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Linking notes to your Outlook calendar

From: Office 2013 New Features

Video: Linking notes to your Outlook calendar

One cool new feature here in OneNote 2013 is the ability to link your Notes to actual Appointments or Meetings in an Outlook Calendar. And that's great if you're going to be at a meeting for example that's scheduled on a certain date in your Outlook Calendar. You can use OneNote to take Notes and even share those Notes with anyone who has access to your Notebook. Let's say we're sharing our No Obstacles 2012 Notebook here. Let's just create a new section by clicking the plus sign next to the New Section 1 tab here and we'll give it a name.

Linking notes to your Outlook calendar

One cool new feature here in OneNote 2013 is the ability to link your Notes to actual Appointments or Meetings in an Outlook Calendar. And that's great if you're going to be at a meeting for example that's scheduled on a certain date in your Outlook Calendar. You can use OneNote to take Notes and even share those Notes with anyone who has access to your Notebook. Let's say we're sharing our No Obstacles 2012 Notebook here. Let's just create a new section by clicking the plus sign next to the New Section 1 tab here and we'll give it a name.

Let's call this Board Meetings and press Return or Enter on your keyboard. So we have one untitled page at this point. We'll just put in a date for our Board Meeting, let's say it's going to be, December 14 Meeting, there we go. And any notes we're going to take are going to be down here, but we can link it to our calendar so we can access the notes from our calendar and vice versa. So let's switch over to Outlook now. Now, if you don't have Outlook already set up, when you go to Launch Outlook 2013 you'll be prompted to connect to an email address.

It's very simple, you just type in the information and you're set to go. So, I'm using my calendar here. You can see from the Home tab, with calendar selected down the left-hand side, I have the ability to create New Appointments, Meetings well, I'm not going to invite anybody at this time to the meeting. I'm going to create a New Appointment on December 14, so I'll make sure that's selected. I'll choose my times, maybe it's going to be from 10 a.m. to 12 p.m. and the Subject up here will be Board Meeting.

The Location, Conference Room C and then down below, any information like about Lunch to Follow. Okay, that's good for now. I'm going to click Save & Close. Although, you'll notice our meeting notes are over here. I first want to Save & Close just to show you, you can apply this to existing Appointments and Meetings that are already in your calendar. You just go to them, make sure they're selected and then up here on the ribbon, you'll see the Appointment tab selected with Calendar tools and there's Meeting Notes there.

So, we can access it from here as well. Now, all we have to do is choose whether we're going to Share notes with the meeting or Take notes on our own. Let's choose Share notes with the meeting. And a list of your OneNote notebooks are going to appear down below, these are your shared Notebooks. I'm going to go to the No Obstacles, plus sign, there's my Board Meeting section, when I click that, plus sign to expand it. There's my December 14 Meeting already there. Now, up here, I can also use the Search field to find.

So, if you have Notebooks with many sections and pages, this is a handy little feature up here. We're able to select the actual section and page where our notes are going to go and click OK. Now, when we do that, you'll notice something happens here in the Appointment calendar, you've got View meeting notes. So, you have a link directly to OneNote now where you will be able to take your notes. So if we click this link, we're going to switch back to OneNote now, here's our Board Meeting tab, and our new page December 14 Meeting, and notice there's already information here, so we have our page with, looks like a header here for the meeting Subject, the Dates, the Location.

We can expand and collapse the Invitation, there is Lunch to Follow. You can see the Participants and then down below, is our area for adding Notes. So, we simply take notes during the meeting, this is all part of our calendar now in Outlook. So that's brand new here in OneNote 2013. A handy little feature to keep you linked to your Board Meetings, any type of meeting in Outlook, where you might want to take notes and then eventually share those Notes. If your Notebook is shared, everyone who has access to this Notebook has access to your Meeting Notes as well.

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This video is part of

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Office 2013 New Features

44 video lessons · 21121 viewers

David Rivers
Author

 
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  1. 1m 38s
    1. Welcome
      1m 3s
    2. Using the exercise files
      35s
  2. 16m 49s
    1. Exploring the new user interface
      4m 57s
    2. Integrating with the cloud
      3m 42s
    3. Exploring Touch mode
      2m 53s
    4. Using the bookmark feature
      2m 18s
    5. Customizing the Ribbon with display options
      2m 59s
  3. 27m 44s
    1. Inserting online video
      4m 4s
    2. Editing PDF documents
      4m 58s
    3. Inserting and reading comments
      2m 55s
    4. Tracking changes and conversations
      2m 19s
    5. Using Read mode for longer documents
      4m 14s
    6. Using object zoom in Read mode
      1m 53s
    7. Exploring new templates in Word
      2m 47s
    8. Inserting objects with onscreen alignment guides
      4m 34s
  4. 28m 25s
    1. Filling empty cells using Flash Fill
      3m 38s
    2. Filtering records using a Timeline
      3m 11s
    3. Previewing with Quick Analysis
      4m 34s
    4. Using Chart Advisor recommendations
      2m 43s
    5. Finding errors and issues with Power view
      6m 16s
    6. Converting roman numerals into arabic numbers
      2m 42s
    7. Protecting data in a shared spreadsheet
      5m 21s
  5. 33m 36s
    1. Working with new templates
      3m 29s
    2. Exploring the new Presenter view
      3m 45s
    3. Using color adjustments
      2m 59s
    4. Inserting new charts
      8m 37s
    5. Positioning objects with various guides
      2m 50s
    6. Exploring new transition effects
      2m 55s
    7. Creating a custom shape
      4m 31s
    8. Playing an audio track across multiple slides
      4m 30s
  6. 7m 2s
    1. Exploring changes to the user interface
      3m 23s
    2. Exploring the new Access templates
      3m 39s
  7. 8m 48s
    1. Inserting online pictures into a publication
      3m 10s
    2. Using the scratch area for inserting images
      3m 30s
    3. Creating JPEGs with the Save for Photo Printing option
      2m 8s
  8. 18m 27s
    1. Exploring the new user interface
      4m 30s
    2. Changing views
      4m 8s
    3. Embedding files in a notebook
      3m 31s
    4. Linking notes to your Outlook calendar
      3m 57s
    5. Inserting a screenshot
      2m 21s
  9. 8m 8s
    1. Exploring the user interface and some sneak peeks
      3m 35s
    2. Using the Weather bar
      1m 42s
    3. Connecting to social networks
      2m 51s
  10. 29s
    1. Next steps
      29s

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