![]() Now let everyone keep typing everything related to the project in that notebook.Ask them to go to the web page and choose Connect to OneNote.Send a link to that notebook to your team.It will automatically create a local copy of the notebook as well. Next time you want the same checklist, go to Insert – Page Templates – My templates – choose the template.At the bottom, choose the option Save current page as a template, give it a name ![]() Now choose Insert – Page Templates – Separate window will open on right side showing all existing templates.You can right click on a card and choose Copy Text From Picture and paste it anywhere.Ĭhecklists and Standard Operating Procedures.You can now search for any name automatically.You can use sections for customers, events, occasions, etc.Whenever you get cards, take a photo using a simple mobile camera and put all images in that notebook.This way, before you leave the meeting the work is already created and is easy to monitor as well as execute!.Delegate work while taking notes by choosing Outlook Task – Custom and Assign Task – specify name of the person.If you want more details – then choose Custom Task If it has a deadline, then choose Outlook Task – and select the deadline.While taking notes, mark action items as TO DO from Home – Tags.10 min audio is usually just 1 mb in size. If something confidential is being discussed, you can pause the recording.If the meeting contains visual information, like brainstorming, whiteboard usage, physical objects, artwork, etc., then use Insert Video and adjust the webcam to capture the visual activity (and audio).These will be linked to the audio automatically. If it is an important meeting, take permission from all attendees and start recording – Insert – Record Audio.That page contains all the meeting details and link to the meeting item. Choose which notebooks the meeting should go into. OneNote will show you all your notebooks. If you have the meeting in Outlook calendar, right click on the meeting and choose Meeting Notes.One for key partners (distributors, suppliers) CEO example: Create separate notebook for key strategic initiatives.Every activity you do with them becomes a page Sales example: You handle sales for 5 large customers and 15 small customers.Ĭreate one notebook for each large customer.For each employee, create a new page in the respective department. Reviews notebook will also contain sections for each department. Each page will contain one position to be filled. Recruitment notebook will have one Section for each department you work with. HR example: You handle Recruitments and Reviews.Available for free on Android, iOS and Windows platform.Links automatically to web pages, Word paragraphs or PowerPoint slides while taking notes. ![]() Live, automatic updated on a single shared page while taking notes in a meeting.Works in shared mode with SharePoint (or SkyDrive).Amazing, multi-lingual OCR (optical character recognition) even for scanned documents. ![]() Notes are auto-linked to the audio/video.
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