Wouldn’t it be nice, to be able to create a summary of all outstanding issues from all meetings? Creating a Tags Summary There might also still be outstanding issues from the day or week before. Notice, I have assigned a question tag, and two different types of to-do tags (general, and client request).ĭuring the course of a day, you might be visiting 10 clients, and for each one create a meeting note containing items to remember, research, clarify, or just follow up in general. The resulting meeting note could look like this: Maybe you also chatted about his children, and promised to send the title of a storybook you used for your own child. For instance, a client might have questions you want to clarify with your company’s engineering department when you are back. Some of this information, you will need to follow up later. During a client meeting, you create a page and jot down all information you need to remember, including questions, requests for quotations, the client’s spouse and children names, etc. In OneNote, you could create a section group to hold all client files, a section for each client, and a page for each meeting with that client. Assume for example, you are a sales representative and spend most of your time visiting clients: Tagging individual items on pages is an extremely powerful concept. Ctrl-1 for to-do, Ctrl-2 for important, Ctrl-3 for question). The most common tags are also assigned a keyboard-short cut (e.g. The easiest way to assign tags is by right clicking anywhere in a paragraph and choosing a tag from the context menu. Each tag contains a small symbol and a text. In addition to predefined tags, you can also create your own. OneNote includes a large number of predefined tags, allowing you to label items according to their type, or what you need to do with them. headings, paragraphs, sentences, or even images) on pages. OneNote tags are usually not applied to categorize whole documents or pages (for this you use notebooks, section groups and sections), but to mark individual items (e.g. You might for example assign the tag “recipe” to web pages and notes containing recipes. Typically, you tag a note, webpage or blog post to categorize it. If you have used social bookmarking tools like Diigo or Delicious, note taking software like Evernote, or even created a blog, you are probably familiar with tagging. For an introduction to OneNote, click here. P.S.This is the second in a series of posts on taking notes and managing your work with OneNote. I hope I've clarified what I meant, so you can see that simple search doesn't work for these needs.ītw, I wanted to thank you for your really great app, which for me stands off among many anothers! □ that's the reason I'm being so persistent and and scrupulous about the features - I thought I've finally found the perfect tool, but it still doesn't cover all the crucial usecases. ![]() You don't always remember what you need for some task/project/context to search for it in notes - what you need instead is a number of already opened files with all the hints and appropriate/related info, as well as some stash/jottings container for the specific desktop (and not to mix/mess it with all the others!). Ok, I see what your workflow is, but did you get what my Windows Virtual Desktops point was all about? They preserve contexts, the very sense and meaning behind having Session Layouts is for keeping the necessary workspaces for certain context. I don't use different instances of QOwnNotes. Ctrl + Shift + 1) and jump between passages that way. ![]() If I quickly need to navigate between points in notes I use "bookmarks" shortcuts (e.g. If a really need to have a 2nd note open I open the the note in a different window read-only (right click on the note in the note list). ![]() I most of the times add a back-link in those notes too. If I need a reference to another note I just do a note link to that note on the top of the note. I hardly even use tags, and if just for coloring the notes in the list. Most of the time I have it even in the name of the file. I usually just search for a relevant string. Okay, so what's your workflow then for keeping the context with relevant notes? Tags and searching among them?
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