Say goodbye to paper and pen with OneNote

These days each day seems to be busier than the next.  Begin 2018 by upgrading to OneNote. OneNote is a great way to modernize your to-do items and keep yourself digitally organized.  If you create lists in OneNote, those lists can easily be made into a series of tasks within your calendar, complete with deadlines and reminder notifications. Conversely, you can convert OneNote items into a meeting in your calendar; use the drop-down menus in OneNote to schedule a meeting; add contacts directly to your contact list; set up meetings or appointments in Outlook; share or discuss the items with an entire group or with just one or two critical people in the group. You can even mark to-do items as critical. Let 2018 be the year you say goodbye to pen and paper!

Create an Outlook task in OneNote

  1. In OneNote, select the words that you want to be your task.
  2. In the menu that appears, click the arrow next to the Outlook Tasks button and choose a reminder.
  3. A flag appears next to your task in OneNote and your task is added to Outlook.

Tip: You can also use this menu to add note tags. Note tags are handy for things like creating to-do lists or marking items as important. Unlike Outlook tasks (flags) though, note tags are a feature of OneNote. You can tag action items in meeting notes in OneNote, but they won’t show up in Outlook.

Find a task in OneNote

  • On the Home tab in OneNote, choose Find Tags.
  • Your Outlook tasks will be in the Tags Summary pane on the right.

Note: Outlook tasks are the ones with the flags or check marks. You’ll also see OneNote tags here too, such as things you’ve marked for follow-up or tagged as a question.

Mark a task as complete

  • In the Tags Summary pane in OneNote, check the flag next to an Outlook task.
  • The task is marked as completed in both the OneNote Tags Summary pane and in Outlook.

Tips:

  • When you mark a task as complete in Outlook, the task is marked as complete in OneNote when Outlook and OneNote sync. If you check the task as complete in OneNote, it gets marked as complete in Outlook and is removed from your tasks list.
  • If you’d like to add the task back into Outlook, check the box again.

Delete a task

If you decide you don’t need a task, you can remove it. You’ve got two choices: Delete the task from Outlook, which also removes the tag (flag) from OneNote (the text will still be in your OneNote notes) or Remove the tag from OneNote and keep the task in Outlook.

To remove the task from Outlook:

  • Right-click the tag in your notes, and choose Deleted Outlook Task.

The text remains in OneNote and the task is removed from Outlook.

To keep the task in Outlook and remove the flag from OneNote:

  • Right-click the tag in your notes, and choose Remove Tag.
  • The tag (flag) is removed from OneNote and the task remains in Outlook.

OneNote and Outlook work together in other ways too. For example, you can insert meeting details and send notes in an email message.

2018-10-11T14:28:04+00:00