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OneNote_Setup_and_Workflow_Guide

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5 views

OneNote_Setup_and_Workflow_Guide

Uploaded by

anitakumar544
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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OneNote Setup and Workflow Guide

1. Setting Up Your OneNote Notebook

- Create a new notebook named 'Work Management' or similar.

- Organize sections for each category: Partners, Team, Director, Peers, Inbox.

2. Structuring Each Section

- Partners: Create pages for each major partner; use a single page for minor partners.

- Team: Have individual pages for direct reports and a shared page for collaborators.

- Director: Maintain a 'Director Dashboard' with action items, discussion topics, and feedback areas.

- Peers: Use a networking log with columns for Name, Role, Interaction Date, and Notes.

3. Task Management and Prioritization

- Use checkboxes (Ctrl + 1) for tasks and tags for priorities.

- Link tasks to Outlook for setting reminders and deadlines.

- Highlight critical tasks using color coding.

4. Creating a Daily Workflow

- Use the Inbox section to capture all incoming tasks during the day.

- Move tasks to respective sections during the daily review.

- Review priority tasks each morning.

5. Preparing for Meetings with the Director

- Dedicate a page for each formal interaction with updates, questions, and challenges.

- Update your Director Dashboard immediately after informal interactions.

6. Advanced Features in OneNote

- Collaborate on pages by sharing sections with team members.

- Use tables to mimic kanban boards with To-Do, In Progress, and Done columns.
- Sync across devices for access anywhere.

- Use the search bar to quickly find notes by keyword.

7. Weekly and Monthly Reviews

- Weekly Review: Spend 30 minutes reviewing completed tasks and planning ahead.

- Monthly Review: Evaluate long-term projects and archive old pages to declutter.

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