8 top tricks for using OneNote as project management

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OneNote is very popular for its note-taking capabilities. However, you can easily use OneNote as project management with smart organization, OneNote templates, sharing features and … Read More

The entry 8 main tricks to use OneNote as project management was first published in TecnoTuto .

OneNote is very popular for its note-taking capabilities. However, you can easily use OneNote as project management with smart organization, OneNote templates, sharing features, and smart integration with Outlook.

Manage projects in onenote

Maybe you don't want to use another project management tool and your goal is to work from a single interface all day. You already have all the data available in your OneNote notebook, and using the same software for project management should provide a seamless experience. Follow the tips below and work with OneNote.

1. Use OneNote Notebook, Section, and Pages

OneNote uses a unique method of organizing notes. Unlike Evernote and Apple Notes, you are not limited to using tags to organize your notes. You can rely on sections and pages to organize your Conclusions.

You can create a separate notebook for the next project and create different sections for it. For example, you can create a new notebook as an application / software name, add sections to it such as UX, UI, Communication, Software development, and Testing.

Create notebook and sections

Add any necessary notes or pages and create the perfect notebook that's ready to share.

2. Help out with OneNote templates

Building each OneNote page from scratch is time consuming. After all, choose OneNote as your project management tool to save time. You do not?

You can opt for one of OneNote's built-in templates and get started quickly.

Step 1: Open OneNote on your computer.

Step 2: Select the relevant section and notebook.

Step 3: Add a new page and click the Insert menu at the top.

Open insert menu

Step 4: Select Page Templates.

Page templates in onenote

Step 5: It will open a dedicated Templates menu.

Step 6: Select your preferred template from the list and see the magic.

Templates in onenote

You just need to make a few modifications here and there. You can even create custom OneNote templates to save more time in the future. Read our dedicated post to learn how to create templates in OneNote.

3. Add Outlook emails to OneNote

In some situations, you need to send important customer emails to OneNote for reference.

Outlook offers direct integration with OneNote. Here's how you can use it.

Step 1: Open Outlook on Windows.

Step 2: Select an email that you want to send to OneNote.

Send email from Outlook to onenote

Step 3: Click on the three-dot menu in the upper right corner and select OneNote.

Send email to onenote

Outlook will ask you where you want to save your email in OneNote. Select the section in a notebook and you are good to go.

4. Add relevant files to OneNote

Before you share a OneNote notebook with other people, you must add relevant files and spreadsheets to a page. It is quite easy to do.

Insert file and audio into a note

From a OneNote page, select Insert. You will get an option to embed the Excel file to the page. If you want to record audio or video, you can easily do it from the same menu.

5. Share OneNote Notebook

Now that you've created a perfect OneNote notebook with templates, emails, files, and more, it's time to share the notebook with other team members to manage the project.

Step 1: From a OneNote notebook, click File in the upper left corner.

Step 2: Select Share.

Step 3: Enter the email addresses of other members and give them editing permission.

Step 4: Click Share at the bottom and let others join the notebook.

Share a notebook

6. Track recent changes

Once your team joins a OneNote notebook, you'll want to keep track of the changes made by others.

Review edits in a note

From a OneNote notebook, go to the History menu at the top. Select Recent edits and check the edits made by others on a page. You can also search for changes by a specific author from the Search by Author menu.

7. Master labels to track task status

OneNote comes with dozens of built-in tags to track project progress. From a OneNote page, you can go to Home and bookmark Tags.

Screenshot 2021 12 08 211640

You can add different tags like Project, Discuss with Person X, Customer Request, Important, Call Back, Email and more.

8. Password protect the OneNote page

You don't want every team member to have access to every page in OneNote, do you? Some OneNote pages may contain sensitive information such as quarterly results, tough customer feedback, final user interface design, and more.

Password protect One Note

To prevent unauthorized access to these pages, you can password protect them from the Review section.

That way, only you and selected team members have access to the page.

Master the project management capabilities of OneNote

Why pay more for a dedicated project management tool when you can get work done from within OneNote? Sure, the dedicated tools come with dozens of features, but ask yourself, will you use them? Otherwise, OneNote may be the ideal solution for managing small projects on the go.

The entry 8 main tricks to use OneNote as project management was first published in TecnoTuto .

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