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13 Apr How to link your OneNote notes to a meeting in Outlook

1. Outlook Notes Vs Onenote
2. Move Outlook Notes To Onenote
3. Copy Outlook Notes To Onenote
4. Import Outlook Notes To Onenote 2016

If you want to give your notes a more consistent appearance and provide a more complete record of your meetings, you can add meeting details from Outlook into your OneNote notes. Meeting details can include the date and location, agenda, topic, and attendees. The OneNote add-in installed by Outlook 2016 is simply called OneNote, is in the Move group and has the old OneNote icon. If you use the Send to OneNote function and have the online notebook open in OneNote 2016, the page will sync down to OneNote 2016.

In the past year, as many of us have been working from home, I’ve noticed more and more interest from people wanting to learn how to move to digital notetaking using Microsoft OneNote. OneNote is a great tool for taking notes in meetings, including online meetings. Keeping your notes ‘paperless’ has several advantages including removing the need to retype them later, making it easier to keep track of them and, perhaps most of all, making it harder to lose them!

In part, I think the roll out of Microsoft 365 across organisations, in response to the need to work remotely, is responsible for this increased interest in OneNote. I also think that the need to go more digital could be partly due to the fact that employees have lost access to their large office laser printers. Additionally, there is a lot more work being completed online, with many having a heavy reliance on their laptop as a real tool of trade.

One of the things that makes Microsoft OneNote even more powerful – it’s one of my favourite features of the application – is its seamless integration with Microsoft Outlook. This integration was a clincher for me seven years ago when I decided to really embrace OneNote. I summarised some aspects of this integration in a previous article here.

If you’re a regular reader of this blog, you’ll know I love using Microsoft Outlook in its own right. It’s an incredibly powerful productivity tool that many have found even more significant over the last year. As we’ve lost the ability to quickly pop in to someone’s office for a quick chat, those conversations have become email threads which has led to an overall increase in the amount of email most of us are dealing with. In addition, more online work has tended to mean more meetings, so I know I’m not alone in relying on Outlook’s calendar to keep track of my days. Beck youth inventory free download.

Of course, more email and more meetings can lead to more confusion as it’s easy to lose track of conversations, or to overlook a commitment you’ve made (or someone else has made). That’s where using Microsoft Outlook and OneNote together can be particularly useful. It’s much easier to stay organised if you link your meeting notes in OneNote with your meetings and associated emails in Outlook.

Link your meeting notes in OneNote with a meeting in your Outlook calendar

There are two ways to link meeting notes in OneNote with a meeting in the Outlook calendar. One is to create a link from your meeting event in Outlook – I’ve previously described how this can be done in this blog post.

The other approach is to insert the meeting details into a page in OneNote from the OneNote side. Both achieve the same result, so for this article I will focus on this method.

First, open a page in OneNote (either an existing page or a new one). In Microsoft OneNote, from your Home Menu, select the ‘Meeting Details’ drop down option to reveal the meetings you have for today. Select a meeting and the information from that meeting will be inserted into your Page. If the meeting you wish to insert is from another day, select that option as shown below.

Notice that after you do this, you will have all the meeting details inserted into your page. The title of the meeting is inserted to become the name of the page and the meeting’s date and time are also inserted.

From OneNote for Windows 10 (recall there are two different Windows versions – (see my article on this here) you can do the same thing, though you need to navigate to your “Insert Menu” to locate your Meeting Details in the Ribbon.

From here, there are several things you can do:

• Link to Outlook Item – opens up the meeting in Outlook
• Invitation Message – click to expand/close the message
• Participants – click to expand/close the list of participants

Now that your meeting notes and your Outlook meeting are linked, you can also navigate in the other direction. From inside a meeting in Outlook calendar, you can access your meeting notes in OneNote by selecting the OneNote icon in the Outlook meeting as shown in the screenshot below. If you have created a shared Notebook in OneNote or are in the same organisation, you can select to ‘Share notes with the meeting’. I’ll expand on this another time.

Summary

I hope you can see the value the integration of Microsoft Outlook and Microsoft OneNote has for users of both programs. It means you can use your meetings in your Outlook Calendar to quickly locate your meeting notes.

If you are a Microsoft 365 user and you are yet to discover OneNote, it would definitely be worth your while exploring how you could use this fantastic program to take meeting notes and manage your workload more effectively. I’ve written a number of posts about OneNote previously, and I also offer training in the use of OneNote.

Geoff Prior, April 2021

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How to convert notes to OneNote in Outlook?

As OneNote are published with rich and easy-to-use features, some Outlook users may switch to OneNote for making sticky notes, instead of Microsoft Outlook’s Note feature. However, how to move existing Outlook notes into OneNote easily? In this article, I will introduce a way to convert notes to OneNote in Microsoft Outlook.

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Convert notes to OneNote in Outlook 2010 and 2013

To convert existing Outlook notes into OneNote in Microsoft Outlook 2010 and 2013, you can do as following:

Step 1: Shift to the Note view, and select notes that you will convert to OneNote.

Note: You can select as many notes as you need in this step, and all selected notes can be mass converted to OneNote meanwhile.

Step 2: Click the File > Print, then click the Printer box and specify the Send to OneNote 2013 (or 2010) from the drop down list, at last click the Print button. See screen shot below:

Step 3: In the popping up Select Location in OneNote dialog box, specify a section or page for printouts, and click the OK button.

Outlook Notes Vs Onenote

Then all selected Outlook notes are converted into OneNote in the matter of printouts.

Convert notes to OneNote in Outlook 2007

In Microsoft Outlook 2007, you can apply similar method to convert notes to OneNote.

Step 1: Shift to the Note view, and select the notes that you will convert to OneNote.

Step 2: Click the File > Print.

Step 3: In the popping up Print dialog box, click the Name box in the Printer section, and select the Sent to OneNote 2007 from the drop down list. See screen shot:

Move Outlook Notes To Onenote

Step 4: Click the OK button.

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• Reply (All) With All Attachments in the mail conversation; Reply Many Emails in seconds; Auto Add Greeting when reply; Add Date into subject..
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Copy Outlook Notes To Onenote

Import Outlook Notes To Onenote 2016

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  When I use your procedure to export NOTES from OFFICE OUTLOOK to ONE NOTE, does it do this an an image file, or is the output 'editable' which is what I want?
  Bert