![]() ![]() This is one of the most overlooked features of OneNote and Outlook. OneNote may not have advanced project management features like what you can find in Microsoft Project and Microsoft Excel.īut OneNote has an easy to use to-do list feature (action items), which can be activated through the “ To Do” tag: 4. Make use of the OneNote to do list feature On the other hand, only sites with a Microsoft 365 group can use OneNote as a team, so the wiki may only be used for inner teams. In fact, I can confidently say that building your wiki right inside Microsoft OneNote is easier than doing it in SharePoint. You can even insert images, videos, and other media to further enhance your wiki: Related: What Is OneNote Used For: What Are Its Main Benefits The organization can be as simple as this: However, many people fail to realize how easy and convenient it is to create your wiki right inside OneNote. For example, there’s the modern SharePoint wiki option. With Microsoft, you have a lot of options if you want to create a company wiki. If you need more help, check out my step-by-step guide on OneNote. Note: Saving notes in OneNote is the most basic thing you do with the app. In fact, you can create a section for each of these things and keep everything organized: From the name itself, anything you need to take a note of can be stored in OneNote. If you need to dump information, OneNote is your guy. Store and share various information on OneNote Here are ways you can use OneNote for project management: 1. Like SharePoint and Teams, Microsoft OneNote also has its own features that support project management - although it’s still better used together with other apps. How to use OneNote effectively for project management Use tags for tracking information and task status How to use OneNote effectively for project management.For example:Ĭall the vendor Friday 3pm #cloudhosting ways to make the tools in your productivity toolkit work together can make all the difference between just getting things done and truly being productive. If you add in the label and project syntax on an item, Todoist will assign the task automatically as well. ![]() (It's pretty impressive to watch the first time.)įrom this point you can complete the tasks in Todoist, get reminders, and know nothing is falling through the cracks. If we expand the example a little we get:įollow up on meeting action items Next Monday 8amįollow up on vendor action items Two Weeks Step 3 – Copy and PasteĬreating the Todoist tasks from the OneNote list is nothing more than a matter of copying the list from OneNote and then pasting the list into a new task field in Todoist on the web. Todoist is smart enough to recognize you are pasting a list AND will read the date formatting to create reminders for each task it loads. Todoist can leverage this format to turn the last part (Friday 3pm) into a scheduled reminder when the item is added to a list. Step 2 – Use Todoist syntax in OneNoteįor example, if I have something on the list to do on Friday at 3:00 p.m., I would enter: You don't even need to use the To-Do Tag, just put in a return at the end of each line. Type in your list as you would normally in OneNote. Here's the process I use to generate multiple tasks in Todoist from OneNote so I can ensure everything gets done on schedule: Step 1 – Create your action list in OneNote ![]() Fortunately one of my favorite tools comes to the rescue.Todoist. (Yes I know Evernote can do this.but we're talking about OneNote right now.) I needed a way to create action lists in OneNote and then be able to track and follow up on items to do in the future without having to remember to check the OneNote task list frequently. One of the recurring complaints about Microsoft OneNote is it's inability to handle reminders on tasks. ![]()
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