Working Sm@rt with

Microsoft ONENOTE

Make collaborating with your team as easy as 1-2-3

  • Do you struggle to find personal and team information easily?
  • Do you find it hard to track and manage personal and team tasks effectively?
  • Do you find it challenging to collaborate and share notes with your team in real-time?
  • Do you struggle to keep your own and your team’s notes, ideas, and tasks organised and easily accessible?
  • Do you wish you could integrate text, images, files such as PDFs or spreadsheets, audio, and video in your notes but find it difficult?
  • Do you have trouble accessing your notes across multiple devices and platforms?

Our WorkingSm@rt with Microsoft OneNote course may get you and your team organised.

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AT A GLANCE

Audience

This course is designed for users who take notes and use automated tools to organize and manage the notes.

Format ​

  • 1 x 4-hours, instructor-led online session
  • Group follow up coaching
  • Individual follow up coaching for all attendees

What’s Included

  • Comprehensive Learning Guide and Resource Manual
  • Subscription to our monthly LearningLink e-newsletter

Collecting & Finding Notes

‘WorkingSm@rt’ training is different from OneNote Tech training that only shows you how to turn functions on & off but not how to use it productively. ‘WorkingSm@rt’ processes makes OneNote highly effective for finding all your information and notes quickly, and being better prepared for meetings.

This course will help you:

  • Create, edit, organize, and enhance notes using Microsoft OneNote
  • Integrate your notes with other applications.
  • Email Elimination: Centralising data using the Working Sm@rt techniques can end the need for unnecessary communication via Email or Teams – We eliminated internal emails in Priority Management Ireland and can show you how to do it too.
  • Focus on Lean management of information, making knowledge sharing and collaboration simple.
FULL OUTLINEVIDEO OUTLINE

What You Will Learn

Collaboration

How individuals and teams can work together without the constraint of being together, maximising flexibility and minimising the places to look for key information or data.

Information Management

Help individuals and teams to focus on lean management of information, making knowledge sharing and collaboration simple.

Note-taking

How individuals and teams can create, edit, organize, and enhance notes using Microsoft OneNote.

Email Elimination

How individuals and teams can centralise data using Working Sm@rt techniques to end the need for unnecessary communication via email or Teams.

Detailed Synopsis

Format ​

  • Hands-on Instructor-led Sessions: 1 x 4-hours, instructor-led online session
  • Group follow up coaching

What’s Included

  • Comprehensive Learning Guide and Resource Manual: Individual Virtual Learning Guide with training content to refer to, whenever you want. ​
  • Ongoing support: WorkingSm@rt Helpdesk, no matter where you work.
  • LearningLink: Our monthly productivity e-newsletter to keep you updated.

Units

  • Unit 1 – Information Management Best Practices
  • Unit 2 – Getting Started with OneNote
  • Unit 3 – Taking Notes
  • Unit 4 – Working as a Team in Shared Notes
  • Unit 5 – Linking, Tagging and Locating Notes
  • Unit 6 – Integrating OneNote with Outlook
DOWNLOAD BROCHURE

What our Graduates say about this course

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Communications & Design Specialist / Canada Life Group

WorkingSm@rt with Microsoft OneNote

Reducing number [of] unnecessary meetings and emails

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Manager, Global Medical Affairs / Janssen USA

WorkingSm@rt with Microsoft OneNote

Helpful in understanding OneNote and how it "meshes" with other Office tools

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Director / Janssen USA

WorkingSm@rt with Microsoft OneNote

OneNote is a very powerful tool and when properly utilized can offer efficiency benefits.

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Senior Manager, Global Medical Affairs / Janssen USA

WorkingSm@rt with Microsoft OneNote

This showed how to effectively use OneNote. By setting up notebooks, pages and how to share those with applicable team members.

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Team Lead / Pfizer Ireland

WorkingSm@rt with Microsoft OneNote

Extremely handy for project management especially for assigning tasks and interlinking Outlook

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Project Manager / Janssen USA

WorkingSm@rt with Microsoft OneNote

There are many functions in OneNote that I never used before, even though I used OneNote a lot. Knowing these new tools will make me use OneNote more effectively.

