Capturing Teams Meeting notes easily using Outlook and OneNote
Updated: Sep 14
The new page will look something like this, where it has captured the Subject of the meeting, who the meeting was organised by and the required attendees, date and location.Have you ever joined a Teams Meeting late? Scrabbling to grab some paper and pen to be able to take notes? Or trying to open OneNote and navigate to the right notebook to add a new section and page? That was me about 12 months ago, then during a quick conversation with Randy Chapman (a colleague and MVP at Symity) he showed me the way of the force (well that’s what it sounded like in my head) to save time when taking part in multiple meetings and you want to capture participants, date/time and then be able to add relevant notes and share them within a Teams Team or Channel etc.
First thing is to locate the meeting in Microsoft Outlook, opening this you will see on the right hand side of the top ribbon that there is a Meeting Notes button.
Click on this and it will open a panel on the right hand side which allows you to add to recent sections visited in OneNote or to scroll and select Notebooks and then a relevant Section.
Select the relevant Notebook or Section and then click Save, this will create the new page and then show you a button to quickly open OneNote to that particular page.
The new page will look something like this, where it has captured the Subject of the meeting, who the meeting was organised by and the required attendees, date and location.
It then has a section for Notes and away you go, so even as you are joining a Teams meeting, you can very quickly create a OneNote Page for meeting notes, whilst in the lobby or as introductions just begin. On Teams chat you can then easily share the link to this new OneNote with other internal meeting participants, so notes can be co-authored, just right click on the Page Name and you are shown a drop down menu with a Copy Link to this Page option – just paste this into Teams chat, Channel etc.
On a Teams Channel it is very simple to add a tab link to a particular OneNote, this is particularly useful when working in virtual teams, to keep all your notes for a particular topic in one place. In Microsoft Teams select your Channel and at the top it should show a + icon on the top menu
Click on this and you will be given the choice to add a particular App, select OneNote.
You are then presented with the option to select your particular Notebook and can then drill down to a Section and Page etc.
This will then add the OneNote name to the top menu for the Channel and display the content within the Teams window.
Clicking on the arrow presents you with an option to rename the quick link or remove the OneNote shortcut.
Hopefully this simple insight is useful to you and saves a little time and keeps meeting notes more organised and in such a way that you and your colleagues and virtual teams can collaborate together.