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Efficiency Best Practices for Microsoft 365

You're reading from   Efficiency Best Practices for Microsoft 365 Discover ways to improve your efficiency and save time using M365 applications

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Product type Paperback
Published in Dec 2021
Publisher Packt
ISBN-13 9781801072267
Length 350 pages
Edition 1st Edition
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Author (1):
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Dr. Nitin Paranjape Dr. Nitin Paranjape
Author Profile Icon Dr. Nitin Paranjape
Dr. Nitin Paranjape
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Table of Contents (15) Chapters Close

Preface 1. Section 1: Efficient Content Creation
2. Chapter 1: Fortunately, You're Inefficient! FREE CHAPTER 3. Chapter 2: Components of Work 4. Chapter 3: Creating Content for Effective Communication 5. Chapter 4: Intelligent Data Analysis 6. Chapter 5: Managing Files Efficiently 7. Section 2: Efficient Collaboration
8. Chapter 6: Time and Task Management 9. Chapter 7: Efficient Teamwork and Meetings 10. Section 3: Integration
11. Chapter 8: Automating Work without Programming 12. Chapter 9: Putting It All Together 13. Chapter 10: Maximizing Efficiency across the Organization 14. Other Books You May Enjoy

Action points in meeting notes

Finally, one topic remains. Many tasks originate during meetings. As we have seen in Chapter 3, Creating Content for Effective Communication in the section Taking notes using OneNote, OneNote is the most efficient way of capturing meeting notes.

While capturing meeting notes, you will also type some action items – which are basically tasks. Let's see how to convert them directly into Outlook tasks.

Type an action item in the OneNote desktop app (not the Windows 10 OneNote app). Right-click on it and choose the flag icon dropdown from the floating toolbar.

Figure 6.19 – Converting OneNote notes into tasks

The icon looks like the flag email icon – but it is for creating Outlook tasks right from OneNote. Choose when the task is due. That's it. An icon appears next to the item in OneNote to indicate that it is a linked Outlook task.

Now OneNote will talk to Outlook and add it to your task...

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