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Process Development Scientist / Pfizer Ireland

WorkingSm@rt with Microsoft OneNote

Tools that take away the bottlenecks of project planning

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QA Associate / Janssen Netherlands

WorkingSm@rt with Microsoft OneNote

The interacting between OneNote, Outlook and teams was most useful

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Process Development Scientist / Pfizer Ireland

WorkingSm@rt with Microsoft OneNote

Less time on admin work and more time on the task at hand

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Principal Scientist / Pfizer Ireland

WorkingSm@rt with Microsoft OneNote

This training links information efficiently through the OneNote app

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Senior Project Coordinator / Janssen USA

WorkingSm@rt with Microsoft OneNote

Collaboration on OneNote will eliminate need for emails

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Senior Scientist / Pfizer Ireland

WorkingSm@rt with Microsoft OneNote

Better way to take notes from meetings and tracking actions that come from it

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Publications Manager / Janssen USA

WorkingSm@rt with Microsoft OneNote

This explained clearly how to use OneNote to work with others

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QA Associate / Janssen Netherlands

WorkingSm@rt with Microsoft OneNote

It helps one to be better prepared for meetings and documenting minutes of meetings

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Head of People & Culture / Canada Life Group

WorkingSm@rt with Microsoft OneNote

Organised workload = organised mind!

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GDI, Global Medical Affairs / Janssen USA

WorkingSm@rt with Microsoft OneNote

Appreciated the practical step by step approach to setting up and using OneNote

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GDI, Global Medical Affairs / Janssen USA

WorkingSm@rt with Microsoft OneNote

Excellent level set for OneNote functionality for anyone unfamiliar or even frequent users

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Communications & Design Specialist / Canada Life Group

WorkingSm@rt with Microsoft OneNote

Removes unnecessary distractions, allowing for better task prioritisation

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COO / European Movement Ireland

WorkingSm@rt Journey

Invaluable training with the Priority Management team - whether it is on the Working Smart with Outlook or One Note, the time these guys will save you in the way you work after their training is Gold … worth every penny. Now the training is online it’s also even better and especially when they do one to one coaching after the course. Thank you Claudia , William and David

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Team Lead / Pfizer Ireland

WorkingSm@rt with Microsoft OneNote

Less emails & less time looking for things, meaning happier people!!!

Making OneNote Work

Individual uses for OneNote

  • Organising all types of information for fast access
  • Conversation planning, recording & follow-up
  • Reference data, research & ideas
  • Presentations & other work needing preparation
  • Travel work

Team uses for OneNote

  • Collaborating & sharing as a team
  • Meeting planning, real-time noting actions & follow-up
  • Project & events co-ordination & communicating
  • Standard procedures with shared templates
  • Manager communications with team​ & tracking performance

Want to learn more?

MAKE AN ENQUIRY

Upcoming Public Courses

If you want to sample our courses, you can join the public ones with one or two colleagues from your organisation. These public courses are available to book now.  However, we recommend that the best way to learn is with courses that are tailored for you and your co-workers, because learning in groups is proven to be more effective. For large groups or teams, we recommend that you contact us to arrange a course that suits your needs and availability.

Public Courses available in February 2026–January 2027

  • March 12, 2026 (1 event)

    –
    March 12, 2026

    ‘WorkingSm@rt’ training is different from OneNote Tech training that only shows you how to turn functions on & off but not how to use it productively. ‘WorkingSm@rt’ processes makes OneNote highly effective for finding all your information and notes quickly, and being better prepared for meetings.

    This course will help you:

    • Create, edit, organize, and enhance notes using Microsoft OneNote
    • Integrate your notes with other applications.
    • Email Elimination: Centralising data using the Working Sm@rt techniques can end the need for unnecessary communication via Email or Teams – We eliminated internal emails in Priority Management Ireland and can show you how to do it too.
    • Focus on Lean management of information, making knowledge sharing and collaboration simple.