In addition, section groups provide segregation between that general client information and more specific project information. Notebook section groups provide a structured means to capture general client information, open sales engagements and future opportunities. By storing this notebook on SharePoint, relevant employees have access to all client related notes in a single location. Client Notebooks: C5 Insight creates a OneNote notebook for each client that engages with us.Have we piqued your curiosity? Keep reading for a sneak peek into some of the creative ways we’re using OneNote at C5 Insight to collaborate on client projects. And then within a Section, there are Pages, just like your lined white paper. Within a Section Group there may be more Sections, these mimic the divider pages with the little colored tabs on the edges, sans pockets. Within the binder there are Section Groups, you know the orange cardboard pieces with the folder flaps on each side. No more wondering who captured what, or trying to consolidate four sets of notes after the fact.įor those who may be unfamiliar with OneNote, picture an old school three ring binder, but much neater. A designated note taker can capture the bulk of the commentary, while his/her teammates view them in real time, and can contribute more specific details themselves as they see fit. But wouldn’t it be nice to designate a single note taker for the team and not miss a single bit of information that is important to you? Yes, I’m about to say, you can have your cake and eat it too! That’s right folks, thanks to OneNote and SharePoint, our project management teams can have the best of both worlds.

Ever have three other teammates in the same client meeting taking notes on the same information? All the time, right?!! We all know that there are certain aspects of any conversation that are going to mean more to one person than to another, thus all the variations of notes.

Project management template onenote