![]() ![]() To prevent these pages from unauthorized access, you can password-protect them from the Review section. You won’t want every team member to have access to all OneNote pages, do you? Some OneNote pages might contain sensitive information like quarter results, harsh client feedback, final UI design, and more. ![]() You can add different tags such as Project, Discuss with Person X, Client Request, Important, Call back, Send in email, and more. From a OneNote page, you can go to Home and check Tags. OneNote comes with dozens of built-in tags to track project progress. You can also search changes by a specific author from the Find by Author menu. Select Recent Edits and check modifications made by others on a page. Once your team joins a OneNote notebook, you would want to track changes done by others.įrom a OneNote notebook, go to the History menu at the top. Step 4: Click Share at the bottom and let others join the notebook. Step 3: Type the email addresses of other members and give them editing permission. Step 1: From a OneNote notebook, click on File at the upper left corner. Now that you have created a perfect OneNote notebook with templates, emails, files, and more, it’s time to share the notebook with other team members to manage the project. If you want to record audio or video, you can easily do so from the same menu. You’ll get an option to integrate Excel file to page. It’s quite easy to do so.įrom a OneNote page, select Insert. Add Relevant Files to OneNoteīefore you share a OneNote notebook with others, you need to add relevant files and Spreadsheets to a page. Select the section in a notebook, and you are good to go. Outlook will ask you where you want to save the email in OneNote. Step 3: Click on the three-dot menu in the upper right corner and select OneNote. Step 2: Select an email that you want to send to OneNote. Outlook offers direct integration with OneNote. In some situations, you need to send important client emails to OneNote for reference. Read our dedicated post to learn how to create templates in OneNote. You can even create custom OneNote templates to save more time in the future. You only need to make a few modifications here and there. Step 6: Select your preferable template from the list and see the magic. Step 5: It will open a dedicated Templates menu. Step 3: Add a new page and click on the Insert menu at the top. Step 2: Select relevant Notebook and Section. You can opt for one of the built-in OneNote templates and quickly get started. After all, you choose OneNote as a project management tool to save time. Take a Helping Hand from OneNote TemplatesĬreating every OneNote page from scratch is time-consuming. For instance, you can create a new notebook as an application/software name, add sections such as UX, UI, Communication, Software Development, and Testing to it.Īdd necessary notes or pages and create the perfect notebook that’s ready for sharing. You can create a separate notebook for the upcoming project and create different sections for it. You can rely on Sections and Pages to organize thoughts. Unlike Evernote and Apple Notes, you aren’t limited to using tags to arrange notes. OneNote uses a unique method to organize notes. ![]() Utilize OneNote Notebook, Section, and Pages ![]()
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