Onenote And Outlook

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  1. Outlook And Onenote Productivity
  2. Onenote And Outlook Task Management
  3. Onenote And Outlook Meeting Notes
  4. Onenote And Outlook Integration
  1. You can use OneNote with Outlook and Skype for Business or Lync 2013 to make it easier to associate your notes with their scheduled events. Newer versions Office 2013 Take notes in a scheduled Outlook meeting In Outlook 2016, open the meeting for which you want to take notes.
  2. Create Outlook tasks in OneNote Create an Outlook task in OneNote. In OneNote, select the words that you want to be your task. In the menu that appears. Find a task in OneNote. On the Home tab in OneNote, choose Find Tags. Your Outlook tasks will be in the Tags Summary. Mark a task as complete.
  3. Just like physical notebooks, OneNote notebooks are a collection of note pages. Start by creating a notebook, then build from there. On any page, select the Show Notebooks button. At the bottom of the pane, select Add Notebook or + Notebook. Enter a name for the new notebook, then select Create Notebook. OneNote switches to the new notebook.

Select email addresses you want to use for saving OneNote emails. Set up email to OneNote Choose your destination Choose the default notebook and section where your emails will be saved. Email content Send an email to [email protected] to save it directly in OneNote. You can access the emails you saved in OneNote from any of your devices. The integration of Outlook’s OneNote with Outlook gives you many great collaboration features, one of which is the ability to view and track your OneNote to-do list tasks within Outlook. This gives you the best of both worlds. You can set up individual to-do lists for all your projects within OneNote.

You can use OneNote within Microsoft Teams, and this guide, we'll outline the steps to install, manage, and remove the app on Windows 10.

If Microsoft Teams and OneNote are already part of your daily work routine, instead of switching back and forth between apps and using additional steps to share notebooks with colleagues, you can install the OneNote app on Teams to simplify the experience.

Once the app is added to Microsoft Teams, you can add new or existing notebooks to share content (such as lits, notes, drawings, etc.) and collaborate with colleagues without breaking your workflow.

In this Windows 10 guide, we'll walk you through the steps to integrate OneNote into Microsoft Teams.

  • How to install OneNote on Microsoft Teams
  • How to rename OneNote notebook on Microsoft Teams
  • How to remove OneNote notebook on Microsoft Teams
  • How to delete OneNote notebook on Microsoft Teams
  • How to uninstall OneNote on Microsoft Teams

How to install OneNote on Microsoft Teams

To add OneNote to a team or chat on Microsoft Teams, use these steps:

  1. Open Microsoft Teams.
  2. Click on Apps.
  3. Click on OneNote.

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    Quick tip: If you don't see the app, perform a query for 'OneNote' in the search box.

  4. Click the down-arrow button and select Add to a team or Add to a chat option.

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  5. Click the search box and specify the team to add OneNote.
  6. Click the Set up a tab button.

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  7. Click the Create New Notebook option.

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  8. Confirm the name for the new notebook for the team.

    Quick tip: You'll also notice an option to open an existing notebook using a link, but it's only supported for notebooks hosted in SharePoint or OneDrive for Business.

  9. Select the newly created notebook.

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  10. (Optional) Create new sections as needed.
  11. (Optional) Clear the Post to the channel about this tab option.
  12. Click the Save button.

Once you complete the steps, the notebook will be created in the Microsoft Teams storage, and anyone in the channel will be able to see and modify its contents.

Microsoft Teams

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Microsoft Teams allows you to communicate and collaborate with colleagues, upload files, and chat through video. It integrates with Microsoft 365 and many other cloud services.

How to rename OneNote notebook on Microsoft Teams

To change the name of the OneNote notebook tab, use these steps:

  1. Open Microsoft Teams.
  2. Click on Teams or Chats depending on where the notebook is located.
  3. Click the down-arrow button and select the Rename option.

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  4. Confirm the new name.

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  5. Click the Save button.

After you complete the steps, the new name will be reflected in the notebook tab.

Rename notebook

To rename the actual OneNote file, use these steps:

  1. Open Microsoft Teams.
  2. Click on Teams or Chats depending on where the notebook is located.
  3. Click the Files tab.
  4. Select the OneNote notebook.

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  5. Click the Rename button.
  6. Confirm the new name.
  7. Click the Save button.

Once you complete the steps, the OneNote file and tab will reflect the new name.

How to remove OneNote notebook on Microsoft Teams

If you no longer need the OneNote notebook, you can always remove it from Microsoft Teams.

To remove a notebook on Teams, use these steps:

  1. Open Microsoft Teams.
  2. Click on Teams or Chats depending on where the notebook is located.
  3. Click the down-arrow button and select the Remove option.

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  4. Click the Remove button again.

Once you complete the steps, the OneNote notebook will no longer be available on Microsoft Teams.

How to delete OneNote notebook on Microsoft Teams

The action to remove doesn't delete the notebook and its content. It only removes it from the Teams experience. If you want to delete the notebook, you need to do it from the 'Files' tab.

