How to Use Outlook with OneNote for Note Taking?

In today’s fast-paced world, the work environment is getting more complex. So, it becomes very hard to manage daily tasks, emails, meetings, and so on. But you can streamline your workflow at a large scale if you can use Microsoft Outlook and OneNote together. You know that Outlook is widely used for task and email management to keep your informations organized. Whereas Microsoft OneNote provides a flexible environment for important note-taking. If you integrate your Outlook with OneNote, you can ensure that all of your important pieces of information are captured and accessible in one place. Today we will show you how to use Outlook with OneNote for note-taking.

So let’s dive into the detailed process.

What is the benefit of using Outlook with OneNote?

The first and most important benefit of integrating Outlook with OneNote is that you can keep all your notes, tasks, and emails in one organized space. Besides, it will help a lot to streamline your workflow. You will not need to switch between different apps for effective task management. You can check your important notes even while using the Outlook App. Moreover, It will improve your productivity.  You can stay on top of your tasks, meetings, and emails. This is because the integration of Outlook with OneNote will enable the sync of relevant information across different platforms. Overall, it will create a powerful system for managing your emails and notes efficiently. Thus, nothing will fall through the cracks from you, making you the most productive person.

How do link Emails to OneNote for Note-taking?

Whether you are an Outlook desktop user or a web app user, you can easily send your emails from Outlook to OneNote just with a few mouse clicks. Thereby, you can add notes and annotations and even organize them for future reference. Now follow the steps to link your email from Outlook to OneNote.

• First, open Outlook and select the email that you want to send to OneNotes.
• From the ribbon, go to the Home tab and look for the OneNote icon.

• Click on the icon to send your selected email to OneNote. If you have already set up your OneNote, after clicking the icon, a new dialogue box will appear with your available notebooks. Otherwise, it will tell you to set up your OneNote account first.
• After that, select your notebook and then click on the OK

• Your selected email will be now available in your OneNote account. You can now start adding your notes and organize the content as you want.

That’s how you can store your important emails and add necessary annotations or any action items next to them for better and smoother organization. Remember that if you send your email to your OneNote account, the email will still be available in your Outlook account. Just a copy of your selected email will be sent to the OneNote.

How to take notes during meetings in Outlook with OneNote?

During your meetings, Outlook allows you to take detailed notes and you can even share those notes to anyone you want instantly.

• At first, you have to schedule or open a calendar event or a meeting. If you do not know how to open a schedule in Outlook, you can check our other tutorials on this page.
• Now on the meeting tab, you should click on Meeting Notes.

• After that, a dialogue box will appear before you. From there, you can take notes on your own. By clicking on it, Outlook will open OneNote for your personal notes.
• If you click on share notes with the meeting, then a shared OneNote page will be opened. Other participants of the meeting can also access your notes now.
• After that, you have to select the section where you want your notes to be saved.

Any notes you take will automatically be saved in OneNote and will be linked to the selected meeting in Outlook.

How do create Tasks in OneNote from Outlook Emails?

Now if you want to create a task for the email that you have just sent to OneNote from Outlook, you can easily do this following some simple steps. Thus, you can manage your to-do list more effectively.

• After your email is successfully sent to OneNote from Outlook, you can switch to OneNote easily. Now from there, in the home tab of OneNote, you have to find Outlook Tasks at the front of the ribbon. In most cases, it will be available in the tags group.

• Click on the icon, and you will see a list of choices like today, tomorrow, this week, etc. Now you can select any of them.

After that, based on your deadline, the task will be available and appear both in Outlook and OneNote task list.

How do access the OneNote Notes in Outlook?

Now if you want to review the notes from a previous email or meeting in Outlook, you can access them very easily. For this, you just have to follow the link to OneNote. This link will automatically be available if you open an Outlook calendar or any email. But there should be previously added notes for that particular email or calendar event. You will get the link to the OneNote page from the meeting details and in case of email, it will be available in the email body section. Just click on the link and it will instantly open the corresponding notes in OneNote. You must remember that your OneNote and your Outlook should be signed in with the same email address and make sure that the syncing option is turned on. If you sync your Outlook and OneNote across devices, you can access the emails, tasks, and other notes from any device you want.

So far, we have learned How to use Outlook with OneNote for note-taking. I hope that you have understood the basic idea of how you can maximize your productivity by integrating Outlook and OneNote. In this short tutorial, we have tried to cover the key areas of using MS Outlook with OneNote. Further, if you have any doubts or questions regarding the synchronization of OneNote and Outlook, you can let us know by commenting below. Thank you very much for your patience. Explore more topics of outlook in the other articles here.