Tour of My OneNote Setup For Work | Functional Digital Planning
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- Опубликовано: 14 июн 2024
- Hey there Planners! Today I am walking through my functional OneNote setup for work. See supplies below as well as some videos to watch next!
**check out this OneNote Build With Me Tutorial to recreate this setup: • Build With Me: OneNote...
👀WATCH NEXT:
What's In My Work Backpack/Hybrid Worker: • Hybrid Worker Essentia...
Reading List for Time Management: • Reading List: Self Stu...
Bullet Journal For Work: • Bullet Journal for Work
Project Management Planner: • Project Management Pla...
Weekly Reset Process: • Sunday Reset Routine: ...
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This is so amazing!!!!!!! The best onenote organization I’ve ever seen. I will be overhauling my onenote asap!!! I would also love to see “My Onenote in Action” video. Like how you use it through out the day….or maybe how you complete a weekly review at the end of the week. You are my work organization hero!
Woo hoo! So glad it was valuable and love the ideas for future videos!
BLOWN AWAY!! I use OneNote, but not like this. I've been trying to find some way of organizing my multi project, multi responsibilities to multiple people kind of job, and I think this kind of set up will really help! Love the trigger words too. And the color coordination. And the different logs! Omg..I loved it all. Thank you.
Yay!!! Really glad this was helpful!
Thank you so much for putting this video together for us! I can't put into words how helpful it has been in leveling up my use of OneNote! My organized heart and check list girlie self could scream!! So dreamy and excited to see the results of this level of organization!!
Omg, I cannot tell you how amazing this is! thank you for submitting content like this for all of us to learn from. I'm a busy single mom working in the corporate world and the content you offer for all of us really offers real world solutions for a busy working mom. THANK YOU
You are so welcome!
Amazing! I am instantly obsessed and hit "Subscribe" because I can't wait to hear what other tips you have to share. I've been struggling to keep everything at work organized and I can't wait to try your system out as it addresses several of the issues I've been wrestling with.
Tbh I was skeptical at first because the system looked overly complicated but it’s actually brilliant in its logical flow of information. Thanks Annie, I’m going to set this up in my OneNote today!!!!
Most powerful review of One Note!
Thank you a lot!
Wow - I’m so glad I found your channel! I’m going to completely redo my OneNote! I wasn’t even aware of how much you can do with it. Thank you SO much!!!😊
This was incredible. I replicated this system while watching it’s perfect.
I love this! I use OneNote constantly but love this set up. Can you please do a video on creating your template?
Been using one note for awhile and love this idea of templates
LOVE THIS!!! Now I’ll have to spend some of my Sunday creating something to use😊
Watched your video on how you set up your system first, now to see how it works! Love the information on how to set up the dashboard and weekly plan.
Love it! Great job. A tip you can do in a page where you have a header and you can indent the paragraph below the header, a triangle carrot will show up on left hand side and if you double click on it. It will collapse and hide the content showing only the header. Another tip I do for my archive area is a table of content on the main page and I have months as sections. I put in links for content I archived for the corresponding month. At the end of the year it gives me a nice overview of my work broken down by months.
😯🎉 Love this!!!
Love this!! Thanks for sharing.
Thank you for sharing how you use OneNote! I am a ON fan but don’t use it as a weekly dashboard. Now you have me thinking of yet another use.
I am starting a new job in september and we are to use onenote for notes duing the 6 weeks of training. I love what you have done. Thanks for sharing!
This is PHENOMENAL! I’ve been struggling with how to organize things for work and have dabbled in One Note and this is so great! I’m totally going to set something like this up for myself. THANK YOU for so many great ideas in this video!
Sooooo glad this was helpful Rochelle!!
I love my Apple products and they are my choice in my personal life. However, at work I use a PC and can only use the Microsoft tools it comes with. Productivity videos using Microsoft tools like this one are so helpful to get the best use and experience. Thank you.
So so helpful! I have just moved to a corporate job and everyone uses OneNote but it’s so overwhelming
This has helped me figure out how to lay everything out for me and not to get overwhelmed
Thank you xx
Very nice. Love the blend of GTD and PARA. Silly question, do you know where you got those pics of months on your Milestones pages? I need to cover some S-S calendars with M-S. Thanks.
Subscribed IMMEDIATELY!!! Thank you SO MUCH ❤❤❤❤
Fabulous video! Long time subscriber, first time poster 😊 I’ve been using OneNote for years both at work and home, and am very familiar with the productivity processes you mentioned. I have always struggled with implementing then cleanly in OneNote. This video has given me so many ideas and I especially love the dashboard and planning sections as that has been one of my biggest hurdles. Keep up the great work!
So glad this was helpful!
Loving this i got really inpired. Also, is really exciting to see how you took the best of different methods 🎉🎉🎉❤
Yay! Really glad this was helpful!
