Talk about keeping you on track! Any Outlook task you add on a OneNote page automatically appears in your To-Do list in Outlook. If you, like many people, have ever failed to follow through on an action item because you didn’t copy it from your meeting notes to your calendar, this feature alone will make you more productive.
To add an Outlook Task into the notebook:
1. | Click in the page at the location where you want to insert the task. |
2. | Choose Insert Outlook Task or click the drop-down list arrow for the Create Synched Outlook Task from This Note button on the Standard toolbar. A submenu or list of the flags that you can use to schedule the task, such as Today, Tomorrow, or This Week, appears. |
3. | |
4. | Type the note text and then click outside the note. The note appears with a flag icon beside it. |
As shown in Figure 38-9, when you select the task in your Outlook To-Do list, Outlook identifies it as a task linked to OneNote. The two applications synch the task information. Marking the task as complete in Outlook, for example, identifies it as complete in OneNote, dimming the task flag for that note.
Tip
If you mark a task as complete in Outlook but want to reinstate it in OneNote, deselecting the task in Outlook doesn’t work. You have to select the OneNote task, open the Create Synched Outlook Task from This Note drop-down list and click Delete Outlook Task, and then use the drop-down list again to reapply a task flag. You can then delete the original task in Outlook.