What I would love is if there was a way for onenote to identify a customer in my call notes and actually copy that information into my customer notes section. So I have one main notebook with a lot of sections.ĭaily Notes - inside Daily Notes I have a page for each week on this page I have my goals for the week up top and then below I have each date setup with a tasks section that I fill as the day goes on and I get things added to my to-do, I have my area to add call notes(I'm in sales) and then on the far right side of the page I have tasks for the weeks and identify things that have a specific due date. Im really interested to know how you set up you notebook as far as sections pages section groups etc. If there is a way and you have down time. Where as i feel like with trello (which i still do want come back to), it more helps if you are familiar with the tasks already.īut yeah.
So far that reason i think using onenote is a good idea because i make notes on something i can start to extract and work out tasks from notes. Is it just a puddle? Or is it a filled up pothole? You dont know how far you're going to get into it when you take that step.
They're kinda like a puddle in the parking. So i have no way of knowing how many tasks and steps fall under a goal sometimes. Thats when i started reading the pm book.Ī lot of my tasks and goals are first time kinda deals. I used it for awhile when i realized my tasks and goals had no hierarchy. I gravitated toward trello with plug- ins for my first draft of a pm set up. My use in the one year so far is identical to yours. My problem was combining it into workflow. I started with onenote only a year ago with no real format and have since reinvented my formats maybe around 3 times already. I'm always interested to find another way. Id like to hear/read how you set up this onenote book you use.
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