Forum Discussion
Office 365 workflow best practice (Ipad pro)
Hi all, New user here of the Office 365 suite. I am considering switching my note-taking platform from Notability to make use of the integrated OneNote package. I would be very grateful for some ...
Fbackman There is a workflow for you, but the best practice would be to start from the meeting.
1. You schedule the meeting
2. Add document to the meeting (link to onedrive/sharepoint file).
3. Create OneNote Page in selected section.
You are getting OneNote page with link to the calendar event in outlook, information about attendees and date, link to the onedrive file and space for your notes (minutes from the meeting or agenda that you are creating for the meeting) -> win, win, win.