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About this lesson
This lesson will show you how to create to do items in OneNote that link to Outlook.
Exercise files
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5.06 Send OneNote Tasks to Outlook - Exercise.docx62.3 KB
Quick reference
Send OneNote Tasks to Outlook
This lesson will show you how to create to do items in OneNote that link to Outlook.
When to use
This will help save time, as you use the to do items that are already in OneNote, and track them in Outlook without retyping them.
Instructions
- Go into OneNote
- Go into any notebook
- Click anywhere on the page
- Type a few items worth of tasks, putting each item on a different line
- Highlight your list
- Click on the Home Menu
- Click on the Outlook Tasks icon on the right side of the Home Menu
- Click on the choice that says Today
- Notice the flags to the left of your list - these items are now in Outlook in the Tasks section
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- 00:04 Now this time,
- 00:05 let's see if we can get some tasks from OneNote to appear in Outlook.
- 00:10 So, of course, I'm back in my quick notes.
- 00:14 And I'm going to go back and add another page.
- 00:18 And this time, I'll just call it tasks.
- 00:22 So in this case, everybody, we'll do another to do list.
- 00:29 So these are my actual tasks for this course that you're watching right now.
- 00:34 Well, of course here in OneNote, I can highlight those tasks.
- 00:40 And remember one of the videos shows you this lesson,
- 00:43 where we did the to do tag, right?
- 00:46 So I could make it a to do item here in OneNote.
- 00:49 But if I really want to track those in Outlook, I'm going to highlight those
- 00:54 tasks over here, and then look what it says on the Home menu.
- 00:58 It says Outlook Tasks.
- 01:00 So I'm going to click on that pull down.
- 01:02 And then I just usually use the first one here.
- 01:05 I'll pick onto that.
- 01:06 And then you can see that flag is there here in OneNote.
- 01:12 Let's see if those things appear in Outlook.
- 01:14 So I'm going to go to Outlook now and I'm going to go into the tasks.
- 01:22 Here they are right over here, the same exact ones that I just did, right?
- 01:26 So now I can actually track those in Outlook.
- 01:29 That was a great connection from OneNote into Outlook.
- 01:33 Watch again.
- 01:35 I'm going to come over here.
- 01:36 I'll just start another lesson over here.
- 01:38 So then after I do that,
- 01:42 I have to finish my shopping, wrap gifts.
- 01:49 And once I wrap the gifts
- 01:54 then I will mail them.
- 01:59 So I'm going to highlight those items here in OneNote, right?
- 02:03 Then I'll pick on Outlook Tasks.
- 02:06 And I just usually use the first one.
- 02:08 And then you can see the flag is there.
- 02:12 Let's go back into Outlook.
- 02:14 And if I scroll down, we should see those, there they are.
- 02:20 They just appeared, okay?
- 02:21 So that was a great way to get the tasks from OneNote into Outlook.
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