How to Use and Benefit From Microsoft OneNote? 

1 July 2022 

Microsoft OneNote|Microsoft Onenote

Microsoft OneNote is a digital note-taking tool that comes with plenty of benefits for users. But what you may not have realized yet is how powerful this app can be for enhancing team collaboration. 

Have you used and benefited from Microsoft OneNote yet?  If your business has the 365 platform through EPX then you will already have OneNote – give it a shot!  It hooks into SharePoint beautifully and won’t cost anything extra.

Note-taking

An essential part of day-to-day operations for many business owners, managers, and teams. After all, people can’t rely on their memory alone to recall everything that gets talked about each day . Especially when it concerns important matters.

When it comes to note-taking, traditional methods such as pen and paper are effective but often take too long and certainly aren’t collaborative or shareable. But modern-day businesses need something that allows them to work faster. That’s why they opt for digital solutions like OneNote.

OneNote is a productivity tool that leverages cloud and Microsoft technologies to make information capturing, storage, and sharing a breeze.

Think of OneNote as a hub for all notes that allows you to organize them in many ways. It even allows pinning multimedia documents next to simple text.

Why Should You Rely on Microsoft OneNote?

OneNote is not just a powerful tool for note-taking. It’s also a useful tool that allows you to perform various functions for easy information processing.

Some of its main benefits include:

MICROSOFT ONENOTE BENEFIT #1. REAL-TIME COLLABORATION

OneNote is part of Microsoft’s Office 365 suite. This means OneNote users can share files with other team members or clients in real-time. Multiple people can view and edit their notes simultaneously, allowing for a seamless collaboration anytime (we often work on the same OneNote file simultaneously when making meeting notes – it's stops note duplication and makes everyone more engaged).

A great thing about real-time editing is that you can track all changes to the file, so you know who has edited what. You can also restore previous versions of documents in case of accidents.

Businesses that run in multiple locations can benefit from this feature as well, because people located across a Country can work on the same file without affecting team collaboration.

Simply put, there’s no need to trade emails and waste time waiting for responses – managers can have an easy time collaborating with their team instantly without ever leaving the office.

MICROSOFT ONENOTE BENEFIT #2. SECURING SENSITIVE INFORMATION

Doing business online and sharing sensitive data comes with security risks. This is especially true for notebook software. Fortunately, OneNote comes with a set of security features that protect your data from being exposed to third parties.

For example, you can lock specific sections of a OneNote file with passwords, while having all your information secured with encryption at all times. And if your password-protected documents remain “inactive” for a long time, OneNote automatically locks them to prevent data leaks.

MICROSOFT ONENOTE BENEFIT #3. INTEGRATION WITH OTHER SOFTWARE

Like other Office 365 suite apps, OneNote has great integration abilities. You can sync your OneNote with Outlook to send email information directly to the app and vice versa.

What’s more, you can integrate this software with non-Microsoft apps as well. Some notable plugins include Zapier, Slack, Trello, Evernote, Dropbox, Salesforce, and many others. And all your essential apps will be synchronised, allowing your team to be more productive each day.

Ask us if you’d like some help getting OneNote to talk to some other systems or if you’d just like to run an idea or two past us.

MICROSOFT ONENOTE BENEFIT #4. PROJECT MANAGEMENT

OneNote has dozens of uses for general business. But we find it absolutely fantastic for project management.

Project managers often deal with issues such as team member misunderstandings, communication delays, or project bottlenecks. But OneNote really helps to alleviate these problems just by giving the users a central place to work on a document and quickly add notes (even handwritten notes if the user has a tablet).

Project management becomes more straightforward. It’s because OneNote makes it easy for the manager to track each team member’s achievements. They can update timelines, check off completed tasks, or assign new ones with ease.

Take Microsoft OneNote To The Next Level

If you have never used OneNote before, you may be interested to learn about some tips to help you get the most out of the software.

TIP #1. CREATING QUICK NOTES

OneNote is great for writing notes FAST.  “Quick Note” is a great feature that lets you write down a thought when it randomly comes to you.

You can use the mobile phone app to write a Quick Note, or from the Windows desktop you can just press “Windows Key + Alt + N” at any time (you don’t even need OneNote running).

The next time you open OneNote on your computer, you’ll see the message there waiting under the default “Unfiled Notes” section.

TIP #2. SEARCHING ACROSS ALL NOTES

Searching for notes becomes more challenging as time passes. If you’re an active user, you can find yourself storing hundreds of notes in a matter of months. But don’t worry, as there are tons of options to organize your notes as well as search for it.

OneNote has a built-in search option to make note finding easier.

All you need to do is from within OneNote, click on the magnifying glass or hit “Ctrl” (or “Command” for Mac) + “F” on your keyboard and look for a phrase or word. The software will go over all your typed, handwritten, and even picture notes.

You can further narrow the search by selecting the drop-down arrow and choosing the desired option. You’ll see all matching results highlighted in your notes.

As you find the note you needed, you can close the search by pressing “X” on the right-hand corner.

TIP #3. PRE-MADE TEMPLATES

OneNote is designed to have a blank canvas for each new note. And it’s what gives users a whole lot of flexibility. However, you can find this approach to be too basic sometimes. So, why not add some style, structure, and color to the app?

Thankfully, there are lots of pre-made templates to choose from. You can download a template with decorative backgrounds, to-do lists, planners, and more.

Note that you can use the templates only on new OneNote files. The ones that already contain text won’t work since most designs require content to appear in a specific place on the page.

If you need to add a template to your existing note, simply create a new one, then copy the existing text over.

TIP #4. SCANNING DOCUMENTS FROM YOUR SMARTPHONE

Do you need to take notes from a scanned document? That’s not an issue for OneNote. You can use the Microsoft Lens: PDF Scanner App (available for Android and iOS) to take high-quality scans of multiple documents using your phone and upload them to OneNote.

Note: Check out Microsoft Lens if you haven’t already – it is superb.  Our favourite use for it is to take a photo of a whiteboard, and even if the photo is taken at a strange angle, it converts it to an easy-to-read PDF file.

Become The Master of Note-Taking

Digital note-taking tools have helped thousands of workers and managers become more productive. OneNote is one such software that seems to have it all – abundant features, flexibility, and ease of use.

Whether you’re a business owner who wants to boost your team’s performance or a project manager that needs better tracking of the project timeline, OneNote has something in store for everyone.

If you’d like to learn more about how this powerful tool can help you make your business better, feel free to reach out to us. We can likely show you everything you need to within about 10-15-minutes – and again, if you have Office 365 then it doesn’t cost anything extra.JTNDZGl2JTIwaWQlM0QlMjJzbGlkZUJ1dHRvbiUyMiUyMGNsYXNzJTNEJTIyc2lkZS1idXR0b24lMjIlM0VDb250YWN0JTIwVXMlMjBUb2RheSUyMSUzQyUyRmRpdiUzRQ==