Wednesday, 17 July 2019

Keep track of all your meeting notes in OneNote

We often need to save meeting notes and even though it is possible to save them on each meeting in Outlook, what to do when you need to review them at a later stage? Instead of keeping your meeting notes in the meeting itself, why not keeping it all in one place in OneNote?


Here is a step by step to link Outlook meetings to OneNote and keep your meeting notes all in one place. 

1.  If you already have a Notebook that you would like to use, open it locally in your device. If you don't have a Notebook, can create one either on a Team Site or locally. Currently SharePoint Modern Team sites by default come with a OneNote Notebook. To open it locally, navigate to File:

2.  Open:

3. Browse:

4. If your Notebook is stored in SharePoint, copy the link of the site only and paste in the navigation bar as below:


5. Wait for the site to load and select the location. If the OneNote was created with the site, it is normally stored in Site Assets. Open the location and open the OneNote: 

6. Once your OneNote notebook is open, create a new section where you are going to store your meeting notes:

7. Now that you have opened your OneNote, Navigate to your Outlook. Create a new meeting. Select the OneNote icon (Meeting Notes) and select if you would like to share the notes with the other participants:



8. Once that is complete, you should see a OneNote link added to your meeting.


If you navigate to the OneNote, you will see all the meeting details stored there: