How to Take Meeting Notes Like a Pro 📔 🖊️


3 things we’re covering today:

  • My note-taking secrets 🤫
  • Excel’s new Insert Image feature 📈
  • A huge Excel error in Austria 🤦‍♀️

🎬 The Secret to Note-Taking for Busy People

video preview

My latest video is all about the secret to note-taking for busy people. Especially those working in corporate jobs who attend numerous meetings.

Think about it.

After your last meeting… were you crystal-clear on your next steps (and everyone else’s)?

If not, you need a better note-taking system!

A few tips:

1. Don’t write everything down. Keep things brief and organized.

2. Divide your notes into four types using the Quadrant Method

3. Take notes by hand. This forces you to prioritize, and aids memory. You can even do this with a tablet, and convert your scribbles into sharable text using OneNote’s Ink to Text feature!

To learn more, check out the video 😊

🤓 Geeky News

📝 Word - React to comments in Word for Windows
You can now react to comments in Word - just like in Google Docs, WhatsApp, and iMessage!

📊 Excel - Desktop Excel Action Recorder (moving down the release pipeline)

Soon, everyone using Office 365 (Business / Enterprise) will get the record Office Scripts button in Desktop Excel! You’ll be able to perform the actions you want in Excel, and the recorder will create an Office Script to replay those actions for you. This feature just moved to the current channel, so it’ll be released to the general public soon.

To get ready and learn how to use it…. here’s a tutorial video I made, where I also show some of the recorder’s limitations.

📊 Excel - Insert Images in a cell (for Excel on the web, but soon on Desktop)

Exciting news! You’ll soon be able to insert images directly into Excel cells, from your computer.

Sure - some months ago we got the IMAGE function, which also let us insert images. But it had a big limitation: the image had to be publicly available, with a public URL. Insert Images will let us insert any image from our device inside a cell, no link required.

This is a game-changer for creating visually appealing dashboards! There isn't much documentation available at the moment, and I don’t have Insert Images yet in my beta version of Excel. But I’ll showcase it in a video once I get access.

📯 Newsworthy

🇦🇹 A Huge Excel Error
It’s been an eventful couple of days in Austria…

The Austrian Social Democrats announced the wrong leader after an Excel-related technical error. 🤦‍♀️

Thanks for the vote of confidence Mike. My guess is they forgot the $ sign in their Lookups. But who knows, it might have been even a simpler, copy & paste error.

So, what are my key takeaways?

  1. Decide on the best tool for the job. Perhaps creating piles of 10, then piles of 100 votes would have done the job, since there weren’t that many votes.
  2. Double-check your work. Or get one of your colleagues to double-check before finalizing your reports! If you make a pile and do it manually, get others to do the count. If you do it in Excel, get someone else’s eyes on it. Just in case you subvert democracy 😉

🎓 New Course - Automate With Power Query
My new course Automate with Power Query will launch on Tuesday, June 13th. Keep an eye out for the launch discount, it’ll only be available for a limited time!

You can sign up for the waitlist here.

🚀 Power Stories

Congrats to Rahul for completing our Power BI course, and highlighting what he found useful.

Sometimes, it’s the small things that you pick up from a course or book that make a difference. In this case, the bookmarks feature, which is one of my favorites as well. 😉

Got a success story about using your XelPlus skills? I’d love to hear it! Hit reply to share the details, and inspire other students 😇

See you next week,

Leila

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Leila Gharani - XelPlus

XelPlus is a leading online education company, providing training courses for Excel, Power BI, Finance, and Google Sheets. XelPlus’ bestselling courses are popular among financial analysts, CFO’s, and business owners. Technology is changing fast. We help our members turn confusion into confidence with every skill learnt.

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