Be the scribe
OneNote is a great audit tool.
When you’re in meetings with customers and partners why not offer to take the notes on your tablet, slate or laptop and then when the meeting is done simply save the notes as a PDF to create a simple, (almost) non editable version of the notes that you can share with colleagues, customers and partners. This is especially useful if you hook up your device to a projector (using duplicate screen mode) and use your tablet as an electronic whiteboard.
To export your results to PDF, choose “File”, “Save As” and then “PDF”. When the save dialog is displayed you can choose to save selected pages, the current section or even the whole notebook. If you don’t want the PDF step you can share your notes even more quickly by using the Share tab and selecting the “E-mail Page” button to send the page as a picture. The “audit” part comes in because both you and the customer has a permanent copy of the notes – this has extricated me from a number of potentially taught situations
For collaborating with colleagues, an even better option is to use shared notebooks. Using SharePoint 2010 (e.g. your MySite) you can create shared notebooks which are synchronised between team members and always kept up to date.
This is great for going to a customer meeting, taking notes and then automatically having them shared with your extended account teams. The only thing to be aware of is that shared notebooks (especially with ink) can take up a fair bit of disk space – but don’t worry, a call to 5000 or through ITWeb can get your quota increased easily.
To share a notebook that already exists go into “File”, “Share” and then choose the SharePoint server (“Network” option) server where you want to store it. When you’ve done this make sure that the location you stored the notebook has the correct permissions for your colleagues. To share a new notebook on SharePoint, go into “File”, “New” and select “Network” and choose the SharePoint. This is great for collaboration but even better for showing customers how we “live the dream”.
Did you know you can create a meeting note directly from an Outlook Appointment, and that note will contain the date, time, location and names of all the attendees of the Outlook item?
Just go into the meeting in Outlook and you’ll see a nice big OneNote icon – click that and the rest is obvious.
Using and creating templates
One way of gettng better organised might be to use a common template for meeting notes – if you click on the down-arrow next to the New Page command in the sidebar, you’ll see available templates and a link allowing you to set up new templates or find others online.
Some templates on microsoft.com.