Thank you for this video. I use OneNote heavily for work and you have provided some great tips and ideas to level-up my workflow and organisation. Thanks again 👍😎🇦🇺
Glad it was helpful!
Thank you for all you did to bring us this amazing video. It is so helpful.
You are so welcome! Glad it is valuable!
Thanks for sharing. This is super helpful! 😊
Wow this was so awesome!! Finally a planning video that helps me on my work life which is 99% why I plan! Lol
I absolutely love this setup! Is there a way you could make this a template that we could purchase or something like that?? I’m going to be brand new to onenote so having a starting place would be great!!
Your videos are always so helpful and seems to always fit right into my season! I also purchased the sos planner last night! Thank you so much for all you do!!!! ❤❤❤❤❤
Wow - VERY impressive - never seen one this good for OneNote
Awesome 😎 So glad it was helpful!
Perfection! TFS.
Yay!! This is amazing! I also use a combo of GTD and Building a second brain for my planning and knowledge management. I start a new job tomorrow and I’m hoping they use one note so I can setup something like this, I think it will help immensely in my new role.
So glad it is helpful and Best Wishes on your first day!! You got this!
What a thorough and functional planner system. Bravo for sharing this. I've been watching Tiago Forte, Ali Abdaal, and Thomas Frank for at least a year. I have also read David Allen's book GTD. I broke down after over a year of Notion and bought the Building a Second Brain Notion template from Thomas Frank. It is awesome but also overwhelming. My biggest challenge with "Planning" is the capture and keeping a functioning task list. I also suck at the review process. I have ADHD and own/run two businesses, a CPA practice and an insurance agency. Plus we have 5 kids, 10 grands, and 6 greats. I need something simple enough to function properly but also complicated enough to keep up with deadlines What drives me crazy is the "Inbox" comes from so many sources. Emails, Texts, FB Messenger, phone calls, and in person interruptions. Everyone's brain works differently so planners are very personal. It's hard to find what works best for you individually. I just use one for work. I have the Plum Paper. Thanks again!
I love One Note and have been testing it as part of MS Teams meeting notes recently. Linking it on the Teams Tab shares it with the audience - much easier to keep track of tasks, save attachments and track next steps when all in one place (and not lost in my email black hole vortex 😊).
Thanks so much for this. It has given me such inspiration to share specific info with my team through OneNote that is relevant and simple. Love the weekly set up and review tabs. 👌 Will definitely incorporate this into digital planning.
Great ideas Roslynn! Thanks for sharing. I have not synced OneNote and Teams yet.
THIS….i need to learn this as it would be useful since my team likes to use teams. Are you able to give certain sections to share opposed to sharing everything?
i need this. thanks for sharing
Love this!
Nice layout. Our organizational styles are similar. My work uses Office 365 so there is a lot of integration with ToDo which I have organized like GTD. I also use the Loop components for tables and checklists. I’m waiting for Loop to be able to be imbedded and used in ON. That will be a game changer for me.
Neat. I'm working the paper to digital move for all my work things, for me or anyone in a similar position. Much of our team's data is scattered; working consolidation. I see a lot of folks manage with the bare features; your version provides more guidelines. Also setting tracking pages for mid-year, end-year scorecards.
This is exactly what I am looking for! I use android so I don't have access to some of the other apps journalers use and I hadn't found anything that worked for me. I actually need it to keep medical records and keep track of caregiver duties, trying to do it in a paper planner has been incredibly overwhelming and I can never seem to get it to work right plus it being HEAVY. Thanks so much 💙
What a great idea for using OneNote as a caregiver system.
I have to tell you, I watched this a few weeks back and took your ideas as a base and revised it to my own needs and I have never been so organized!! Many people in my company have commented on it and are taking these ideas and doing the same. A massive thank you for posting this!!
So glad it has been helpful to you!
Love it.
I use Onenote for everything, personal, professional, education, home, vehicles, etc. 🎉. It has been my second brain for more than 10 years, guess I am dating myself.😊😂 Looks like you are off to a good start. I love the search feature, sharing of notebooks, syncing to other devices and customized tags! Wait til you start adding digital stickers Annie! I know you love stickers.😅. Thanks for sharing.
This is FABULOUS, and I'm totally stealing. Like you, I work in an organization where I deal with a lot of confidential data, and we can't just use/store info in any random (SaaS) tool we feel like. We also have the O365 platform, so OneNote is where I gotta keep track of my stuff.
Now I'm off to see what other goodies you got. Thank you!! ⭐️🙏🌞
Thank you so much for this. I am also limited in what I can use at work.
Thank you! I have been trying to figure out how to better use one note!!
You are welcome! So glad this was helpful!
Love your setup! Long time One Note user and just came across your videos. Do you create a separate notebook for your personal / family organization you also reference each day?
