8 Tricks to Use OneNote for Project Management

Parth Shah is an evergreen freelance writer covering how-tos, app guides, comparisons, listicles, and troubleshooting guides on Android, iOS, Windows, Mac, and smart TV platforms. He has over five years of experience and has covered 1,500+ articles on GuidingTech and Android Police. In his free time, you will see him binge-watching Netflix shows, reading books, and traveling.

Ashish, Computer Engineer by profession, has been writing about tech for 16 years, with a primary focus on Windows and Smartphones. He has a keen interest in writing about social media, as it constantly evolves, introducing new features to explore.

1. Utilize OneNote Notebook, Section, and Pages

OneNote uses a unique method to organize notes. Unlike Evernote andApple Notes, you aren’t limited to using tags to arrange notes. You can rely on Sections and Pages to organize thoughts.

You can create a separate notebook for the upcoming project and create different sections for it. 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.

Add necessary notes or pages and create the perfect notebook ready for sharing.

2. Take a Helping Hand from OneNote Templates

Creating every OneNote page from scratch is time-consuming. After all, you choose OneNote as a project management tool to save time. Don’t you? You can opt for one of the built-in OneNote templates and quickly start.

Step 1:Open OneNote on your computer.

Step 2:Select the relevant Notebook and Section.

Step 3:Add a new page and click on the Insert menu at the top.

Step 4:Select Page Templates.

Step 5:It will open a dedicated Templates menu.

Step 6:Select your preferred template from the list and see the magic.

You only need to make a few modifications here and there. You can even create custom OneNote templates to save more time in the future. Read our dedicated post to learnhow to create templates in OneNote.

3. Add Outlook Emails to OneNote

In some situations, you need to send essential client emails to OneNote for reference. Outlook offers direct integration with OneNote. Here’s how you can use it.

Step 1:Open Outlook on Windows.

Step 2:Select an email that you want to send to OneNote.

Step 3:Click on the three-dot menu in the upper right corner and select OneNote.

Outlook will ask you where you want to save the email in OneNote. Select the section in a notebook, and you are good to go.

4. Add Relevant Files to OneNote

Before you share a OneNote notebook with others, you need to add relevant files and Spreadsheets to a page. It’s pretty easy to do so.

From a OneNote page, select Insert. You’ll get an option to integrate Excel file to page. If you want to record audio or video, you can easily do so from the same menu.

5. Share OneNote Notebook

Now that you have created a perfect OneNote notebook with templates, emails, files, and more, it’s time toshare the notebookwith other team members to manage the project.

Step 1:ClickFilein the upper left corner of a OneNote notebook.

Step 2:Select Share.

Step 3:Type the email addresses of other members and give them editing permission.

Step 4:Click Share at the bottom and let others join the notebook.

6. Track Recent Changes

Once your team joins a OneNote notebook, you will want to track changes made by others.

From a OneNote notebook, go to the History menu at the top. Select Recent Edits and check modifications made by others on a page. You can also search for changes by a specific author from the Find by Author menu.

7. Master Tags to Track Task Status

OneNote comes with dozens of built-in tags to track project progress. From a OneNote page, you can go to Home and check Tags.

You can add different tags such as Project, Discuss with Person X, Client Request, Important, Call back, Send in email, and more.

8. Password Protect OneNote Page

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.

To prevent unauthorized access to these pages, you can password-protect them from the Review section. That way, only you and selected team members have access to the page.

Was this helpful?

Last updated on 26 August, 2024

Leave a ReplyCancel reply

Your email address will not be published.Required fields are marked*

Name*

Email*

Comment*

Δ

The article above may contain affiliate links which help support Guiding Tech. The content remains unbiased and authentic and will never affect our editorial integrity.

More in Windows

4 Ways to Remove Login Password From Windows 11

How to Create a Print to PDF Button in Microsoft Excel on Windows 11

JOIN THE NEWSLETTER

Get Guiding Tech articles delivered to your inbox.

© 2024 Guiding Tech Media. All Rights Reserved.