Best Practices for OneNote

Maximize OneNote with best practices: organize into sections, add files/images, share notebooks.

OneNote offers more than notetaking. Used the right way, OneNote will make you more productive than you thought possible. Here is a list of best practices to make your OneNote notebooks more effective.

Best Practice 1: Use sections and pages effectively

Use sections to categorize your notes, for example, one section for work, another for personal.
Within sections, use pages for specific topics or projects.
Name your sections and pages clearly and consistently for easy navigation.

Right click in the appropriate column to add a section or a page.

See our example Health and Safety notebook (1) below. With many sections (2) and many pages (3) within each section.

Best Practice 2: Embed files and images

OneNote allows you to embed files and images directly into your notes.

Keep all your related information in one place! It’s easy to access and view together.

To start, simply drag pictures or files onto the OneNote page!

Best Practice 3: Collaborate with others by sharing notebooks

OneNote allows you to collaborate with others in real-time. Share your OneNote notebooks with team members, fellow colleagues, or project members.

One way to easily share a notebook is to create a notebook tab within a Microsoft Teams channel. If you are not using Teams, you can also look for the Share button at the top right corner of your notebook screen, and invite people that way.

Best Practice 4: Use tags and to-do lists

Use tags to quickly categorize your notes and make them easier to find.
Create to-do lists and checklists to keep track of tasks and prioritize your work. 

Ctrl-1 will add a To Do box in front of the current line you are on within your OneNote notebook.

Best Practice 5: Use the search function

OneNote has a powerful search function that allows you to quickly find what you’re looking for.

You can search keywords, tags and other relevant information, within one notebook or throughout all your notebooks.

These are just a few of the best practices for using Microsoft OneNote. OneNote is a powerful program. Set up your notebooks so that you can be more organized, efficient and productive! Work Smarter with Microsoft OneNote.

Do you want to take your information and note organization to a new level? This book will show you how to use Microsoft’s organizational app, OneNote, to store endless amounts of information n a productive and organized way. 

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