Mastering Microsoft OneNote: Essential Tips and Tricks

Mastering OneNote essential tips can significantly enhance your productivity and organization. Making Microsoft OneNote an indispensable tool for managing your digital notes and projects.

Organizing Your Notebook - a OneNote Essential Tip

First tip is organize your notebook.

Organizing your OneNote notebook is a great way to keep your thoughts and projects in order. Here’s how you can do it effectively:

Creating New Sections

To start organizing, create new sections for different topics or projects. Simply go to the top of your OneNote window where the section tabs are located. Click the plus sign (+) to add a new section, and type in the name of your new section. If your sections are displayed on the left, you can also right-click there to create a new section.

Moving Pages Between Sections

Once you have your sections set up, you can move pages to the appropriate section. Go to the section where the pages are currently located. Select the pages you want to move by clicking on one, then shift-clicking or control-clicking to select multiple pages. Drag the selected pages to the new section tab.

Sorting Pages

After moving your pages, you can sort them by different criteria to keep everything neat and accessible. This might involve arranging them by date, topic, or priority.

By following these steps, you can ensure your OneNote notebook is well-organized and easy to navigate.

 

Customizing Page Layouts in OneNote

Our next tip on Microsoft OneNote is how to customize your page layouts.

Customizing your OneNote page layouts can make your notes more visually appealing and organized. Here’s how you can do it:

Changing Page Colors

To change the color of your OneNote pages, follow these steps:

  1. Navigate to the Draw menu.
  2. Select Format Background.
  3. Choose Page Color and pick your desired color. For example, you might want a green background for your social media notes.

This can help maintain consistency across different pages, like using the same color for all social media-related notes.

Adding Lines or Grids to Pages

Another way to customize your page layout is by adding lines or grids:

  1. Go to Format Background.
  2. Select Lines or Grid.

This feature is particularly useful if you’re drawing or using handwriting on your pages.

Using Handwritten Notes and Drawings

I’m gonna talk to you about how you can use OneNote for handwritten notes or your drawings.

OneNote offers a fantastic way to incorporate handwritten notes and drawings into your digital notebooks. Here’s how you can make the most of these features:

Adding Pages for Drawings

To start, add a new page in your OneNote notebook where you can create your drawings. This dedicated space will help you keep your notes organized.

Using Grids for Alignment

Utilize the “Format Background” option to apply a grid to your page. This grid will assist you in aligning your drawings and notes neatly. Once the grid is set, head over to the “Draw” toolbar, select a color, and begin writing or drawing.

Converting Handwriting to Text

One of the standout features of OneNote is its ability to convert handwriting to text. Here’s how you can do it:

  1. Write a sentence or note using the drawing tools.
  2. Select the “Lasso” tool from the “Draw” toolbar.
  3. Use the lasso to encircle the handwriting you wish to convert.
  4. Ensure a border appears around all the words and letters.
  5. Click on “Ink to Text” in the “Draw” toolbar to convert your handwriting.

This feature is particularly useful if you’re using a tablet or smartphone, but it works on computers too. While the conversion might not always be perfect, it’s a handy tool for digitizing your handwritten notes.

Extracting Text from Images and PDFs

The next example I wanna show you is how to use OneNote to extract text from pictures.

Extracting text from images and PDFs in OneNote is a handy feature that can save you time and effort. Here’s how you can do it:

Copying Text from Images

  1. Insert the Image: Add the image to your OneNote page.
  2. Right-Click the Image: Once the image is in place, right-click on it.
  3. Copy Text: Select the option to “Copy Text from Picture.”
  4. Paste the Text: Click where you want the text to appear and paste it.

This method allows you to easily extract and use text from any image you have.

Extracting Text from PDFs

  1. Insert the PDF: Drag the PDF file from your computer into your OneNote page.
  2. Choose Printout: When prompted, select the “Printout” option to display the PDF on the page.
  3. Right-Click the PDF: Right-click on the PDF printout.
  4. Copy Text: Choose “Copy Text from this Page of the Printout.”
  5. Paste the Text: Scroll to a blank area and paste the text.

