OVERVIEW
One of the biggest problems of using
Outlook for project management is that Outlook is a communication tool more
than anything else – not a storage, organization, and collaboration tool. It
has been warped to store information long-term, to shuffle emails around from
folder to folder to archive, and to push files back-and-forth between project
stakeholders – but it is not good at any of it.
Microsoft OneNote integrates
beautifully with Outlook, serving to handle its shortcomings and making it best
project management software, especially when paired with OneDrive and
SharePoint for file sharing and permissions management. In this session, we’ll
discuss ways to make messaging, file sharing, meetings, and tasks – the guts of
a project – work much better with these tools working together. Additionally,
you’ll find tools to make OneNote even more powerful, with browser extensions,
mobile apps, and software add-ins. If you have been using Microsoft Outlook to
manage projects, the rest of the tools we’re describing are completely free, as
well as being cross-platform.
WHY SHOULD YOU
ATTEND
Unlike many webinars, Neil’s sessions
are 100% hands-on real-world examples of the skills he’s presenting. After this
session, you’ll have a screenshot-laden step-by-step guide to performing the
techniques we cover, as well as links to recommended apps, plug-ins and macros.
You’ll be able to apply these skills directly to your work with almost no
adjustment, and with a very short learning curve.
AREAS COVERED
Saving, organizing, archiving, and
sharing relevant information to the project:
• Build an easily navigable project
wiki for FAQs and relevant information to the participants in the project.
• Make on-the-fly notes from various team members available to the rest of the
team the instant they are created.
• Send contact notes and email threads to OneNote for easy-to-access online
resources.
Creating perfect meeting minutes and
never losing track of assignments after the meeting is over:
• Linked Meeting Notes from Outlook
to OneNote for shared, collaborative meeting minutes.
• Recorded meeting audio syncing automatically with written notes, attached
files, and other documentation.
• Integrating Tasks directly into the context of the meeting they sprang from.
Tracking tasks and contacts specific
to the project within OneNote, and visualizing using Excel:
• Robust notes to support the task
owners’ work.
• Recording relevant details to a client or vendor in a shared space for the
rest of the team.
• Building a Gantt chart in Excel from Tasks.
LEARNING
OBJECTIVES
Many people must ‘make do’ with
Outlook and sheer willpower to manage their projects – proper management
software is expensive for many businesses. By using OneNote – a free, flexible,
and omnipresent software package that integrates seamlessly – you can turn
Outlook into a very passable project management tool. It’s the depth of notes,
management, and communication that is aided substantially by this pairing.
Learn to send essential information
for long-term storage and organization in OneNote. Learn to link a meeting to
robust, online meeting minutes that you can share in a blink with all the
attendees. Integrate assigned tasks back to the meetings and files they were
created from. Bring in slides, spreadsheets, diagrams, and any other relevant
information to show the full picture of the project.
WHO WILL
BENEFIT
• Business Owners
• Managers
• Project Owners
• Administrative Professionals
• HR Professionals
.. and anyone trying to get something done ..
SPEAKER
Years of Experience: 20+
years
Areas of Expertise: Microsoft
Products
Neil Malek is principal at Knack Training,
a software training company specializing in Microsoft products. For nearly two
decades, Neil has been working with non-profits, governments, and Fortune 500
companies to identify and address skills gaps.
Neil is a Microsoft Certified
Trainer, Adobe Certified Instructor, and CompTIA Certified Technical Trainer
from Orlando, FL. His career, spanning from the Center from Instructional
Technology and Training at the University of Florida to his current business,
has led him to train on products from Microsoft Office, SharePoint, Teams, and
OneDrive to Adobe Acrobat and Creative Cloud, to the Google Suite for Business,
and includes professional development topics like presentation design and
delivery.
Neil’s work currently focuses on
using Office power tools to analyse information, present it effectively, and
automate business processes that would otherwise rob us of time, energy, and
enthusiasm.
Use
Promo Code MDTD20 and get flat 20% discount on all purchases.
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Register (or) for more details please click on this below link:
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