OneNote for Meetings – Answering a real question

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I saw an interesting discussion on the Office 365 Technical Network on Yammer. Being the topic was OneNote, SharePoint and Lync Online and Office 365, I thought I’d use OneNote to answer the question.

Frank Spina of Bristol-Myers Squibb (bms.com) has been using SharePoint 2007 Meeting Workspace effectively to share meeting resources, tasks and notes. His company is moving to Office 365 soon and he wants to know what the replacement is for Meeting Workspaces in SharePoint Online.

Frank made the following post in the Office 365 Technical Network on Yammer: Yammer Conversation Thread

“A plea for some functional meeting guidance here . . . I am interested in hearing your approaches for centralizing meeting content in Office 365. My company was among the few that had become ardent users of the now-deprecated SharePoint 2007 Meeting Workspace functionality and in anticipation of our upgrade to O365 (in 2015) we are struggling to find like-for-like (or even better, enhanced) approaches….”

 

Frank’s wish list

– Having a single repository/link that houses a given meeting’s content (doc links, other links, attendees, agenda, proposed agenda topics, minutes, etc.)

– Creating a new instance of that repository for each date/time that meeting occurs

– Linking that date-specific repository to the corresponding meeting request in Outlook calendar

– The ability to quickly find historical meeting content based on date and search

– Any integration with SharePoint (e.g. to easily link docs, surface web parts, etc.)

– Integrated task management (i.e. action items are captured in a meeting and synched to the owner’s respective task list in Outlook . . . wish list)

Visit my public OneNote notebook for my response. http://bit.ly/dcwpubliconenote

Landing Page (Section) > OneNote for Meetings (Page)

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3 thoughts on “OneNote for Meetings – Answering a real question

  1. Unfortunately on my WP 8.1 phone your OneNote document isn’t viewable. This is the only frequent complaint I have about cobbled together pseudo solutions we have to come up with to “use” the together but separate cloud services. You clearly put some time into this suggested solution, so I look forward to reading it when I get in front of my computer.

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    1. Thank you Derek. I understand what you mean. I expect a OneNote Online page to load in the browser of any form factor and fit the screen. On smaller screens, OneNote Online should display full screen with the sections and pages collapsed under the menu button. But for some reason on Windows Phones, it attempts to open using the OneNote app.
      If I had shared a “Guest Edit” link, it will open in the WP OneNote app. If a notebook has edit permissions, OneNote app for Windows Phone can download and sync a copy of the notebook. But I don’t want people to edit my OneNote based blog.
      Clearly, there’s still some work to do so that a notebook can be shared with a Windows Phone using anonymous guest access.

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  2. Hi. Thanks for posting the article. I am interested in similar functionality, in particularly struggling with the various task repositories in MS products and wondering how best to use them. I’ve been using the OneNote/Outlook method described. However, the missing functionality in this solution (IMO) is a consolidated list of all tasks across several meetings working toward a common goal (eg: a project) that is also visible to all participants. Any thoughts on that front? It appears MS is actually removing the SharePoint Online Task list synchronize to Outlook functionality that I thought might hold the answer.

    Like

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