Organization and Projects with Microsoft Outlook and OneNote
OVERVIEW
One of the biggest problems using Outlook is that Outlook is a
communication tool more than anything else – not a storage, organization, and
collaboration tool. It has been warped to store information long-term, to
shuffle emails around from folder to folder to archive, and to push files
back-and-forth between project stakeholders – but it is not good at any of it.
Microsoft OneNote integrates beautifully with Outlook, serving
to handle its shortcomings, especially when paired with OneDrive and SharePoint
for file sharing and permissions management. In this session, we’ll discuss
ways to make messaging, file sharing, meetings, and tasks – the guts of a
project – work much better with these tools working together. Additionally,
you’ll find tools to make OneNote even more powerful, with browser extensions,
mobile apps, and software add-ins. If you have Outlook, the rest of the tools
we’re describing are completely free, as well as being cross-platform.
Learn to send essential information for long-term storage and
organization in OneNote. Learn to link a meeting to robust, online meeting
minutes that you can share in a blink with all the attendees. Integrate
assigned tasks back to the meetings and files they were created from. Bring in
slides, spreadsheets, diagrams, and any other relevant information to show the
full picture of the project.
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| microsoft outlook project management |
WHY SHOULD YOU ATTEND
Unlike many webinars, Neil’s sessions are 100% hands-on
real-world examples of the skills he’s presenting. After this session, you’ll
have a screenshot-laden step-by-step guide to performing the techniques we
cover, as well as links to recommended apps, plug-ins and macros. You’ll be
able to apply these skills directly to your work with almost no adjustment, and
with a very short learning curve.
AREAS COVERED
Saving, organizing, archiving, and sharing relevant information
to the project:
- Build an easily navigable project wiki for FAQs and
relevant information to the participants in the project.
- Make on-the-fly notes from various team members
available to the rest of the team the instant they are created.
- Send contact notes and email threads to OneNote for
easy-to-access online resources.
Creating perfect meeting minutes and never losing track of
assignments after the meeting is over:
- Linked Meeting Notes from Outlook to OneNote for
shared, collaborative meeting minutes.
- Recorded meeting audio syncing automatically with
written notes, attached files, and other documentation.
- Integrating Tasks directly into the context of the
meeting they sprang from.
Tracking tasks and contacts specific to the project within
OneNote, and visualizing using Excel:
- Robust notes to support the task owners’ work.
- Recording relevant details to a client or vendor in a
shared space for the rest of the team.
- Building a Gantt chart in Excel from Tasks.
LEARNING OBJECTIVES
Many people must ‘make do’ with Outlook and sheer willpower to
manage their projects – proper management software is expensive for many
businesses. By using OneNote – a free, flexible, and omnipresent software
package that integrates seamlessly – you can turn Outlook into a very passable
project management tool. It’s the depth of notes, management, and communication
that is aided substantially by this pairing.
WHO WILL BENEFIT
- Business Owners
- Managers
- Project Owners
- Administrative Professionals
- HR Professionals
- And anyone trying to get something done
For more detail please click on this below link:
Email: support@trainingdoyens.com
Toll Free: +1-888-300-8494
Tel: +1-720-996-1616
Fax: +1-888-909-1882
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