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The Busy Professional's Guide to OneNote

There are a ton of cool apps spread across Office 365 – but my favorite is OneNote. As a business owner, I am frequently in meetings. Inevitably, I come out of these meetings with lots of ideas, questions, follow ups, or to-dos.

Before OneNote, I would capture these in a regular notebook (or an index card). As someone who 1) has extremely bad hand writing and 2) has a hard time keeping up with slips of paper, I was constantly letting things slip through the cracks.

Since switching to OneNote, that has changed. I can access my notes from any location and any device (as long as I have internet access) without having to worry about keeping up with a physical notebook. Just as important - I can actually read my notes now.

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How to Improve Meeting Notes with Custom OneNote Templates

We are all guilty at some time or another of leaving a meeting and not knowing who has next steps or action items. Creating a standard template can help organize your notes and keep everyone on the same page. If you're a OneNote user, it's easy to create a custom template and email it out directly from OneNote.

Our sales team has been using a custom OneNote template to record and email meeting minutes. Using this template has saved time and increased customer satisfaction. Rather than waiting hours (or days) for the sales person to go back and type up hand written notes, we're now able to provide meeting notes within minutes. 

Here's how we do it.

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