Use Project and Teams to empower collaboration and management of projects, including file sharing, chats, meetings, and more. Work hand in hand without being side by side Collaborate on projects even when you’re on different continents. OneNote integration with Outlook can handle a lot of project management tasks. While setting up the integration takes a bit of time and planning, you’ll quickly adjust to the workflow. OneNote has many features, but every business owner or manager should learn how to use tags in OneNote. The OneNote system truly endeavors to make project management as easy as possible. One of the nicest features of OneNote is the ability to add any file type from other Microsoft Office programs right to OneNote with the click of a button. Another great feature is the fact that OneNote auto saves all your work, so you do not have to be concerned.

Having spent 15+ years in IT project management, I have an appreciation for the tools out there that make Project Management simpler and efficient. OneNote (yes, OneNote!) is such a tool. Today, I want to highlight the ways a project manager and project team members might use and adopt OneNote when managing projects within an organization.

Having spent 15+ years in IT project management, I have an appreciation for the tools out there that make Project Management simpler and efficient. OneNote (yes, OneNote!) is such a tool. Today, I want to highlight the ways a project manager and project team members might use and adopt OneNote when managing projects within an organization. Tracking meeting minutes, including action items after the meetings, can be difficult with tools like Word and Outlook. Using OneNote, you can solve this pro.

It is important to note that OneNote by itself does not constitute a project management software. OneNote, in combination with SharePoint Site or Office 365 Group or Planner – will though. So when I talk about OneNote features below, the software is more of “assisting/facilitating” tool that complements the other tools in Office 365 eco-system.

1. Storing and sharing Agendas

OneNote can be great for storing Agendas for meetings. You can create a page for each meeting and name it accordingly.

Moreover, since OneNote, by default is part of all SharePoint sites and Office 365 Groups, you can use it to collaborate and co-author 2012 end watch. and easily ask your team members with adding items to an agenda for example.

2. Keeping Meeting Minutes

Meeting Minutes are another great piece of content belonging in OneNote. You can use the same OneNote page where you stored Agenda items above and record Meeting Notes, action items and other outcomes from the meetings keeping everything organized in one place. Alternatively, you can create another page for Meeting Minutes and organize it together with Agenda page above into a section.

If you are managing your projects using the Agile methodology, OneNote can become a great tool to keep track of these daily Scrum Meetings. I documented it in this post.

3. Storing Lessons Learned

Another great way to use OneNote is to capture Lessons Learned on a project. When I managed projects in the corporate world, I used to hold Lessons Learned sessions for every project that I managed. It helped me avoid mistakes in future projects.

And then you can allow users to co-author and contribute to the document – essentially building a Lessons Learned database.

4. Organizing Risks in a Risk Register

Another cool way to use OneNote is to capture project risks. Typically, Risk Register is built in Excel, I also advocate for using a SharePoint custom list for this, but you can also use OneNote and either embed a table or Excel document right on the page. Winter and company piano serial number.

5. Project Wiki

What really makes OneNote great – is that it can become an easy dumping ground (repository) for any content (images, audio, video, tables, hand-written notes, etc.) that otherwise would not be stored in any SharePoint document library. You can use OneNote’s sections and pages to create a nice project Wiki! OneNote is fully searchable, so you can always search and find what you are looking for.

6. Links

Related to the Wiki above, you can use OneNote to organize and store various links (bookmarks, URLs). Alternatively, SharePoint is also a great place by itself to organize links too – so if that is of interest to you – click here.

7. Business Requirements

Xfinity auto tune hdtreerealestate. I have seen organizations use OneNote for business requirements gathering. Co-authoring capabilities would allow your team member to collaborate and gather requirements all in one place. Speaking of which, if you are thinking of gathering business requirements on SharePoint, you might want to read this.

8. Status Reports

Sample Onenote Projects

Oh yes, Status Reports! Who does not like them? Well, the truth of the matter is – nobody does, other than senior management. I remember when I managed projects in the corporate world, I absolutely hated putting them together. You spend hours on something that would take senior execs 1 min to read, only for them to make some stupid and unreasonable decision. Sorry, I digressed here. In any case, OneNote can become a great tool to expedite the development of those weekly Status Reports.

9. Action Items List

Using Ms Onenote For Project Management

Action Items is another piece of content that might be perfect for OneNote. Could be great for quick To-Do Lists that do not belong in the formal task list/schedule. The checklist (To Do functionality in OneNote) is amazing!

10. Emails

Onenote Templates For Project Management

Did you receive an important email you want to become part of a project record? You can copy the whole email to any OneNote notebook with a click of a button.