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Working Sm@rt with Microsoft OneNote
Make collaborating with your team as easy as 1-2-3

Collecting & Finding Notes

Is this your reality?

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  • Do you struggle to find personal and team information easily?

  • Do you find it hard to track and manage personal and team tasks effectively?

  • Do you find it challenging to collaborate and share notes with your team in real-time?

  • Do you struggle to keep your own and your team’s notes, ideas, and tasks organised and easily accessible?

  • Do you wish you could integrate text, images, files such as PDFs or spreadsheets, audio, and video in your notes but find it difficult?

  • Do you have trouble accessing your notes across multiple devices and platforms?

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Asian woman wearing earphones while working at home

Collecting & Finding Notes

The key to success lies in the ability for teams to work together without the constraint of being together. Whether the challenge is virtual teams where geography is the issue or just the reality that team schedules do not line up to allow us to meet. We must be able to overcome this constraint. Now it is possible to collaborate in a way that maximises flexibility and minimises the places you need to look to find key information or data. Find everything you need for a specific project or subject in OneNote book not your note book.

This Course will help you:
 

  • Create, edit, organize, and enhance notes using Microsoft OneNote

  • Integrate your notes with other applications.

  • Email Elimination: Centralising data using the Working Sm@rt techniques can end the need for unnecessary communication via Email or Teams – We eliminated internal emails in Priority Management Ireland and can show you how to do it too.

  • Focus on Lean management of information, making knowledge sharing and collaboration simple.

At a glance

Audience

​This course is designed for users who take notes and use automated tools to organize and manage the notes.

Format

  • 1 x 4-hours, instructor-led online session

  • Group follow up coaching

  • Individual follow up coaching for all attendees

What's Included

  • Comprehensive Learning Guide and Resource Manual: Individual Virtual Learning Guide with training content to refer to, whenever you want. ​

  • Ongoing support: WorkingSm@rt Helpdesk, no matter where you work.

  • LearningLink: Our monthly productivity e-newsletter to keep you updated.

 

Units

  • Unit 1 – Information Management Best Practices

  • Unit 2 – Getting Started with OneNote

  • Unit 3 – Taking Notes

  • Unit 4 – Working as a Team in Shared Notes

  • Unit 5 – Linking, Tagging and Locating Notes

  • Unit 6 – Integrating OneNote with Outlook

Office Meeting Discussion
Image by Christin Hume

What you will learn

Collaboration

How individuals and teams can work together without the constraint of being together, maximising flexibility and minimising the places to look for key information or data.

Information Management

Help individuals and teams to focus on lean management of information, making knowledge sharing and collaboration simple.

Note-taking

How individuals and teams can create, edit, organize, and enhance notes using Microsoft OneNote.

Email Elimination

How individuals and teams can centralise data using Working Sm@rt techniques to end the need for unnecessary communication via email or Teams.

What our graduates say about this course

"Excellent training, focused on getting the most out of your day, the sessions are interactive to ensure your learning with how to guides and follow up support for post training questions. Highly recommended!"

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Making OneNote Work

Call us on

+353 (0) 1 584 6376

Individual uses for OneNote

  • Organising all types of information for fast access

  • Conversation planning, recording & follow-up

  • Reference data, research & ideas

  • Presentations & other work needing preparation

  • Travel work

Team uses for OneNote

  • Collaborating & sharing as a team

  • Meeting planning, real-time noting actions & follow-up

  • Project & events co-ordination & communicating

  • Standard procedures with shared templates

  • Manager communications with team​ & tracking performance

Headquarters

Priority Management International

Vancouver, Canada 

Ireland Hub

Priority Management Training Limited,

Dublin, Ireland

© 2026  Priority Management Training | +353 (0) 1 584 6376 |  Info@PriorityManagementTraining.ie
All rights reserved. "Priority®", "WorkingSm@rt®" and “A Better Way To Work®” are registered trademarks of Priority Management International Inc. Website Design by The Saudade Studio

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