![]() I want to move to email reviews 3 times per day, and get to zero in my inbox each day. I typically don’t lose track of what I need to do, but I let the email drip run my day. Today I have thousands of emails in my inbox, and 2000 unread emails, so it’s safe to say my system isn’t working. We use Jira for our projects (another story, not sure I would recommend it unless you’re doing software development), I’m trying to keep track of all the small and big things I need to do. Maybe I should just use OneNote for note taking, and if a task happens to be generated I simply mark it and be done with it since they’re synced to the MS To-Do app. Maybe I was so hung up on using OneNote I’m trying to shoehorn it in. The one feeling I have is using OneNote as a Triage intermediate step for my misc inbox is that it adds an unnecessary step. Using MS To-Do has the added benefit of syncing with Planner in the future, which should be great for teams. Once you’ve pushed all the tasks to the MS To-Do app, you can start going through them, moving them to different lists/projects, setting due dates, creating subtasks, etc, and most importantly, select the ones that should be part of “My day” (loved this feature in Things when I was on a macOS client at work). Since you can create tasks from text in Skype conversations, or the reminders app on the iPhone (thereby enabling creating tasks via Siri which I do all the time), the MS To-Do app becomes the hub for all tasks instead of OneNote. This also gets synced to MS To-Do.Īs soon as an email is processed I archive it. In my Outlook inbox I simply create a task if the email requires an action from me, and I can’t be handled in under 2 minutes. Once I process each page it either gets saved (like meeting notes or reference material) or goes into an “archive” section.Īt this stage my tasks that have come from OneNote brain dumps have been processed and sent to MS To-Do, which leaves my email inbox to deal with. Something like this (this will be a bit of a brain dump):Ĭapture online stuff, pages, meeting notes and other information I want to review in OneNote in the “triage/inbox” section.ĭo a review of all the pages in that section (each morning or whatever schedule is needed), and things I want to save I move to the appropriate section, and things that have generated a task gets marked with an Outlook task. This has lead me to perhaps use Outlook and OneNote as 2 sources where I process information that end up in MS To-Do. This adds a lot of overhead and IMO “breaks” the system. ![]() The task itself will be synced to Outlook (and To-Do), but the only way to find the original email is to search for the subject, and if it’s part of a conversation you also need to check the timestamp/contents to find the right one. Here is where I’m stuck how do I link back emails from OneNote to outlook? AFAIK, this cant be done if you create the task in OneNote. As soon as that’s done I want to archive the email since it’s been evaluated and processed. I really like the idea of using OneNote as a “triage” just send everything there (emails, things I think of, actions from conversations, meeting notes, etc) since my tasks can come from a lot more than just emails.īut, a lot of actions come from my email, and I want to move actionable emails from my inbox to a unified processing inbox, this a section called “triage/inbox/collections” in OneNote. Hmm, this sounds a lot like I’m planning to use OneNote (new job = possibilities to create new habits with an empty inbox :). I'd go over them during weekly review and work out next steps to keep them moving. Prior to needing to use Wrike, I just had a to-do list notebook and a projects notebook. Every morning I review my follow-ups in Outlook and my tasks in Wrike.I marked the tasks in OneNote as complete once I've moved them across. Once a day I use the 'find tags' view in OneNote to see all my to-do's I've taken in my notes, and transfer them into my project management tool.Action items get marked with a checkbox, if I need to follow up with someone, I mark it as a follow-up.Attach and share the OneNote meeting notes (it's one click).Creating a follow-up in OneNote syncs with the follow ups in Outlook.Creating a meeting - you can attach a OneNote note.I use the OneNote/Outlook integrations a lot: ![]() For work, we have to use a project/task management system called Wrike.
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