Adding Outlook meeting details to a notebook

- [Instructor] Getting ready to attend a meeting and need to take notes? Here's how you can with Outlook and OneNote. With the Outlook meeting in view, you'll notice that I have something in view here, we're going to work with the ribbon at the top. Now, this process may vary, depending on which Outlook application you're working with. You might be working with the web application. You may be working with what's called Classic Outlook, that's an installed desktop application, or New Outlook. I am going to show you how to work with this in New Outlook, so know that capabilities may vary, and the process on where you would find that may vary as well. Alright, I have this event open, that's the meeting that we're getting ready to attend, from the ribbon at the top, I'm going to go over here to the ellipses, that's the More Options menu, and then in the "Send to OneNote" section, select "Send to OneNote." If this is the first time that you are logging into this, you will need to log in with your Microsoft 365 account. because we're integrating or connecting Outlook to OneNote, and that is the way that it's going to be able to display the notebooks where you want to send the meeting details to. Now, if this is the first time you're logging in, as I mentioned, you do have to log in. If you watch the previous video in this course, it was a very similar process that we followed for sending an email as notes into that notebook. So, we're working with the same Send to OneNote capability. There are recent section if you've worked with this before, think of this as a shortcut if you are constantly wanting to send those meeting notes or those emails to the same area. And, if not, you can scroll through and then locate the notebook, select it to expand it. Next, you'll need to locate the section where you want to send these meeting details. So, I'll select, "Give-a-thon," and then select save. You will have a notification that it's saving your content. Once it is successfully saved, you will have this green check mark that says "Saved!" and a shortcut here to open this in OneNote. At the time of this recording, this button takes you to OneNote for the web, so it will open in a browser and you may need to log in again if you're not logged into Microsoft365 there. I do have this notebook open within the OneNote for Microsoft365 app. That's the installed client, the desktop app. So, let's minimize this for now, and then let's go out to the notebook. So here I am in the volunteers notebook, in the "Give-a-thon" section that we have here, you'll notice that I have three pages here, and if we take a look at this third page, that's the newest page that was added, "Volunteer program," We have a title here, "Volunteer program," that was added from whatever the title of the event is for those meeting details that we sent to this page. So, it created a new page in this section, it titled it with the title of the event, the meeting title that is in Outlook, there is a table that is listed here that gives you all of the details that are part of that meeting, as far as the subject, a link to go back to the original item, in Outlook if you need to, who created this meeting invitation, the required attendees. Great thing about that is these are discussed with types of tags that you can use, and you can use these to check off, almost as an attendance, if you will, on who was in that meeting, when the meeting is taking place, the location of where it's taking place, this happens to be a Microsoft Teams meeting. We have an agenda, and then we have all the information to actually attend that meeting. So, a great way to get you started where it has all of this information in the container of your page. You're not having to recreate that, right, type it manually, or do that manual copy/paste that you may have in the past. Great place to get you started. And, then down at the bottom, if we go take a peek once more, you have a note section to start capturing the things that you discussed, maybe those actionable items, those takeaways, those follow-ups, whatever it may be. And, that's how you can add Outlook meeting details to start your meeting note taking.