You can also mark items in other ways - “save for later,” “urgent,” “schedule meeting,” etc. OneNote allows you to search by tag, easily pulling up all tasks assigned to a particular person. Make things easier on your team and yourself by creating tags for each member, then mark their tasks accordingly. Link Files and Emails for Easy AccessĪ list of tasks is no good if no one is assigned to complete them, or if they aren’t sure which tasks are theirs. These links allow you to easy direct teammates attention to relevant meeting minutes, keep track of notes across tabs, or reference project notebooks or tabs from your general to-do list. Highlight text where you’d like to insert the link, and insert it with the usual right-click and “Link” selection.
Right-clicking any such entity provides the option “Copy link to ”. Personally, my favorite function in OneNote is cross-linking tabs, pages, and paragraphs. SHARING INFORMATION INTERNALLY Cross-Link Pages and Paragraphs for Quick Reference Charts are especially useful for tracking to-do list items, with columns for the category, status, and deadline. Though OneNote does not allow you to filter charts like in Excel, you can still sort. Create and Sort Tables to Track Tasksĭon’t forget about charts. Pages are useful for tracking notes or meetings, and OneNote provides the option to nest pages. You may wish to use separate tabs for each stage, month, or task category. Within notebooks, separate topics by tabs, pages, and subpages.
Organize Within Notebooks Using Tabs and Pages
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