Use OneNote Effectively and Stay Organized

This tutorial will go over several ways to effectively use OneNote to stay organized. This tool will help you keep track of your data in one tool that is like a digital notebook for planning. We will look at an example of how you can structure your OneNote and the types of information you may want to keep organized in one place. One important thing to keep in mind is that there are 3 versions of OneNote, and a few features may not be available depending on which OneNote version you choose to use.

Chapter Markers:
0:00 Mostly Desktop Version of OneNote
0:24 OneNote Structure
1:50 Customize OneNote
3:16 Add your content
5:05 Search by Tags
5:40 OneNote and Outlook Integration
8:18 Copy Text from Picture
8:51 Section Groups (Must create in Desktop app)
9:49 OneNote on the Web
10:46 Password Protect
12:17 Use Links to create a TOC

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[HeatherMajors]

Hey all, please share you tips for OneNote with the group if you have any. What are your favorite features in OneNote?

[shushu]

I’m just learning OneNote. Wish I had found this video weeks ago. You teach very well. Your process is easy to follow, understand and retain. Thank you very much.

[berneserainbow]

The video is very well done and easy to follow. Thank you.

I have several features that I like.
1. OneNote is available on several plattforms, not just Windows.
2. If you save your notebook on OneDrive, which I recommend, it is automatically synchronized with your mobile device. Which means you can work on your notebook whereever you are. (Limited features though, just like with OneNote Web.)
3. You can write a table of content in OneNote and have it make a page for every line in your list with just two simple mouse clicks. At the same time as the pages get created, it will automatically update your table of content with the links to those pages.
4. Section groups, subpages and sub-subpages. Very handy features if you have a lot of content in your notebook.

[glendanascimento]

Dude, this is the only video that works. Thanks for posting!

[bitrudder]

Love your clear teaching. Also love the tips from Planner Annie on creating calendars and dashboards in OneNote using tables - excellent for visual learners/users, and paper planner enthusiasts. I also love using OneNote for project planning, overview and execution in an older version. Drag and drop and adding tasks to deal with project detours/tweaks. Strategic naming conventions of sections and pages, and addition/removal of checkboxes makes it easy to view/print the tasks that I want to focus on next. This strategy also works well for things like intentional relationship building, coaching, tracking agreements made, etc., giving each person a section or page etc., depending on the complexity of that relationship.

[sairakhan]

Clear and concise. Very, very helpful - thank you!

[squareggs]

Great tips thanks Heather. One of my many fav features is being able to print a web page or document to OneNote, where I can annotate over it if required.

[budfox]

Thanks for this useful video. Ciao dall'Italia

[thanhvannguyen]

Thanks for your sharing. It's so helpful!

[michaell]

I like your Onenote video. Best one I have seen yet. I would ask if you can use dark mode when filming the videos. So much easier on the eyes. Please move mouse slower or enlarge it with different colors please. Great video. 😊

[valeriemcchesney]

I use One Note daily, but you gave me some great ideas!

[ernstgenzs]

awesome contents. I sincerely thank you for sharing your knowledge.

[debracox]

Thank you for this video. Lots of great info here. I've already set some to-dos for myself!

I am struggling with how to use onenote more efficiently. I use outlook and tasks and have been setting reminders in onenote. I like to use flags but want to empty my inbox. I was just moving emails to folders. Now I'm using onenote. I am worried I will lose or forget something. Any tips or tricks?

[ricdonato]

6:37 for us Outlook does not automatically open. We must launch Outlook, only then clicking on Email Page will send the email..

[LanceGowens]

I like the fact that I can create a task in OneNote that shows up in my Outlook tasks. However, the link does not open up in my Desktop app. How do I change this?

[ellie]

Thank you! So many great tips. Only bad thing is that now I need to reorganize my whole OneNote 😂

[scottabergermd]

Great video, Heather! Thank you. Can you do a Onetastic video, highlighting many of the features, and how they work? New subscriber.

[mayanks]

Hi, Please help to resolve one problem with "OneNote for Windows 10", i have lots of technical pages in my onenote, but problem occurs when i search string which is on many places on single page, so finding will only point me to first string found and rest are highlighted in yellow color, i have very big pages how can i do FIND NEXT to directly go to the find string instead of scrolling all through the page and also i have lot of important thing highlighted in yellow color (so search string and my highlighted string get mixed up ), I hope my question is clear and if anyone can help OR its limitation with OneNote sadly ( Even normal notepad has this feature of FIND NEXT button to keep navigating to your string without scrolling ), Thanks Mayank

[pristinegrace]

Please please add a feature where we can lock a note so accidental edit will not happen.🙏