Join David Rivers for an in-depth discussion in this video Inserting Outlook meetings, part of OneNote 2016 Essential Training.
- Because OneNote 2016 is part of the bigger Office 2016 suite of products, there's going to be some interaction between the apps in the suite. So in this chapter we're going to focus on the integration between OneNote and Outlook. If you have contents in your calendar in Outlook, maybe, meeting details that you'd like to have in a OneNote note, you can go get them directly from OneNote. That's what we're going to do in this movie. We're going to do with our London Hotel notebook, so you can switch back to that notebook if you have it open.
If not, and you need to get caught up, open up "London Hotel0901" from the chapter nine folder of your exercise files and you'll have what I have. Let's go to the Meetings tab. Next, we'll select the Untitled page down at the bottom right and give it a title. Cursor should be flashing up here. We'll type in, "User Conference 2016," there we go. So we're having a meeting about this and it's actually scheduled in Outlook. Now, you won't be able to follow along with me unless you a have such a meeting scheduled in your Outlook calendar for the day that you're doing this like I do.
So you may just want to sit back and watch how this works. I want those meeting details, I can go up to the ribbon with the Home tab, select it, check it out! "Insert Meeting Details," right there at the very end, give it a click, and if I have any meeting scheduled for today they'll be listed here, under Today's Meetings. Look at that, "Launch Meeting, User Conference 2016," I can give it a click and the details are inserted as a note right here on my page. Now, I can go inside that container, look at the details, I can link directly to that item in Oulook if Outlook's on already running, it'll be launched and take me directly to that item in my calendar.
I can look at the invitation message by expanding that and collapsing it when I don't need it. And then down below I can see who's participating, who is invited to this meeting, I can collapse that and expand it as well. Also, there's an area for additional notes that can be added here in OneNote. So that's one way. Let's go to another page here, we'll go to the Week of October 5 . And let's add a new page below. So click the plus sign to the left that's slightly lower than the Week of October 5.
So it appears underneath. And we'll type in, "Meeting Details." So the details for the Week of October 5 Manager Meeting could be found in Outlook. Again, you'll need to use one of your own meetings, or have this already scheduled. Click the drop-down. And because it's not happening today, that's not going to work for me, but there is another option that's choose a meeting from another day. So this opens up a dialogue where we can go browsing through the days of the week if we wanted to, using the arrows, or click the calendar icon to go directly to a date, like October 5.
There is a Manager Meeting right there and I can insert the details by clicking Insert Details. There are they go. In their own container again with a link to that item. I can expand the message, see who's participating, and add additional notes here in OneNote. So you can do all of that right from within OneNote. If you happen to be in Outlook, you can do the reverse. If we switched to Outlook... you can see I'm running Outlook here. I'm going to close up what I see here in this meeting and go back to Outlook, looking at my calendar.
Loot at this on Ostober 5, there is that Manager Meeting. So with it selected, I see meeting details like meeting notes. I can use OneNote to add notes to this meeting, or open notes already associated with this meeting. So it's going to allow me to go get those details if I wanted to. Give it a click and you'll see there's actually the details showing up in behind and I can share notes with the meeting or take notes on my own. So again, sharing means having a notebook in a shared location.
Taking notes on your own allows you to send these notes and have these notes in your localized notebook in OneNote. But, click the Close button and close up Outlook if you have it open, because I find it much easier to be in OneNote and to go get those meeting details directly from the page where I want them.
- Sending content and screen clippings to OneNote
- Copying and pasting content
- Recording audio and video notes
- Attaching files
- Formatting text
- Linking and tagging notes
- Searching a notebook
- Using templates
- Creating tables
- Converting handwriting to type
- Interacting with Outlook
- Sharing and syncing notebooks
- Collaborating on notebooks