OneNote

How to Group Sections in OneNote

Spencer LanoueSpencer Lanoue
OneNote

OneNote is a fantastic tool for organizing your thoughts, projects, and even your life. But if you're like many users, you might find yourself with a chaotic heap of sections that are hard to manage. That's where grouping sections can make a world of difference. Let's walk through how to group sections in OneNote so you can keep everything tidy and easy to navigate.

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Why Grouping Sections Matters

Before jumping into the nitty-gritty of how to group sections, let's talk about why you'd want to do it in the first place. Imagine having a physical notebook with tabs sticking out everywhere. Some for work, some for personal projects, even a few for random musings. Over time, the clutter can become overwhelming. Grouping sections in OneNote is like creating separate binders for each aspect of your life. It helps you concentrate on one thing at a time, reducing the cognitive load and making it simpler to find what you need when you need it.

Grouping sections is especially helpful if you're working on multiple projects simultaneously. It allows you to separate work from personal tasks, or team projects from individual ones. Essentially, it's your way of saying, "Hey, brain, don't worry about everything all at once. We've got this under control."

Creating Your First Section Group

Now that we've covered the why, let's dive into the how of creating a section group. Trust me, it's pretty straightforward.

  • Step 1: Open OneNote and navigate to the notebook where you want to create a section group.
  • Step 2: Right-click on one of the existing sections in your notebook.
  • Step 3: From the context menu, select New Section Group.
  • Step 4: Give your new section group a name that clearly indicates its purpose. For instance, you could name it "Project A" or "Personal Development."

And there you have it! You've created your first section group. The new group will appear in your notebook, ready to house all the related sections you want to keep together.

Moving Sections into a Group

Alright, you've got your section group, but how do you actually move sections into it? This is where the magic happens.

  • Step 1: Click and hold the section tab you want to move.
  • Step 2: Drag it over to the section group you created.
  • Step 3: Drop it into the section group by releasing your mouse button.

It might feel like a game of digital Tetris, but once you get the hang of it, it becomes second nature. You can now open the section group by clicking on it, and voilla! Your sections are neatly tucked away inside.

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Renaming and Deleting Section Groups

Even the best-laid plans can change, and sometimes you might need to rename or delete a section group. Fortunately, OneNote makes this easy too.

  • Renaming: Right-click on the section group and select Rename. Type the new name and press Enter.
  • Deleting: Right-click on the section group and choose Delete. A word of caution. Deleting a section group will also delete all the sections within it. Make sure you've backed up anything important before taking this step!

Renaming and deleting section groups is as easy as pie, ensuring that your OneNote is always up-to-date with your current priorities.

Organizing with Nested Groups

Now, what if you want to take organization one step further? Enter nested section groups. This feature allows you to create groups within groups, adding another layer of organization.

  • Step 1: Create a new section group inside an existing group by following the same steps you used to create your first group.
  • Step 2: Drag and drop sections or even other section groups into this new nested group.

Nested section groups are particularly useful for complex projects with multiple sub-projects. For example, if you're managing a marketing campaign, you could have a section group for the campaign itself, and nested groups for strategy, execution, and analytics.

Using Templates for Consistency

If you find yourself frequently creating similar types of section groups, templates can be a lifesaver. While OneNote doesn't have built-in templates for section groups, you can create your own by setting up a model section group with the layout and sections you typically use.

  • Step 1: Create a section group with all the sections you usually need.
  • Step 2: Save this as a de facto template by duplicating the entire group whenever you start a new project.

This approach can save you a ton of time and ensure that you maintain a consistent structure across all your projects. It's like having your own personal project manager who never forgets the details.

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Collaborating with Section Groups

OneNote really shines when it comes to collaboration. If you're working in a team, section groups can keep everyone on the same page. Literally!

  • Step 1: Share your notebook with team members by clicking on the Share button.
  • Step 2: Once shared, everyone can access and contribute to the sections within the groups.

Collaboration becomes much more manageable when each team member knows exactly where to find the information relevant to them. Whether you're using OneNote for a work project or a family vacation plan, section groups make it easy to keep everyone informed and engaged.

Search and Navigation Tips

While section groups help you organize your notes, you might still need to find something quickly. Here are some tips to make navigation a breeze:

  • Search: Use the search bar at the top of OneNote to find specific notes or sections. It's like having a digital librarian at your fingertips.
  • Shortcuts: Familiarize yourself with keyboard shortcuts, like Ctrl + E for quick search or Ctrl + G to switch sections.

These tricks can save you time and keep you focused on the tasks at hand. Because let's face it, less time spent hunting for notes means more time getting stuff done.

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Spell: Your Writing Companion

While OneNote is great for organizing, sometimes you need help with the actual writing. That's where Spell comes in. Spell is like having an assistant who helps you draft and polish documents in record time. Whether you're working on a report, a presentation, or even a casual email, Spell ensures your writing is top-notch without the hassle of constant editing.

You can think of Spell as a collaborative partner. Just like you organize your notes in OneNote, Spell helps you streamline the writing process, making it faster and more efficient. No more toggling between apps or struggling with formatting. Spell handles it all in one place.

Backup and Syncing

One of the best things about OneNote is its ability to sync across devices, ensuring your notes are always up-to-date. Here's how to make sure you're making the most of this feature:

  • Syncing: Make sure your notebook is stored in the cloud, such as OneDrive, to enable automatic syncing.
  • Backup: Regularly back up your notebooks to avoid losing important information. You can do this by exporting your notebooks to a file or another cloud service.

Being able to access your notes from anywhere is a game-changer, especially if you're someone who's always on the go. Plus, knowing your data is backed up provides peace of mind, so you can focus on what truly matters.

Conclusion: Putting It All Together

Grouping sections in OneNote is an incredibly effective way to manage your digital notebook. It adds layers of organization and makes navigating through your notes a breeze. Combined with tools like Spell, you can truly streamline your workflow, turning hours of work into minutes. So go ahead, give section grouping a try, and discover how it can transform your note-taking experience.

Spencer Lanoue

Spencer Lanoue

Spencer has been working in product and growth for the last 10 years. He's currently Head of Growth at Sugardoh. Before that he worked at Bump Boxes, Buffer, UserTesting, and a few other early-stage startups.