Skip to main content

OneNote - Mastering Organization of Your Notes and Correspondence

Tuesday, July 30
 12:00pm - 2:00pm

(Check-In )

Add to Calendar

Online

2.00 Credits

Member Price $89.00

Non-Member Price $124.00

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.

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

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

Designed For

Anyone who records and keeps notes of any kind

Prerequisites

None

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

John Higgins

John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions. As a principal at CPA Crossings, John specializes in facilitating the development of strategic technology plans, paperless workflows, client portal solutions and a comprehensive digital practice model. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. Qualifications and Experience: • Actively involved in working with local, regional and national CPA firms over the past 25 years. • Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, workflow design, innovative client services and more. • Nationally recognized speaker and author on technology issues affecting the CPA procession, with an emphasis on transforming to a digital practice model. • Awarded for being one of the top 25 thought leaders in the accounting procession by The CPA Technology Advisor (www.cpata.com) • Monthly host of “Document Management To Go” Podcast • Former national consulting partner with top 10 CPA firm • Past member of the AICPA Business & Industry Hall Fame • Past Chair of the Michigan Association of CPAs • Past member of the AICPA Council and CPE Advisory Committee • MACPA Innovative User of Technology Award

Return to Top

Non-Member Price $124.00

Member Price $89.00