During a recent team meeting, Sue Fegly, the RKL eSolutions Sales Administration Specialist, shared a few of her favorite tips for using OneNote as a consolidated reference portal to save time in her day-to-day.
- Organize with Tabs and Pages
OneNote helps keep information organized through the use of tabs. Users can click the plus button at the top to create a new tab and name it according to their needs. For example, Sue supports various business lines and has tabs dedicated to specific areas such as IT services or sales.
Under each tab, pages can be added for more detailed notes, like new sales strategies or client renewals. Tabs and pages can be renamed by right-clicking on them, keeping everything up-to-date and organized. - Finding Information Quickly
OneNote’s search functionality makes it easy to find specific information in dense text. For instance, when Sue needs vendor details, she types the name into the search bar to pull up all the places the vendor is mentioned. This feature provides quick access to important information, like a new representative’s contact details. - Creating a Personal Knowledgebase
When Sue first started at RKL, she found the deluge of acronyms that come with joining a new industry overwhelming. To help her learn the lingo and keep up during meetings across service lines, she created a dedicated “Acronyms” tab where she lists each one she encounters. Users can employ the same setup for referencing product features, compliance checklists, company directories, etc. - Keeping Your Notes Tidy
To ensure that all of the most pertinent information is readily available, users should regularly review and clean up their notes. Pages can be renamed or deleted as needed. If a tab is no longer necessary, it can be deleted, but will remain in a deleted items folder for 60 days, just in case.
