Here’s how to Share OneNote to boost your productivity

Here’s how to Share OneNote to boost your productivity

Share OneNote to boost your productivity. 5 People Clenching their fists together over Laptops Computers.

Microsoft OneNote is a powerful productivity tool that is gaining in popularity as more and more people get Laptops and other devices for work. But it is also a fantastic tool for sharing information and collaborating with others! You can share OneNote with others in your team and collaborate in real time from anywhere.

It’s easy to share a OneNote Notebook with people inside your organisation. It is even possible to share a OneNote Notebook with people outside of your organisation.

It’s a relatively simple process, but there are a few tricky things to navigate. I put this little article together along with some screenshots to help you take advantage of this powerful feature within Microsoft OneNote.

Sharing OneNote Basics

First up, it’s important to note that you cannot share “Sections” or “Pages” within a Notebook. If a particular area of your work requires collaboration or input from others, it is best to have a separate “Notebook” for this purpose.

How to share OneNote with others

Quick Note – My instructions and screenshots here are based on using OneNote 2016.

Firstly, with OneNote 2016 open, click on File to reveal your Open Notebooks or to create a new Notebook to share if you need to. (I’ll assume you are trying to share an existing Notebook in OneNote)

Share OneNote Screenshot

Next, click on the Link to “Invite people to this Notebook” as shown above. This will reveal a “Share Notebook” box as shown below.

Share OneNote Screenshot

Select a person or group of people

From here, you now either type the person’s email address or select them from your address book. (You will see this option on the far right of the “Share with People” section above – not pictured). You can also choose to include a personal message.

Or you could simply copy a “Sharing Link” to insert in a different email perhaps.

Note you can also choose the Editing Rights of the person you are inviting. (See below) Obviously you should choose the “Can edit” option if you are looking for Collaboration.

Share OneNote Screenshot

The other person will then get an email invite as per the Screenshot below.

Share OneNote Screenshot

Open Shared Notebook within your OneNote Program

Now here is where it can get a little confusing. When they click “Open”, the OneNote Notebook will only open in the person’s browser. Ie. They will be viewing it “Online” only. This may be sufficient for them of course, but many people prefer to be able to open the Notebook inside their OneNote program.

To open the shared OneNote Notebook inside the OneNote 2016 program on your device, you need to select “Open in OneNote” from within the online version. (Pictured below)

Share OneNote Screenshot

One they do this, the Notebook will now open in that person’s OneNote program. (OneNote 2016) It will be an available Notebook for them to edit from that point on. (See below)

Share OneNote Screenshot

That’s it. It’s not too complicated but as you can see, there are a few little tricks along the way.

Importantly, when you share OneNote with others, they can input ideas and this is done in “real time”. Thier comments will appear almost instantly since OneNote is constantly syncing.

And you can actually see who is adding the text or images etc. (See my example below where Mary has added some text, and I can see her initials at the end of the text)

Share OneNote Screenshot

I just love the potential productivity gains that sharing in OneNote provides. Being able to share OneNote with others and collaborate in real time is a real game-changer.

If you want to learn more about Microsoft OneNote, check out our Productivity with OneNote program here.

Hopefully this little “How To” is helpful to you. If it is, share it around freely!!

Geoff Prior – Lingford Consulting, May 2019

PS – And here’s 5 proven things I love about using MS OneNote

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