Using microsoft onenote for task management

With Kanban, you can break complex tasks into smaller steps and lay them out visually. You can understand progress on your tasks, associated problems, and establish room for improvements.

For each table, create three columns — Project , Task , and Priority. Type the first column, press tab , and name the next column.

Repeat the steps until you turn it into a table. The tables act as a center point for all your tasks. Then, design it in a way that makes sense for you. In each row, create a task. As you finish a task, hover the mouse cursor just to the left to reveal an anchor. Click and drag the row between the tables. You can insert a file to the column cell or a link to a different OneNote page for more details on the task. You can highlight tasks using the extra symbols and images.

Also, take a look at these sites to download OneNote templates. A context is a specific set of conditions characterizing the situation in which you complete a task. When you add a context, it helps you adjust your efforts' resources and direction in a better way, minimize inefficiency, and potential errors. OneNote allows you to add context in several ways:.

OneNote can turn a list of items into individual pages. Simply create a task list , right-click and select Link to pages from the context menu. The list items get converted to an internal link, and each task corresponds to a separate page in a section.

Now on each page, add your note, links, tags, images, and more. The linked pages are enough to provide a thorough context in terms of your task and its importance. Both Outlook tasks and OneNote to-do list falls short in certain aspects.

There are many built-in tag names but I also customize the list with my own names. The tag becomes a task category that I can group with i.

Priority 1, Priority 2, Personnel, etc. Define a new tag or modify an existing one. If I am defining the type of task that will be tracked, then I used a Symbol that contains room for a checkbox. Within any note, type a task name and then select the tag name for the tags list. This will apply the tag symbol in front of your task name on the note. Use the space below the task name to keep up with the details of the task. I often precede the detail with the date name. Pick the relevant notebook and section.

The email is stored as a new page. Likewise, you can share a page via email from OneNote. Next, add the task to the relevant notebook section or page. Once finished, mark the task as complete to remove the item from your Outlook calendar. OneNote and Outlook: Manage Meetings Using OneNote to document project meetings is particularly helpful for remote team members who cannot attend a session due to time zone differences.

Firstly, schedule the meeting in Outlook. The agenda, along with any additional information, is added to OneNote. There are two ways to create a list. This will add a checkbox to the selected item. Update tasks as needed. Use Tags to Organize Content Tags are a simple way to organize pages in OneNote allowing users to annotate their notes. Tags, made up of a symbol and a text label, break a page into easy-to-consume sections.

OneNote for Windows 10 offers fewer tags. Tagging content also helps when searching for tasks or notes. Search results are linked to the relevant page. Add the Notebook as a tab to the relevant channel to make it easier to find. A few ways to leverage OneNote with Teams include: Use OneNote instead of the standard Teams wiki to record notes, training guides, feedback, and so on.

Collaborate during video meetings with your team. Embed audio and video messages to share with remote team members for feedback and input. Use OneNote as a whiteboard during calls.