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LinkedIn Learning

Note-Taking Tips for Microsoft Office 365

via LinkedIn Learning

Overview

Effectively taking notes is a core skill for professionals, and Microsoft MVP Heather Severino shows you how to get and stay organized with better notes in Microsoft 365.

Microsoft MVP and productivity expert Heather Severino demonstrates how to take more efficient notes using the apps in Microsoft 365 (formerly Office 365). Heather shows you the best tool for the job, whether it’s taking notes for yourself, note-taking as a team, taking meeting minutes, or note-taking on a mobile device. She teaches you how to take handwritten notes with digital pens in OneNote. Next, Heather steps you through how to create OneNote notes from Outlook emails. She walks through how to capture and save images with the Office Lens and OneDrive mobile apps. She discusses how to take a quick note with a keyboard shortcut. She demonstrates how to automatically create a notebook page from Outlook meeting details. She teaches you how to ideate with others using the Microsoft Whiteboard app. In conclusion, Heather covers how to add a notebook to a team channel for group collaboration and adds recommended app help and online resources.

Syllabus

Introduction
  • Take better notes with Microsoft Office apps
1. Personal Note-Taking
  • Handwrite digital notes
  • Record audio and video
  • Speech to text with Office apps
  • Create notes from Outlook emails
  • Insert a screen clipping
  • Scan content with the Office Lens and OneDrive mobile apps
  • Take quick notes
  • Tag notes for quick retrieval
  • Dock a OneNote window for note-taking with other apps
2. Taking Meeting Notes
  • Adding Outlook meeting details to a notebook
  • Take notes in a Teams web meeting
3. To-Dos and Tasks
  • Create a to-do list in OneNote
  • Create Microsoft Teams tasks
4. Group Brainstorming
  • Ideate with the Whiteboard app
  • Add a notebook to a Teams channel
Conclusion
  • Help and resources
  • Where to learn more

Taught by

Heather Severino

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