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Screenshot from my PC

Task Requests from OneNote Meeting Notes powertoy

The “Week of OneNote 2007 Powertoys” continues…

One of the most frequent requests we hear for new OneNote functionality is “more integration with Outlook Tasks.”  Frustratingly, it always seems like no two people agree on what this means.  A few users have wanted a method to assign tasks to others during meetings.  The scenario is something like Alice and Bob meet, Alice takes notes on the meeting and wants to assign some of the action items to Bob.  Today I present an addin to integrate this functionality into OneNote.

This will add a task request button to the Outlook Tasks toolbar in OneNote.  You can enable that toolbar via the View | Toolbars | Outlook Tasks menu command.  If you are in a meeting notes page, you can click that icon to create a task request with this functionality:

1. It will have the TO: line populated with the attendees of the meeting
2. The original body of the message will be added to the body of the task request
3. Any tagged text will be added to the body of the task request.

Since the task request will be sent, there is nothing to link it back to in Outlook.  I’ve seen a few variations of this which use the name of the recipient as the To: field, but this approach doesn’t depend on that rigid of a notebook naming scheme.  And since items 1 and 2 above come from the meeting notes table, you will get odd behavior if you use this on a non-meeting notes page.

Example:  here is a weekly meeting I have with Mike Tholfsen:

And here is the resulting task request:

Here is where to install it:

http://johnguin.members.winisp.net/Shared%20Documents/TaskRequestFromMeetingNotes.zip

Or

http://elhombre.members.winisp.net/api/TaskRequestFromMeetingNotes.zip

And the source files:

http://johnguin.members.winisp.net/Shared%20Documents/TaskRequestFromMeetingNotes_source.zip

Or

http://elhombre.members.winisp.net/api/TaskRequestFromMeetingNotes_source.zip

Let me know what you think!

Questions, comments, concerns and criticism always welcome,

John Guin

Table Sum Powertoy for OneNote

•  

• As promised, here is the first of a week’s worth of addins/powertoys for OneNote 2007. This addin will sum the columns of a table for you and add the new row to the bottom. It ignores non-numeric values in the column. It’s only requirement is that you need to click in a table to select it before hitting the Sum button (although it will prompt you for clicking the table if you need to).

   

  It does have some limitations. Inking (writing numbers in tables w/o converting them to text) is not supported, and tables within tables will cause problems.

  Here’s the link for the setup file: http://johnguin.members.winisp.net/Shared%20Documents/table_sums.zip

   

  Alternate location: http://elhombre.members.winisp.net/api/table_sums.zip

   

  And the source code: http://johnguin.members.winisp.net/Shared%20Documents/table_sums_Source.zip

   

  Alternate location: http://elhombre.members.winisp.net/api/table_sums_Source.zip

   

  Standard setup directions apply: ensure OneNote has exitied, run setup.exe (as an admin on Vista) and install for all users.

   

  Here it is in action. Before adding the columns:

  

   

   

  And after:

  

   

   

  (And there is a hidden preview for another addin to be released later this week in the images above. Can you find it?)

   

  There is a lot to do with this from here. Adding support to sum rows (relatively easy, but requires some new UI), performing other simple math routines, completely ignoring columns which have no numbers at all, perhaps applying boldface to the answers and similar tasks would all be appreciated. Moving this code over to the Object Model at www.codeplex.com/onom and extending it there is also a task on my radar.

   

  As always, let me know what you think.

   

  Questions, comments, concerns and criticisms always welcome,

  John

1. A template manager.  Yes!  Finally!  And it’s being developed by Jeff Cardon, so you know it is high quality.  Apply templates to currently existing notebooks.
2. Table summation (me).  Add columns of numbers in tables!  Earth shaking!
3. A privatizer (removes names from notebooks) and cleaner addin.  Helps fix random focus behavior in just published notebooks.  (Gary Nietzke).  Yes to privacy!
4. A Journal to OneNote Exporter (or importer, depending on your point of view) (Lin Wang).  Don’t stay with the Windows journaling tool!
5. Create Task Requests from Meeting notes (me) – More task integration with Outlook!
6. An audio fine tuner (Jeff) – make OneNote into a Karaoke machine!
7. An image rotator (Gary) – I’m turning backflips for this one!

It allows you to save a web page (“complete” or as single page) and import it into OneNote 2007.

Also of interest is another version, just called “The Importer” which is for text and html files. More specifically, part of his PINE email export (via perl script) to OneNote (via The Importer). Check out all his OneNote posts.

Double Hyperlink – What is it? It creates a new page, with the user specified title, pastes a hyperlink to the new page in the current page, and navigates to the new page where it puts the hyperlink from the current page .

Note: As of 12/3/07 the download link is “Disabled :- Fixing Bugs”

The list of features keeps evolving and this is just the first beta release, so please provide him comments and feedback on his blog.

Description

The Microsoft Dynamics Snap for Microsoft Office OneNote 2007 integrates the Microsoft Dynamics CRM system with the note-taking capabilities of OneNote 2007. In today’s business world, collecting customer information is essential to building customer relationships and a sales pipeline. CRM2OneNote provides sales representatives with a streamlined process for capturing, storing, and finding relevant customer notes which can contain images, audio recordings, embedded files, and other rich information.

The WhitePaper has screenshots and a better description.

Found via the Groove Advisor blog.