MS OneNote setup for recurring meetings

In this video, I share how I setup and prepare for recurring meetings. I use a version of the tickler file system made popular by David Allen and Merlin Mann.
⏳Timestamps
0:04 Intro
01:58 Setup in OneNote
06:32 Wrap up
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[@toco1982]

Great, thanks for sharing! 👌

[@AndyPark365]

Thanks for watching!

[@evalamarina]

Smart idea for one set of recurrring meetings. I have two sets of recurring meetings, each correspond to a different team and proyect. Id like to keep them in two separate sections. However they occur the same recurring dates (lets say, every monday). When i do the link to pages on the first section, it works beautifully. When I do the link pages on the second section, because the dates are the same, outlook gets confused and links to the dates of the first section, not the second. I cannot add dates for a third section.

[@evalamarina]

I mean One Note. Not outlook.

[@adilenejezabelmoreno9859]

can you make a video on how you record and manage notes for 1:1 meetings for multiple people? check-ins are weekly, but have flexible dates. I'm struggling to maintain one system for this!

[@vixsticx]

Mind blown - that is an amazing way to label the pages that I want. Thank you 🎉

[@tonymeadows100]

Gosh 😝. So clever. A slick trick using Excel data expansion and Onenote auto page creation, which opens up lots of “food for thought”. I’ll get back to you …

[@AndyPark365]

Hi Tony - I'm interested to hear what creative uses you find. Please make sure to circle back. Thank you.

[@varheenmaa]

I use just one page with a table that has columns similar to your example, while the first column is the date. Each occurrence of the recurring meeting is a row on the table, I find this more effective for recurring meetings than having them on separate pages. Easier to track what was / will be discussed and decided.

[@dogboygaming8910]

Could you share a screenshot?

[@lynettehiser6390]

I don't have the option to link to pages in my drop down. Why?

[@elizabethorozco4242]

Awesome tip, Andy. I use OneNote for organizing meetings and this tip is a huge timesaver!

[@kalnel1444]

What a great tip and a clever use of Excel! I've been using OneNote for 15 years, and I've never noticed the "Link to Pages" command.

[@AndyPark365]

Yep. I think even for those who are aware of the "link to pages" option, most use it to link to *existing* pages, rather than to create new ones. Anyways, thanks for watching.

[@ritaweaver6737]

A couple of questions, I am using Microsoft One Note for Mac and it does not have the template option nor does it allow you to copy and create new pages. Or at least, not the way you do it here. Do you know how to do these functions with this version?

[@Martin-Urban]

Very nice. Can be used to create scoring forms for interviews.

[@AndyPark365]

Thanks Martin. Great idea.

[@expressivism]

This does not work in my version of OneNote for Windows 10 Version 16001.14326.21146.0

[@ybarrett2405]

Could you please check that this tip still works"xcel , then "link to pages" I used it at the beginning of the month..Feb 2023, now towards the end of the month, it doesn't seem to work on desktop version. Did Microsoft remove during an update? It was a GREAT tip!!

[@jzpwhyyouwantmysurname3638]

Hi Andy, Great vid, thanks. In Excel there's even an easier way to do the sequence. I'd use a formula =SEQUENCE(365, ,"31/12/2022",7) for something like this. But never thought of using it as an index to create OneNote pages. Question on reccouring meetings. When taking minutes, do you link the pages for bigger items discussed on regular basis? Any quick way to do this? Manually creating links is tedious and I find that sometimes "fragmented story" documented across several meetings makes it difficult to quickly find what you need. Having a project (as defined in GTD) is a solution, but then again, I have to capture the information almost twice, once in the project and then in the meeting minutes. Very interested in your thoughts about it🙂

[@andreitavirlau3022]

wow, great tip, glad i read the comments! cheers!

[@xobster]

Completely new to OneNote. I have the web version and the Microsoft 10 version. I’m noticing a lot of these features aren’t available. For instance there is no longer a way to insert a template. Any insight on why functionality was removed?

[@jenniferwaters5396]

My One note does not have a Page templates option. How can I get this? I really like the format you are using and I would like to try it as well.

[@heathercoulter1575]

Incredible Tip about creating pages in advance

[@AndyPark365]

Thanks Heather!

[@cpwyou]

Andy, love the use of a forward diary of meetings. However, you lose the meeting detail such as time and participants which can be automatically pulled in from Outlook. Meetings have habit of moving around to fit calendars.

