Service
Microsoft OneNote Training
For Small Business & Teams
Microsoft OneNote is one of the most powerful – and most underused – tools in the Microsoft suite. This OneNote training for small business owners and teams is designed to help you bring your notes, ideas, and information into one organised system, instead of having them scattered across documents, emails, and notebooks. Whether you’re starting from scratch or already using OneNote (but not quite sure if you’re using it well), this session focuses on practical, everyday use – not just features.
Like all my training, this isn’t a rigid, one-size-fits-all workshop. The topics below are a guide, but the session is tailored to how you and your team actually work – your systems, your devices, and the way you manage information day to day.
All Level Topics
Microsoft OneNote brings all your notes, ideas, and information into one organised space, so you’re not jumping between notebooks, documents, emails, and sticky notes trying to find what you need. It’s flexible enough to work the way your brain does — whether that’s structured and methodical or a bit more “organised chaos.”
The real benefit is how easily everything connects. You can keep meeting notes, client details, project plans, and random ideas all in one place, and actually find them again later. It saves time, reduces mental clutter, and helps you stay on top of things without needing ten different systems.
Who is this for?
This session is ideal for anyone who feels like their notes, documents, and ideas are scattered across too many places and wants a simple system to bring everything together.
Getting Started with OneNote
- Understanding notebooks, sections, and pages
- Creating and organising notebooks
- Navigating the OneNote interface across devices
Organising Your Information
- Structuring notebooks for projects, clients, or teams
- Using sections and pages effectively
- Creating a system that’s easy to maintain long-term
Working with Notes
- Typing, formatting, and structuring notes
- Using checklists, tags, and highlights
- Adding links and quick references
Bringing Everything Into One Place
- Inserting files, images, and emails
- Embedding documents and attachments
- Using OneNote as a central hub for information
Finding What You Need Quickly
- Using search across notebooks
- Organising content so it’s easy to retrieve
- Avoiding “digital clutter”
Collaboration & Sharing
- Sharing notebooks with team members
- Working on shared notes
- Keeping everyone on the same page (literally)
Working Across Devices
- Syncing between desktop, laptop, and mobile
- Using OneNote on the go
- Understanding how everything connects
Practical Use Cases
- Meeting notes and action lists
- Project tracking
- Client notes and records
- Personal organisation and planning
Ready to get your notes under control?
If you’re tired of scattered documents, lost ideas, and too many systems, this session will help you build something simple that actually works.
👉 Get in touch to book a session or tailor one for your team.
How it works?
You choose a topic (or a mix!)
We chat about your team, your tech setup, and your goals
I build a session tailored to suit your people, not just the software
I deliver it online or in person — your place or a local venue
You get practical resources, real examples, and time to ask questions
Get in Touch
Book a session or talk through your team’s training needs
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