OneNote - Optimize notetaking during meetings Use Case

Transform your meeting note-taking skills with our tutorial on optimizing OneNote! Discover how to effectively use tags for quick categorization, uncover essential points, and streamline your notes. Perfect for those looking to enhance their productivity—watch now to master intermediate techniques that will elevate your organization game!

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OneNote

Available in Microsoft365

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we will see how to organize note taking in one note using tags.

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Generally,

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when we develop expertise on a topic,

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our notes might be raw,

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especially if we are face to face with the subject matter expert,

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for example,

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or as in this case,

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during a webinar presenting a product.

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So I will take notes as quickly as possible.

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Once I'm done or even while taking notes,

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I can use what are called tags or indicators in one note.

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These can be found in this list and allow

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me to categorize my notes by adding useful labels.

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For example,

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tasks to complete,

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important points to remember,

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or unanswered questions that need further research.

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For instance,

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I can apply a question tag here to visually highlight my notes.

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In the same way,

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I can use different tags,

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such as marking important information.

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This makes it easy to retrieve all these tags

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later by simply clicking on the Find tags button.

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This option opens a pane that consolidates all the tags I've used,

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allowing me to gather,

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for example,

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all unanswered questions

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that I need to explore further.

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This feature can be applied to a single section,

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as shown here.

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But it can also be used across an entire notebook,

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helping to centralize all key points or questions

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within a complete notebook.

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This is extremely practical for organizing

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and later utilizing notes effectively.

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Additionally,

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tags can be customized.

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While OneNote provides many default tags,

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you can create your own at the bottom of the list.

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For example,

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I might want to add a tag for quiz ideas.

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When creating a new tag,

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you need to assign it a name

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and can also associate an icon.

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In this case,

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I will choose this diploma ribbon icon,

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which seems appropriate for the example I want to show you.

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Now,

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I have created my custom tag,

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so if I come up with a quiz idea while taking notes,

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I can quickly apply this new tag.

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Visually,

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it becomes easy to spot.

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Also,

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you can assign keyboard shortcuts to tags,

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which helps speed up note taking

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by avoiding the need to browse through the list manually.

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For example,

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pressing control plus one could apply the newly created tag instantly.

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Each tag can have a shortcut,

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making the process much faster and more efficient.

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