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Microsoft OneNote training

Stop losing the notes, decisions and ideas that matter – capture, organise and share information effectively with OneNote

About Microsoft OneNote training

CTO delivers customised Microsoft OneNote training across Australia, covering notebook structure, note-taking, sections and pages, tags, templates, shared notebooks, search and integration with Microsoft Teams and Outlook. Sessions run as a half day or full day and are tailored to your team’s note-taking, meeting management and knowledge sharing needs. Onsite anywhere in Australia or live online.

Microsoft OneNote TrainingMicrosoft OneNote Training – customised for your team

Most professionals take notes in ways that make retrieval almost impossible. Scattered Word documents, email threads, paper pads, sticky notes in browser tabs – the information was captured, then lost.

Microsoft OneNote is the digital notebook built into Microsoft 365, designed to hold exactly the information that does not fit neatly into a document, spreadsheet or email. Meeting notes, research, process documentation, project reference, ideas in progress – OneNote keeps it all in one place, properly organised and searchable.

CTO’s OneNote training covers everything from creating your first notebook through to sharing notebooks with your team, integrating OneNote with Outlook for meeting notes and adding it to Microsoft Teams channels as a shared team knowledge base. Sessions run as a half day for the fundamentals or a full day for teams wanting to go deeper into team use, search and integration.

Who should attend

  • Professionals who take notes in meetings and want a reliable, searchable system to replace scattered documents and paper
  • Teams who need a shared knowledge base for project reference, processes, research or training documentation
  • Managers who want to use OneNote for meeting notes integrated with Outlook calendar and Teams channels
  • Anyone who has OneNote available as part of Microsoft 365 and has never had formal training on how to use it
  • Administrative and executive support staff who manage complex information on behalf of others

The Microsoft OneNote training pathway

Course Details

What this course covers

The course covers OneNote from first notebook setup through to team sharing and full Microsoft 365 integration.

Notebooks, notes and organisation

  • Getting to know the OneNote interface: notebooks, sections, pages and the navigation pane
  • Creating your first notebook and setting up a section and page structure that actually works
  • Adding content to pages: text, lists, images, links, attachments and screen clippings
  • Using note containers and understanding how OneNote handles layout on a page
  • Formatting notes and pages for clarity and professional presentation
  • Outlining and structuring longer notes for documents that need hierarchy
  • Working with tables in OneNote for structured note content
  • Using the drawing tools and handwriting input on touchscreen devices
  • Tagging notes with standard and custom tags to mark actions, questions and key information
  • Searching notebooks to find any note quickly across all sections and pages
  • Using templates to standardise common page types such as meeting notes and project briefs
  • Quick notes: capturing information instantly before it disappears

Sharing, integration and security

  • Printing and exporting notebooks to PDF and Word for distribution
  • Sharing notebooks with colleagues via OneDrive for real-time collaborative note-taking
  • Adding OneNote as a tab in a Microsoft Teams channel for shared team knowledge management
  • Sending email content to OneNote directly from Outlook
  • Using OneNote for meeting notes: connecting to Outlook meeting invites and sharing notes with attendees
  • Linked notes: connecting OneNote notes to specific Word documents or websites
  • Security features: protecting individual sections of a notebook with a password
  • Managing notebook storage in OneDrive and syncing reliably across devices

Level

Who this course is designed for

Designed for anyone at any experience level who takes notes or manages information as part of their work. No prior OneNote experience is required. Half-day sessions cover the core note-taking and organisation features. Full-day sessions include sharing, Teams integration, Outlook connection and advanced organisation using templates and tags.

Particularly effective when delivered to a whole team together — so everyone adopts the same notebook structure and shared knowledge management approach from day one.

Outcomes

What you will be able to do

  • Set up a OneNote notebook with a section and page structure that suits their work and is easy to maintain
  • Capture notes, images, attachments and links on a page and format them clearly
  • Tag notes with action items, questions and key information for fast retrieval later
  • Search across notebooks to find any note immediately without manual browsing
  • Use templates to create consistent, professional page layouts for common note types
  • Share a notebook with colleagues via OneDrive for real-time collaborative note-taking
  • Add OneNote to a Microsoft Teams channel as a shared team knowledge base
  • Connect OneNote to Outlook meeting invites and share meeting notes with attendees automatically
  • Manage notebook storage and sync reliably across multiple devices

Delivery and courseware

How CTO delivers this training

During the session

Participants set up and populate a working OneNote notebook during the session. Teams and Outlook integration is configured in the session where applicable, so participants leave with a connected, usable note-taking system rather than just product knowledge.

After the session

Participants receive a OneNote setup guide and tagging best-practice reference. Microsoft Teams training is available for teams who want to build on OneNote’s Teams integration as part of a broader Microsoft 365 collaboration capability.

Course at a glance

Foundation
Half day to 1 day
None
Onsite, online or hybrid
Microsoft Teams or Microsoft Outlook

Ready to build a note-taking system that actually works?

Ready to build a note-taking system that actually works?

Talk to a CTO specialist about OneNote training for your team.