OneNote Tips: Date Actions

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, we use the ISO date format (YYYY-MM-DD).  Now when we refresh the Tags Summary, OneNote sorts the actions based on the date.

In the demo, we go back to our meeting notes and apply dates to the actions.  For me, I use the date that I need to perform the action, not the due date (although these are often the same).  I also have my computer default date format set for YYYY-MM-DD, which allows me to use Shift+Alt+D to easily enter today’s date.

Once again, we refresh the Tags Summary to see all of the actions sorted by date. When planning my day, I simply work the list down through today’s date.  As I finish each task, I click the To Do tag checkbox to mark it completed.  Using the option Show only unchecked items in the Tag Summary removes the completed items, keeping my To Do list nice and clean.  Alternatively, if I do not finish an item, it remains on the list until completed.

 

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