Beef for Tasks?

B

Bob

Hi

I just download OneNote Preview. It isn't SP1. So, I'm sure there are a few feature I'm not currently aware of

I was looking for a way to do better with tasks and task management than is currently possible in Outlook 2002 (which I currently have). With OneNote, I can gather a bunch of data, and create lists, but it can't help me easily keep track of tasks that need to get done. There is a way to bullet-list, etc. But no check-box when things get done. No way to assign a category to a task. I was hoping that OneNote would add this functionality to Outlook, but it doesn't appear to

OneNote looks great and I think I'll buy it for it's intrinsic value, but are there any task-based products from Microsoft or others. Preferably an add-in or one that closely integrates with Office
 
K

Kathy J

I am not sure if I understand your beef. If you select the list and flag it
as a to-do item, you will get an empty box in front of each item. When you
complete an item, you can click the box and it will get checked off as
completed.

Taking this to the next level, if you do a View--> Note Flags Summary, you
will get a list of the flagged items in your notebook. Check the box for
"Show only unchecked items". Your list will shrink to just the to do items
you haven't marked complete. You can even mark items as completed in this
list and they will get shown as completed in your notes.

Don't want to show all the to do items? You can limit the search by page,
section, date, etc.

Want to integrate it with Outlook? With SP1, you almost can - You can send
Notes to Outlook as a Task from the Tools menu. (It is a one way send. Once
the data is there, it is disconnected from the OneNote item.)

Does any of that get you closer to what you want?
--
Kathryn Jacobs, Microsoft MVP PowerPoint and OneNote
Get PowerPoint answers at http://www.powerpointanswers.com
Cook anything outdoors with http://www.outdoorcook.com
Get OneNote answers at http://www.onenoteanswers.com

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Bob said:
Hi,

I just download OneNote Preview. It isn't SP1. So, I'm sure there are a
few feature I'm not currently aware of.
I was looking for a way to do better with tasks and task management than
is currently possible in Outlook 2002 (which I currently have). With
OneNote, I can gather a bunch of data, and create lists, but it can't help
me easily keep track of tasks that need to get done. There is a way to
bullet-list, etc. But no check-box when things get done. No way to assign
a category to a task. I was hoping that OneNote would add this
functionality to Outlook, but it doesn't appear to.
OneNote looks great and I think I'll buy it for it's intrinsic value, but
are there any task-based products from Microsoft or others. Preferably an
add-in or one that closely integrates with Office.
 
E

Eric Eckberg

You can also assign different kinds of checkboxes to different quick keys.

For instance, I have the green checkbox with the little arrow assigned the
Ctrl-7. Why Ctrl-7? It's the first number key on the right side of my
split ergonomic keyboard. It's easy to remember that Ctrl-1 is a normal
task and Ctrl-7 is a Financial Task. I use the Green Note Flag to items I
enter that need to migrate to my business accounting software. I use
OneNote to keep track of all my client activities. This way, I can enter
massive detail in OneNote. Ctrl-7 flag the opening paragraph that contains
the billable time entry and that start of what I was doing. Usually that's
enough to see in the Note Flag summary for me to enter on the invoice. I no
longer have to hunt through piles of notes to find billable entries that I
know I did last Monday but can't remember the number of hours. My billable
time has gone up about 10% thanks to keeping it all in OneNote.

You could say that I'm using Note Flags as the equivalent of Categories in
Outlook tasks. I use different Note Flag checkboxes for different projects.

By the way, I don't export tasks to Outlook. I'd rather have a simple entry
"Spend three hours on Project X" in Outlook and then use the Note Flags
Summary to see the detail of what I'm trying to accomplish in OneNote.

Eric
 

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