Create Outlook items in OneNote

Microsoft Office OneNote 2007 is tightly integrated with Microsoft Office Outlook 2007 to make it easy for you to manage and share information between your notebook, your e-mails, and your schedule.

What do you want to do?


Send notes in an Outlook e-mail message

If you haveOffice Outlook 2007 installed on your computer, you can send copies of your notes in an e-mail message. The selected notes are copied into the body of the message. A file is also attached to the message, so that recipients who don't have OneNote installed can view the notes in a standard Web browser.

  1. Select the pages that you want to send.
    • To select more than one page, hold down SHIFT or CTRL while you click the other page tabs.
    • To select a page and its subpages, double-click the page tab of one of the pages in the page group.
  2. On the Standard toolbar, click E-mail.
  3. In the new e-mail envelope that opens, type the appropriate information in the To, Cc, Bcc (if available), and Subject boxes.
  4. If you want to include a message that is separate from the page of notes, type your message in the Introduction box.
  5. Click Send a Copy.

 Note   To cancel sending notes, click E-mail on the Standard toolbar again.

Top of Page Top of Page

Create an Outlook appointment in OneNote

You can create an Outlook appointment from within OneNote even when Outlook is closed. The appointment will be added to the Outlook calendar the next time you open Outlook.

  1. If you want to include a portion of your notes in the body of the Outlook appointment, do the following:
    • To include text, select the text.
    • To include the entire contents of a note container, place the pointer in the note container.
  2. On the Tools menu, point to Create Outlook Item, and then click Create Outlook Appointment.
  3. In the Outlook Appointment window, enter the information you want, and then click Save and Close on the Standard toolbar.

Top of Page Top of Page

Create an Outlook meeting request in OneNote

If you have Outlook installed, you can schedule meetings while you take notes in OneNote. Meetings are added to your Outlook calendar and meeting invitations are sent to the recipients you specify.

To schedule a meeting in OneNote, you set up an appointment and then specify that the appointment is a meeting.

  1. On the Tools menu, point to Create Outlook Item, and then click Create Outlook Appointment.
  2. On the Appointment tab, do the following:
    • In the Subject box, type a description.
    • In the Location box, type the location of the meeting.
    • Enter the start and end times.
  3. Click Invite Attendees.
  4. Type a name or names in the To box.
  5. Select any additional options that you want.
  6. Click Send.

 Note   You must open Outlook before you can add meetings to your schedule and send meeting invitations.

Top of Page Top of Page

Insert meeting details from Outlook

You can insert the details of an Outlook meeting into your notes. Meeting details can include the date and location of the meeting, a list of attendees, the subject matter, and the agenda items for the meeting. Adding this information to your meeting notes can give them a more consistent appearance and provide a more complete record of the meeting.

  1. On the Insert menu, click Outlook Meeting Details.
  2. In the Insert Outlook Meeting Details dialog box, do one of the following:
    • To select a meeting that occurs today, click its time and subject in the list.
    • To select a meeting that occurs on a different day, click the calendar icon Button image and then select a specific date, or click the Previous Day Button image or Next Day Button image button to display a past or future meeting, and then click its time and subject in the list.
  3. Click Insert Details.

 Note   Outlook meeting details are placed into OneNote as text. You can freely add to, change, or delete any part of the meeting details in OneNote without affecting the original meeting notice in your Outlook schedule.

Top of Page Top of Page

Create an Outlook task in OneNote

When you create an Outlook task from within OneNote, it is added to your Outlook Tasks list the next time you open Outlook.

 Note   If your installation of Outlook is configured for multiple e-mail profiles, you must start Outlook before you can successfully create and save Outlook tasks in OneNote. To check the e-mail profiles on your computer, in Control Panel category view, click User Accounts, and then click Mail. If you are using Control Panel classic view, double-click the Mail icon.

  1. In any part of your notes, type a description for the task that you want to create.

For example, type Send out notes from the meeting.

  1. On the Insert menu, point to Outlook Task, and then click the due date for the new task.

A task flag appears next to the description when the task has been created. To view details about the task, move the pointer over the task icon until a tooltip appears.

 Note    The task flag may appear dimmed until Outlook recognizes the new task and the task is synchronized between Outlook and OneNote. When this is the case, the task tooltip also displays synchronization status.

Top of Page Top of Page

Change an Outlook task in OneNote

  1. On your notes page in OneNote, right-click the Outlook task that you want to change.
  2. On the shortcut menu, do any of the following:
    • To change the start date associated with the selected Outlook task, click a new start date (for example, Tomorrow.) To remove the start date association with the task, click No Date.
    • To mark the selected Outlook task as completed, click Mark Complete.
    • To delete the selected Outlook task, click Delete Outlook Task.

 Note   If you want to change the task directly in Outlook, right-click the Outlook task icon on your notes page, and then click Open Task in Outlook on the shortcut menu.

Top of Page Top of Page

Create an Outlook contact in OneNote

You can create a new Outlook contact from within OneNote, even if Outlook is closed. The new contact will be added to your contacts the next time you open Outlook.

  1. If you want to include a portion of your notes in the body of the Outlook contact, do the following:
    • To include text, select the text.
    • To include the entire contents of a note container, place the insertion point in the note container.
  2. On the Tools menu, point to Create Outlook Item, and then click Create Outlook Contact.
  3. In the Outlook Contact window, enter the information you want, and then click Save and Close on the Standard toolbar.

Top of Page Top of Page

 
 
Applies to:
OneNote 2007