OneNote

How to Use OneNote on iPad

Spencer LanoueSpencer Lanoue
OneNote

OneNote on the iPad is like having a digital notebook right at your fingertips. Whether you're a student juggling multiple classes, a professional managing projects, or just someone who loves jotting down ideas, this app can be incredibly useful. Let's walk through how to make the most of OneNote on your iPad, from basic note-taking to organizing your thoughts effectively.

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Getting Started with OneNote on iPad

First things first, you need to have OneNote installed on your iPad. If you haven't done that yet, head over to the App Store, search for "OneNote," and download the app. Once it's installed, open it up, and sign in with your Microsoft account. If you don't have one, creating an account is quick and free.

After logging in, you'll see your OneNote home screen. It's pretty straightforward, with a list of your notebooks on the left and a preview of your notes on the right. This setup is designed to keep everything within reach, almost like flipping through a physical notebook. Now, let's break down how to create and manage these digital pages.

Creating and Organizing Notebooks

Think of notebooks in OneNote as your major categories or subjects. Perhaps you want one for work, another for personal projects, or maybe a dedicated notebook for each class you're taking. To create a new notebook, tap the "Notebooks" tab at the bottom, then select "Add Notebook." Give it a name, and just like that, you've got a fresh canvas to work with.

Once you've created a notebook, you can start adding sections. Sections are like dividers within your notebook, helping you organize content more granularly. Tap "Add Section" at the bottom of your notebook to create one. You might have sections like "Meeting Notes," "Ideas," or "Research" depending on your needs.

Within sections, you'll add pages where you actually jot down your notes. Tap "Add Page" to create one, and give it a title to keep things organized. The flexibility of OneNote means you can add as many notebooks, sections, and pages as you need without worrying about running out of space.

Taking Notes: Text, Voice, and More

With your notebooks and sections ready, it's time to start taking notes. Tap into a page, and a blank canvas awaits you. The toolbar at the top offers various options. You can type using the on-screen keyboard, which is great for structured notes or longer entries.

If typing isn't your thing or you're in a hurry, try the voice note feature. Tap the microphone icon and start speaking. OneNote will record your voice, which is perfect for capturing thoughts when you're on the move or want to dictate rather than type. Though it doesn't transcribe your words, having a voice memo can be a great reference.

For those who love to sketch or doodle, the Draw tab is your friend. Use your finger or an Apple Pencil to draw directly on the screen. You can select different pen styles and colors, making it easy to highlight important information or just get creative.

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Integrating Multimedia Elements

OneNote isn't just about words. You can enrich your notes with images, links, and even files. To insert an image, tap the camera icon and choose whether to take a new photo or add one from your library. Images can make your notes more visually appealing and help in remembering key details.

Adding links to websites or documents is another handy feature. Tap the link icon and paste a URL or link to a file. This keeps all your resources in one place, so you're never scrambling to find them later.

If you need to attach files, like PDFs or presentations, OneNote handles that too. Tap the paperclip icon, select the file, and it'll be embedded into your notes. This is particularly useful for students who want to keep lecture slides and notes together or professionals who need to reference documents during meetings.

Using Tags to Highlight Important Information

Tags are an underutilized gem in OneNote. They help you categorize and prioritize information across your notes. Imagine you've jotted down a to-do list, and you want to ensure you don't miss anything crucial. By tagging items as "Important" or "To Do," you can quickly identify them later.

To add a tag, highlight the text you want to mark, tap the "Tag" icon, and choose from the list of options like "Important," "Question," "Task," and more. You can even search for tagged items across all your notebooks, making it easier to track down specific notes when you need them.

Tags aren't just for tasks' they're great for organizing thoughts or marking notes you want to revisit. For instance, if you're brainstorming ideas for a project, tag the ones you find promising. Later, when reviewing your notes, those tags help you focus on the most relevant ideas.

Collaborating in Real-Time

OneNote's collaboration features can be a game-changer, especially for team projects or study groups. You can share a notebook with others and edit it together in real time. To share a notebook, tap the "Share" icon, enter the email addresses of your collaborators, and set their permission level to either "Can View" or "Can Edit."

This collaborative environment means everyone can contribute ideas and notes, making it easier to work on projects collectively. Whether you're planning an event with friends or working on a group assignment, OneNote keeps everyone on the same page.

Interestingly enough, while OneNote does a fantastic job with real-time collaboration, Spell offers a similar experience but with the added advantage of AI to help draft and refine documents. It's like having an assistant who not only organizes but also helps create content seamlessly.

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Syncing Across Devices

OneNote's ability to sync across devices is one of its most convenient features. As long as you're signed into your Microsoft account, your notes are automatically saved and synced. This means you can start a note on your iPad and finish it on your laptop or smartphone without missing a beat.

Syncing ensures that you have access to your notes anytime, anywhere. It's a lifesaver for those moments when inspiration strikes, and your iPad isn't handy. Just pull out your phone, add to your notes, and it'll be waiting for you on your iPad later.

This seamless experience across devices is something we also value at Spell. Our platform ensures that your documents are accessible wherever you are, allowing for efficient workflow management across different environments.

Customizing Your OneNote Experience

OneNote offers various customization options to suit your style and needs. You can change the color of your sections, which helps in visually organizing your notes. A pop of color can make it easier to differentiate between topics at a glance.

Another customization feature is page templates. If you find yourself using a particular layout often, like meeting notes or project outlines, OneNote lets you create a template that you can reuse. This saves time and ensures consistency across your notes.

Lastly, you can adjust the view settings to match your preferences. Whether you prefer a list view for quick navigation or a full-page view for immersive note-taking, OneNote accommodates it all. These little tweaks can make a big difference in how you interact with your notes daily.

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Staying Organized with OneNote

Organization is the backbone of productivity, and OneNote makes it easy to keep everything in order. Regularly review and sort your notes, moving outdated or less relevant content to the bottom or into a dedicated archive section.

Utilize the search function to find notes quickly. Whether you're searching for a specific keyword or a tagged item, the search bar is your best friend. It saves time and ensures you can always find what you need without digging through pages of notes.

Finally, establish a routine for note-taking. Whether it's summarizing daily meetings or jotting down ideas during your commute, consistency helps keep your notes relevant and actionable. And if you ever feel overwhelmed with organizing your thoughts, remember that tools like Spell are there to assist in refining and structuring your documents efficiently.

Final Thoughts

OneNote on the iPad offers a versatile platform for organizing your thoughts, notes, and projects. Its features cater to various needs, from simple note-taking to complex project management. Meanwhile, with Spell, you can take your document creation to the next level, leveraging AI to write, edit, and collaborate effortlessly. Together, these tools can significantly enhance your productivity and keep your workflow smooth and efficient.

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.