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Microsoft OneNote Level 1: collect, organise and use information
Your notes become more useful when they are organised and easy to find. Use OneNote to structure information and connect it to your activities. Develop an approach that makes preparing documents easier and supports continuity in your work.
- Duration
- 1 day 7 hours
- Code
- BUR004FR Code
Presentation
In an information-saturated workplace, scattered data is a major barrier to productivity. OneNote is an essential tool for centralising and organising your ideas, meeting notes and reference materials in one place, accessible wherever you are.
This practical course gives you a reliable methodology for moving from handwritten or scattered notes to an effective digital structure. You will learn to harness the Microsoft 365 ecosystem by connecting your notes directly to Outlook meetings and Teams workspaces.
By the end of the day, you will be able to create structured notebooks, incorporate different media types, including web content, audio and Excel, and share information with colleagues to streamline project work.
Objectives
By the end of this OneNote course, you will be able to:
- centralise and manage information from different sources in a single workspace;
- structure your data effectively using notebooks, sections and pages;
- enrich your notes with multimedia and web content;
- connect OneNote with Outlook tasks and Teams for project tracking;
- use sharing and synchronisation to collaborate in real time.
Program
Module 1: Setting up and structuring your first notebooks
- Exploring the interface and the differences between the desktop and online applications.
- Creating notebooks and organising their hierarchy: sections, pages and subpages.
- Customising the workspace and expanding input areas.
- Understanding synchronisation with OneDrive.
Module 2: Enriching and diversifying note content
- Entering text, checking spelling and applying formatting.
- Creating dynamic tables and inserting Excel spreadsheets.
- Integrating different media: audio/video recordings, images and diagrams.
- Capturing web content, including articles and pages, with OneNote Web Clipper.
Module 3: Organising and finding information efficiently
- Using tags to prioritise and classify items.
- Creating internal links to navigate quickly between pages and sections.
- Converting notes directly into Outlook tasks to track actions.
- Mastering advanced search to find information instantly.
Module 4: Collaborating and sharing within Microsoft 365
- Integrating a notebook into a Microsoft Teams channel or a Planner plan.
- Configuring access permissions and sharing notes by email.
- Synchronising data for access across devices, including PCs and mobiles.
- Applying collaborative best practices to avoid version conflicts.
Hands-on exercises
- Create a complete professional notebook with a topic-based structure.
- Integrate screenshots, tracking tables and web resources.
- Connect the notebook to an Outlook meeting and define tasks.
- Simulate collaborative sharing and real-time co-editing.
Audience
This course is intended for anyone seeking to improve personal and team organisation, including:
- project managers and managers who need to centralise meeting notes, tracking information and reference materials;
- team members working on cross-functional projects that require seamless information sharing;
- any Microsoft 365 user wishing to replace paper and sticky notes with a lasting digital solution.
Prerequisites
The following prerequisite applies:
- Knowledge: a good understanding of the Windows environment and internet browsing.
Teaching and assessment methods
- Initial skills assessment
- Training materials provided to participants
- Continuous assessment throughout the course
- End-of-course feedback questionnaire
- Combination of theory and practical application
- Attendance records
- Post-course follow-up evaluation
- Practical exercises
Course highlights
- Paperless working: a practical method for fully digitising your note-taking so that information is never lost.
- Microsoft 365 integration: learn to connect OneNote with Outlook, Teams and Excel to work more efficiently.
- Learning through use: workshops based on real situations, including meetings, information monitoring and task management, that you can apply immediately.
- Blockchain certification: receive a secure, tamper-proof certificate validating your digital skills.
Dates and sessions
Choose the date and delivery format that suit you.
No upcoming sessions are currently available.
Microsoft OneNote®, Outlook®, Teams® and OneDrive® are registered trademarks of Microsoft Corporation.
This course is independent and is not directly affiliated with Microsoft.