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OneNote Series, Part 2

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This entry was posted on 8/5/2007 2:02 PM and is filed under OneNote.

OneNote is a very adaptable program.  Using a shared notebook (see previous entry) allows teams to work together and share notes.  As I have mentioned before, I am a solo practitioner so my team is not large, but I do have one great assistant.  Most of my law practice OneNote notebooks are shared with her though my server.  One notebook I set up is "Phone Calls" (see picture below).  I set up sections for each month and then the pages within the section are the days of the month (see picture below).  When my assistant takes a phone message for me, she types it in this shared notebook.  When I am connected to my network, my notebook automatically syncs up and I have my messages laid out in an organized way.  I can write notes back, check off the messages as I call people back, etc.  This shared notebook has enhances my tracking of phone calls and allows a better/quicker response to questions.

        

Next in the series, I will explain how to tag specific notes within a notebook to allow better tracking of tasks and other important items.

 

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