Mastering OneNote: Step-by-Step Guide to Recording Meeting Notes

Robert Jul 11, 2026

Recording and organizing meeting notes is a crucial task for productivity and future reference. Microsoft OneNote, with its versatile note-taking features, is an excellent tool for this purpose. Here's a comprehensive guide on how to record and manage meeting notes using OneNote.

How to take notes linked to meeting recording
How to take notes linked to meeting recording

OneNote's flexibility allows you to take notes in various formats, from text to audio and video recordings. Let's dive into the details of how to make the most of OneNote for your meeting notes.

Meeting Minutes is a Great Piece of Content Belonging in OneNote
Meeting Minutes is a Great Piece of Content Belonging in OneNote

Setting Up OneNote for Meeting Notes

Before your meeting, ensure OneNote is ready to go. Here's how to set it up:

OneNote Meeting Notes Template | Perfect for Efficient Note-Taking!
OneNote Meeting Notes Template | Perfect for Efficient Note-Taking!

1. Open OneNote and create a new notebook for your project or team. Within this notebook, create a new section for the specific meeting you're about to attend.

Recording Audio Notes

How to use OneNote Effectively for Projects & Meetings
How to use OneNote Effectively for Projects & Meetings

OneNote allows you to record audio directly into your notes. Here's how:

1. Click on the 'Insert' tab in the OneNote ribbon. 2. Select 'Audio Recording' and click on the record button. 3. Once you've finished recording, click the stop button. Your recording will be inserted into your notes.

Recording Video Notes

OneNote Planner, Meeting Notes Template, Editable Meeting Minutes, Digital Planner, One Note, Business Project Record, Agenda, Note Taking
OneNote Planner, Meeting Notes Template, Editable Meeting Minutes, Digital Planner, One Note, Business Project Record, Agenda, Note Taking

If you're using a touchscreen device or a tablet, you can also record video notes:

1. Tap the '+' icon at the top of your screen. 2. Select 'Record Video'. 3. Once you've finished recording, tap the stop button. Your video will be inserted into your notes.

Taking Textual Meeting Notes

OneNote Meeting Templates for Work Professionals, Meeting Agenda, Meeting Notes, Meeting Minutes, 1:1 Meeting Templates, M365 Aesthetic
OneNote Meeting Templates for Work Professionals, Meeting Agenda, Meeting Notes, Meeting Minutes, 1:1 Meeting Templates, M365 Aesthetic

For traditional text-based notes, OneNote offers a variety of formatting options:

1. Use the 'Home' tab in the OneNote ribbon to format your text, add bullet points, or create tables for organizing information.

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How to Write Better Meeting Notes in 5 Steps (With Free Meeting Notes Template!) | Planio
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OneNote Meeting Notebook: Hyperlinked, Customizable, for Professional (Digital Download)
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How to take effective meeting notes - Differently Wired
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OneNote Meeting Notes Template, Editable Meeting Minutes, Digital OneNote Planner, One Note, Business Project Record, Agenda, Note Taking
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How to Record Audio and or Video with Microsoft OneNote
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OneNote 1:1 Meeting Notes Template
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OneNote Meeting Notes Template, Customizable Digital Meeting Agenda Template, Online Meeting Minutes, Business Project Record Digital Notes
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Red OneNote Meeting Templates for Work Professionals, Meeting Agenda, Meeting Notes, Meeting Minutes, 1:1 Meeting Templates, M365 Aesthetic
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Loop components: now available in OneNote
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8 Tips & Tricks to Customize OneNote
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Setting Up OneNote For Note Taking | Windows OneNote Users

2. You can also use the 'Draw' tab to add diagrams, flowcharts, or mind maps to your notes.

Tagging and Categorizing Notes

OneNote allows you to tag and categorize your notes for easier organization and retrieval:

1. Select the text or content you want to tag. 2. Click on the 'Home' tab, then 'Tags'. Choose the tag that fits your content best.

Linking Related Notes

You can link related notes together to keep your information organized:

1. Select the text or content you want to link. 2. Click on the 'Insert' tab, then 'Link'. Choose the note you want to link to.

Reviewing and Sharing Meeting Notes

After your meeting, OneNote allows you to review, edit, and share your notes:

1. To review your notes, click on the 'View' tab and select 'Page View'. You can also use the 'Read Mode' for a cleaner view of your notes.

2. To share your notes, click on the 'File' tab, then 'Share'. Choose the sharing option that suits your needs.

Syncing Notes Across Devices

OneNote syncs your notes across all your devices, so you can access them anywhere:

1. Ensure you're signed in to OneNote with your Microsoft account. 2. Your notes will automatically sync across all your devices.

With these tips, you're now equipped to record, organize, and manage your meeting notes effectively using OneNote. Happy note-taking!