Module 5: Notes and
Journal: Recording Information
1. Notes—Category Lists,
Clippings, Internet, Random Thoughts, Contact
Info
• Create a New Note.
• Create Note Folders.
• Keep Project Notes in Email Folders.
• Move Notes between Folders.
• Copy a Note.
• Copy Information from Another Microsoft
Application.
• Forward a Note.
• Insert the Text of a Note into an Email.
• Assign a Category to a Note.
• Attach a Note to a Contact.
• Add the View by Contact to Your List.
• Use the Toolbar to View Your Notes.
• Use the Navigation Pane to View Your Notes.
• Share Your Notes.
• Search for a Word or Phrase in a Note.
• Print a Note.
• Change the Default Note Style.
• Turn Off the Time Stamp.
2. Journal—Document History,
Conversations, Meetings, Phone Calls
• Set up Automatic Tracking.
• Type Directly Into the Journal.
• Time the Length of a Phone Call to Track
Billable Hours.
• Change the Journal Views to be More Helpful.
• Share Your Journal Entries.
• Forward a Journal Entry.
• Create Journal Folders for Different Projects
or Clients.
• Print Your Journal Entries.