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June 28, 2023 12:55 pm

How to Use OneNote With Your Outlook Calendar


If you're like most of us, many of your essential 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. 



Use OneNote with your Outlook CalendarUse OneNote with your Outlook CalendarUse OneNote with your Outlook Calendar
Did you ever wish for a Microsoft calendar app with all the flexibility of OneNote? Use these tools together to save time.  (Image source: Envato Elements)


Adding OneNote to MS Outlook lets you track your tasks and keep track of other information that arrives by email in handy notebooks with tabs.


This tutorial shows you how to activate the OneNote feature in MS Outlook. We'll also show you how to use OneNote to manage your tasks and notes effectively. We’ll share how MS Outlook can help you store and organize your incoming email messages.



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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.


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Now let's move on to our tutorial on how to use Microsoft Outlook with OneNote.




Jump to content in this section:




What Is Microsoft OneNote?


MS OneNote is a notetaking/to-do-list tool that comes as a part of the MS Office suite. It allows you to organize and store information and keep track of meetings and tasks. You may have used a notebook with tabs to keep your papers organized when you were in school.


OneNote works 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 MS Outlook. It can also be integrated into other software productivity apps.


To learn even more about Microsoft OneNote basics, here are some tutorials: 



How to Activate MS OneNote


You're ready to start using it now that you’ve learned what OneNote Microsoft software is. But before you can start using the MS OneNote Add-in, you need to ensure it’s enabled.




I'm using Microsoft Outlook version 16.73 for this tutorial and Microsoft OneNote version 16.73 on macOS. If you use Windows or a different version of OneNote, your software may look different.


If OneNote is enabled, you’ll see a OneNote icon on the ribbon when you press the See More Items button (If the button is greyed out, that’s okay):


How to activate OneNote into Microsoft Outlook.How to activate OneNote into Microsoft Outlook.How to activate OneNote into Microsoft Outlook.
How to activate OneNote into Microsoft Outlook.


If OneNote isn’t active in your version of Outlook, then you need to check to see if you've got an Office 365 Subscription. OneNote Microsoft is automatically added to your Outlook as a OneNote add-in if you've got the latest version of Office 365.


How to Save an Outlook Email to OneNote 


You can save an email to OneNote to make notes on it and more. This OneNote Outlook integration makes taking notes in an email or doing other tasks easy.


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. Next, click on the See more items button. From the drop-down menu, choose the Send to OneNote option. (You’ll notice it's not greyed out anymore.)


Select email to OneNote.Select email to OneNote.Select email to OneNote.
Select email to OneNote.


Step 2. Send the Email to OneNote


When you click Send to OneNote, a right sidebar appears. In this sidebar, choose which notebook and notebook section you want the email to appear in. Then click Save.


Select the notebook in OneNote that you want your email to be sent to.Select the notebook in OneNote that you want your email to be sent to.Select the notebook in OneNote that you want your email to be sent to.
Select the notebook in OneNote that you want your email to be sent to.


Step 3. Open in OneNote


Once you click Save, you’ll see an Open in OneNote button. Click on that button.


Save the meeting in your OneNote notebook.Save the meeting in your OneNote notebook.Save the meeting in your OneNote notebook.
Save the meeting in your OneNote notebook.


You’ll be redirected to a web version of OneNote. In this OneNote notebook, you’ll see the email. It should look something like this:


This is what the email in OneNote will look like.This is what the email in OneNote will look like.This is what the email in OneNote will look like.
This is what the email in OneNote will look like.


How to Use OneNote Microsoft With Meetings


You can save time on project management tasks by automating the meeting minute process. Connect a meeting you’ve got on your Outlook calendar, take notes on that meeting, and email those notes to the others who attended the meeting when the meeting is over.


1. Create Your Meeting in Outlook


Before sharing a meeting with OneNote, you need to create your event. Do this by clicking the blue New Event button in the left corner.


Create a meeting event.Create a meeting event.Create a meeting event.
Create a meeting event.


Once you click on the New Event button, a window appears. Fill out the information and click Save.


Fill out the meeting event details.Fill out the meeting event details.Fill out the meeting event details.
Fill out the meeting event details.


2. Send to OneNote


Once you’ve filled out your meeting information, you can see your upcoming meeting on your Outlook calendar. You’re ready to insert the calendar in OneNote.


Double-click on your meeting. When you double-click on your meeting, a window appears with all the meeting details. Click on the Send to OneNote button in the menu bar.


Click the Send to OneNote button to send your meeting information to OneNote.Click the Send to OneNote button to send your meeting information to OneNote.Click the Send to OneNote button to send your meeting information to OneNote.
Click the Send to OneNote button to send your meeting information to OneNote.


3. Send to OneNote Panel


When you click on Send to OneNote, a side panel appears. Choose where to send your meeting information by clicking on the notebook. Next, click Save to send your information to the OneNote calendar.


Choose the OneNote notebook that you want the meeting information in.Choose the OneNote notebook that you want the meeting information in.Choose the OneNote notebook that you want the meeting information in.
Choose the OneNote notebook that you want the meeting information in.


Now click on the Open in OneNote to open the calendar in OneNote.


Here is what the meeting will look like in OneNote.Here is what the meeting will look like in OneNote.Here is what the meeting will look like in OneNote.
Here's what the meeting will look like in OneNote.


There isn’t a way to insert a calendar in OneNote or a OneNote calendar feature. So, when you add your meeting to OneNote Microsoft, it’ll look like adding a meeting to OneNote from Outlook. 


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You've just learned about saving time with Microsoft One Note. Another way to improve your meeting process is by adding an email signature to your messages.


Email templates can be used for signatures or marketing. Every signature template is designed by a professional to look stylish and impressive.


Using a template can also save you time. It saves time to use a premium template because you're starting with a professionally designed base. All you need to do is add your details.



So, what is Envato Elements? It is a premium subscription service where you pay a low monthly fee and become a subscriber to gain access to digital assets. These digital assets include:



  • premium templates for PowerPoint, Outlook, Adobe InDesign, and more

  • photos

  • audio

  • much more


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:



More Helpful Email Tips and Strategies


Don't miss our 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. Don't forget to sign up to the Tuts+ Business newsletter and get your eBook today.


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Improve Your Project Management Process Today!


As you can see, OneNote and Outlook can handle many project management tasks together. Using these tools together can help you work more effectively.


You’ve just learned how to activate MS OneNote and use it with Microsoft Outlook to organize your Outlook tasks, meetings, and other information. You’ve also learned how to save email to OneNote folders. Try using the OneNote Outlook integration today. 


Note: This article was originally published by Laura Spencer in June of 2018. It's been updated for accuracy and relevancy by Sarah Joy.



Original Link: https://business.tutsplus.com/tutorials/use-onenote-with-outlook-calendar--cms-31563

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