To insert a template, go to (1) Insert, (2) Page Templates. However, OneNote does support page templates which can help in situations like this. I seldom use inking, but that’s because my handwriting is so bad and I have a hard time writing straight on my Surface Book. You can screen grab from other sources (such as a web page or another application on your device), or you can ‘print’ pages to OneNote. You can ink them if your device supports inking (like a Surface with a Surface pen). You can obviously type your notes out using your keyboard. OneNote supports a ton of great ways to capture notes.
Bottom line, there is no wrong answer here - just determine what works best for you and stick with it. I know some people who just have one large notebook and use Sections and Section Groups. If you select one of the pre-defined due dates (Today, Tomorrow. You can select pre-set due dates or ‘Custom’ if you want to choose your own date. Then click the Outlook Tasks button (see below it shows a flag icon). I don’t actually use the section groups in this notebook – I just have three sections: weekly leadership team meeting notes (I create a new page for each meeting), company-wide meetings (again, a new page in this section for each meeting), and a section for General Notes. To achieve this, place your mouse cursor somewhere in the line or paragraph that you want to create a new task from. You can organize your notebooks to suit your style of work.įor example, I have one notebook just for Leadership Team notes. OneNote notebooks are organized by sections and pages. If you don’t want to do that now, you can always share the notebook later. After you have saved your notebook, you can choose to invite other people to your notebook. If you have OneDrive, OneDrive for Business, or SharePoint, I recommend saving in one of these locations so you can access them from any device. To create a New Notebook, go to File > New and choose where you want to save your Notebook. Here is how I use OneNote to stay on top of my tasks: Creating new notebooks Just as important - I can actually read my notes now. I can access my notes from any location and any device (as long as I have internet access) without having to worry about keeping up with a physical notebook.
Since switching to OneNote, that has changed. As someone who 1) has extremely bad hand writing and 2) has a hard time keeping up with slips of paper, I was constantly letting things slip through the cracks. Inevitably, I come out of these meetings with lots of ideas, questions, follow ups, or to-dos.īefore OneNote, I would capture these in a regular notebook (or an index card). As a business owner, I am frequently in meetings.
There are a ton of cool apps spread across Office 365 – but my favorite is OneNote.