{"id":969,"date":"2024-10-21T07:49:19","date_gmt":"2024-10-21T07:49:19","guid":{"rendered":"https:\/\/ndz.hhz.mybluehost.me\/website_d8938f02\/?p=969"},"modified":"2025-05-06T05:53:33","modified_gmt":"2025-05-05T18:53:33","slug":"staying-organised-sharepoint-consultant","status":"publish","type":"post","link":"https:\/\/simplysharepoint.com\/stagenew\/staying-organised-sharepoint-consultant\/","title":{"rendered":"Staying Organised as a SharePoint Consultant with Microsoft 365"},"content":{"rendered":"<body>\n<p class=\"\">Staying organised as a SharePoint consultant with Microsoft 365 is crucial for managing multiple projects and a busy workload. Whether it\u2019s organising information for clients, managing tasks, or keeping track of meetings, an efficient system is essential. <\/p>\n\n\n\n<p class=\"\">For me, staying organised isn\u2019t just about managing the day-to-day\u2014it\u2019s about ensuring nothing slips through the cracks, especially when juggling several projects at once. <\/p>\n\n\n\n<p class=\"\">To keep everything running smoothly, I rely on a combination of Microsoft products that work seamlessly together to manage tasks, keep important documents accessible, and communicate with my team.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-organising-my-meetings-with-microsoft-outlook-amp-teams\"><strong>Organising My Meetings with Microsoft Outlook &amp; Teams<\/strong><\/h2>\n\n\n\n<p class=\"\">Firstly, I rely on <strong>Microsoft Outlook<\/strong> to schedule and manage my meetings. As a SharePoint consultant, most of my day involves consulting with clients and coordinating with my team, which means meetings are an essential part of my workflow. Outlook integrates perfectly with <strong>Microsoft Teams<\/strong>, making it easy for me to not only set up virtual meetings but also ensure they\u2019re tied directly to my calendar.<\/p>\n\n\n\n<p class=\"\">I set up Teams meetings directly through Outlook, allowing me to send out invitations, track responses, and sync the meetings across my devices. This integration makes it easier to manage both personal and professional meetings without overlap.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leveraging-copilot-for-meeting-summaries\"><strong>Leveraging Copilot for Meeting Summaries<\/strong><\/h2>\n\n\n\n<p class=\"\">A key part of staying organised during meetings is making sure that no detail gets lost, and that\u2019s where <strong>Copilot<\/strong> comes in. <a href=\"https:\/\/simplysharepoint.com\/stagenew\/what-is-microsoft-copilot\/\">Copilot<\/a><a href=\"https:\/\/ndz.hhz.mybluehost.me\/website_d8938f02\/exploring-the-new-sharepoint-agent\/\"> <\/a>has been a game-changer for me. During each Teams meeting, I use Copilot to record the conversation and capture the key points.<\/p>\n\n\n\n<p class=\"\">At the end of every meeting, Copilot generates a comprehensive summary for me, highlighting action items, decisions made, and any key points I need to follow up on. This means I don\u2019t have to worry about taking detailed notes during the meeting, allowing me to focus on the conversation itself.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-centralising-notes-with-onenote\"><strong>Centralising Notes with OneNote<\/strong><\/h2>\n\n\n\n<p class=\"\">After every meeting, I take Copilot\u2019s meeting summary and transfer it into my <strong>OneNote<\/strong> notebook. I\u2019ve created a dedicated notebook for each client, and within that, I create a page for every meeting. OneNote allows me to keep everything organised by client, with easy access to all meeting notes.<\/p>\n\n\n\n<p class=\"\">OneNote is fantastic for storing meeting summaries, ideas, and brainstorming sessions because it\u2019s easy to search, edit, and share across devices. I can also add additional notes to the pages after a meeting if I need to clarify anything or if new ideas come up. I also can add To-Do items here that then surface in Outlook so I don\u2019t miss anything.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-tracking-and-delegating-tasks-with-microsoft-planner\"><strong>Tracking and Delegating Tasks with Microsoft Planner<\/strong><\/h2>\n\n\n\n<p class=\"\">The next critical step is managing the tasks that arise from each meeting. Once a meeting concludes, I take those tasks and add them to <strong>Microsoft Planner<\/strong>.