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Using outlook/OneNote for project managment

Anonymous
2018-07-03T20:14:20+00:00

Hello,

I'm wondering if someone can suggest me functions in Outlook/Onenote 2016 for project management purposes.

I run several distinct projects. For Project #1, I have two expiration dates to notify customers yearly. I'd like a function that can send reminder for me to remind them; or just send an auto-reminder with existing template directly to customers.

For Project #2, I have threads of emails of communications, forms and documents. I'd like a tool to organize it in one place and have space to leave notes.

I welcome any suggestions to make my work more organized and me more productive.

I prefer non-third-party add-ins.

Thank you!

Microsoft 365 and Office | OneNote | For home | Windows

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Anonymous
2018-07-04T02:51:44+00:00

Hi JL2018,

Based on our research, it is not feasible to directly send a reminder to users when you create a task in OneNote 2016, while there is an workaround you may try:

  1. In OneNote, click Outlook Tasks drop down menu under Home tab and choose Custom.
  2. In the prompt window, click Assign Task in Manager Task group under Task tab, assign the task to users.
  3. When users receive the task, they can set a reminder for the task to remind themselves.

Regarding your second request, since we focus on one question on each thread, we suggest you post a new thread for the assistance. Meanwhile, you can manage the emails by moving them into a subfolder.

Besides, we welcome community members to share their insights.

Regards,

Tisky

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  1. Anonymous
    2018-07-07T09:14:44+00:00

    Hi JL2018,

    Thanks for the reply, if you need further help, please feel free to post back.

    Regards,

    Tisky

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  2. Anonymous
    2018-07-06T16:13:19+00:00

    Hi Tisky,

    I will try the OneNote function you mentioned.

    Thank you very much!

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  3. Anonymous
    2018-07-06T09:15:46+00:00

    Hi JL2018,

    Have you checked the information above?

    Regards,

    Tisky

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