Thanks a lot for all your advices, it's really helpful and makes me want to try it immediatly. I've tried to set up a tool/structure to organize my work and I think that fits totally my needs. For your Weekly plan, Team meeting and 1/1 Meeting pages, ha=ow do you do every week ? Do you delete the existing one and replace it by a new one, clean it to reuse it o you add a new page below the other ones ? I just would like to be sure of the structure after several weeks. Thank you !
This is great! I think my questions would be around how you make sure you’re not double touching information through your capture process.
One of the best tips I learned was from Tiago around only touching information once in your capture method and putting it in the right place the first time (i.e. time driven? Calendar. Task Driven? Task App. Reference only? Note capture app.)
Great question and it is a constant quest for me. I am focused on exactly what you have stated - capturing items in the right place the first time. For me this is almost 100% in my dashboard pages. Would love to hear thoughts on the best way to accomplish this from others!
Loved this - thank you! I'm trying to figure out how you added the cutie little icons on the title lines... help lol Also, loved the mini calendar additions too!
Check out this video for a "how to" on the icons: ruclips.net/video/hRSc7BiTAN0/видео.html
15:18 Annie - Thank you much! My work is forcing me into OneNote and, as a long time GTDer, this is something I can relate to. Two questions though:
1. At the end of the week, does the current week planner move somewhere? Archive?
2. For your 1:1 meetings, do you continue subsequent occurrences on the same page or do you start a new page?
This is awesome! Question... how do you automatically populate your recurring tasks into your current weekly plan?
This has the potential to assist me with the "black hole email vortex" I am a bit overwhelmed at how to get this fabulous template started in one note. Are template available? Allen's "Getting Things Done" has been great and I have system in place. I have "Building a Second Brain" added to my reading list. Thanks for the great tips and what works for you.
Thank you. I have done, redone, done again, done once more.... (you get the idea) my "lets get organized with OneNote for work". This is really helpful.
I want to play with using OneNote's integration with Outlook/planner.....have you given any thought to that?
Great idea
This is truly fantastic, PlanningAnnie! I think that about all of your teachings and then you come right out with something additionally helpful. I'm curious if you happen to see this - do you know which version of OneNote and/or Windows you're showing? I use the Office suite with the Windows 10 platform at work (similar scenario to you; most other applications/websites get blocked on my work computer), but I don't seem to have the Template function or the sub-pages. Hopefully I can figure it out so I can implement some of your fabulous ideas!
Thank you! This is the older windows version, not 365 version. Page templates for me are in the "Insert" tab.
@@PlanningAnnie thank you so so much! I’ll try it on the desktop. Even if I don’t have the right version, I feel like I could apply your overall strategy elsewhere (maybe in Lists or Excel).
Do you add your meetings to your weekly plan? We have so many back to back meetings. How do you account for that time in the overall weekly review?
This is great, because it describes organizational strategies rather than just retelling software features.
One question I have as a new user of OneNote is about pages with subpages. Do you use the page as a cover with little to no content on them, with the rest covered in the subpages, or do you have a purpose for the pages themselves? I find as soon as a page has subpages, my brain treats it like a category and I do not tend to click on it to read content. Not sure if I should retrain myself, or embrace that approach and let the pages (with subpages) be blank.
Great question. I am still playing around with this as well. If I have a lot of sub pages (e.g., page is Team Meetings and sub pages are individual meeting dates with notes and actions) then I will use the parent page as an index with links to the individual pages. Keeps me from opening up the sub page group. Hope that helps.
@@PlanningAnnie yeah I've been trying to come up with a symbol I can use for pages with sub pages and have leaned toward having no content on the top page. So for now I put a space and a double colon at the end of my cover page title so it looks a bit distinctive and shows up in a search.
For the page itself... I have been leaving blank. However I am thinking it might be a place to put a few cross-links to similar items elsewhere in my system, or perhaps a description of the intended content or rules for the pages below, but definitely no actual unique content on the uppermost page.
This is so amazing, than you for the inspiration! How do you set the reoccurring weekly tasks to automatically carry over to the current weekly plan?
I use a template for the weekly plan page.Check out the OneNote Build video if you are not sure how to do that.
This is great! How did you create the calendar image? And what is in your Projects Planning subpages?
The calendar image is from a freebie year at a glance, cropped down. For projects, each project has a tab. I then group all the project tabs together and call the group Projects. Pages include a standard charter, running action items list, contacts list, reference links, regular reporting, etc.
Would you ever consider sharing your templates? I love them but am so new to OneNote it would take me a year to set these up. This would be perfect for my work.
very inspired for sure! I'm also thinking how to incorporate some of the Franklin (Covey) Planner principals into this system. Love how you quoted Covey! The templates you showed - are available to download? Didn't find them in the links. Thanks again!
