mac Windows 10
In this short video you will learn how to insert Outlook meeting details into your notes in Microsoft OneNote 2010. Published by Business Productivity. Instructor Ulrika Hedlund. Click: FREE Course! Click: Learn about Inserting Outlook Meetings in Microsoft O. OneNote is great for taking notes and keeping up with meetings. You can easily insert an Outlook meeting into OneNote. This works in OneNote for Windows.
To get started, open OneNote and select Home > Meetings Details.
Meetings for today, previously created in Outlook, will be displayed. Select a meeting or alternatively use the Choose a Meeting from Another Day option to capture notes for an alternative session.
Meeting details will automatically be entered in the main notes pane.
Click Link to Outlook Item to view the original Outlook meeting invitation.
You can also use the Expand/Collapse options to view the invitation message and attendee list. Proceed to capture your meeting notes in the OneNote application window.
Add Outlook Tasks via OneNote
![How How](https://officeblogseast.blob.core.windows.net/wp-content/2014/07/Mac-OneDrive-for-Business.png)
While capturing meeting notes, use the Outlook Tasks button to create tasks from OneNote.
Tasks will automatically be sent to Outlook, where they can be viewed and tracked.
Add Notes to the Outlook Meeting
If you’d like to extract notes from OneNote for display in Outlook, you can do so by opening the meeting entry in Outlook and selecting Meeting Notes.
In the box that appears, choose whether you’d like to share your notes with all attendees or restrict access only to you.
How To Insert Meeting Details In Onenote For Mac Os
Select your meeting notes from the list of OneNote notebooks.
Links will be inserted into the meeting entry to view your notes in OneNote or on the web, in OneNote Online.
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I’ve made a slight change to the way I’m doing meeting minutes for standing meetings that I find helpful.
I am using a feature of OneNote that allows me to check off attendees a bit more easily.
It’s a bit of setup in the beginning, but it really works nicely once you have it done the first time.
Step 1: launch your meeting notes as usual from Outlook (by clicking the OneNote button on the ribbon). If you’ve installed the meeting template you’ll see something like:
Step 2: Now, because we haven’t figured out how to make the fields all flow into the right place in the template, a lot of the meeting information is actually way down at the bottom of the template. So scroll down until you see the meeting information (normally I just delete that). In this example, no attendees show up (I think because it’s not my meeting):
Step 3: Insert the meeting details by choosing “Insert Outlook Meeting Details” from the menu (Do this near the existing text in the notes so that you don’t have to scroll as much):
Step 4: Choose the meeting you want the information for from the list:
Step 5: Now you have a copy of the information for the meeting, including the attendee list (in the order it is in the invite):
Step 6: Copy the list of attendees to the Attendees section of the notes:
Step 7: Highlight the names and choose the “To do” tag from the tags list on the ribbon bar (or hit ctrl-1):
Step 8: Reformat the attendee list in whatever way makes the most sense to you (for long lists I typically split it into multiple columns):
How To Insert Meeting Details In Onenote For Mac Shortcut
Step 9: use this as the template for your roll call, click the check box for anybody who is in attendance, uncheck if they’re not. If your attendee list doesn’t change much, you can just copy the notes from a prior meeting and go forward with that.
How To Insert Meeting Details In Onenote For Mac Windows 10
It’s also easier for people receiving the notes to see who was actually there.