Overview

Zoho Notebook for Microsoft Teams brings your note-taking workflow directly into your team collaboration space. It allows you to capture ideas, document discussions, and organize information without switching between apps.

With this integration, you can create and manage notes alongside your conversations, making it easier to keep context, track decisions, and collaborate effectively within Teams.

Key Capabilities

All notes created from Teams are saved in your Zoho Notebook account, where you can organize them into notebooks and collections for better structure.

Notes created in Teams are instantly synced across Zoho Notebook (web, mobile, and desktop), allowing you to access and edit them from any device.

You can create different types of notecards, such as:

• Text notes for meeting summaries or ideas 
• Checklists for tasks and action items 
• Image notes for visual references 
• File cards to attach relevant documents 
  

While creating notes, you can use basic formatting options like:

• Bold, italic, underline, and strikethrough 
• Structured content for better readability
  

Practical Use Cases

Capture key discussion points during team meetings directly in Teams or within scheduled meetings using the Notebook integration. Save them as structured notes for future reference and easy follow-up.

Create checklist cards for action items discussed in conversations and track progress without leaving Teams.

Save important links, ideas, or decisions shared in channels and organize them into notebooks for easy retrieval.

Jot down ideas instantly while collaborating with your team, ensuring nothing important gets missed.

Installing Zoho Notebook in Microsoft Teams

To start using Zoho Notebook in Microsoft Teams:

1. Open Microsoft Teams. 
2. Go to the Apps section. 
3. Search for Zoho Notebook. 
4. Click Add to install the app. 
5. Sign in with your Zoho account (or create one if needed). 

Once installed, Zoho Notebook will be available within your Teams workspace.

Using Zoho Notebook in Teams

1. Open a chat or channel in Microsoft Teams. 
2. Select the Zoho Notebook option (from apps or messaging extensions). 
3. Choose the type of notecard you want to create. 
4. Enter your content. 
5. Save the note. 

The note will be stored in your Zoho Notebook account and synced across devices.

You can also get assistance from the Zoho Notebook bot within the chat window. The bot helps guide you with prompts, making it easier to choose the type of note you want to create and quickly capture the required information.

Zoho Notebook also integrates with Microsoft Teams meetings, allowing you to take and manage notes directly within your meeting workspace.

Create Notes During a Meeting

You can capture meeting notes in real time while attending or scheduling a meeting.

To create notes within a meeting:

• Open Microsoft Teams. 
• Ensure the Zoho Notebook app is installed in your Teams workspace. 
• Go to the Calendar tab. 
• Create a new meeting or join an existing one. 
• Inside the meeting window, click Apps. 
• Select Zoho Notebook. 
• Choose the type of notecard and start adding your notes. 
• Select the notebook where the note should be saved. 
• You can also choose the notecard background color for better organization. 

These notes help you document discussions, decisions, and action items without leaving the meeting interface.

Access Meeting Notes After the Meeting

Once the meeting ends:

1. Notes are automatically saved and synced to your Zoho Notebook account.
   
2. You can access them from: 
   

• Zoho Notebook (web, mobile, desktop)
  
• Microsoft Teams 
  

To view notes specific to a meeting:

• Open Microsoft Teams.

• Go to the chat associated with that meeting.

• Click on More options or select Notebook from the top bar.

• View all notes created for that particular meeting. 

Additional Capabilities

All notes created in Teams are automatically synced with your Zoho Notebook account across platforms.

After creating notes in Teams, you can:

• Move them into specific notebooks 
• Group them into collections 
• Tag them for quick retrieval 
  

The integration ensures you can:

• Capture → organize → retrieve notes seamlessly 
• Work without switching between multiple applications

Frequently Asked Questions (FAQ)

      You can start using Zoho Notebook in Microsoft Teams using your Microsoft account. Based on your setup, your account may be linked or associated with Zoho Notebook during the process.

      All notes created from Microsoft Teams are saved in your Zoho Notebook account and synced across all supported platforms (web, mobile, and desktop).

      Yes, you can edit your notes anytime from Microsoft Teams or directly from the Zoho Notebook app.

      You can create multiple types of notecards, including text notes, checklists, image notes, sketch cards and file cards.

      Yes, all notes are automatically synced across your Zoho Notebook account, making them accessible from any device.

      Yes, all formatting options like bold, italic, underline, and strikethrough are supported to help structure your notes.

Need Further Assistance?

If you need help using Zoho Notebook with Microsoft Teams or have any questions, feel free to reach out to our support team: support@zohonotebook.com. Our team will be happy to assist you.