If you’re like most of us, a lot of your important tasks and notes arrive via email. You’ve been using your Microsoft Calendar and To-Do-List to keep track of your tasks, but you want to do more.
How to Use OneNote With Your Outlook Calendar
Most people don’t realize that you can use MS OneNote as an Outlook task manager with the Outlook Calendar To-Do-List tools. By adding OneNote to MS Outlook, you can not only track your tasks, you can also keep track of other information that arrives by email in handy notebooks with tabs. There are even OneNote collaboration features you can use to share your information with others.
In this tutorial, we’ll show you how to activate the OneNote feature in MS Outlook. We’ll also show you how to use OneNote to effectively manage your tasks and notes. We’ll share how MS Outlook can help you store and organize your incoming email messages. Finally, we’ll share a cool hack for using MS OneNote along with the Outlook calendar to take meeting minutes and distribute them to meeting participants.
Guide to Inbox Zero Mastery (Free eBook Download)
In this tutorial, you’ll be learning how to use OneNote and Outlook for project management tasks. You can get even more control over your projects by learning how to manage your email inbox, so be sure to grab our Free eBook: The Ultimate Guide to Inbox Zero Mastery. It’s packed with inbox organization strategies and killer tips for managing all your incoming email more efficiently.
Now let’s move on to our tutorial on how to use Microsoft Outlook with OneNote.
Is Microsoft OneNote?
MS OneNote is a notetaking/to-do-list tool that comes as a part of MS Office suite. It allows you to organize and store information as well as keep track of meetings and tasks. When you were in school you may have used a notebook with tabs to keep your papers organized. OneNote works much the same way, except your notebook is now virtual and your tabs are called sections.
OneNote is integrated into MS Outlook and you can use it along with your MS Outlook Calendar and To Do List. It can also be integrated into other software productivity apps. OneNote also includes peer collaboration tools.
To learn even more about Microsoft OneNote basics, here are some tutorials:
OfficeGetting Started with Microsoft OneNoteMatthew Guay
OneNoteOneNote GTD: Productivity with Freeform NotesBob Flisser
Evernote8 Best Note-Taking Apps: Evernote, OneNote, & AlternativesHarry Guinness
How to Activate MS OneNote
Now that you’ve learned what MS OneNote is, you’re ready to start using it. Before you can start using, the MS OneNote Add-in, you need to make sure it’s enabled. If OneNote is enabled, you’ll see a OneNote icon on the ribbon when the Home tab is selected:
If OneNote isn’t active in your version of Outlook, you’ll need to active it. Here’s what to do
Step 1. Access the Outlook Options Window
Start with your Outlook email inbox open. Click the File tab. The Account Information window appears:
Click Options on the left. The Outlook Options window appears:
Step 2. Change OneNote to Active Status
Click the Add-ins option on the left. On the View and manage Microsoft Office Add-ins window you’ll see lists of active, inactive, and disabled application add-ins:
If OneNote is on the Inactive Applications Add-In list, select COM Add-ins next to Manage at the bottom of the screen. Then, click the Go button. The Com Add-Ins dialog box appears:
Check the checkbox next to OneNote Notes about Outlook items to activate it, then click OK. The system returns to your inbox. You should now see the OneNote icon on the ribbon when the Home tab is selected.
How to Create Outlook Tasks in OneNote
Once you’ve activated OneNote, you can use it as an Outlook task manager by creating tasks in Outlook and saving them to OneNote or creating tasks in OneNote and saving them to Outlook. Let’s get started!
The first thing you’ll want to do is open OneNote on your desktop:
As you can see, I’ve already added a Notebook called Project XYZ to OneNote for us to work with. I also added some Sections (sometimes called folders) to the notebook. The sections I added are called Meetings, Minutes, Correspondence, and Tasks. On the right, you’ll see a place for a list of Pages in the section that’s currently open—it’s the green section. (There
aren’t any pages on the list yet because we haven’t created them.)
Create and name your own notebooks and sections according to your organizational needs.
Use OneNote to Add a New Task to Your Outlook Tasks List
You can add a task to your Outlook To-Do-List from OneNote. Here’s how:
Step 1. Open Your Notebook Section and Add a Task
Start by opening the appropriate section in the correct notebook. In this case, I’ll start with the Tasks section open in the Project XYZ folder. (I’ve
already added a pre-existing task called File the XYZ
Project Paperwork to this section. You can see it on the page list to the
Click the checkbox next the To Do Tag icon in the ribbon. A checkbox, representing a new task, appears on a blank page in the section you’ve got open.
Step 2. Type the Task Description
Type a description of the task in the blank space next to the checkbox.
Step 3. Schedule the Task and Add Details
When you’ve finished, click Outlook Tasks icon in the ribbon. From the drop-down menu, pick a timeframe for when you want to add the task to the Outlook tasks list. To schedule a specific date, select the Custom option. The Outlook New Task window displays:
Now it’s time to fill out the task details:
- Use the Start date
and Due date fields to schedule the
- Describe the importance of the task using the Priority field (choose between Low, Normal, and High).
the Reminder checkbox to have
Outlook remind you about the task.
- Define the importance of the task using the Priority field.
When you’re done filling out the New Task window, close it by clicking the X in the upper right corner of the window. Be sure to save your changes when Outlook prompts you to do so.