[@AndyPark365]

You're absolutely right Chris. But it's fairly easy to change the note page titles and also bring in the meeting details when those changes occur.

[@cpwyou]

@@AndyPark365 So agree. I will use a combination of both. The forward looking Agenda's will encourage the team to add content before meetings. And I can bring in the participants etc closer to the meeting.

[@davidfringer4970]

Is there a way for the time alloted in the last column to populate the next column for time in the meeting? For example my meeting starts at 2:00, start time is 2:00 p.m.. I want the time allotted to each item to show what time it should end. If the first item is 5 minutes, it would add 5 minutes to 2:00 and show the end time as 2:05. If the next item is 30 minutes, then the end time would show as 2:35 p.m. and so on.

[@travelandwildlife]

Hi, is it possible to embed a word document to onenote so that the word document is still editable? Example: I have a word template for meetings I would like to move to onenote and use it there as a template. thanks for your help

[@andreyru9221]

Onenote for Win 10 does not have this Link to pages function???

[@arthienoshiro811]

This was SO helpful! Thank you :)

[@hn29723]

Bull creation of recurring meetings via excel is a nice trick - as I use nearly same flow this will safe me a lot of time - thank you so much for sharing

[@AJ-fd3yj]

yeah, mind blown :D this is a great way to use an organically growing system of information. thank you for sharing with us!

[@MonjuMeah]

Amazing, I’m using this straightaway! Great tip!

[@MSpodnik]

😊

[@asmatsameja7751]

Love the excel tip & over all content , thanks Andy

[@tspmcfarlane]

Super useful, thank you

[@ronbaker5080]

Holy crap. Wow. Thank you

[@bluecatt140]

Yep, mind blown at 4:45 ! :D

[@damnitcoral]

Great video! Do you have a suggestion for situations where recurring meetings do not happen in a specific time interval, but always change? Or, sometimes get postponed due to workload? Also, how about creating pages automatically by syncing OneNote with Outlook Calendar?

[@AndyPark365]

All great questions! I don't have immediate answers for those, but will circle back to this post if I come across some ideas to address.

[@ericnoel6626]

Woaw !!! You method to create the pages using Excel to create the list of the meeting dates is just WOAW ! Many thanks for all your videos, they are allways very interesting and let me spare a lot of time to set up my digital tools like OneNote.

[@AndyPark365]

Thanks Eric!

[@aqz2000]

Super useful!

[@sldamico]

What a great tip! Thanks!

[@chadbalian1992]

This is amazing. Great Excel tip. I'm intrigued by the 43 folder system. It seems you could set a 'digital' version of that in OneNote w Month for group and 31 pages in each group. Then just type, copy/paste, save anything as needed.

[@AndyPark365]

Hi Chad - yes I've used the 43 folder system in its physical form for many years. Although there are plenty of digital tools and apps that do a great job of reminding us at the right place and right time, the philosophy behind the 43 folder system is still interesting and worth looking into. Thanks for watching.

[@eddie14812]

I don't get "link to pages" Cut Copy Past options Delete Copy link to paragraph Select Order (greyed out) Move Resize. Help please

[@AndyPark365]

Hi Eddy - what version of the OneNote are you using? The one that I used in the video is the desktop version that comes with Microsoft 365. The Windows 10 version doesn't have this option. In Windows 10, you can only link to existing pages.

[@NagaNL]

@@AndyPark365 yes, i use one note for mac (which is kind of the same as the windows 10 version, right?) and there is no option to create link pages. Also: I can only find an option to set one default template and I cannot create several to choose from. So weird this reversal of features or undevelopment of this app .... strange definition of progress. Thx Andy for all the videos. most helpful to me!

[@kimberleyhaines4745]

Mind blown

[@themanape]

Wow.

[@CiamS]

So simple and so clever! Thank you!

[@AndyPark365]

Thank you!

[@gscottfuller]

Another option is to import your project schedule into an outlook calendar so you can see each task that is currently active in your daily calendar.

[@cpwyou]

How does that work?

[@karenrwalker]

Genius!

[@AndyPark365]

Thanks Karen!

[@charlesclay7842]

Thanks

[@AndyPark365]

Thank you Charles for the super thanks!!!

[@yvesmenoud4314]

Merci !

[@AndyPark365]

Thank you so much Yves! Really appreciate it.