Tip of the Week: How OneNote Helps Your Project Management

Microsoft OneNote is an extremely useful application in the professional setting, with plenty of features and capabilities to assist in keeping you and your employees organized. These features are actually comprehensive enough that OneNote could feasibly serve as your project management tool. For this week’s tip, we’ll review how.

Need Collaboration?
Most projects that a business completes will require more than one person to work on them, assuming that this project needs to be done with any efficiency. This means that multiple people will need to be able to access not just the materials, but the organizational documents as well, to ensure that the project’s status is correctly maintained.

If you also use Microsoft OneDrive, storing your project note there and sharing it out to those who need to access it will enable collaborative abilities for each of them. This can also be done through a sharable link, and sharing permissions can be removed with just a few clicks, if necessary.

Tags for Organization
In OneNote 2016, tags allow much quicker access to key pieces of information in notes, whether that information is a single set of numbers or an entire paragraph of text. These tags include items like Important, Question, and Remember for Later, and you can even remind yourself to Discuss with manager or to Send in email. Of course, if you need a tag that says something different, you can always add a new tag or modify one that you don’t need - for instance, Movie to see probably isn’t going to come up in a project very often, so it can probably be repurposed safely.

These tags are also searchable, making it easy to find them later, and once you’re done with a particular piece of information, the tag can be removed so as to not add to any confusion later.

Customizable Templates
OneNote also comes with an assortment of templates that you can apply to a page before adding any information to it. While some may be well-suited to your project as-is, you can also create your own from scratch or by modifying one that’s already there. Whatever you choose, your process can then be standardized, saving time and energy later in future projects.

How else have you utilized OneNote? Let us know in the comments, and make sure you subscribe to the EZ MSP blog!