MS OneNote setup for recurring meetings

In this video, I share how I setup and prepare for recurring meetings. I use a version of the tickler file system made popular by David Allen and Merlin Mann.

⏳Timestamps
0:04 Intro
01:58 Setup in OneNote
06:32 Wrap up
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[adilenejezabelmoreno]

can you make a video on how you record and manage notes for 1:1 meetings for multiple people? check-ins are weekly, but have flexible dates. I'm struggling to maintain one system for this!

[vixsticx]

Mind blown - that is an amazing way to label the pages that I want. Thank you 🎉

[heathercoulter]

Incredible Tip about creating pages in advance

[tonymeadows]

Gosh 😝. So clever. A slick trick using Excel data expansion and Onenote auto page creation, which opens up lots of “food for thought”. I’ll get back to you …

[kalnel]

What a great tip and a clever use of Excel! I've been using OneNote for 15 years, and I've never noticed the "Link to Pages" command.

[elizabethorozco]

Awesome tip, Andy. I use OneNote for organizing meetings and this tip is a huge timesaver!

[hn]

Bull creation of recurring meetings via excel is a nice trick - as I use nearly same flow this will safe me a lot of time - thank you so much for sharing

[ericnoel]

Woaw !!! You method to create the pages using Excel to create the list of the meeting dates is just WOAW !
Many thanks for all your videos, they are allways very interesting and let me spare a lot of time to set up my digital tools like OneNote.

[AJ-fdyj]

yeah, mind blown :D this is a great way to use an organically growing system of information. thank you for sharing with us!

[asmatsameja]

Love the excel tip & over all content, thanks Andy

[Martin-Urban]

Very nice. Can be used to create scoring forms for interviews.

[varheenmaa]

I use just one page with a table that has columns similar to your example, while the first column is the date. Each occurrence of the recurring meeting is a row on the table, I find this more effective for recurring meetings than having them on separate pages. Easier to track what was / will be discussed and decided.

[daveh]

When you assign those ticklers to people you can also make them 'tasks' and assign that task to the individual with the suspense date for the meeting so it shows up in their task list and they can plan accordingly.

[MonjuMeah]

Amazing, I’m using this straightaway! Great tip!

[evalamarina]

Smart idea for one set of recurrring meetings. I have two sets of recurring meetings, each correspond to a different team and proyect. Id like to keep them in two separate sections. However they occur the same recurring dates (lets say, every monday). When i do the link to pages on the first section, it works beautifully. When I do the link pages on the second section, because the dates are the same, outlook gets confused and links to the dates of the first section, not the second. I cannot add dates for a third section.

[ybarrett]

Could you please check that this tip still works"xcel, then "link to pages" I used it at the beginning of the month..Feb 2023, now towards the end of the month, it doesn't seem to work on desktop version. Did Microsoft remove during an update? It was a GREAT tip!!

[chadbalian]

This is amazing. Great Excel tip. I'm intrigued by the 43 folder system. It seems you could set a 'digital' version of that in OneNote w Month for group and 31 pages in each group. Then just type, copy/paste, save anything as needed.

[cpwyou]

Andy, love the use of a forward diary of meetings. However, you lose the meeting detail such as time and participants which can be automatically pulled in from Outlook. Meetings have habit of moving around to fit calendars.

[jenniferwaters]

My One note does not have a Page templates option. How can I get this? I really like the format you are using and I would like to try it as well.

[damnitcoral]

Great video! Do you have a suggestion for situations where recurring meetings do not happen in a specific time interval, but always change? Or, sometimes get postponed due to workload? Also, how about creating pages automatically by syncing OneNote with Outlook Calendar?