Live Webinar

65-minute live streaming program
  • November 21
  • 1:00 - 2:05 pm EST

Also available as:

OnDemand Course

Microsoft® OneNote® Tips, Tricks and Best Practices

November 21

Learn actionable steps to ensure you’re getting the most out of this versatile tool.

Many professionals struggle with organizing their notes and information across multiple devices, often resulting in inefficiencies and lost productivity. Managing paper notes separately also further complicates the challenge. With Microsoft OneNote, users have a powerful tool at their disposal, but often don’t fully understand how to maximize its potential.

This presentation will guide attendees through OneNote’s key features, including notebook organization, integration tools, and advanced productivity features like tagging and search. You’ll learn how to create a system that integrates seamlessly with Microsoft 365 to save time, enhance collaboration, and improve workflow. Whether you’re new to OneNote or looking to enhance your current usage, this webinar will provide actionable steps to ensure you’re getting the most out of this versatile tool.

Learning Objectives

  • You will be able to define the purpose and structure of OneNote within Microsoft 365.
  • You will be able to create/ manage notebooks, sections, and pages for organization.
  • You will be able to identify Microsoft 365 Integrations within OneNote.
  • You will be able to describe how to use advanced search and tagging options for better content management.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Introduction to Onenote and Microsoft 365 Overview
  • What Is Onenote? Overview of Onenote, Onedrive, and Microsoft 365.
  • Differences Between Onenote Versions (Windows, Web, Mac, Ios, Android)
  • Why Onenote Is Indispensable for Productivity and Collaboration.
Organizing Information in Onenote
  • Creating and Managing Notebooks, Sections, and Pages.
  • Using Section Groups for Advanced Organization.
  • Renaming Sections, Pages, and Utilizing Sub Pages for Hierarchy.
Collaboration and Sharing Features
  • How to Share Notebooks and Collaborate in Real-Time.
  • Attaching Documents, Emails, and Other Files to Onenote Pages.
  • Syncing Onenote Across Multiple Devices.
Customization and Search Functions
  • Using and Customizing Tags to Organize Content.
  • Advanced Search Options to Quickly Find Content.
How to Use Outlook Tasks in Onenote for Comprehensive Task Management
Productivity Tips and Advanced Features
  • Quick Notes, Screen Clipping, Print to Onenote, and Web Clipper.
  • Keyboard Shortcuts and Maximizing Onenote’s Functionality.
  • Further Integrating Onenote With Outlook (Like Sticky Notes) and Other Microsoft 365 Tools.
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • IAAP 1.0
     
  • All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
     
  • CPE 1.2 including Computer Software & Applications 1.2
     
  • Noggin Guru, Inc. dba Lorman Education Services and BankersHub is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 1.2 hours. Prerequisite: basic knowledge of business financials. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

OnDemand Course

This course was last revised on June 4, 2019.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Who should attend?

This live webinar is designed for CPAs, accountants, business and office managers, supervisors, associates, Human resource professionals, administrative professionals, and sales and marketing professionals at all levels of an organization who would like to incorporate digital note-taking and note collaboration into their standard work environment while using a laptop, desktop, tablet or other mobile device.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Stephen Turner

Stephen Turner

Turner Time Mangement LLC

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More Program Information

Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

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Product ID: 409634
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