- Collaborative Requirements Gathering - By using a section in an OneNote notebook, project requirements can be captured and reviewed by the team. When finished the section can be saved to streamline the production of a final requirements document.
- Task Assignment and Tracking - OneNote can be used for simple task assignment through checklists. Notes and completion statuses are captured on the same page to provide the PM a real time view of work status and issues.
- Meeting Minutes - Creating a template to capture meeting minutes in OneNote makes them searchable, updatable for accuracy, and easily summarized for later reference.
- Team Member Reference - Team member reference information can be stored in OneNote including contact information, reference information, and relevant links such as LinkedIn profiles as needed.
- Templatized Project Process Steps - If your working on recurring or repeating projects a template in OneNote makes avoiding missed items and maintaining consistency of execution easier for the project manager and team members.
- Status Reporting - Status reports are the lifeblood of many projects and OneNote makes the process of gathering, composing, and distributing the status reports more efficient.
- Project Information Archiving - Consolidating the project information into a OneNote notebook makes the process of archiving the project information after completion as simple as storing a single file (the OneNote notebook file, not an export, to be clear.). The notebook sections can also be exported as PDF files for permanent project records.
OneNote can be an invaluable tool for project managers when it comes to planning, collaboration, and tracking a project. Here are seven ways OneNote can be applied when it comes to project management:
This is just a small sample of the ways OneNote can assist when it comes to project management. If you have ideas or suggestions, please share them in the comments below.