To delete a notebook on Teams, use these steps:

  1. Open Microsoft Teams.
  2. Click on Teams or Chats depending on where the notebook is located.
  3. Click the Files tab.
  4. Select the OneNote notebook.

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  5. Click the Delete button.

After you complete the steps, the notebook will be deleted from Microsoft Teams.

If the notebook you're trying to delete isn't in the 'Files' tab, make sure you in the correct chat or team. You can also check the Files section from the left pane and see if the file appears under the OneDrive section.

How to uninstall OneNote on Microsoft Teams

To uninstall OneNote on Teams, use these steps:

  1. Open Microsoft Teams.
  2. Click on Teams.
  3. Right-click a team with the app and select the Manage team option.

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  4. Click the Apps tab.
  5. Click the Uninstall button for OneNote.

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  6. Click the Uninstall button again to confirm.

After you complete the steps, the app will be uninstalled from the team. Same as removing a notebook, uninstalling the app doesn't delete the notebooks or their contents. Alternatively, you can also right-click the OneNote icon from the left pane, and click the Uninstall button to remove it.

More Windows 10 resources

For more helpful articles, coverage, and answers to common questions about Windows 10, visit the following resources:

I sometimes use the “Send to OneNote” option in Outlook to archive instructional emails for future reference or to collect information for an upcoming meeting or task.

Is there a way to change the default layout of these OneNote items and to add some default text as well?

The “Send To OneNote” add-in for Outlook, which gets installed when you install OneNote on your computer, copies some default text and properties of the selected message which you cannot change.

However, you can change the default layout of the OneNote pages by selecting a different default template for the section that you send your Outlook items to. This template can also contain text, tables, tags, etc… to use as a default structure for your notes.

Create separate sections in OneNote

In OneNote, templates are assigned to a page when the page is being created and cannot be changed afterwards. Therefore, to make sure that a specific template is always being applied when you send an Outlook item to OneNote, you must change the default template for the section that it will be send to.

As you probably don’t want this to be the default template for other OneNote notes that you create, you’ll have to create a new section in OneNote for which you then select your preferred template.

When you are using OneNote 2010 or OneNote 2013, you can opt to create a separate section for each of the supported Outlook item types; Email, Meetings, Contacts and Tasks.

Onenote And Outlook


The tabs shown in a OneNote notebook are called “Sections”.

Extra tip: To organize your OneNote notes linked to Outlook items even more, you could create a separate Outlook Notebook in OneNote via: File-> New

Set default section for each Outlook item type

Once you’ve created your section(s) for the Outlook items, you must configure OneNote to always use this section when using the Send to OneNote button for this specific item type. You can do this in the following way;

Outlook And Onenote Productivity

  • Outlook 2003
    Download and install the Send to OneNote from Outlook PowerToy.
    When using the OneNote icon in Outlook, you can select the section to copy the item to. Pressing the OneNote text button will display a list of recently used sections to choose from. The amount to display can be configured via the add-in’s Options… dialog.
  • OneNote 2007
    Tools-> Options…-> section: Outlook Integration
    The default is the Unfiled Notes section.
  • OneNote 2010 and OneNote 2013
    File-> Options-> section: Send to OneNote
    The default is to prompt you for a section.


Select locations for notes sent to OneNote (Options dialog of OneNote 2013).

Change default template for a section

Onenote and outlook meetings

Now that the sections have been created, you can change the default template for a section in the following way;

OneNote 2013

  1. Select the Insert tab.
  2. Click on Page Templates button.
  3. At the bottom of the newly opened Templates pane you’ll find a “Choose default template” list with templates to choose from.
  4. Repeat the above steps for each section that you want to apply a different default template to.

OneNote 2003, 2007 and 2010

  1. Select a section.
  2. Click on the down arrow next to the New Page button.
  3. Choose the following option from that menu;
    • OneNote 2003
      More Stationery Choices and Options…
    • OneNote 2007
      More Template Choices and Options…
    • OneNote 2010
      Page Templates…
  4. At the bottom of the newly opened Templates pane you’ll find a “Choose default template” list with templates to choose from.
  5. Repeat the above steps for each section that you want to apply a different default template to.

Onenote And Outlook Task Management


Accessing the Page Templates option in OneNote 2010.

Onenote And Outlook Meeting Notes

Download or create your templates

You can download additional templates by visiting the Templates section on Office.com. In the left pane, you can select OneNote to only show OneNote templates.

Update: Currently, the OneNote templates are not available on Office.com.

If you want to create a template yourself with some default text and other markup (like tables or tags/icons), simply create that page first in OneNote. Now open the Templates pane as indicated above. At the bottom you’ll find the option to save the current page as a template. Your templates will be stored in a My Templates.one file in the following location;

  • Windows XP
    C:Documents and Settings%username%Application DataMicrosoftTemplates
  • Windows 8, Windows 7 and Windows Vista
    C:Users%username%AppDataRoamingMicrosoftTemplates


Create and/or set the default template for a section.

Onenote And Outlook Integration

Note: If your default template contains text, the text which is being sent from Outlook to OneNote will always be added at the bottom of your template. Of course you are free to move around the inserted text block afterwards.