Effective information management with Outlook and OneNote

Self-management with Outlook

• Structure and monitor incoming mail.
• "Piler" or "Filer"? File emails or leave everything in one folder?
• Automatic filing with rules.
• Create an overview with customized views and conditional formatting.

Tasks and resubmission

• Categories for things to do - also in shared mailboxes.
• Use targeted tracking and also set it for recipients.
• Emails in the calendar - when is this useful?
• Create and use tasks in Outlook.

Calendar usage in Outlook

• Efficient appointment search.
• Automatic colors with conditional formatting.
• Show tasks on the calendar.
• Tips and tricks.

Search and find

• Views and options of Windows Explorer.
• Professional search input.
• Outlook search tools.
• Search in OneNote.

OneNote as an info pool

• Create notebooks or use Notes in Teams.
• Structure information clearly.
• Capture and link content.
• Include files.

Set up OneNote for shared use

• Use notebooks together - e.g. for handovers.
• Release settings and author tracking.
• Marking and search functions.
• Create notebooks on SharePoint.

OneNote and Outlook in interaction

• Link appointments with OneNote and prepare the agenda.
• Record meetings directly.
• Track tasks via Outlook.
• Use OneNote as a template pool.

Please bring a Windows laptop with Microsoft Office package version 2016 or higher to the training .