This quick method is perfect for extracting text from PDFs, allowing you to work with the text as needed.

Practical Applications

  • Quick Reference: Extract text for quick reference or note-taking.
  • Editing: Use the extracted text for editing or further processing.
  • Sharing: Easily share the text with others without needing the original image or PDF.

By following these steps, you can efficiently extract and utilize text from images and PDFs in OneNote.

Saving Time with Templates - Another OneNote Essential Tip

My next tip is all about how to save time with templates in Microsoft OneNote.

Using templates in Microsoft OneNote can significantly streamline your workflow. Here’s how you can make the most of both built-in and custom templates.

Using Built-in Templates

  1. Access Templates: Start by navigating to the section where you want to use a template. For instance, in a “Meetings” section, you can use a pre-existing template.
  2. Insert a Template: Go to the Insert menu and select Page Templates. A side panel will appear with various template options.
  3. Choose a Template: Explore the categories, such as “Business,” and select a template like “Simple Meeting Notes.” This template can be reused for each meeting by simply changing the title.

Creating Custom Templates

  1. Design Your Template: Customize a page to your liking. For example, you might prefer a specific layout for meeting agendas.
  2. Save as Template: Go to the bottom of the templates area and select Save Current Page as Template. Name your template and save it.
  3. Set as Default: If you want this template to be the default for a section, choose it as the default. This means every new page in that section will use this template.

Setting Default Templates for Sections

  • Override Existing Templates: When setting a default template, it will override any existing ones. Confirm this change if prompted.
  • Revert to Blank Page: If you change your mind, you can revert to a blank page by selecting Default Blank from the template options.

By utilizing templates, you can avoid repetitive tasks like retyping or copying and pasting. Make use of the built-in templates or create your own to suit your needs.

Saving Time with Templates

Creating and Using Tables in OneNote

Creating tables in OneNote is a straightforward process that can greatly enhance your note-taking and organization. Here’s how you can create and use tables effectively:

Inserting Tables

To insert a table, navigate to the Insert menu and select Table. You can choose the number of rows and columns you need. Once inserted, you can start typing directly into the cells. Use the Tab key to move between cells and create new columns, and the Enter key to add new rows.

So let’s talk about how easy it is for you to make a table within OneNote.

Adding Rows and Columns

Once your table is created, you can easily add more rows and columns. Click on the table to access the table menu at the top, where you can insert rows and columns in any direction. You can also apply color shading to specific rows for better visual distinction.

Using Tables for Organization and Alignment

Tables are excellent for organizing information and aligning elements like pictures. You can drag images into table cells to keep them neatly aligned. If you prefer a cleaner look, you can hide the table borders.

I like using tables with pictures because it helps line up my pictures.

Additionally, you can add tags, such as to-do checkboxes, within table cells to keep track of tasks. Sorting options are also available to organize your data by different columns.

Creating and Using Tables in OneNote

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Utilizing Audio and Dictation Features

Your next tip is to try out the audio files or even the dictate.

OneNote offers powerful audio and dictation features that can enhance your note-taking experience. Here’s how you can make the most of these tools:

Recording Audio Notes

To record audio notes, navigate to the Home ribbon and select Transcribe. From there, you can choose to record audio. This feature is accessible from any device, allowing you to replay the audio by simply double-clicking on it.

Using the Dictate Feature

Dictate is a convenient tool located right next to the transcribe button. It allows you to speak directly to OneNote, which then converts your speech into text, saving you from typing. To use it, click on the Dictate button to turn it on. You can add punctuation by saying commands like “period” or “new line” to format your text.

If you need to stop dictation, click the Dictate button again. While some editing, like backspacing, might need to be done manually, dictation can significantly speed up your workflow.

Benefits of Audio and Dictation

  • Hands-Free Note-Taking: Perfect for when you’re on the go or multitasking.
  • Efficient: Speeds up the process of capturing thoughts and ideas.
  • Accessible: Use it across various devices, ensuring your notes are always up to date.

