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. Open your OneNote and create a section call “Meeting Notes” (or whatever you wish to keep track of your meetings under). Meeting minutes are the notes that capture what happened at a meeting! Different than a meeting agenda, it records the decisions made and actions requested by the group. Despite the team, they are not a minute-by-minute record but include the key details that the team will want to know.
Examine the four keys to effective meeting management in the Microsoft ecosystem. Bonus Handout: Mastering the Process – Meeting Minutes Made Simple. Hot Tip: Dock OneNote to your desktop! CTRL + ALT + D will anchor your OneNote to your desktop so you have a place for your notes while you are using other applications or sharing a presentation. Meeting minutes with action items. Taking down the minutes of a meeting is easy with this accessible template. It includes sections for general meeting information and individual topics. If you've enabled the new meeting experience, meeting notes will open in the main Teams window (rather than the meeting window). When you first add a note, a message will be posted on your behalf in the meeting chat. In a recurring meeting, the notes persist from meeting to meeting. Each meeting becomes a new section in the notes.
Start managing the process and not the content. Learn how to use collaborative tools within the Microsoft ecosystem to seamlessly manage meetings and master meeting minutes using the powerful integration between Outlook and OneNote.
Learning Objectives:
- Learn how to connect meeting OneNote and agendas directly into Outlook.
- Discover how to organize and set up collaborative agendas in OneNote.
- Examine the four keys to effective meeting management in the Microsoft ecosystem.
Using Onenote For Meeting Notes
Bonus Handout:Mastering the Process – Meeting Minutes Made Simple
Hot Tip: Dock OneNote to your desktop! CTRL + ALT + D will anchor your OneNote to your desktop so you have a place for your notes while you are using other applications or sharing a presentation.
About Melissa Peoples: Melissa Peoples is an Executive Operations consultant and EA coach that specializing in partnering with Administrative Professionals to transform their office operations into efficient hubs that cater to the executive's leadership style.
Meeting Notes In Outlook
As a career C-suite Executive Assistant and Certified Microsoft Trainer, she uses her unique experience to bridge the gap between technology and practical application that enables Administrative Professionals to manage the demands of their career and become stunningly productive and effective.
Melissa serves as an Executive Operations Advisor at the New York Times and is an international speaker on productivity and effective executive operations management.