13 – Organize Your Life with Microsoft OneNote

September 24, 2018

How do you keep up with all the details of life? Easy – use Microsoft OneNote! Listen to this episode to explore a tool which can help you consolidate all your various notes in one place and maintain your sanity.

You will learn how to effectively use different notebooks, sections, and pages within the context of a financial leader’s role. You will explore how to use this system to capture meeting notes, random ideas, and to-do lists. This will greatly simplify tracking historical information, capturing current thoughts, and preparing for future interactions with your team.

Finally, you will hear about my top 10 items I like about OneNote –

  1. Automatic saving
  2. Ease in capturing screen shots
  3. Using sub-pages for related material
  4. Capturing meeting notes for all meeting participants to see
  5. Posting PDF documents
  6. Integration with Outlook
  7. Meaningful tagging system
  8. One-and-done typing
  9. Quick Notes functionality
  10. Powerful search function

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