So, I had a summary in my notes, but as I heard of changes I would do my best to update that page so I could reference one source with the updated information as opposed to trying to piece together prior emails and ensure I had the most up to date information. Keep updated Information on legislation - For example with the PPP legislation this year, things continued to change.

I store this documentation in my OneNote account, that way not only I can reference them, but as new people join our team I can share these manuals with others. Some of these I would only use monthly or annually, so I knew I needed to document how to use them for reference.

Documentation on processes - When I started in my role there were several systems that I had to learn how to use.

Important emails that you need to reference on a regular basis - For example, I tend to have a 'Holiday Schedule' page that I will use as a reference to recall when the office is closed as opposed to having to go and search my emails for those dates.

You can create to-do lists within your notes and link them to Outlook tasks with due dates and reminders. One of the Meeting Note formats would be useful.

Internal project meeting notes - This is a scenario when one of the Business templates can be used.

The Planner templates are helpful with any sort of to-do list. This keeps all my tasks all in one place to ensure I don't overlook something I promised to complete. I have an on-going list that each week I move into the specific day I attempt to complete it. These templates are convenient, but I also wanted to share several different scenarios I've implemented OneNote that I feel have been game-changers in how I have been able to stay organized. These include templates such as:Īnother option is to take an existing template and customize it, and save it so you are able to use it again or share with others. While those are fun, OneNote provides additional templates that are more functional. It you get bored of plain white pages - you can easily pick one of the decorative templates. OneNote provides several templates like other Microsoft Office applications. I will focus on when to use OneNote in an office setting with both internal and external clients and when the OneNote templates can be used in these scenarios.

But there are countless scenarios when to use OneNote in the workplace.

In my last post I shared the basics of Microsoft OneNote and included one example of how I use the software to keep my notes organized and efficient.

Onenote todo template