I create this setup without a template.
I was also hoping she saved and shared the templates she made. Guess I have my work cut out for me....
I will need to look Thiago's book because when I see 3 Project sections/groups I would think each project group (1,2,3) need their own area of responsibility and each perhaps needs a different set of resources than the other projects
Thank you so much for your time and effort in this demonstration. It's great! One question I have: As you close one week and begin another, do you add a new page and move the future, someday/maybe, and waiting on pages underneath the current weekly plan page or do you move the completed weekly plan page to the archived section and begin with a new one, keeping only the current week in your Inbox?
@PlanningAnnie - Never mind! I see the answer in your Monday Weekly Recurring Tasks - you archive the previous week's Weekly Plan. Thanks!
This is so helpful and totally how my brain works. Question: it appears your main notebook has sections for Inbox, Project, Area, etc. but then are there sub sections for Project 1, Project 2, etc? I’m confused by the structure as I’m trying to replicate it.
Yes me too! Are you planning on finishing the series? This is beyond wonderful.
Yes, I have a tab group for Projects and then each individual project I am currently working on gets its own tab, e.g., New Training Deployment project, New Site Development project, etc. Within each individual project tab, there are pages for that project like the charter, the milestone table, meeting notes, stakeholder matrix, budget, etc. Hope this helps.
Thanks for a great walkthrough! Question: at about the 14:50 point, you start talking about your custom tags, one of which is the Migrate➡tag for when you need to defer a task until later. When you "move" these tasks to the next week (or whatever future point), is it just a copy/paste to put it wherever it needs to go?
Yes, I copy and paste to the next weekly plan, or to a future log.
This is fabulous! I've looked for your Second brain video but I can't fine, it, I can only find Tiego's video. Please can you help.
ruclips.net/video/i7gNdHv3PVg/видео.html
This looks awesome! I use onenote intensively but it does not look this pretty. How did you make the template auto populate?
I created a page template
I really like this setup, what version of One Note are you using? Is this planner notebook and templates available for purchasing?
I am using the desktop version, not 365. I created this setup for myself, not template.
do you have this in a saved onenote template you can share?
Not able to find the link to your BASB video. Can u provide the link?
I am using OneNote privately for a few month now and I LOVE it. A feature I appreciate is being able to print a recipe I found online directly into my OneNote recipe book. Additionally I collect ideas for day trips, a bucket list. I love that I can share my wishlist with friends and family (avoids getting gifts you dislike). It's great for various packing lists and planning a trip in generall. It is so much more than just a digital notetaking app in my eyes.
Annie, do you ever use the tag summary feature?
I have tried the tags feature a few times and I just can't make it work for me. I wish there was more segmenting or categorizing options.
Can you walk through creating this? I am not good with onenote and want to make something similar to this and have no clue how to create the organization structures you have here.
how do you set up the what looks like floating tabs to the right of your INBOX tab ... 1-Projects, 2-Areas, etc? Also do you have a link to your PARA method set up and pages?
those are grouped tabs in a "section group." Right click in an empty space where your tabs are and select "new section group"
How did you create the project, areas, resources, and archives folders?
Right click in the tab area, create a new group
In regard to the calendar, are the July/August tiny calendar pictures/clipings or a legit little tables you've built?
Here is the Build With Me: ruclips.net/video/hRSc7BiTAN0/видео.html
Is there a way you could make this a template that we could purchase or something like that??
I don't sell any templates. But I do have a Build With Me video for this template.
Wheres your PARA video... its not linked in the description
how did you add icons to your page titles?
I use the keyboard shortcut for icons. For windows this is the Windows key + the period key. Not sure about Mac but would be easy to Google.
With all the ToDos/Action Items from Dashboard how do you link all these into a daily time management for schedule?
I use my Outlook calendar for all scheduling. And time blocking to complete tasks.
@@PlanningAnnie Sorry I was trying to ask how are you scheduling all these ToDos on a hourly schedule each day? Also I can't recall you setting ToDo priorities? Thanks!
How do you make your weekly plan to populate with the list of projects and weekly task?
See the second video "OneNote Build With Me" for a walkthrough of how I build a page template for the weekly plan with these items on it so they are pre-populated.
How did you import data from one page to another? i.e. data from dashboard to your template?
I used page templates to set up the standard, recurring info so I don't have to retype all of that. Anything that migrates from one week to the next gets copied and pasted. This is pretty minimal.
I love this but I don't know how to set any of it
How do you make all the boxes on the page? I would love to do all my stuff on one note buy don't know how to set it up
There are a few different ways to do this. I use tables which I find easiest.
@@PlanningAnnie we need a "how to" video asap lol, this is everything
Start at 3 lalala
Projects 20:00
Very creepy just watching her hands move around over her notebook.
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