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Looking for a way to simplify and manage your tasks at work?

My go-to is Microsoft OneNote. Helps keep track of ideas, notes, and tasks all in one place. It makes it so much easier for my more formal task & project management.

If OneNote doesn't work for you, what do you use instead?

#productivity #taskmanagement #projectmanagement #onenote #onenotetips #microsoftonenote

93 comments

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Pinned
Let's start from the beginning! How do you create a functional notebook setup? In the first part of this series, I show you a walkthrough of my 2024-25 OneNote planner and then I show you how to set up sections and create your first page. How to start creating your own notebook: 1) Reflect on what you actually need in your notebook. Don't take meeting notes on your laptop? No problem! Don't include it then. 2) Create your sections and use dividers 3) Start developing your page templates.  In the next part, I'll continue working through how to organize the rest of your notebook! #productivity #workproductivity #onenote #onenotetips #Microsoftambassador #microsoft365
imperfectplannermom
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·2024-8-11
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Need to boost your note taking skills in 2024? You have options available through Outlook, Teams & OneNote to create an efficient process! ☑️ Use Outlook to share notes ☑️ Use Teams to Collaborate within a notebook ☑️ Create templates on OneNote #OneNote #Microsoft365 #workproductivity #onenotetips #microsoftteams #outlooktips
imperfectplannermom
45.4K
·2024-1-10
Pinned
OneNote 101 for Professionals! How can you use OneNote to better your task management and work productivity? This is a simple tool that most people have access to with a Microsoft Office suite! Visit the link in my bio to access this template OR create your own! 🔗 #onenote #onenotetips #microsoftoffice #Microsoft #workproductivity
imperfectplannermom
21.7K
·2023-10-1
If you currently use OneNote OR you don't use it and don't know where to start, here's an overview of how you can set up your notebook! It really is overwhelming when you first open OneNote. Often times, people I work with say its more effort and work than it makes you productive. So with this video, I go through some setup options and workflows that you can use. Have questions about OneNote, drop them in the comments below 👇 #onenote #onenotetips #workproductivity #microsoft365 #microsofttips
imperfectplannermom
1722
·5d ago
To-do vs OneNote? Which one is better for you? It really depends on the type of work you do and whether you live in your Outlook inbox or if you love OneNote on a day to day basis. Some things to consider:  ✨️ OneNote is great for notes, tasks, and project/program brainstorming ✨️ To-Do is built into Outlook, so if you're not into OneNote you might as well use To-Do  ✨️ Each have their own set of negatives, but its dependent on your work tasks and how your day is set up So which one do you prefer? OneNote or To-Do? Drop your preference below! #outlook #microsoft365 #onenotetips #microsofttodo #workproductivity #tasktracking
imperfectplannermom
1020
·2-24
Love OneNote, but always seem to lose your tasks?  There are many ways to create a task tracking system that will depend on many factors: 1) What kind of job do you have? 2) If you are an administrator, work fairly independently or manage various people/teams, then this method might work better for you In this video, I talk about the three steps to building out your task tracker to boost productivity 📈 Step 1️⃣ Decide on the type of planner you want to use  Step 2️⃣ Develop your tab/organization system for storing your planners  Step 3️⃣ Include a future tasks planner (optional). This is if you don't want to do the copy and paste method for all the weeks of the year. Love OneNote? Check out my profile for more videos and a link to my template 🔗 #productivity #workproductivity #onenote #onenotetips #Microsoftambassador #microsoft365
imperfectplannermom
606
·2-16
Do you like using OneNote and Outlook Tasks (To-Do)? If so, this video breaks down the steps you can take to combine the two. If you enjoy having reminders for tasks, you can do so through the "Outlook Tasks" feature on OneNote. Here are a few steps: 1️⃣ Use Outlook Classic 2️⃣ Right click the ribbon in OneNote and select "Customize the ribbon" 3️⃣ Add "Outlook Tasks" It might or might not work for you, so give it a try! #onenote #outlook #Microsoft365 #onenotetips #outlooktips #corporatework
