Learning outcomes
- Explain how to capture and organise notes in notebooks, sections and pages.
- Complete the guided practice safely.
- Check that you can find the notes later using search.
Planning and Knowledge Tools
Microsoft OneNote
Learn to capture and organise notes in notebooks, sections and pages and find the notes later using search in this beginner-friendly Microsoft 365 lesson.
Before you begin
Use a small sample project with clear owners and dates. Avoid adding real customer or staff information without approval.
Step-by-step instructions
- Open the named Microsoft 365 planning or knowledge app and confirm you are using the intended account.
- Create meeting notes with a title, date and action list.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: find the notes later using search.
- Check the owner, due date, sharing scope and next action, then update the sample project status.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.
Practical activity
Create meeting notes with a title, date and action list. Your expected result is to find the notes later using search.