Leveraging Tags for Organization

Organizing your notes in OneNote can be a breeze with the use of tags. Tags help you categorize and prioritize your content, making it easier to find and manage. Here’s how you can leverage tags effectively:

Using To-Do Tags

A very valuable tag you may want to use is the to-do tag. This tag allows you to check off tasks as you complete them. For instance, if you’re managing a list of Twitter posts, you can highlight all the posts, go to the tags in the home ribbon, and choose the to-do tag. This action places a checkbox in front of each item, enabling you to quickly see which posts have been used and which are pending.

And a very valuable tag that you may wanna use is the to do tag so you can check something off.

Customizing Tags

OneNote offers a variety of tags such as important and question. You can also create custom tags to suit your needs, like a “social media post” tag. To apply a tag, simply click on a line and select the desired tag from the menu. You can even use keyboard shortcuts, like Control + 2, to apply tags quickly.

Searching with Tags

Tags not only help in organizing but also make searching for specific notes easier. You can search for all notes with a particular tag, allowing you to quickly locate important information.

Mastering Search in OneNote

Searching effectively in OneNote can greatly enhance your productivity. Here’s how you can master the search functionality:

Searching for Words and Phrases

Now your next tip is to make sure you take advantage of search, and you can search for words or phrases, or you could search for the tags that you just used.

To search for specific words or phrases, use the search bar located at the top right of your OneNote interface. Simply type in the word or phrase you’re looking for. For example, typing “overwhelm” will show you all instances of this word across your notebooks. You can refine your search to a specific notebook by selecting “This Notebook” instead of “All Notebooks,” which helps narrow down the results.

Searching Within Images

OneNote’s search feature also extends to text within images. If you have images with text, OneNote can identify and highlight these words. This is particularly useful for finding information in scanned documents or photos.

Tags are a powerful way to organize your notes, and searching by tags can be very efficient. Next to the tags button, there’s a magnifying glass icon that allows you to search for tags. You can view a summary of tags and choose to search within a specific section or the entire notebook. This feature helps you quickly locate important notes or tasks marked with specific tags.

By mastering these search techniques, you can efficiently navigate through your OneNote notebooks and find the information you need quickly.

Creating a Table of Contents in OneNote

Creating a table of contents in OneNote can greatly enhance your ability to navigate through your notes efficiently. Here’s a friendly guide on how to set it up and use it effectively.

Setting Up a Table of Contents

To start, create a dedicated section in your OneNote notebook for your table of contents (TOC). This section will serve as a hub for all your links to various pages and sections within your notebook.

Linking to Pages and Sections

You can link to specific pages, sections, or even different notebooks. For instance, if you have a page titled “Level One Training,” you can create a link that jumps directly to that page. Simply right-click on the page or section you want to link to, select “Copy Link to Page,” and paste it into your TOC.

Once your TOC is set up, you can easily jump between different parts of your notebook. For example, clicking on a link labeled “Handwriting” can take you directly to a page dedicated to handwriting notes. This feature allows you to navigate not only within the same section but also across different sections or even different notebooks.

You can also link to specific paragraphs within a page. Right-click on the desired heading, select “Copy Link to Paragraph,” and paste it into your TOC. This way, clicking the link will take you directly to that paragraph, enhancing your navigation experience.

For my final tip, I wanna show you how a table of contents could look in your OneNote notebook.

By using a table of contents, you can streamline your workflow and make your OneNote experience more organized and efficient. Enjoy exploring your notes with ease!

Summary

Mastering the various features of Microsoft OneNote—from organizing notebooks and customizing layouts, to using tags for better organization—empowers you with improved productivity and seamless navigation through all kinds of information. These tips not only enhance how effectively you manage notes but also boost overall efficiency in both personal and professional settings.

OneNote is more than just a digital notebook

OneNote is a canvas for your ideas, a repository for your knowledge, and a companion on your journey of lifelong learning.
With every page you create, you’re not just taking notes – you’re crafting the story of your personal and professional growth.

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Watch video on 10 OneNote Tips

             <—-       Learn all about OneNote and the best features in this quick video.

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