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Using OneNote with Other Office 2010 Applications : Entering Outlook Information (Email, Meeting, Contact, Task) on a Page

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11/12/2014 8:44:24 PM

In Outlook, you can click the OneNote button to copy information from Outlook to OneNote. You can copy email messages, meetings, contacts, and tasks. Copy this information from Outlook if you need to keep notes about email messages, meetings, contacts, or tasks. In the case of meetings, contacts, and tasks, OneNote not only copies the information but it also provides a link that you can click to open the meeting, contact, or task in Outlook.

By default, after you click the OneNote button to copy information to OneNote, the Select Location in OneNote dialog box appears so you can choose where to copy the information.

You can, however, choose options in the OneNote Options dialog box (in the Send to OneNote area) to determine how information is sent from Outlook to OneNote. The options are as follows:

  • Always Ask Where to Send: The information is sent to a section of your choice. In the Select Location in OneNote dialog box, choose a section and click OK. (This is the default choice.)

  • To Current Page: The information is sent to the currently open page in OneNote.

  • To New Page in Current Section: The information is sent to a new page in the currently open section in OneNote.

  • Set Default Location: The information is sent to a default section. In the Select Location in OneNote dialog box, choose the section you want as the default and click OK.

This table describes where the OneNote button is located in Outlook and what information is passed to OneNote when you click this button:

Outlook FolderButton LocationCopies to OneNote
MailMail window (Home tab), Message windowThe text of an email, as well as its subject, sender, recipients, and sent date. OneNote creates a new page for the email.
CalendarCalendar window (Calendar Tools Appointment tab), Appointment windowThe meeting name, its date and location, attendees’ names, and a link for opening the meeting in Outlook. OneNote creates a new page for the meeting.
ContactsContacts window (Home tab), Contact window (Contact tab)The contact’s name and all other information recorded about her or him, as well as a link for opening the contact in Outlook. OneNote creates a new page for the contact.
TasksTasks window (Home tab), Task window (Task tab)The task’s name and a link for opening the task in OneNote. OneNote creates a new page for the task.

1. Enter Outlook Information on a Page

  1. Open Outlook.

  2. Open the Contacts folder.

  3. Select a contact.

  4. Click the OneNote button.

  5. Select a section.

  6. Click OK.

  7. In OneNote, click the link to view the contact in Outlook.



2. Choose How Outlook Sends Information to OneNote

  1. Click File.

  2. Choose Options.

  3. Select Send to OneNote.

  4. Under Outlook Items, for email messages, meetings, contacts, and tasks, choose how you want to send information to OneNote.

  5. Click OK.



 
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