OneNote

How to Use OneNote on PC

Spencer LanoueSpencer Lanoue
OneNote

OneNote is a handy tool for organizing your thoughts, notes, and tasks all in one place. It's like having your digital notebook, where you can store everything from meeting notes to personal to-do lists. In this guide, we'll explore how to make the most of OneNote on your PC. Whether you're a student, a professional, or just someone who loves staying organized, there's something here for you.

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Getting Started with OneNote

First things first, let's talk about setting up OneNote on your PC. If you haven't done so already, you'll need to download and install the software. You can find OneNote as part of the Microsoft Office suite, or you can download it for free from the Microsoft Store.

Once installed, open OneNote and you'll be prompted to sign in with your Microsoft account. It's essential to use the same account across devices if you want to sync your notes. After signing in, you can start creating and organizing your notebooks.

OneNote's interface might look a bit overwhelming at first, but don't worry. It's designed to mimic physical notebooks, complete with sections and pages. Think of each notebook as a binder, each section as a divider, and each page as a sheet of paper. This structure helps in keeping your notes organized and easy to find.

Interestingly enough, OneNote doesn't limit you to text. You can add images, audio, and even video clips to your pages. It's like a multimedia scrapbook for your digital life!

Creating and Organizing Notebooks

Now that you're set up, it's time to create your first notebook. Click on File, then New, and choose where you want to create the notebook. You can save it to your computer or OneDrive for easy access across multiple devices.

Give your notebook a meaningful name. Something like "Work Projects" or "Personal Journal." This helps to easily identify it later. Once your notebook is created, you'll see it listed on the left side of the screen.

Within each notebook, you can create sections. These sections act as dividers and help categorize your notes. For example, in a "Work Projects" notebook, you might have sections for "Meeting Notes," "Project Ideas," and "To-Do Lists." To add a section, simply click the Add Section button at the bottom of the section list.

Pages are where the magic happens. Each section can contain multiple pages, and you can create them by clicking Add Page. Name your pages based on their content. For instance, a page titled "Monthly Meeting. October" would give you a clear idea of its contents at a glance.

One of the coolest features of OneNote is its flexibility. You can drag and drop sections and pages to rearrange them as needed. Plus, if you're using OneNote with Spell, you can easily draft and organize your notes with AI assistance.

Taking Notes Efficiently

Taking notes in OneNote is straightforward. Just click anywhere on the page and start typing. The program supports a free-form approach, meaning you can click anywhere to create a new note box. This flexibility allows you to organize your notes in a way that makes sense to you.

For those who prefer handwritten notes, OneNote supports that too! If you have a touch-enabled device or a stylus, you can switch to the drawing mode and jot down notes as you would on paper. It's a fantastic way to add a personal touch to your digital notes.

OneNote also offers a variety of formatting options. Highlight important points, create bulleted or numbered lists, and even add tags to categorize and prioritize your notes. Tags like To Do, Important, or Question can be applied to any text, making it easy to find critical information later.

For those who want to streamline their note-taking process, integrating Spell can be a game-changer. With Spell's AI capabilities, you can quickly draft and refine notes, saving valuable time and ensuring your content is top-notch.

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Using Templates for Consistency

If you find yourself creating similar notes repeatedly, templates can be a lifesaver. OneNote offers a variety of built-in templates for different needs, such as meeting agendas, to-do lists, and project planning sheets.

To apply a template, go to the Insert tab and click on Page Templates. From here, you can browse through the available options or even create your custom template. Custom templates are particularly useful for maintaining consistency across your notes.

For example, if you're a project manager, you might create a custom template that includes sections for objectives, milestones, and task assignments. This way, every project note you create will have the same structure, making it easier to find and understand information quickly.

Templates are not just about saving time. They also help in maintaining a uniform look across your notes. When you're juggling multiple projects or subjects, this consistency can be incredibly helpful. And if you pair OneNote with Spell, you can effortlessly generate and customize templates using AI.

Integrating Multimedia Elements

OneNote isn't just for text. You can enhance your notes by adding multimedia elements like images, audio recordings, and videos. It's a great way to capture information that might be difficult to express with words alone.

To add an image, click on the Insert tab and select Picture. You can choose an image from your computer or directly from the web. Images help make your notes more visually appealing and can be useful for diagrams or infographics.

