11 Tips for Improving Productivity using OneNote
What’s OneNote?
OneNote may be a digital notebook that automatically backs up to Microsoft’s Office 365 cloud. Microsoft has developed apps for each device including Windows PC, Mac,iPhone, Android. OneNote notebooks are often shared with colleagues for real-time collaboration.
Why OneNote?
OneNote allows you to capture almost anything. Type notes, record audio, create a fast sketch, add pictures, videos, and the other document. Then organize everything into notebooks, sections, and pages. OneNote are often as structured or as unstructured as you would like it to be. and since all of your notes are within the cloud, OneNote allows you to switch devices and devour right where you left off.
Last but never least, integration! you'll note in OneNote while on a call , quickly add check-boxes turning the notes into a to-do list. Or link an Outlook calendar appointment to a OneNote page and share the notes to everyone within the meeting. the chances are endless.
1. Create a fast Note
How often does this happen? You’re bent lunch and remember you would like to call a customer and follow abreast of your last meeting. Quick notes are perfect for capturing an idea on one device, like your phone then retrieving it from another device, like your computer when you’re within the office.
Use Quick Notes to jot any thoughts and concepts , a bit like sticky notes. Each Quick Note is instantly saved as a page within the Unfiled Notes section of the fast Notes notebook.
once you create a fast Note, it’s saved immediately as a neighborhood in Notebook. OneNote uses both the fast Notes and Notebook to sync your notes to OneDrive. For this reason, don’t rename the Notebook or the fast Notes section.
How to create a fast note on smartphones
The following instructions are for an Android smartphone but are similar on the iPhone. If you've got any difficulty together with your iPhone please let me know if the comments and I’ll write up instructions.
Once you download the OneNote Android app and log in to your Office 365 account you'll begin using OneNote on your smartphone anytime, anywhere. OneNote for Android has widgets for creating a replacement text note, audio note, and movie note. To use any of those widgets, simply tap and drag them to your phone’s home screen.
Scroll down until you discover the OneNote app. Scroll through the various widgets and add them to your home screen!
Quick notes are located within the bottom right corner. The icon will appear as if the OneNote symbol plus scissors.
How to access your quick notes
Open OneNote and click on Quick Notes.
2. Search across all of your notes
The more you employ OneNote the more content you’ll store. It can quickly become your go-to place for everything and anything. The structure of OneNote has unlimited options
OneNote can assist you find notes regardless of where they're . to seek out notes, select the hand glass or press Ctrl+F and sort an enquiry word or phrase. If you would like to narrow the search, select the drop-down arrow and choose an option. When you’re done, select the X to shut the search results.
With OneNote, find your notes wherever they're .
3. Share your notebook and collaborate in real-time
OneNote’s possibilities don’t end with shopping lists and private to-do lists. In today’s day in age, teams got to collaborate in real-time, from anywhere. OneNote notebooks are often wont to keep projects organized, share notes about clients together with your team, share the highlights and action items from meetings, and supply an indoor Wiki to store processes.
You can invite people to ascertain your notebook with an email message generated by OneNote. Only people that are invited are going to be ready to open your notebook.
Choose File > Share.
2. Under Share with People, type the names or email addresses of individuals you’d wish to share your notebook with.
3. within the drop-down box on the proper , choose whether everyone can edit or simply view your notebook.
4. Add a private note, if you’d like, and choose Share.
4. Draw and hand write notes for clarity
Sometimes computers can get within the way. Until I started using OneNote I kept a pen and paper on my desk in the least times. it had been easy to jot quick notes from a call , make a fast drawing to capture a posh idea or circle important things. In OneNote, you'll type notes, write notes, convert handwritten notes to text, and even draw directly on the page.
From any OneNote page select the Draw tab within the ribbon and click on your required pen.
5. Use tags to categorize and prioritize notes
Tags are how to categorize and prioritize notes in OneNote 2016. you'll tag anything from one line of text to a whole paragraph.
OneNote Ribbon — Home tab — Tags
Tips: When you’re through with a tagged note, you'll remove the tag so it doesn’t show up in tagged notes search results.
