You are working with an external agency on a project. There is a simple to-do list to be executed. There are three people involved. We want to keep track of who is supposed to do what and the status – pending or complete. Here is how you can do it using a shared OneNote notebook. Of course, OneNote does not provide any reminders. But it can help in time-sensitive situations everyone is actively monitoring the task list.
The Solution – use multiple OneNote tags
Create the task list. Put a To Do tag – which is just a textbox. But wait. We have different people responsible for each todo item. So we need checkboxes which LOOK different – one per person. The default checkbox is right on top of the tag list. But down below there are more… Use the Discuss with <person> and Discuss with Manager checkboxes to identify the person responsible.
You can also create custom icons. Inform each person which icon indicates their work and that’s it. Whoever finishes the work marks the related checkbox as complete. Page History will show who did what when.
Try it out and let me know if it works for you!
The functionality overlaps amongst Groups and Team sites (or Sites as they are called in Office 365). Here is a quick explanation of which one to use when and why.
Continue reading Office 365 Groups vs Team Sites
Groups is the new way of working together efficiently. Here are all the articles I have written about Office 365 Groups. The first step in using Groups is to educate all the team members about it. That is why I created a short and simple video to explain the concept and its benefits. Have a look and share it with your team members.
Office 365 Groups helps in simplifying teamwork. Creating the Group is easy. But getting the entire team to utilize it effectively is another matter. This article shows a step by step process of bringing your team together using Groups. Technology is only 50% of the story, rest is psychology!
Continue reading Office 365 Groups: Practical Usage Guidelines
Group calendar is a shared calendar. Reconciling group (team) appointments with your personal calendar manually is a difficult task. That is why Office 365 Groups makes it very simple. Find out how.
Continue reading Office 365 Groups: Automatic Sync between personal and group calendar
This is a list of articles about Office 365 Groups. Managing teamwork becomes extremely easy and intuitive if you use Groups. These articles explain the details of how to create, use and manage groups. Remember that groups can be used with external parties like consultants, marketing agencies, vendors, suppliers, etc.
This list will be updated as more articles are added.
- Office 365 Groups
- Modern Teamwork using Office 365 Groups – Quick Introduction (5 minute video)
- Office 365 Groups: Automatic Sync between personal and group calendar
- Office 365 Groups: Practical Usage Guidelines
- Office 365 Groups vs. Team Sites
more articles coming soon…
Office 365 has a very useful feature called Groups. In this article, I will explain how Groups can help us work in teams more efficiently than ever before. It is a great example of integration across Office 365 products.
Continue reading Office 365 Groups – Instant Teamwork