OneNote: Tracking, Coding and Managing Meeting Information
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Do you scribble great ideas and meeting notes on sticky notes or paper pads and find it hard to get back to them? OneNote is an excellent meeting and note-taking application that is part of the Microsoft Office suite. With so many meetings and projects it can be challenging to track notes via paper tablets and pads. OneNote can solve this problem. It is a cloud-based application and therefore can sync with your desktop, tablet, smartphone and other mobile devices. It interacts with Microsoft Outlook and can be used to track meeting notes, projects, ideas, lists and action items. In this training, you will not only learn the basic functionality of OneNote but how to use it to be more efficient and productive with your meetings and projects.
Your Benefits of Attending:
- Learn how to do basic functionality in OneNote including 1.) creating, sharing notebooks, sections, and pages, 2.) understand formatting options, 3.) creating page templates and 4.) utilizing tags and creating tag reports.
- Gain strategies on how to track meeting notes effectively in OneNote.
- Learn how to set up and organize meetings in OneNote.
- Learn options on how to tag and code action based information using OneNote functions.
- Learn how to tag and record action-based tasks and move to Outlook Tasks.
- Discover how to integrate meeting note information from Outlook to OneNote.
Join expert speaker K.J. McCorry and don't waste another minute on post-it notes and scribbles in your notepad.
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K.J. McCorry
K.J. McCorry is the owner of Officiency Enterprises, Inc. a consulting company based out of Boulder, CO. K.J. consults in a wide-variety of topics including productivity, systems improvement, records management, and sustainability. She is the author of Organize Your Work Day In No Time, by Que Publi [...]
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This webinar received a total of 1 survey responses. Attendees have given an average rating of 5.0 stars out of a possible 5, reflecting the quality and value of the content presented.
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Frequently Asked Questions
Microsoft OneNote offers a structured approach to capturing and organizing meeting notes through its notebook, section, and page hierarchy. You can create a dedicated notebook for each project or team, with individual sections for recurring meetings and separate pages for each meeting instance. Within each page, OneNote's tagging system allows you to flag action items, decisions, and follow-up tasks with custom tags so they're easy to find later. You can generate tag summary reports that pull all action-tagged items across an entire notebook, giving you a consolidated view of outstanding tasks. OneNote also connects directly with Microsoft Outlook, allowing you to push action items into Outlook Tasks without leaving the app. For professionals managing multiple meetings and projects, this integrated workflow eliminates the need for sticky notes or paper pads while ensuring nothing falls through the cracks. Aurora Training Advantage offers expert-led OneNote training to help you master these capabilities.
Yes, Microsoft OneNote is a cloud-based application that automatically syncs your notebooks across all your devices — desktop computers, tablets, smartphones, and other mobile devices. When you update a meeting page on your laptop, those changes appear on your phone within seconds, provided you have an internet connection. This cross-device accessibility is especially valuable for professionals who move between office, home, and travel environments. Notes taken during a conference room meeting are immediately available on your phone during a hallway conversation. OneNote stores notebooks in OneDrive or SharePoint, depending on whether you're using a personal or organizational account, providing both backup and collaborative access. Team members can share notebooks with read or edit permissions, making OneNote a central repository for shared meeting notes, project documentation, and team action item tracking rather than a siloed personal note-taking tool.
OneNote and Microsoft Outlook integrate seamlessly, allowing you to link meeting notes directly to Outlook calendar events and push action items into your task list. From within Outlook, you can open a linked OneNote page that automatically populates with the meeting subject, date, attendees, and any attached notes. This connection ensures your notes are always associated with the correct meeting record in your calendar. During or after a meeting, action items you tag in OneNote can be sent directly to Outlook Tasks, where they appear alongside your other to-dos with deadlines and reminders. You can also insert Outlook meeting details into a OneNote page manually, creating a two-way workflow. This integration eliminates duplicate data entry and provides a complete picture of your commitments — combining scheduled meetings, detailed notes, and follow-up tasks in one connected Microsoft ecosystem. Professional training makes mastering this workflow much faster.
OneNote tags are customizable labels you apply to specific text or items within your notes to mark them for follow-up or categorization. Built-in tags include options like 'To Do,' 'Important,' 'Question,' and 'Remember for Later,' and you can create custom tags that match your team's workflow. When you tag an action item during a meeting, you're creating a searchable, filterable record that can be retrieved instantly later. OneNote's Tag Summary feature scans an entire notebook or date range and compiles all tagged items into a single summary page, giving you a consolidated action item list without manually reviewing every page. This is especially useful for project managers juggling multiple workstreams or executives who attend many meetings per week. Rather than relying on memory or scattered notes, tagged items provide a reliable audit trail of commitments and decisions made across all your meetings.
OneNote allows you to create and save custom page templates that can be applied to any new page, ensuring consistent structure across all your meeting notes. To create a template, first design a page with your preferred layout — typically including sections for agenda items, attendees, key decisions, action items, and next steps. Once the structure is set, save it as a template through the Insert menu under Page Templates. The next time you start a new meeting page, select your template and it pre-populates the structure instantly. Using templates enforces discipline in note-taking because every meeting page follows the same format, making it easier to find information and compare notes across meetings. Templates are especially valuable for recurring meetings — like weekly team check-ins or project status updates — where consistent documentation ensures continuity. Aurora Training Advantage's OneNote webinar walks through building templates optimized for professional meeting management.