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Assigning Outlook tasks from OneNote shared notebooks

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If you are not familiar with creating Outlook tasks flags from OneNote notes and synchronizing them, you can read about the basic here: OneNote and Outlook task syncing.

This post is about using OneNote and Outlook task sync for in team shared notebook. (What’s a shared notebook? Look in the help sections or online at microsoft OneNote 2007)

Summary: If you create a list of team tasks in a OneNote shared notebook, you can make them into Outlook tasks and assign them to team members. The nice thing in OneNote 2007 B2TR is that these tasks will keep synching with the OneNote shared notebook for any of the team members who have the task in their Outlook (assigner, or assignee) and the notebook open.

When is this useful?

Your team may want to keep track of particular project tasks in one place - on a page in in the shared notebook with the rest of project materials (ideas, reference materials, drafts, comments, etc.). This is often done for a list of action items from meeting notes (e.g. recurring status meeting), or just a list of work items for the team. Each team member responsible for a particular task can still have the task in their own Outlook and manage it in whatever way they like managing their Outlook tasks. But the task will also sync with the shared notebook if they have it open. So the other team members can see that the task has been done when they review the shared notebook page.


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