Daily Tactical Meetings, Project Management, Credit Card Information, Personal Details, Event Planning, Board Meetings, Employee Onboarding, Office Management and more. Executive Assistants really do it all. In my role as an EA, I’ve discovered Microsoft’s Best Kept Secret – OneNote. OneNote is the perfect one-stop-shop for Executive Assistants.
In this session, I will show you how to set up your daily tactical meetings with your executive, (you’ll receive a free template!), how to send all related items from Outlook to OneNote, and how to set reminders and track projects collaboratively.
We’ll also go over OneNote’s templates and how to use them for 1:1 meetings, Board Meetings, or Planning Meetings. We’ll discuss how to send emails, calendar pages and documents directly to OneNote, so you never have to leave the page when in a meeting or presentation. OneNote, when used correctly can be a game-changer. If you use programs like EverNote or Outlook’s my tasks feature in Outlook, you’ll love what OneNote has to offer.
What is OneNote?
- OneNote Hierarchy
- Features and Functionality
- Use Cases
How to manage your executive and stay organized with OneNote
- Keep Track with Meetings and Action Items in OneNote
- Automate content with Zapier
- Password Protect Confidential Info
- Scan receipts and documents from your phone camera into expense reports or notebook page pages.
- Link to other documents
- Send emails, calendar, PowerPoint slides, and more to OneNote
Top 10 OneNote Add-ins