Mastering Your Email: Microsoft To-Do, Outlook and OneNote

About the Webinar

Are you struggling with tasks, meetings, and emails in your small business? In this webinar, we’ll show you how to use Microsoft tools like To-Do, Outlook, and OneNote to streamline your workflow and stay organised.

Join our upcoming webinar to learn practical tips that will help you boost productivity and take control of your busy workday! 

Date: 29th August @ 12:30PM

Webinar Highlights

• Keep track of important emails by turning them into actionable tasks using Microsoft To-Do
• Stay on top of deadlines by integrating tasks with the Outlook calendar
• Find information easily by using OneNote to organise your notes and linking them to meetings in Outlook

Webinar Recording

Takeaways

Emails can sometimes feel like they’re controlling our day. But with the right tools and strategies, we can take charge. Microsoft 365 means you have a powerhouse of productivity tools at your fingertips. Let’s dive into Microsoft To-Do and Outlook, along with a little help from OneNote. These tools can turn your email and task management from overwhelming to smooth and efficient when used together. 

 I. Managing Tasks with Microsoft To-Do and Outlook

 Creating and Managing Tasks

Microsoft To-Do is a simple yet powerful tool that helps you organise your day by creating tasks directly from your Outlook emails. Here’s how: 

• Turn Emails into Tasks: Have you found an important email that requires action? Flag the email so it automatically appears in your Microsoft To-Do tasks list. This helps you avoid the “I’ll get to it later” trap because your tasks are documented. 
• Organise Tasks: With To-Do, you can categorise tasks, set due dates, and add reminders. You can also create separate lists for every project you have. This keeps your tasks organised and prevents that “where do I start?” dilemma. 
• Daily Focus: The My Day feature in To-Do allows you to pick tasks to focus on for the day. It’s a great way to start your morning, giving you a clear view of what needs to get done.

Integrating Tasks with Calendar

Tasks are often tied to specific times and dates. Integrating Microsoft To-Do with your Outlook calendar helps you see the full picture. 

• Syncing with Calendar: You can sync tasks from To-Do with your Outlook calendar. This means that tasks due on a particular day will appear in your calendar, making it easier to plan your day. For example, if you have a task due on Friday, it shows up in your calendar, reminding you to complete it before the weekend. 
• Time Blocking: This technique involves scheduling specific time slots in your calendar to work on tasks. It’s a simple way to ensure you have dedicated time for important work rather than trying to squeeze tasks into random free moments. 
• Disabling Email Notifications: Turning off email notifications allows you to focus on tasks without interruptions. You can set specific times to check your emails with Time Blocking, so you’re still staying on top of things without constantly switching back and forth. This lets you work more efficiently and reduce stress. 

II. Integrating OneNote and Outlook: Efficient Note and Task Management

OneNote is like a digital notebook that can do wonders when paired with Outlook. Whether you’re taking notes during meetings, brainstorming ideas, or just jotting down thoughts, OneNote keeps everything organised. Here’s how you can make the most of it: 

Creating and Managing OneNote Notes

• Taking Notes: During a meeting, open OneNote and start taking notes. You can organise these notes into sections and pages, making it easy to find what you need for later. Unlike scribbling on a piece of paper, OneNote allows you to format text, insert images, and even draw, helping you capture ideas in a way that suits you best. 
• Organising Information: You can create separate notebooks for different projects or topics. Inside each notebook, use sections to divide the information further. This way, all your notes are neatly organised, and you can find what you need without flipping through endless pages. 

Using OneNote with Outlook

• Linking Notes to Calendar Events: If you’re taking notes for a specific meeting, you can link those notes directly to the calendar event in Outlook. This makes it easy to find all relevant information in one place, especially if you need to refer back to it later. 
• Sending Notes via Email: After a meeting, you can easily share your OneNote notes by sending them via email directly from the app. This is perfect for keeping everyone on the same page without needing to type up a separate email. 

Using Microsoft To-Do, Outlook, and OneNote together can turn your email and task management from a chore into a seamless part of your day. By turning emails into tasks, syncing tasks with your calendar, and keeping notes organised and accessible, you’re setting yourself up for productivity success. 

Take a moment to explore these features today, and watch as they help you stay on top of your tasks and make your email work for you, not against you. 

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