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INSIGHTS3 MIN READ

Using OneNote To Stay Organized On All Devises

SuzaMarie

Published on June 29, 2017

Published on Wealthy Affiliate — a platform for building real online businesses with modern training and AI.

One of my favorite software programs is MS OneNote. I got started with it at work. We use it to collaborate with each other. When we create various books, we can share them with others in the office so we all have access to them. We have books by department and by what we do.

A couple of theexamples are:

  • Sales Team Book:
    • Section for procedures
    • Section for each salesperson for their notes
    • Sections for different type of events for ideas
  • Measurements:
    • Section for each Measurement Person
      • One page for client

I like the Measurement Book the best. When I'm out on a measurement I can take pictures in the field and then draw on the picture. I'll add notes and anything pertinent to the job. After I'm done,I'll send a text to my inside salesperson. Since we all share and have access to that book, the salesperson will go to my OneNote section and then generate a contract based on my notes. They can have the contract, and copies of the pictures, ready for review by the time I get back to the office. This is very time efficient for us and allows us to have quicker turn-around times.

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So, what does that mean for my WA and Online endeavors?

I have OneNote installed on my laptop, desktop and iPhone. I work on my laptop in the mornings, my desktop at night, and my phone is always with me. I can work on the same project on which ever device I chose and my work is always where I last left off. There's no need to save the work to a thumb drive or external hard drive. Everything is stored in the OneDrive cloud. There is no save button. The work is automatically saved!

OneNote plays very nice with my iPhone. I can make quick notes right in the project section it pertains to. No more sticky notes or stray paper napkins with a to do list on them!

This post is being written in OneNote. I will paste it into WA. There are a couple of additional things I will do after I paste. One, I'll remove the extra lines in between paragraphs. I'm not fond of the extra white space(personal preference). I'm not sure if there's a fix for that or not. I'll have to look into it. The other is, I'll click on the "Image Icon" for the New Blog Post to add any images.

Below is a training that TopAchiever did a couple of years ago on how to use OneNote for your blogs. It's a great tutorial to get you up and running on OneNote. For those of you that do training, check out lesson 5. It shows how you can record your training.

https://my.wealthyaffiliate.com/training/best-quick-note-study-guide-to-help-you-train-at-wa

I don't consider myself a power user of the program, but, please don't hesitate to send me any questions you may have about it. If I don't know the answer, I'll do my best to find out.

I think you'll find OneNote very helpful if you create on multiple devises!

Happy creating!
SM

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