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Using OneNote with Other Office 2010 Applications : Opening a Page in Word, Creating an Outlook Task in OneNote

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11/12/2014 8:41:52 PM

1. Opening a Page in Word

OneNote offers a command for opening a page in Word. Use this command to take advantage of the numerous editing tools that are available in Word. After you open the page in Word, you can edit and save it as a Word document.

1.1. Open a Page in Word

  1. Go to the page you want to open in Word and make sure the cursor is located on that page.

  2. Click File.

  3. Choose Send.

  4. Click Send to Word.




2. Creating an Outlook Task in OneNote

Outlook offers the Tasks window for recording and tracking tasks. When you create a task, you record its start date and due date. You can glance at the Tasks window in Outlook to see what needs doing and when it’s due, and plan your time accordingly.

OneNote gives you the opportunity to create a task without opening Outlook. The tasks are recorded both on a OneNote page and in Outlook. You can switch between the task in OneNote and the task in Outlook, and in this way you can keep notes about tasks.

To create an Outlook task in OneNote, start by writing a note that describes the task. The description doubles as a note and task name. For example, a note with the text “Gather data for emerging market analysis” is recorded in the Outlook Tasks window as this task: “Gather data for emerging market analysis.”

After you write the note, click in the note and use one of these techniques to create an Outlook task:

  • On the Home tab, click the Outlook Tasks button and choose a due date for the task on the gallery.

  • Right-click, choose Outlook Tasks on the shortcut menu and choose a due date for the task on the submenu.

In OneNote, tasks are marked with the task icon, a red flag. Without leaving OneNote, you can manage tasks with these techniques:

  • Mark a task as complete: Right-click the task icon and choose Mark Complete, or click the Outlook Tasks button and choose Mark Complete. Tasks that are marked as complete show the check mark icon, not the red flag.

  • Delete a task: Right-click the task icon and choose Delete Outlook Task, click the Outlook Tasks button and choose Delete Outlook Task, or press Ctrl+Shift+0.

  • Change the due date: Right-click the task icon and choose a different due date, click the Outlook Tasks button and choose a different due date, or press a shortcut key (Ctrl+Shift+1, 2, 3, 4, 5, or K).

  • Open the task in an Outlook Task window: Right-click the task icon and choose Open Task in Outlook, or click the Outlook Tasks button and choose Open Task in Outlook. A Task window opens (this window is used for addressing individual tasks). From here, you can forward the task, assign it to someone, and make the task a recurring task, among other things.

In Outlook, tasks you create in OneNote are linked to the OneNote page in which they were created. In an Outlook Task window, you can double-click the link to OneNote to open the OneNote page where the task was created. In this way, you can read notes about tasks and stay on top of your work.

2.1. Create an Outlook Task in OneNote

  1. Click the note you want to create as a task.

  2. Click the Home tab.

  3. Click Outlook Tasks.

  4. Choose This Week.

  5. Right-click the task icon and choose Today to change the due date.



  6. Open Outlook.

  7. Open the Tasks folder.

  8. Double-click the task you created to open it in a Task window.

  9. Double-click the Link to Task in OneNote link to open the OneNote page where the task was created.


 
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