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Working with Outlook tasks

From: OneNote 2010 Essential Training

Video: Working with Outlook tasks

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.

Working with Outlook tasks

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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This video is part of

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OneNote 2010 Essential Training

64 video lessons · 24678 viewers

David Rivers
Author

 
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  1. 2m 26s
    1. Welcome
      1m 21s
    2. Using the exercise files
      1m 5s
  2. 30m 27s
    1. What is OneNote?
      6m 20s
    2. Launching OneNote and touring the interface
      6m 55s
    3. Opening, closing, and saving notebooks
      4m 29s
    4. Creating new notebooks
      2m 4s
    5. Creating, moving, and deleting sections and pages
      4m 47s
    6. Working with sub-pages
      3m 51s
    7. Creating a note on a page
      2m 1s
  3. 34m 10s
    1. Working with unfiled notes
      4m 12s
    2. Copying and pasting content
      4m 14s
    3. Adding screen clippings
      2m 34s
    4. Adding audio and video files
      5m 24s
    5. Adding pictures
      3m 1s
    6. Recording audio and video
      4m 25s
    7. Adding files
      1m 45s
    8. Adding math equations to notes
      4m 14s
    9. Sending to OneNote
      4m 21s
  4. 17m 17s
    1. Formatting text
      3m 49s
    2. Using styles from the quick gallery
      2m 14s
    3. Using bullets and numbering
      4m 8s
    4. Checking spelling
      7m 6s
  5. 29m 51s
    1. Organizing the user interface
      5m 20s
    2. Creating new windows
      2m 33s
    3. Searching a notebook
      3m 39s
    4. Creating links to pages with wiki linking
      2m 42s
    5. Tagging notes
      7m 40s
    6. Working with sections
      4m 26s
    7. Using section groups
      3m 31s
  6. 8m 14s
    1. Inserting Outlook meetings
      2m 38s
    2. Sending page information by email
      1m 39s
    3. Working with Outlook tasks
      3m 57s
  7. 15m 19s
    1. Creating a table
      3m 47s
    2. Working with rows and columns
      3m 21s
    3. Formatting tables and data
      5m 45s
    4. Moving tables and data
      2m 26s
  8. 11m 53s
    1. Working in Pen mode
      5m 29s
    2. Manipulating written notes and drawings
      4m 39s
    3. Converting handwriting to type
      1m 45s
  9. 12m 18s
    1. Using templates
      5m 44s
    2. Saving as a template
      2m 52s
    3. Choosing a default template
      3m 42s
  10. 10m 47s
    1. Setting paper size and margins
      4m 46s
    2. Changing page background options
      2m 53s
    3. Adding a background graphic
      3m 8s
  11. 8m 15s
    1. Printing notes and selections
      4m 57s
    2. Modifying print options
      3m 18s
  12. 27m 48s
    1. Saving to other formats
      4m 20s
    2. Saving OneNote content to PDF or XPS
      4m 19s
    3. Creating a shared notebook
      4m 24s
    4. Inviting others and syncing notebooks
      4m 18s
    5. Sending pages in various formats
      3m 1s
    6. Sharing notebooks on the web
      7m 26s
  13. 10m 5s
    1. Knowing who wrote what with author indicators
      3m 27s
    2. Locating newly added content with highlighting
      3m 2s
    3. Seeing past versions quickly with versioning
      3m 36s
  14. 13m 8s
    1. Automatically linking your notes to what you're viewing
      6m 22s
    2. Using the Research pane
      3m 54s
    3. Translating text with the Mini Translator
      2m 52s
  15. 18m 2s
    1. Setting display options
      6m 27s
    2. Changing email options
      4m 37s
    3. Protecting passwords
      4m 1s
    4. Setting backup options
      2m 57s
  16. 18s
    1. Goodbye
      18s

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