Recording audio is another powerful feature. If you're in a meeting or lecture, you can record the session directly in OneNote. Just hit the Record Audio button in the Insert tab. The audio file gets embedded into your page, allowing you to playback any part of the session whenever you need.

Videos can be inserted similarly. Whether it's a clip from a presentation or a video tutorial, embedding it into your notes makes it easy to access and reference later. Just remember not to overload your notes with too many multimedia elements, as it can make them cluttered and hard to navigate.

Collaboration with OneNote

OneNote shines when it comes to collaboration. Sharing your notebooks with others allows for real-time collaboration, making it ideal for group projects or team meetings. To share a notebook, click on the Share button, enter the email addresses of the people you want to share with, and choose their permission level.

When multiple people edit a notebook simultaneously, OneNote keeps track of all changes. You can see who added or modified content. If needed, revert to previous versions using the History tab. It's a fantastic way to keep everyone on the same page without losing track of the original content.

Collaboration isn't limited to just sharing notes. You can also assign tasks, set reminders, and even integrate OneNote with other Microsoft Office apps like Outlook and Teams. For instance, you can link meeting notes from OneNote to your Outlook calendar events, ensuring everything stays connected.

And if you're using Spell, you can take collaboration to the next level. With real-time AI assistance, you can generate high-quality content, edit collaboratively, and ensure that everyone is on the same page in no time.

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Syncing Across Devices

One of the greatest advantages of OneNote is its ability to sync across multiple devices. Whether you're using a PC, tablet, or smartphone, your notes are always up-to-date and accessible. This feature is particularly useful for people on the go, as you can jot down ideas or access important information anytime, anywhere.

To ensure seamless syncing, make sure you're signed in with the same Microsoft account on all your devices. OneNote will automatically sync your notebooks, but you can also manually trigger a sync by clicking on File > Sync > Sync All Notebooks.

It's worth noting that syncing requires an internet connection. If you're working offline, any changes you make will sync the next time you're connected. This feature ensures that you never lose any important information and always have access to the latest version of your notes.

For those who juggle multiple projects or subjects, syncing across devices ensures that your notes are organized and accessible, no matter where you are. And if you pair OneNote with Spell, you can enjoy the convenience of AI-assisted note-taking and editing, even on the go.

Advanced Features and Tips

As you become more comfortable with OneNote, you might want to explore some of its advanced features. These can help you streamline your workflow and make the most of your note-taking experience.

One such feature is the ability to link notes. You can create hyperlinks within your notes that connect to other pages or sections. This is particularly useful for creating a web of interconnected notes, making it easier to navigate complex projects or subjects.

Another handy feature is the Researcher tool, available in the References tab. It allows you to find and insert research material directly into your notes, complete with citations. It's a fantastic tool for students or professionals who need to gather and organize research quickly.

You can also use OneNote's Math feature to solve equations and plot graphs. Simply type or write an equation, and OneNote will solve it for you. This feature is a game-changer for students and professionals dealing with mathematical data.

And let's not forget about Spell. With AI integration, you can effortlessly draft and refine notes, ensuring that your content is always polished and professional.

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Staying organized is crucial when managing a plethora of notes, and OneNote offers robust tools to help with that. Tags are a simple yet effective way to categorize and prioritize your notes. You can apply tags like To Do, Important, Question, and more to any text within your notes.

To add a tag, highlight the text you want to tag, click on the Home tab, and select the tag from the dropdown menu. Tags make it easy to identify and locate important information, especially when you're dealing with extensive notebooks.

The search function in OneNote is another powerful tool. You can search for specific words or phrases within a notebook, section, or even across all your notes. The search results will highlight where the words appear, making it easy to find what you're looking for.

For those with countless notes, the combination of tags and search can be a lifesaver. It ensures that you can quickly find the information you need without sifting through endless pages of notes. And if you're using Spell, you can enhance your search capabilities with AI-powered suggestions and refinements.

Final Thoughts

OneNote on your PC is a versatile tool that can transform how you organize and access information. From creating structured notebooks to integrating multimedia elements, it offers a wide array of features to suit your needs. And with Spell, you can enhance your note-taking experience with AI-powered drafting and editing, making your workflow even more efficient and seamless. Happy note-taking!

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.

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