Of course, what makes OneNote useful is being able to refer to your notes anywhere – from your office, from home, or even during a meeting at the client site. To do this, you need to store your notebook on OneDrive. Your OneDrive account can be tied to your personal account, or to your work Read more about OneNote Tips: Keep OneNote on OneDrive[…]
In a previous tip, we said that we only use tags for verbs (actions). So, how do we find all the notes related to a client? Or notes created while in Connecticut? And what about that trick we learned about moving pages around in SharePoint? This is where the OneNote search function comes in handy. Read more about OneNote Tips: Search People, Places and Things[…]
Tagging the actions allows us to use the Find Tags feature to create a To Do list, aka Tags Summary. OneNote sorts the list alphabetically, which is not the most useful arrangement. To make the list a bit more practical, we can place a date at the front of the action item. For best results, Read more about OneNote Tips: Date Actions[…]
Tags let you quickly find items across all of your notes, sections and notebooks. You can apply a tag to a word, a line of text or even a full paragraph. If you take a look at the default tags provided with OneNote, there is quite a variety – To Do, Idea, Project A, Project Read more about OneNote Tips: Tag Actions[…]
Meeting Notes are a great way to capture your notes along with critical meeting information such as subject, time and attendees. To take advantage of Meeting Notes, go to the Calendar view and locate the meeting. After selecting the meeting, in the Calendar Tools > Appointment menu, click the OneNote icon to create Meeting Notes. Read more about OneNote Tips: Use Meeting Notes[…]
Since the Quick Notes section is our holding area until items are reviewed, this is where all items should go first. Microsoft has built in capabilities for sending content from other Office applications to OneNote, using the Send to OneNote button. Applications that have this feature include: Outlook Email Meeting Notes Contact Notes Task Notes Other Read more about OneNote Tips: Set up Send To[…]
Previous iterations of the OneNote strategy recommendations used a section named ‘Inbox’. This section was the entry point for all notes coming into the OneNote system. Actually, OneNote already has such an entry point: Quick Notes. Quick Notes is a default section in OneNote, with special features. For instance, ⊞ Win+N creates a new note Read more about OneNote Tips: Use Quick Notes as the OneNote Inbox[…]
One of the ways that I differ from Microsoft’s official line about OneNote: Do NOT create a notebook for everything and anything. What I have found is that this complicates finding notes. While OneNote is very good at searching for terms within notebooks, the notebooks have to be open to be searched. This means having Read more about OneNote Tip: Keep It Stupidly Simple[…]
With all of the pieces in place, here is the general flow of information: Get an idea, thought, email or call – Forward the item or make a note in Capture. Go back to what I was doing before. First thing in the morning, and at opportune times during the day, review the Capture section. Read more about Reboot: Bringing it Together[…]
(Note: An updated version of this article can be found as Set up Send To.) Since the Capture section is our holding area until items are reviewed, this is where all items should go first. Microsoft has built in capabilities for sending content from other Office applications to OneNote, using the Send to OneNote button. Read more about Reboot: Set Default Locations[…]