Reboot: Set Default Locations

(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.  Applications that have this feature include:

  • Outlook
    • Email
    • Meeting Notes
    • Contact Notes
    • Task Notes
  • Other Content
    • Web content (Internet Explorer or Edge)
    • Print to OneNote
    • Screen Clippings

To set this functionality such that new pages go to Capture:

  1. In OneNote, click on File in the menu to open the “backstage.”
  2. On the left side toolbar, click Options.
  3. In the OneNote Options dialog, click on Send to OneNote in the Category list.
  4. For each location option, use the drop-down menu to select Set default location…
  5. In the Select Location in OneNote dialog box, click on the Capture section of your GTD notebook.
  6. Click OK to close the dialog box.
  7. Repeat this for all of the location options.
  8. Once all locations have been set to Capture, click OK to exit the settings dialog.

You can also associate an email address with OneNote and send anything to your notebooks by emailing it to me@onenote.com.  For instance, you can use this as the cc: address for flight and hotel confirmations.

To set up email notes to OneNote:

  1. Go to www.onenote.com/EmailToOneNote, and click on Set up email to OneNote.
  2. In the page that opens:
    • In Your addresses, enter the address that OneNote should use to send messages directly to your OneNote.
    • In Choose Location, choose the Capture section of your GTD notebook.
  3. Click Save.

 

To send notes to OneNote from email:

  1. Open up the email account set up in the steps above.
    • Create a new email, with your message to send to OneNote.
    • Alternatively, open an email that has been sent to you and Forward it.
  2. In the To: field, enter me@onenote.com.
  3. In the Subject: field, type the title to be used in OneNote.
  4. Click Send.

1 thought on “Reboot: Set Default Locations

Leave a Reply

Your email address will not be published. Required fields are marked *