<\/p>\n\n\n\n<p class=\"\">I create task boards that I can easily organise into different categories, such as by project or status. I then assign tasks to myself or team members and set due dates.. This system works for me because it gives me a clear view of all tasks.<\/p>\n\n\n\n<p class=\"\">I also use Planner to check on my team\u2019s progress and see if there are any delays or dependencies that need addressing. This way, I can stay on top of things without micromanaging\u2014everything is organised and visible at a glance.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-storing-and-surfacing-content-with-sharepoint-document-libraries\"><strong>Storing and Surfacing Content with SharePoint Document Libraries<\/strong><\/h2>\n\n\n\n<p class=\"\">As a consultant, keeping all my working documents in one easily accessible location is critical. I use SharePoint <a href=\"https:\/\/simplysharepoint.com\/stagenew\/sharepoint-document-libraries\/\">Document Libraries<\/a> to store all client-related documents, project plans, notes, and other essential files. SharePoint makes it easy to organize documents into logical folders and subfolders, so I can always find what I need quickly.<\/p>\n\n\n\n<p class=\"\">The beauty of SharePoint is that it integrates seamlessly with the rest of the Microsoft suite. Once my documents are uploaded into the SharePoint library, I can access them directly from other tools, such as Copilot and Planner, without having to leave the application. I also use SharePoint to surface content through <strong>Copilot\u2019s agent functionality<\/strong>. This allows me to quickly pull up relevant documents or information based on the context of the meeting or task I\u2019m working on, saving me time and ensuring I have everything I need right at my fingertips.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-keeping-everything-synced-across-devices\"><strong>Keeping Everything Synced Across Devices<\/strong><\/h2>\n\n\n\n<p class=\"\">Finally, one of the most important aspects of staying organised is ensuring everything is synced across my devices. Microsoft\u2019s cloud-based tools ensure that whether I\u2019m working from my desktop, laptop, or mobile, all my meetings, tasks, and documents are easily accessible. This way, I can manage my workload from anywhere, which is essential for my busy lifestyle.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-staying-organised-with-microsoft-technology\"><strong>Conclusion: Staying Organised with Microsoft Technology<\/strong><\/h2>\n\n\n\n<p class=\"\">In today\u2019s fast-paced world, staying organised isn\u2019t just a matter of using the right tools; it\u2019s about integrating them into a cohesive system that works for you. As a SharePoint consultant, I\u2019ve found that a combination of <strong>Outlook<\/strong>, <strong>Teams<\/strong>, <strong>Copilot<\/strong>, <strong>OneNote<\/strong>, <strong>Planner<\/strong>, and <strong>SharePoint<\/strong> allows me to manage tasks, meetings, and documents efficiently and effectively. These tools keep me on track, help me manage my time, and ensure that nothing falls through the cracks\u2014even when I\u2019m juggling multiple projects at once.<\/p>\n\n\n\n<p class=\"\">By using these Microsoft products together, I can stay organised and ensure that all my tasks, notes, and documents are in one place, which not only improves my productivity but also helps me serve my clients better. Whether you\u2019re managing client projects or simply trying to stay on top of your day-to-day tasks, these tools can help you stay organised, focused, and efficient.<\/p>\n<\/body>","protected":false},"excerpt":{"rendered":"<p>Staying organised as a SharePoint consultant with Microsoft 365 is crucial for managing multiple projects and a busy workload. Whether [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2173,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","pmpro_default_level":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[406,489],"tags":[357,358,420,411],"class_list":["post-969","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-microsoft-365-collaboration","category-microsoft-365-toolkit","tag-onenote","tag-outlook","tag-planner","tag-sharepoint","pmpro-has-access"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.2 (Yoast SEO v27.2) - 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