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OneNote - Mastering Organization of Your Notes & Correspondence

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CPA Crossings Webinars

Online, OK 00000

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2.00 Credits

Member Price $89

Non-Member Price $109

Overview

OneNote is rapidly becoming one of the most popular applications in the Microsoft Office and Office 365 product suites. The reason for this becomes pretty evident when you learn about all that you can do with OneNote to record and manage notes, to do lists, meeting agendas and much, much more. This course will provide a thorough review of all of the features of OneNote so you can master them in order to organize all of your activities and communications in one central place. You will be amazed at how powerful and yet simple to use this application is. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The following topics will be covered in this course:

  • Navigating the OneNote interface
  • Best practices for notebook organization
  • Learn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooks
  • Using OneNote with OneDrive to share and collaborate with internal and external users
  • Creating and using templates to streamline your notebook management
  • Integrating OneNote with your task manager
  • Using the power of tags to manage and search your content
  • Using OneNote on your tablet and smartphone

Prerequisites

None

Designed For

Anyone who records and keeps notes of any kind

Objectives

After attending the presentation you will be able to…

  • Apply all of the functionality that OneNote has to offer
  • Formulate a comprehensive note and communications tracking system
  • Share your notes, to do lists, etc. with people inside and outside your organization

Preparation

None

Leader(s):

Leader Bios

John Higgins, Owner, CPA Crossings, LLC Two Commerce Square

John H. Higgins, CPA.CITP is the co-founder of CPA Crossings and has been helping CPAs leverage technology for more than 25 years. He is a CPA with a strong background in information technology and is a nationally recognized author and speaker on accounting and tax technology. Higgins, and his CPA Crossings cofounder Bryan Smith, recently authored “Ten Steps to a Digital Practice via the Cloud” which has been published by the AICPA. Higgins has been recognized as a Top 20 Thought Leader in the Profession from the CPA Practice Advisor Magazine for the past two years.

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Non-Member Price $109

Member Price $89