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Efficiency Best Practices for Microsoft 365

Efficiency Best Practices for Microsoft 365

By : Dr. Nitin Paranjape
4.8 (16)
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Efficiency Best Practices for Microsoft 365

Efficiency Best Practices for Microsoft 365

4.8 (16)
By: Dr. Nitin Paranjape

Overview of this book

Efficiency Best Practices for Microsoft 365 covers the entire range of over 25 desktop and mobile applications on the Microsoft 365 platform. This book will provide simple, immediately usable, and authoritative guidance to help you save at least 20 minutes every day, advance in your career, and achieve business growth. You'll start by covering components and tasks such as creating and storing files and then move on to data management and data analysis. As you progress through the chapters, you'll learn how to manage, monitor, and execute your tasks efficiently, focusing on creating a master task list, linking notes to meetings, and more. The book also guides you through handling projects involving many people and external contractors/agencies; you'll explore effective email communication, meeting management, and open collaboration across the organization. You'll also learn how to automate different repetitive tasks quickly and easily, even if you’re not a programmer, transforming the way you import, clean, and analyze data. By the end of this Microsoft 365 book, you'll have gained the skills you need to improve efficiency with the help of expert tips and techniques for using M365 apps.
Table of Contents (15 chapters)
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1
Section 1: Efficient Content Creation
7
Section 2: Efficient Collaboration
10
Section 3: Integration

Action points in meeting notes

Finally, one topic remains. Many tasks originate during meetings. As we have seen in Chapter 3, Creating Content for Effective Communication in the section Taking notes using OneNote, OneNote is the most efficient way of capturing meeting notes.

While capturing meeting notes, you will also type some action items – which are basically tasks. Let's see how to convert them directly into Outlook tasks.

Type an action item in the OneNote desktop app (not the Windows 10 OneNote app). Right-click on it and choose the flag icon dropdown from the floating toolbar.

Figure 6.19 – Converting OneNote notes into tasks

The icon looks like the flag email icon – but it is for creating Outlook tasks right from OneNote. Choose when the task is due. That's it. An icon appears next to the item in OneNote to indicate that it is a linked Outlook task.

Now OneNote will talk to Outlook and add it to your task...

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