As a longtime OneNote user who's helped dozens migrate from Evernote, I know the switch can feel overwhelming. OneNote is a free, powerful alternative with unique strengths. Its interface might seem complex at first, but these proven tips—drawn from real-world experience—will have you productive in no time.
I've divided them into basic tricks for all newcomers and extras for Evernote users. Let's dive in.
Here are five foundational tips to kickstart your OneNote journey.
Excel power users, rejoice: embed and edit spreadsheets directly in OneNote. On your desired page, go to Insert > Spreadsheet > Existing Excel Spreadsheet.
Select your file for three options: Attach file (links a copy), Insert spreadsheet (editable embed), or Insert a chart or table (select workbook sections).
Note: Non-Excel files attach only, without editing.
Microsoft calls them "the electronic equivalent of a yellow sticky note." Key perks:
Access all via the notebook list link at the bottom.
Type any equation and hit Enter—OneNote computes and appends the result instantly. Ditch the standalone app for seamless math in your notes.
OneNote's screen clipper activates with Windows Key + Shift + S (app in background). Drag to capture, then choose your save location.
Link notes effortlessly for project hubs or lifelogs. Type [[Notebook Name]] (e.g., [[Holiday 2012]]) to auto-link.
Or right-click a page > Copy link to page, paste, and edit anchor text via right-click > Edit link.
Three tailored tips for a smooth transition.
Add email accounts at OneNote.com/EmailSettings. Microsoft accounts (@outlook.com, etc.) auto-appear; add others via Add another address.
Emails to admin@989214.com save automatically.
Native sorting skips creation date. Use History > Recent Edits > All Pages Sorted by Date, set dropdown to Search All Notebooks.
For more, try Onetastic add-in by Omer Atay (OneNote team member). It adds advanced sorting, favorites, image editing, and shared calendars.
Tags organize across notebooks far better than Evernote's freeform style. Create/edit separately, then apply.
Highlight text > Home > Tags. Customize: expand list > Customize > New Tag. Delete defaults via Customize > select > cross icon.
View all: Home > Find Tags for summaries.
These eight tips scratch the surface—OneNote rivals the most powerful Office apps with endless hidden gems.
New to notes or from Evernote? Share what you love, what frustrates you, or what stumps you. I'm here to help based on years of hands-on use.
