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In OneNote 2010 Essential Training, instructor David Rivers demonstrates how OneNote can be used to take notes, organize thoughts, do research, and collaborate with others on projects. This course shows how to quickly add rich content to notebooks, format the content with OneNote's new formatting and styles capabilities, organize information to suit individual needs, and retrieve information effectively. It also shows how to take advantage of the robust OneNote 2010 sharing and collaboration features like Outlook integration, change highlighting and page versioning, wiki-style linking, and the OneNote web applications. Exercise files accompany the course.
Well we already know that if you've got meetings scheduled in Outlook using your calendar that meeting information can be brought directly into a OneNote notebook. Well, if you work with tasks there is good news there as well. You can create tasks right in your OneNote notebook and they'll appear here in Outlook in your Tasks. Now if you are working with Outlook and you've got it launched, let's go to Tasks and you can see I don't have any tasks here. You may have some tasks that are scheduled for today or in the future. But it's all going to change when we flip back to OneNote.
Let's go back to OneNote here. And we are going to start with our Personal5 notebook. And here in our Local Birds on Record page in the Bird Watching section we are going to click down below where it says Notes. So there are some things that we need to do here. But instead of just typing in what we need to do to prepare for this excursion, let's make it an Outlook Task. And when we click the Task button here in the Outlook group on the ribbon with the Home tab selected, you can see we can create tasks for Today, Tomorrow, This Week, Next Week, no date at all, so just a task that generally needs to be done, or a custom task if you want to be able to customize the details.
Notice all the keyboard shortcuts as well. Ctrl+Shift+1-5 for all of these different versions and Ctrl+Shift+K for a Custom. Let's do a task for tomorrow. We'll click Tomorrow. And you can see under Notes here we now have a flag showing up next to whatever we type. So let's just type in some information here. Pack Camera, Field Glasses, probably need some bug spray, and Jacket.
So that information is actually appearing in our note. It's instantaneously saved. Let's just click outside the note to see what that looks like. There is the little flag next to it indicating it is a task. If we flip over to Outlook again and take a look, look at that. We've got a brand-new task in here and when we click it we will see the details over here on the right. In this case, the subject is a OneNote link in the task body. So we have to click for details. In this case, we are going to go here to our Link to Task in OneNote. It's .ONE file. And we double-click. We can open it up.
And you can see it takes us right back and highlights the information in our OneNote page. So that's automatic. Now we don't see the details here necessarily in Outlook, but double-clicking the icon allows us to see those details in OneNote. Let's try it again. Let's go back to OneNote here. And we'll go to our TwoTrees notebook this time, clicking the Revenues tab, because we do have a meeting here as well. And this is in the Meetings page of our Revenue section. Underneath Notes, let's just add some notes here, but make it a task for today.
So I'll click the Outlook Tasks > Today. This meeting is later on today, so let's finalize numbers on June and Q3 spreadsheets. Press Enter, just drop down a line. Bring rev generation ideas. There we go. So we've got some information that's just been added to OneNote. Now we are going to close the notebook.
So we'll right click TwoTrees5 and we'll click Close This Notebook. So it's not even open. It takes us back to our Personal5 notebook. Let's go over to Outlook. Looks like we've got a brand-new one here under Today, Finalize numbers. You can see on the June and Q3 spreadsheet. So that first line of text becomes the subject. If we need the details we can double- click the OneNote icon and we can open it. And it takes us directly to our TwoTrees notebook, which is reopened now. So although we've closed it, it's reopened and you can see that our task is highlighted.
So it takes us directly to the information we need, right at our fingertips from Outlook to OneNote.
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