How To Insert Meeting Details In Onenote For Mac

  1. Insert Meeting Details In Onenote Mac
  2. How To Insert Meeting Details In Onenote For Mac Shortcut
  3. How To Insert Meeting Details In Onenote For Mac Os
  4. How To Insert Meeting Details In Onenote For Mac Windows 10

I’ve made a slight change to the way I’m doing meeting minutes for standing meetings that I find helpful.

Insert Meeting Details In Onenote Mac

I am using a feature of OneNote that allows me to check off attendees a bit more easily.

Select your meeting and watch OneNote pull in the meeting details, including Subject, Date and Location, Attendees and the details listed in the messasge section of the invitie. I used this recently and the feedback from management was laudatory. Microsoft’s OneNote is a hidden gem worth discovering. Insert Meeting Details. According to Microsoft on their support site there’s an ‘Insert meeting details’ feature in the OneNote for Windows 10 app. It’s supposed to be compatible with ‘Outlook 2016’ which seemed unlikely to us. Windows 10 Modern apps rarely, if.

It’s a bit of setup in the beginning, but it really works nicely once you have it done the first time.

Step 1: launch your meeting notes as usual from Outlook (by clicking the OneNote button on the ribbon). If you’ve installed the meeting template you’ll see something like:

Step 2: Now, because we haven’t figured out how to make the fields all flow into the right place in the template, a lot of the meeting information is actually way down at the bottom of the template. So scroll down until you see the meeting information (normally I just delete that). In this example, no attendees show up (I think because it’s not my meeting):

Step 3: Insert the meeting details by choosing “Insert Outlook Meeting Details” from the menu (Do this near the existing text in the notes so that you don’t have to scroll as much):

Step 4: Choose the meeting you want the information for from the list:

Step 5: Now you have a copy of the information for the meeting, including the attendee list (in the order it is in the invite):

Step 6: Copy the list of attendees to the Attendees section of the notes:

Insert meeting details in onenote mac

How To Insert Meeting Details In Onenote For Mac Shortcut

Step 7: Highlight the names and choose the “To do” tag from the tags list on the ribbon bar (or hit ctrl-1):

Step 8: Reformat the attendee list in whatever way makes the most sense to you (for long lists I typically split it into multiple columns):

How To Insert Meeting Details In Onenote For Mac Os

Step 9: use this as the template for your roll call, click the check box for anybody who is in attendance, uncheck if they’re not. If your attendee list doesn’t change much, you can just copy the notes from a prior meeting and go forward with that.

It’s also easier for people receiving the notes to see who was actually there.

The Ultimate Guide to
OneNote

Here on the BetterCloud Monitor we’ve showed you how OneNote is a useful tool for creating to-do lists (and shopping lists) and working with other kinds of files. Today’s video tip centers around another way to use OneNote to improve an unavoidable corporate task: meeting minutes.

OneNote 2013/2016 makes the note-taking process easier by allowing you to:

How To Insert Meeting Details In Onenote For Mac Windows 10

  • Launch OneNote directly from your Outlook calendar or the meeting appointment itself
  • Insert meeting details onto the OneNote page, including the attendee list and any attachments
  • Check boxes next to the attendee names to indicate who was present
  • Update changed meeting details by selecting Refresh Meeting Details for this Page under Meeting Details
  • Share meeting notes with others from a shared location or by emailing the page
  • Use all the features of OneNote that you already love!