As a Project Management Tool How to Use Microsoft OneNote for Project Management How to Use Microsoft OneNote for Project Management OneNote is the ideal collaboration tool for managing simple projects in small teams. And it is absolutely free. See how OneNote can help get your projects off the ground! Read More One such feature is the availability of templates. From a project summary to meeting notes to to-do lists, OneNote definitely has you covered.
If you're not sure how templates can be useful in your project or what you can do with them, here are some tips and tricks.
OneNote has helpful templates for managing built-in projects. Depending on your version of OneNote, you'll have access to these templates in different ways.
In OneNote 2016, select Insert from the top navigation then click Page Templates . You will then see a list of recently used templates and an option to open them by selecting Page Templates in the dropdown.
For earlier versions of OneNote, you can navigate to templates by starting with adding a new tab to your notebook. Then you will see New Page on the right hand side and when you click the arrow you will see a drop down menu where you can select Page Templates .
In either case, you'll be presented with templates that are categorized by academic, blank, business, decorative, and planner.
For project management, the Business category has a good Project Description model. Simply select it and it will appear in your notebook. The template is packed with useful elements to get you started, and of course they can be customized to fit your project's needs.
Your basic company and project information is conveniently located at the top. Then, a description, project goals, resources, procedures, schedules, and other pieces are displayed in easy-to-read bulleted lists. To enter your own elements, simply delete the sample text and replace it with your own.
The Project Description The template is useful for a well-organized overview of all the pieces of the project. Not only can this help you as a project manager to see items at a glance, but it can also be a wonderful document for others. You can share it with project team members, your supervisor, or executives.
Everyone will have a good idea of what to expect and it can be updated periodically to make schedule adjustments and changes.
Within the Business category, you will also find several meeting note templates that are perfect for taking notes during the meeting 12 Tips for Taking Better Notes with Microsoft OneNote 12 Tips for Taking Better Notes with Microsoft OneNote These 12 Tips Show You How to Take Better Notes decisions Notes in Mycrosoft OneNote. Today, digital note taking is as much about the skill as it is about the tool. Read More From the Simple Meeting Notes templates for the Formal Meeting Notes Template, each one is formatted a little differently with variable information.
For something extremely basic and useful for quick meetings, there are two Simple Meeting Notes Templates to choose from. You just enter the meeting title and then it moves to the agenda, attendees, and action items.
When it's time to update the executive team on the project, you may prefer Formal Meeting Notes Template for a more official design and additional elements. This not only includes your agenda and attendees, but also approvals, pending issues, new business, and an agenda for a follow-up meeting.
Depending on the type of meeting you're hosting or just attending, each of these templates will keep your notes well-organized and make it easy to keep track. If you're the organizer, setting the agenda ahead of time and sharing it with attendees ensures everyone is on the same page. Also, the other attendees can use these to take their own notes. 5 Reasons You Should Take Notes with OneNote Anywhere 5 Reasons You Should Take Notes with OneNote Anywhere Few things are as important as the ability to take good notes, especially for students. OneNote is perfect for course notes. We think you'll find it's great for organizing other information, too. Read more.
Listing Tasks 5 Tips for Using OneNote as Your To-Do List 5 Tips for Using OneNote as Your To-Do List Are you creating a to-do list on your to-do list? Set it up in OneNote to make things as easy as possible. Read More These are contained in the page template planners category. The Simple To Do List the template is basic with checkboxes set and ready for you to enter your items.
The Prioritized to do list the template goes a bit further by letting you enter and organize tasks based on high, medium, or low priority. This is very convenient and it also has the checkboxes waiting for your task entries.
The Project To Do List The template has a different format, per project. And, this template includes a handy notes section next to each set of project tasks. The great thing about this template is that even though it's organized by project when you open it, you can always change it to be organized by resource or by date. This gives you the flexibility to organize it to best suit your needs.
A convenient way to keep your thoughts organized, and templates can make the process even easier. How to use OneNote templates to get better organized. How to use OneNote templates to stay more organized. Learn how to use, edit and create your own templates with this guide. Read More
Try2Stop.Us has a project management notebook that includes three sections. The project overview is similar to the one built into OneNote. The project status meeting page has a few different elements than the meeting note templates contained in OneNote. Finally, the project hours list can be very helpful in outlining the hours that will be spent on each task.
In the project hours list, you will find a basic table where you can enter the name of the project and then the date, description and number of hours. This is a convenient template if the project you're working on needs clean scheduling.
OneNoteGem.com is another resource for OneNote templates, with a few options to help with project management. They have a couple of daily work schedule templates and mix notes and to-do list templates. The daily schedule template can be convenient to see your day at a glance. For meetings and even time with your project team, project planning and other items, this is a useful tool.
Finding templates for OneNote isn't as easy as it used to be. Many sites direct you to the Microsoft Office templates website, which doesn't currently offer options for OneNote, unfortunately. However, if you're not happy with those built-in templates, these other options are available. Just keep in mind that depending on your version of OneNote, compared to the template you download, some features may not be available.
One great feature available for all options is that you can easily rearrange items. Just hover your mouse over the item you want to move, and you'll see the four-headed arrow. Then just drag it to its new location. This works for block pieces used for layout, as well as individual items like to-dos and list items.
The blocks used to organize the layout can not only be moved, but can also be resized to take full advantage of the templates. Just select the block and in the top right corner you will see tiny arrows. Simply touch and drag to the right or left to resize.
To quickly change the font size or color of all text, simply hover your mouse over the main section until you see the four-headed arrow and click to select it. You can then click Home at the top navigation or right click to make your settings. This is also an easy way to add checkboxes or stars to your articles or even change the style.
If you've started with one of these built-in templates, made a lot of changes to it, and want to continue using it, you can easily save it. Maybe you've added your company logo, resized blocks, and reformatted text to get it just the way you want it. Don't let that hard work go to waste; Save it as a template for future use.
To save your new template select View from the top navigation then Paper size . This will open the Paper Size panel. At the bottom of that panel, click Save the current page as a template . Then give your template a name and select whether it should be your default page template in the current section.
When it's time to use your saved template, follow the same steps above to access the built-in templates based on your version of OneNote. You should then see an additional category called My templates . Select the arrow next to it and choose the one you want to use.
Templates are just one of many underrated OneNote features. 7 little-known OneNote features you'll love. 7 OneNote Features We Didn't Know You'll Love. OneNote is 100% free and packed with advanced features. Let's take a look at some of the ones you may have missed. If you're not already using OneNote, these may beat you to it. Read more.
Which OneNote templates are the most useful to help you as a project manager? 7+ The best free tools to manage any project with ease 7+ The best free tools to manage any project with ease Collaborating on projects is much easier with the Internet. Particularly if your team is spread out or not always in the same place. We show you which tools can help you manage your projects online. Read more ? What other feature could you not live without? Please share your thoughts and suggestions in the comments below!