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One of the biggest problems using Outlook is that Outlook is a communication tool more than anything else – not a storage, organization, and collaboration tool. It has been warped to store information long-term, to shuffle emails around from folder to folder to archive, and to push files back-and-forth between project stakeholders – but it is not good at any of it.
Microsoft OneNote integrates beautifully with Outlook, serving to handle its shortcomings, especially when paired with OneDrive and SharePoint for file sharing and permissions management. In this session, we’ll discuss ways to make messaging, file sharing, meetings, and tasks – the guts of a project – work much better with these tools working together. Additionally, you’ll find tools to make OneNote even more powerful, with browser extensions, mobile apps, and software add-ins. If you have Outlook, the rest of the tools we’re describing are completely free, as well as being cross-platform.
Learn to send essential information for long-term storage and organization in OneNote. Learn to link a meeting to robust, online meeting minutes that you can share in a blink with all the attendees. Integrate assigned tasks back to the meetings and files they were created from. Bring in slides, spreadsheets, diagrams, and any other relevant information to show the full picture of the project.
WHY SHOULD YOU ATTEND
Unlike many webinars, Neil’s sessions are 100% hands-on real-world examples of the skills he’s presenting. After this session, you’ll have a screenshot-laden step-by-step guide to performing the techniques we cover, as well as links to recommended apps, plug-ins and macros. You’ll be able to apply these skills directly to your work with almost no adjustment, and with a very short learning curve.
Saving, organizing, archiving, and sharing relevant information to the project:
Creating perfect meeting minutes and never losing track of assignments after the meeting is over:
Tracking tasks and contacts specific to the project within OneNote, and visualizing using Excel:
Many people must ‘make do’ with Outlook and sheer willpower to manage their projects – proper management software is expensive for many businesses. By using OneNote – a free, flexible, and omnipresent software package that integrates seamlessly – you can turn Outlook into a very passable project management tool. It’s the depth of notes, management, and communication that is aided substantially by this pairing.
WHO WILL BENEFIT
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