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About this lesson
This lesson will show how you can export from Outlook into OneNote.
Exercise files
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5.05 Send Outlook Items to OneNote - Exercise.docx62.7 KB
Quick reference
Send Outlook Items to OneNote
This lesson will show how you can export from Outlook into OneNote.
When to use
This will save you time, rather than have to retype items that are already in Outlook.
Instructions
Export an Email
- Go into Outlook
- Go into your Inbox
- Right-Click on an email, and choose OneNote
- It will ask you which notebook in OneNote you want to place the email - choose a notebook
- It will create a new page there for the email
Export a Contact
- Go into Outlook
- Go into the Contacts
- Right click on one your contacts, and choose OneNote
- It will ask you which notebook in OneNote you want to place the email - choose a notebook
- It will create a new page there for the contact
Create Meeting Notes in OneNote for an Event in Outlook
- Go into Outlook
- Go into the Calendar
- Right click on one of your calendar events
- Click on Meeting Notes
- It will ask you which notebook in OneNote you want to place the email - choose a notebook
- It will create a new page there with meeting details and a space for notes
- You will see a link in the Outlook event to the new page in OneNote
- 00:05 In this lesson, I want to show you how to send Outlook items to OneNote.
- 00:10 So you can see I'm back in OneNote and I'm going to go back into my quick notes.
- 00:16 So at this time, I'm going to go into Outlook.
- 00:22 Now there's a couple things we can send from Outlook into OneNote.
- 00:27 Let's go back into the email app of Outlook.
- 00:30 So I'm going to right-click on an email, right-click,
- 00:34 let me find a good email here.
- 00:38 So I'm going to right-click on an email, and then OneNote appears there.
- 00:45 So then it's going to ask you to select your notebook within OneNote.
- 00:50 So I'll use the Quick Notes that we'll be using in the entire course.
- 00:54 Or, of course, you can pick another notebook that you have available, and
- 00:59 I'll click on OK.
- 01:00 Let's see what happened.
- 01:02 Now look, I'm back in OneNote and I made a new page in the Quick Notes,
- 01:07 and it's the exact content of that email.
- 01:12 So that was pretty handy.
- 01:13 Let's go back into Outlook.
- 01:17 All I did was I right-clicked on the email and I picked on OneNote there.
- 01:21 And then it asked me for the notebook I want to apply that to.
- 01:24 Now another thing that you can use from Outlook is going to be the contacts.
- 01:30 So I'll go to a contact here.
- 01:33 And let's say I see Ted Kelly.
- 01:35 I'm going to right-click on Ted Kelly's name, and
- 01:38 then you see the word OneNote there as well.
- 01:41 And now, again, it's going to ask me for the notebook that I want to apply that to.
- 01:45 So I'll just use the Quick Notes again and I'll pick on OK.
- 01:50 And now notice how Ted Kelly's information just made its own page into OneNote.
- 01:58 So that worked out very well.
- 01:59 Let's go back into Outlook again.
- 02:04 All right, so that was the contact.
- 02:05 So I just right-clicked on the contact, and then picked on OneNote there.
- 02:09 Another thing that we can use is a calendar event.
- 02:13 The calendar events work a little bit differently.
- 02:15 So I'm going to go to a calendar here in Outlook.
- 02:19 So now I'm in the calendar of Outlook.
- 02:22 So I'm going to go ahead and highlight some time here.
- 02:28 And I'll type in staff meeting, just to make a calendar event here in Outlook.
- 02:34 So then I'm going to right-click on that calendar event in Outlook and
- 02:39 I pick on Meeting Notes.
- 02:40 Notice how it has the OneNote icon.
- 02:43 So I'll click on Meeting Notes there.
- 02:45 And we're going to say, share the notes with this meeting.
- 02:49 Now it's going to ask me which OneNote notebook I want to use, and once again,
- 02:52 I use the Quick Notes, and I'll pick on OK.
- 02:57 So notice how we have a link here, and then that'll bring us into OneNote.
- 03:02 So I'm going to click on that link.
- 03:05 And now notice how it brings me into OneNote.
- 03:07 So then here, maybe I would say, This meeting is for the entire staff.
- 03:18 Okay, good, so I'm typing all this in OneNote, right?
- 03:22 So let's go back into Outlook and
- 03:25 see how that link is now in that meeting.
- 03:30 So I can even close that meeting now, save and close it in Outlook.
- 03:36 I'm going to go back into that meeting by double-clicking on it.
- 03:40 And I still see that link there.
- 03:42 So I can click on that link and then go back into the OneNote.
- 03:46 So the OneNote is where you would put all the notes for that meeting.
- 03:50 That was pretty interesting.
- 03:52 Watch how we could do that one again.
- 03:54 So I'm going to go back into Outlook.
- 03:57 I'll close that meeting.
- 03:58 Here I'll start another meeting, right?
- 04:00 So I'm just going to highlight some time.
- 04:02 And then I'll do another, I'll say,
- 04:05 year end, Bonus meeting, all right?
- 04:12 I'm going to right-click on that meeting here in Outlook, and
- 04:16 I'll pick on Meeting Notes, and you see the OneNote icon.
- 04:20 Then I'll say, share the notes with this meeting, and
- 04:23 then you would pick your notebook from OneNote.
- 04:26 Of course, I'll use the Quick Notes again, and I'll pick on OK.
- 04:30 So now that link is there.
- 04:32 If I click on that link, it brings me into OneNote.
- 04:35 And notice how each of the different meetings is a different page here in
- 04:40 OneNote.
- 04:41 And even that person's name is a different page and that email is a different page.
- 04:46 And now, of course, I can type in there.
- 04:49 So now you can see how you can export some Outlook information into OneNote.
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