Note-Taking Tips for Microsoft Office 365

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.

Introduction

• Take better notes with Microsoft Office apps

1. Personal Note-Taking

• Handwrite digital notes
• Record audio and video
• Speech-to-text with M365 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 meeting
• Automatically generate Teams meeting notes

3. To-Dos and Tasks

• Create a to-do list in OneNote
• Create Microsoft Teams tasks
• Automatically generate Teams meeting tasks

4. Group Brainstorming

• Ideate with the Whiteboard app
• Add a notebook to a Teams channel
• Add a notebook to a Teams channel

Conclusion

• Help and resources
• Where to learn more