I use Microsoft OneNote to manage my professional career. It has everything from general notes, meeting notes, research notes, reference materials, and my to-do list of tasks.
To track tasks I use the “tag” feature of OneNote. There are many built-in tag names but I also customize the list with my own names. The tag becomes a task category that I can group with (i.e. Priority 1, Priority 2, Personnel, etc.)
Create Multiple Notebooks. I like OneNote because it offers a hierarchical folder. On the Home tab, click the Find Tags button, and a pane will open on the right side listing all of your Tags. At the bottom of the pane, click Create Summary Page. It will list all the tags, but it's easy to delete the ones that are not To-do items. To do list with progress tracker. Keep track of your tasks with this basic to-do list template. Set the priority, status, start and due dates, percentage complete, and when it's complete it will automatically be marked Done! This is an accessible template.
Note: The current version of OneNote that I use is from Office 2010.
Customize the tag list
1. From the home tab select the down/end arrow on the Tags list.
2. At the bottom of the tag list select “Customize Tags”
3. Define a new tag or modify an existing one. If I am defining the type of task that will be tracked, then I used a Symbol that contains room for a checkbox.
Add tags to task titles
1. Giesecke & devrient card reader driver download for windows 10. Within any note, type a task name and then select the tag name for the tags list. This will apply the tag symbol in front of your task name on the note. Drivers gprinter others.
Cisco webex meetings download windows. 2. Use the space below the task name to keep up with the details of the task. I often precede the detail with the date name.
3. I don’t always keep all tasks in one notebook section. Tasks can be defined anywhere within the notebook, sections, or notes.
Track tasks
1. To view the centralized list of all tasks select the “Find Tags” button in the navigation bar. Then look at the tags in the right-side navigation. You can filter the tasks in different ways.
2. From the right-side navigation if you select an individual task/tag it will navigate you to the specific location of the task where you can add supporting details.
3. I use the checkbox to indicate that the task is completed.
Onenote To Do List
My first weeks with the new Microsoft To-Do App passed by quickly and I would like to share with you my experiences and my current workflow to organize my day and stay ahead of the chasing due dates.
I’ll guide you through the My Day view and the suggestions function in Microsoft To-Do (which is still in beta phase, so I believe more functionality will be released), I’ll show how I use it together with Outlook calendar and OneNote and I'll explain how to make it work with Outlook emails.
Before To-Do saw its first daylight I was using Wunderlist. I’m always interested in technology that makes me achieve more, so it was a no-brainer for me to try out To-Do! Furthermore, I saw a lot of potential in the integration with Outlook Tasks.
Let’s start with my new “home” area – the My Day view
Here you can directly start adding to-do’s.
Any to-do that is added this way will be automatically added to the My Day view and you can easily select a due date, set a reminder or add additional notes. Other than that, you can add to-do’s to lists that you can create on your own (I mainly work with two lists: Work related and private). That’s very classy, the more exciting part is hidden behind the little lightbulb.
By clicking on it you receive personalized suggestions based on due dates. For privacy reasons I collapsed some parts but I guess you still get the point. By clicking on the blue plus sign to the right the item will be added to your My Day view.
I found in the past week that these suggestions really help me. Often, I’m setting due dates for tasks some time ahead and with this overview I can easily validate if I can finish this to-do a little earlier than planned. For me, adding an item to the My Day view is committing that I will complete the task today.
Start by doing what's necessary; then do what's possible; and suddenly you are doing the impossible. Francis of Assisi
I guess that’s also very beneficial if you have lots of items with a due date set to the current day and you know that you won’t be able to finish all of them: You can easily decide in the morning what you want to achieve, preventing disappointment by unachieved tasks at the end of the day. Of course – that is not something that would happen to most of you. :)
Integration with the Office-Family
The great part about Microsoft To-Do is the synchronization of your to-do’s with your tasks in Outlook. Let me show you how I use it in my calendar.
All my to-do’s will show up in my calendar (no – it isn’t usually that empty ;)) and for my workflow I chose that they should be shown below the due date of the task (you could also pick the start day of the to-do).
To enable this view, go to your ribbon in calendar: You will find under the view tab a section called layout. There you can set the daily task list to normal.
This gives me a great overview when I think about how to handle my to-do’s next to calls, meetings and other appointments that are planned. If I know that I should schedule some dedicated time for a task I can just click on it and hold to drag it into a slot of my calendar:
For me, most of my tasks magically pop out of meetings or calls.
We usually take our notes in OneNote which happily integrates with Outlook Tasks and Microsoft To-Do.
In your ribbon, you will find under the home tab a section called tags. Just mark with your cursor the items that should become tasks and click on the Outlook Tasks button to select a due date.
From now on you will see the item in your OneNote marked with this flag, you’ll see it in your Outlook Tasks and in Microsoft To-Do. You can mark it complete in any of these three applications and it will sync seamlessly :)
Let’s face the last big issue: To-do’s that flood out of incoming emails.
Onenote Todo List Template Download
There is a difference behind the scenes between an Outlook Task and a flagged email. Yes, I know, the flag that pops up next to it suggests it’s the same, but it’s not. Unfortunately, flagged emails don’t act like normal tasks and so they don’t synchronize with the rest. I have my hopes up high that this issue will be fixed very soon but in the mean time we need to find workarounds to keep up our productivity :P
Workaround #1: Drag the email onto your task button
This will create a “real” task.
Workaround #2: Microsoft Flow
Microsoft Flow is a cloud-based software tool that allows everybody to create and automate workflows across multiple applications and services. Here you can find a great flow: Whenever you flag an email in your Office 365 Outlook inbox, a new task will be created in your Outlook Tasks.
So, this was the little intro into my daily workflow with Microsoft To-Do. I would love to hear how you tackle your to-do’s every day and hope to learn from your comments about new ways and solutions that I didn’t think of yet.
Happy Doing everyone!