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In part one of this series we discussed where there are ways to improve outlooks task management capabilities and how to integrate successfully and setup One Note to begin utilizing it as a project management tool if you'd like a recap visit here. In this article, we're going to take it to the next level by showing you how to organize correctly and efficiently implement the One Note integration so that you can always stay on top of your tasks.
Using Your New Task-to-OneNote Integration
The project management tool should be able to keep you updated on the project you are working on. Whenever new tasks get added to your plate regardless if they're from an email your boss sends you, assignments provided by a project manager, or anywhere else, the process is the same; create the work in Outlook Tasks, highlight it (click on the task) and then select the OneNote icon at the top of the Tasks page.
First, OneNote (ON) will ask what section to place this new “page.” This is where you select the Project where this task belongs once completed ON will import the task automatically.
One Note is one of those Microsoft products that seems to be one dimensional when you first start using it, but it isn’t until you make use of the product that its real value starts shining through.
As a task and project management tool, Microsoft OneNote is one of the best tools out there and one of the best ways to integrate with other office apps is with Outlook for a project management tool. I know you're thinking, Outlook already has a simple to use task manager? While this is true, the simplicity of it is both it's redeeming quality and downfall.
You are easily able to manage tasks and align them based on the project they're associated with and write notes to go along with the functions, but the user is minimal on the features within these notes. For example, if you need to add spreadsheets, documents, meeting notes associated with these tasks and need them easily accessible you're going to be left hanging high and dry, thankfully OneNote can step in and do this for you.
Adding OneNote to Outlook
To do this from within Outlook, just click on File and then Options. Along the left navigation menu, click on the Add-Ins link.'