Comments on: OneNote and Outlook Task Synchronization

By: carl

carl — Fri, 17 Jul 2009 18:49:37 +0000

Kiru – This is just how the Microsoft team implemented the synchronization. Once the task is created, the only updates that happen are for task completion, and even that gets broken sometimes. I was a bit disappointed when I found out how loose the “synchronization” was between Outlook and OneNote. To get around this, I would just treat the task in Outlook as the master and don’t bother updating the line item in OneNote.

-Carl

By: Kiru

Kiru — Wed, 15 Jul 2009 12:22:26 +0000

Hi Carl, I manage to create tasks in Onenote 2007 that synchronize with outlook 2007. However, should I make changes to the task eg. correcting spelling error, it does not update the outlook entry. So the error still persists in outlook. If I mark complete, the outlook task is updated. I did notice that if I create the task from scratch the correction is also reflected in Outlook. Seems that changes to the text are not updating. What could the problem be?

By: carl

carl — Fri, 30 May 2008 12:49:43 +0000

Charlie, which macro are you talking about? The functionality described in the above post is built into OneNote. The other thing I mentioned was the DROE tool available on this link. Is there something else?

By: Charlie

Charlie — Thu, 29 May 2008 18:19:39 +0000

Thanks Carl and Ron!!

Really helpful! And btw, could you please share the outlook VBA marco that sending the email as attachment to onenote? or is there another way to do the same task?

cheers.

By: carl

carl — Wed, 28 May 2008 18:20:30 +0000

Thanks Ron! Charlie - Additionally you can use the ALT-G shortcut when you have a task open to quickly assign the categories Ron mentioned. If you are using the DROE Tool, you can have it pop up that window automatically by setting "QuickCAT_Enable = 1" in the INI file.

By: Ron Bertino

Ron Bertino — Wed, 28 May 2008 03:18:59 +0000

@Charlie:

In Outlook 2003/2007 configure your categories to be the contexts.

So you would have a category called @Calls, @Computer, @WaitingFor, etc

By: Charlie

Charlie — Tue, 27 May 2008 15:02:45 +0000

Hi Carl

Your system is really fantastic. But I got a question, how to manually assign a CONTEXT to OUTLOOK 2007?

By: carl

carl — Wed, 19 Mar 2008 13:24:48 +0000

Hi Cool… Yes, I’m quite delinquent in posting that. I have a lot of the diagrams done, but have not had a chance to write it up. I still plan to post it.

By: cool

cool — Fri, 14 Mar 2008 02:45:41 +0000

Hi Carl,

I’m still waiting to hear on your system in Outlook. How you manage contexts, projects, and status etc.

Thanks.

By: carl

carl — Wed, 09 Jan 2008 06:16:45 +0000

Kurt - Sorry for the slow response, just getting back to this after the holidays. One approach would be: --> Take the notes on your DROE page; use the date stamp and bullets features from the DROE tool to help --> Preface each action with the appropriate project [TAG] --> Email the notes to all attendees so that they see their tasks --> Create tasks for all 14 actions in Outlook by clicking the task flag in OneNote. The Project [TAG] sticks in the subject line. --> Assign (manually) the context of "@WaitingFor" for the 12 delegated tasks, and "@Office" or whatever is appropriate for your 2 tasks. By the way, you could choose to only create "Waiting For" tasks for the key actions that require your personal follow-up. --> Optional, but you could also paste the DROE notes into the notes section of your project page. I hope that helps. I have another little system in Outlook that parallels what I'm doing in OneNote. Hopefully I'll get a chance to write about that soon so you can see how I'm managing contexts, projects, and status for Outlook tasks. -Carl

By: Kurt

Kurt — Thu, 03 Jan 2008 18:38:52 +0000

This is almost perfect. Here’s a question –
You take notes from a meeting your the Program Mgr of. You end with 4 people having 12 action items plus 2 for you. There are three projects they cross how would you track all 6 using Onenote and Outlook? I need separation for each “project” for weekly reviews. as well as a laundry list of all open items and there owners.

This article is the closest to cracking the code on this I’ve seen!