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Microsoft OneNote for Executive Support & Information Management

EAs are often juggling meeting notes, reference material, action items and executive knowledge across emails, notebooks and files - making it hard to find the right information quickly under pressure.

What the session covers:

• Structuring OneNote notebooks for executives, teams and projects

• Capturing meeting notes efficiently and linking them to actions and follow-ups

• Using tags, search and templates to retrieve information instantly

• Integrating OneNote with Outlook, Teams and To Do for seamless workflows

• Best practices for confidentiality, shared notebooks and executive preferences

Microsoft To Do for Personal & Executive Task Management

With constant requests, shifting priorities and last-minute changes, EAs need a reliable system to track tasks without feeling overwhelmed.

What the session covers:

• Using Microsoft To Do to manage personal, executive and shared task lists

• Turning flagged Outlook emails into actionable tasks automatically

• Prioritising work using due dates, reminders, and My Day

• Managing recurring tasks and long-term commitments

• Practical strategies for staying in control during high-pressure weeks

Microsoft Planner for Coordinating Work, Projects & Teams

EAs often support projects, events and leadership initiatives without formal project management tools - leading to unclear ownership and missed deadlines.

What the session covers:

• Setting up and managing Planner boards for projects, events and teams

• Assigning tasks, tracking progress and managing deadlines visually

• Using buckets, labels and filters to stay on top of priorities

• Integrating Planner with Teams and Outlook for better communication

• Knowing when Planner is the right tool - and when to escalate to Project

Microsoft Loop for Real-Time Collaboration & Executive Alignment

Keeping agendas, notes, task lists and shared updates in sync across tools can be messy and time-consuming - especially when multiple people are involved.

What the session covers:

• Understanding what Loop is and how it fits into Microsoft 365

• Creating Loop components for agendas, notes, task lists and trackers

• Embedding Loop components in Teams, Outlook and other apps

• Keeping information up to date across multiple workspaces automatically

• Using Loop to support executives with faster collaboration and clearer visibility

Your free registration code is in your members portal. It's also in your inbox!

If you're having trouble finding it, please email [email protected].

Yep. Everyone registered will have access to the replay (including all EA How To Plus members). 

Between 60 to 180 minutes. 

Reach out to the EA How To team via [email protected]