To remove one tag, right-click it, and click on Remove Tag.
To remove multiple tags, select all of the text containing the tags you would like to get rid of , then press CTRL+0 (ZERO).
If you’ve previously added tags to any of your notes, you'll look for the tags by using tag keywords. If you would like to look at the tag search results as a notes page, click the “Create Summary Page” button at rock bottom of the Tags Summary task pane.
OneNote 2016 Find Tags listing Ideas
6. Integrate OneNote with Outlook Flags
Now, we’re going to OneNote’s true potential! As you're taking notes and plan projects in OneNote, you would possibly wonder the way to manage deadlines and remember the items on your to-do list. a method is to make Outlook tasks. Then you'll view and track those tasks in Outlook and even get reminders.
You can also:
Find a task in OneNote.
Mark a task as complete.
Delete a task.
for instance , you'll manage meeting details and send notes in an email message.
7. Password-Protect your Notes
Password protection in OneNote is meant to assist keep your notes safe from prying eyes. Whether you employ OneNote for sophistication notes at college , meeting notes at work, a private diary or blog reception or personal information about yourself or your friends and family, passwords play an important part in controlling access to those notes.
OneNote Ribbon — Home tab — Outlook Tasks
You can also:
Lock the protected sections in your notebook.
Change the password for a protected section.
Remove the password from a protected section.
Set various password protection options.
See OneNote 2016 Help (F1).
8. Create & Use Page Templates
In OneNote, a template may be a page design that you simply can apply to new pages in your notebook to offer them an appealing background, a more uniform appearance, or a uniform layout.
OneNote Ribbon — Insert tab — Page Templates
OneNote comes with several built-in page templates that you simply can choose between , including decorative page backgrounds, planners, and to try to to lists. If you’d like, you'll also create your own page template or customize an existing one.
9. Organize Pages with Subpages
Subpages are an honest thanks to group and organize notes. for instance , if you've got annual and monthly meeting notes, the annual meeting notes are often the most page and you'll demote the monthly meeting notes in order that they become subpages.
OneNote Ribbon — Home tab — Page List
If you've got tons of notebooks and pages and see that it’s getting harder to seek out what you’re trying to find , you'll search notes and navigate results. differently to remain efficient is by organizing your notebooks, sections, and pages.
you would like to maneuver one subpage, sell to a psed.age by dragging it to the left, then click and drag the page up or right down to the situation you would like .
10. Use OneNote as a Team Wiki
If you’d wish to share your notebook with people , confirm you create your OneNote 2016 notebook on OneDrive so others can get thereto . simply because your notebook is on OneDrive doesn’t mean people can automatically see it. It’s available to you on all of your devices. You’ll need to deliberately share it with others before anyone else can see it.
OneNote Ribbon — File Tab — Share
. If someone forwards the link to a different person, they're going to even be ready to see your notebook.
If you ever change your mind, you'll change permissions or stop sharing your notebook. it'll still get on OneDrive so you'll get thereto on all of your devices.
Thanks to OneNote tags, and search capability it becomes an excellent place to use as a team wiki. i like to recommend a SharePoint Online site for teams of ten or more.
Tips:
Follow a selected structure. Your first OneNote page should tell users the way to use and update the OneNote.
Use Tags properly. they create it easy to seek out to-do lists, etc.
Chose a corporation structure. At TierPoint, we group our notes by application/technology. Make OneNote work for you, not the opposite way around.
11. Manage Projects Through OneNote
I manage tons of projects through OneNote.Here’s my structure:
Create a neighborhood for each ongoing project. Name the section with the project name. Create a neighborhood group called Closed. When a project is completed, move it to the closed section.
The first page is usually named the project name. It’s a summary and where to stay important information I even have to ask often. Flag the title of the page therefore the project will show up in your Outlook To-do list.
Then I create a page for Tasks. This list will typically be an inventory of things I even have to try to to for each project like this. I’ll create subpages with additional tasks. These are special things i want to finish for this particular project. I also create a gathering notes section.Lastly, I’ll create a Communications section where I dump important memos and emails that I’ll got to reference later.
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