imperfectplannermom
6676
·2-10
What do you do when you get action items via email? Do you write it down? Put it in OneNote or To-Do? In this video I breakdown three ways you can track tasks and emails from Outlook to OneNote and To-do. At the end of the video I show you a more in-depth way of adding Outlook Tasks in OneNote! #onenote #Outlook #todo #microsoft365 #workproductivity
imperfectplannermom
3317
·1-28
Not sure what Microsoft 365 apps work for you? Or are you confused about using Loop or OneNote? In this video I do a very brief overview of task tracking in both apps using the "simple" method and loop components. There's been more interest in Loop as of late from comments. Even thought it has been around for a bit now, a lot don't know how to use it. Personally, I use Loop for extensive project tracking and OneNote is for brainstorming, meeting notes, and overall task tracking.  What's your preference?? drop your answers below👇 #onenotetips #workproductivity #microsoftloop #microsoft365 #onenote
imperfectplannermom
9812
·1-21
We've made it two weeks into 2025!  If you've been following for a while, you'd see that I have a very specific way organizing my tasks via OneNote. In this video I show you only 3️⃣ shortcuts/features thar will help you with your productivity. 1) Checkboxes for task tracking 2) Duplicating one task page per week (or day) 3) Connecting To-Do in Outlook Any of these features appeal to you? Let me know in the comments! #onenotetips #workproductivity #onenote #microsoft365 #outlooktips
imperfectplannermom
5108
·1-14
Kick off 2025 with OneNote at work! I know it's not for everyone, but OneNote can be great for work productivity if you already have access to it through Microsoft 365. My top recommendations for sections are: 1) Weekly Planners 2) Meeting Notes  3) Dashboard and Goal Tracking are nice to have! How does your 2025 work productivity look so far? #onenote #microsoft365 #meetingnotes #workproductivity #onenotetips
imperfectplannermom
4912
·1-5
2024 was a year to remember🌟 Thank you for supporting my content and business throughout 2024. It's not easy working full-time, having a business, being a mom, socializing, and spending time with family. With all the craziness each day brings, it's all so worth it. I look forward to creating more content in 2025 and inspiring you to be more productive at home and at work✨️
imperfectplannermom
38
·2024-12-31
2025 is just around the corner! In this video I dive into three functions that will help you take and share notes more effectively. If you love using OneNote, but you're ready to level up the way you take notes, then you're in the right place. In this video I dive into these functions: 1) Developing templates  2) Adding meeting details in Outlook 3) Sharing and exporting Looking for a place to start? Head over to my profile for tutorials and templates! #outlook #onenotetips #microsoft365 #workproductivity #onenote
imperfectplannermom
8121
·2024-12-16
It's almost the end of the year! For some it means you're busier than ever at work and for others, you find that you have a bit of time to reorganize yourself ✅️ In this video, I break down the two ways I use OneNote to help organize my notes. 1) Setting up my notes section for success 2) Following a note taking process that's the same How does your work productivity look this time of year?! #onenote #workproductivity #meetingnotes #onenotetips #microsoft365
imperfectplannermom
3749
·2024-12-9
A dashboard in OneNote is NOT like a dashboard in Excel or other productivity tools. It really is an index that can be used for organizing files, ideas, or tasks. It's a good exercise to do before you build out your notebook as well! To create a dashboard, you need headers (either by shading the table background or importing your own) and then add your sections. Right click > link and that's it!  Do you find a dashboard/index valuable or no? Drop your feedback below 👇 #onenote #dashboard #onenotetips #workproductivity #microsoft365
imperfectplannermom
50.4K
·2024-12-3
Do you prefer OneNote over To-Do? or the other way around? When it comes to task tracking, I want you to be mindful that some systems may not work for you. Why is To-Do great? ✅️ Simple ✅️ Can move tasks to the deadline Why is OneNote great? ✅️ Keep notes and tasks all in one place Can you use both together? 100%! #onenotetips #microsoft365 #workproductivity #onenoteforwork #microsoftambassador
imperfectplannermom
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·2024-11-21