Using Teams to Manage Custom PLM Training Projects (Adding the OneNote App)

This blog is part of the “Using Teams to Manage Custom PLM Training Projects” blog series. It discusses how to add the OneNote app to a Teams channel tab. In the context of our training development projects, we use the OneNote notebook to provide quick access to a variety of project notes taken throughout the project, such as setup notes for team members’ roles and responsibilities, customer terminology/acronyms, system access instructions, and call notes.  

Detailed below are the steps for adding the OneNote app to a channel tab. If you would like to view the other blogs in the series, you can access them via the following links. As each blog is released, they will be available here:  

• Using Teams to Manage Custom PLM Training Projects (Creating the Team) 
• Using Teams to Manage Custom PLM Training Projects (Adding the Tasks app) 
• Using Teams to Manage Custom PLM Training Projects (Adding Excel and Lists apps) 
• Using Teams to Manage Custom PLM Training Projects Part 4 (Adding the OneNote App)
• Using Teams to Manage Custom PLM Training Projects Part 5 (Adding the Website App)  
• Using Teams to Manage Custom PLM Training Projects Part 6 (Adding the SharePoint App)

How To: Add the OneNote App 

1. At the top of a channel, select the plus sign (+). 

2. Select the OneNote app, as shown in the image below.  

   

3. Select a OneNote notebook from the list displayed, such as the default notebook, as shown in the image below. You also have the option to create a new notebook or paste a OneNote link for an existing notebook. 

    

4. Once a notebook has been selected, click Save, as shown in the image below. 

   

5. The new tab for the notebook is added to the channel. You can rename the tab, if required, by selecting the drop-down list and clicking Rename, as shown in the image below.

   

6. In this example, the new name is Notebook. Select the Show Navigation button, as shown in the image below.

   

7. Select the Add section link to set up sections in your notebook. Examples of sections we have added for our PLM custom projects are: 

• Contact Information for team member details, project roles and responsibilities, and system access details
• Terminology for a list our customers’ terminology and acronyms 
• Call notes for notes related to calls throughout the project 
• Risks for notes related to risks throughout the project 
• Lessons Learned for notes related to lessons learned for future access 

8. Select the Add page link to add pages for your sections throughout your project, as required. A sample notebook is shown in the image below showing the Add section and Add page links. 

9. Note that there is a search icon for searching a notebook’s sections or pages. Enter a keyword and select either Section or Page, as shown in the image below. 

We have found that setting up each project with a consistent section and page structure helps team members locate the information they are looking for quickly. I hope this blog provides you with some ideas for organizing your project information!  

About the Author

Product Lead – Learning Content Development<br><br>Barb's primary responsibilities include the design, development, and project management of courseware for Product Lifecycle Management (PLM) products such as Autodesk Vault, Autodesk Fusion Lifecycle, ENOVIA V6, and PTC Windchill. Her work also involves the development of custom training that is designed and configured to an organization’s specific environment, processes, and roles. Barb is a Professional Engineer and holds a degree in Aerospace Engineering. She is also a certified Project Management Professional (PMP) and trained in Instructional Design.

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