Step 4. View the Task in Outlook
To see the task you just created in OneNote, open your MS Outlook task list. You’ll see the task you just created on the task list. The details appear in the pane to the right:
You can now work with the task in Outlook just like you would any task you created using Outlook’s task tools if you like. For more details on working with the New Task window, review this tutorial:
2. Add an Outlook Task to OneNote
Use OneNote as an Outlook task manager by saving tasks that are created in Outlook to OneNote. Here’s what to do:
Step 1. Open Your Outlook To-Do-List and Select a Task
Start with your email inbox open and open your To-Do-List. (Click on the More icon at the bottom of the Navigation panel and select Tasks from the pop-up menu.)
Select a task that you’ve created in Outlook from the list. For our example, I’ve created a task called Attend Training Seminar in MS Outlook:
Double-click on the task you created in Outlook to open it.
Step 2. Send the Task to OneNote
Click on the OneNote icon in the ribbon to send the task to OneNote. The Select Location in OneNote dialog box displays:
Click on a notebook to choose one of the sections inside or make a choice from the Recent Picks list. When you’ve chosen a location, click the OK button and close the open task.
Step 3. View the Outlook Task in OneNote
To see your task in OneNote, open the notebook and section where you stored that task. Click on the task name in the page list on the right to open the page containing the task you just created:
How to Save an Outlook Email to OneNote
You can save an email to OneNote where you can make notes on it, scheduled tasks based on it, and more.
Step 1. Select an Email to Send to OneNote
Start with your email inbox open. Select the message or messages you want to save to OneNote:
Step 2. Send the Email to OneNote
Click the OneNote icon in the ribbon to send the selected message to OneNote. The Select Location in OneNote dialog box displays:
Click on the location where you want to store the email and then click OK. OneNote opens a new page with your email on it in the notebook and section you chose:
How to Use OneNote to Find a Task or Message
Once you get into the habit of using OneNote to store information, your notebooks might start to get full. You might worry that you won’t be able to find what you’re looking for. But OneNote has a pretty helpful search tool. Let’s take a closer look.
Step 1. Open OneNote and Find the Search Tool
Start by opening OneNote:
Step 2. Type the Search Phrase
I want to find the email I just saved to OneNote, but I can’t remember where I put it. I do know that it contains the words “thank-you,” so I type those words into the Search tool and press the Enter key when I’m done. The Search tool takes me directly to the OneNote page where I saved the email:
How to Use OneNote With Meetings
You can save time on your project management tasks by automating the meeting minute process. You can connect a meeting you’ve got on your Outlook calendar, take notes on that meeting, and email those notes to the other people who attended the meeting when the meeting is over.
Let’s learn how:
Step 1. Open Your Outlook Calendar
Start by opening your MS Outlook calendar:
For more information on how to use the Microsoft Outlook Calendar tool, review this tutorial:
Step 2. Add a Meeting to OneNote
Find the meeting you want to add to OneNote and double-click on it to open the Invited Event window. In this case we’re going to open the Computer Training on New Software meeting that I set up as an example:
Once the Invited Event window is open, connect it to OneNote by clicking the OneNote icon in the ribbon. Notice that it says Meeting Notes Meeting. A dialog box appears asking whether you want to Share notes with the meeting or Take notes on your own:
Choose one of the following:
share the meeting minutes in shared notebook, select the Share notes with the meeting option. Note: you must have a shared OneNote notebook already set up to select this
take your own notes privately, select the Take
notes on your own option. These notes will only exist in your private
notebook until you share them through email. This is the option we’re going to use for this
Select the Take notes on your own option. The Select Location in OneNote dialog box appears:
Step 3. Take Notes in OneNote
Click on a notebook to choose one of the sections inside or make a choice from the Recent Picks list. When you’ve chosen a location, click the OK button and close the open meeting. A new page containing your meeting information opens in the OneNote section and notebook you just selected:
Take notes on the open page in OneNote beneath the Notes heading.
Step 4. Distribute the Meeting Notes With Outlook
When the meeting is over you can share your notes with everyone who attended the meeting by clicking on the Email Page icon in the ribbon:
An Outlook message opens with the meeting information and attendees at the top and your notes at the bottom:
When you’re ready, click the Send button on the left to send the meeting notes to the meeting attendees.
Learn More About How to Use Email Effectively
Whether you’re a business owner or a business professional, email is an important communications tool. It’s important to make sure your emails are as professional as possible. These tutorials can help:
How to Write a More Effective Email (15+ Best Tips & Tricks)Laura Spencer
How to Properly Write a Formal Email (That Gets Results)Laura Spencer
17 Professional Email Tips for Better Results in 2017Laura Spencer
More Helpful Email Tips and Strategies
Don’t forget to sign up to the Tuts+ Business newsletter and grab our free eBook: The Ultimate Guide to Inbox Zero Mastery. It’s packed with inbox organization strategies and killer tips for managing all your incoming email more efficiently.
As you can see, OneNote and Outlook together can handle a lot of project management tasks. Using these tools together can help you work more effectively. You’ve just learned how to activate MS OneNote and use it in combination with Microsoft Outlook to organize your Outlook email, Outlook tasks, meetings, and other information.
You’ve also discovered how to use OneNote as an Outlook task manager. I’ve explained how to save email to OneNote folders. Plus, we’ve gone over a cool timesaving tip for storing meeting information to OneNote and using OneNote to both take meeting minutes and distribute those meeting minutes to meeting participants.
Do you use OneNote and Outlook together? If so, what OneNote productivity tips do you have related to using the tools for project management tasks? Share your answers in the comments below.