Build With Me: OneNote for Work Setup
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- Опубликовано: 16 май 2024
- Hey there Planners. Today I am showing you step by step how I set up the dashboard and weekly plan pages in my OneNote setup for work. Checkout videos to watch next below!
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Dear Annie, I don't have the words to show you my gratitude you for this, you have pulled so many strands to deliverd them together into an easy to digest digital planning format, I have struggled for ever trying to find a way to achieve 'stress free' productivity, this video and many other that you have made on the topic are a perfect solution to my prayers, thank you so much for your kindness and gerosity. I am going to binge watch all your videos, who needs Netflix when you have got Annie. God bless you 🙏🙏🙏
RUclips was reading my mind! I was thinking I need to find some ways to be more efficient with OneNote. Thanks for making this video!
You may already know this, but a quick way of copying formatting (highlighting, font, etc) is to use the format painter tool. If you click it once it'll just paint your format to one item but if you double click you can do so for multiple items. Thanks for your great videos and happy planning!!!
I love this feature. It's available in all the MS Apps, and it's a lifesaver... especially with those pesky borders in Excel! 😅
This is awesome! Thank you so much, looking forward to watching Part 2.
AWESOME! Looking forward to the next video!
This is fantastic - thank you!
This. Is. AWESOME! Super helpful and informative. I'm looking forward to future videos!
Thank you! Your video contains incredible information and direction. Thank you!
Thank you for this followup, i was dreading how long it would take me to get even half the aesthetic you created, Thank you!!
❤Thank you! This was so helpful. I am just getting into OneNote, and this video was perfect!
Love that you go through everything and don't assume people have a certain level of skill set with OneNote already. I was able to review it a few times to lock in your tips. Thank You!
I’ve used OneNote for years and consider myself an advanced user but you showed so many tools and techniques I didn’t know about. Thanks so much.
Loved this video. I’m just getting started with OneNote and there were so many great ideas and easy to follow tutorials. Thank you!!!
Hey Annie, I just wanted to thank you so much for all your insights. This channel is a real gem. I’m really looking forward to part 2. 😊
Would you mind also making a video about your planning work flow before holidays or when you come back? I always feel like I’m drowning before going on holidays and when I come back I’m just like petrified as I don’t even know where to start. 😅 I mean I always end up making it work SOMEHOW but if you have some tips/insights I’d be more than interested to hear/see about that.
Thank you ❤
Hi Annie, great video. I've been using OneNote since 2007. I learned a lot today thank you. When you add your spacing between paragraphs or the next line (6 point), instead of highlight the area and select it, you can select the entire panel and do it all at one time. I do this and I select the "after line" and the third option "line spacing at least" and put 6 point in there also. That way it does both the after line and anything indented as well. It saves a lot of time by doing the entire box at once. I have subscribed to your channel and looking to hear more great tips.
I watched the other video twice and started to do some basic set up in OneNote this afternoon, so this is perfect timing. Thank you!
Glad it was helpful!
Thank you! I took so much inspiration from your first video I have built a complete OneNote to do tracking masterpiece for myself. :-) I learned a few tricks from this video as well.
So glad it was helpful!
Annie realllllllly cooolllllll
This is a great place for me to start. - May I ask 2 things? Can you link where part 2 is? I am struggling to find it :) 2nd - is this a tip for linking when you have completed something in week plan?
I really like your one note video’s .Thank you.
Nice. Like it much. Look similar to leader standard work. Maybe one day I will share my own approach :) 😊
This is a fantastic video and I would love to see more. You mention in the video you will show the PARA pages in more detail. Is that coming soon??? Thank you for this video!
It's better for everyone that you DON'T sell your OneNote pages/templates. This video is way better because people will get so much more value out of learning to build their own. This tutorial provides skills that go beyond just creating a planner.
Hey Annie: Do you have anything for taking/organizing notes?
Another great one: thank you! ⭐️🙏💙
Omg this was great! I need more of this. I am a project manager and have struggled to organize my one note. I would love more videos like this and how your organize your work stuff...I think I heard somewhere you are or was a project manager? Thank you again!
0:40 0:40 0:51
Thanks for sharing. I have been wanting to use one note for work. Is it easy to share the page only? I have 1:1 with my boss and it would be great to share our to do list and get her using one note more as well instead of trams and templates.
We need more of these How-to's lol
This is exactly what I was wishing for - a way to create clean, personalized dashboards and planner pages without learning Canva: I love the Natalie Rebecca products' super-clean LOOK, but her layouts aren't right for me, and of course I can't pre-fill them by typing onto them. And I don't want to keep writing things over and over. Thank you, again, for sharing this. I created some basic pages inspired by your technique, and really like them - and it didn't take much time to get started.
So glad this was helpful!!!
This setup is exactly what I needed! Do you plan to make this a recurring series? Plan for the week/month in one note series?
good idea
This was so helpful, thank you! How did you get your "add page" pane on the left under the notebook title. I can't figure it out!!
It is in the view settings tab
Question for you!! At 10:47, how do you set up your lists where you can insert the check boxes on multiple lines within a table row and then tab in for the indented lists (like your Inbox and Email lines)? Thank you!!!!⭐⭐⭐⭐⭐
This is one of those tricky little OneNote things that drives me crazy. So make your table, click in the box, use a checkbox tag and type one character (like a single letter), then hit enter, this will auto create a second checkbox, now move your mouse back up to the previous line and delete the single character. Sometimes OneNote will try to create a new row in the table when you hit enter (so annoying!). If that happens, just leave the new row, click back into the first row and hit enter again. Then you can delete the un-needed row. Hope this helps!
This is so awesome. So are you using this in conjunction with your paper planner?
Yes I am!
I'm just curious: Is there a reason you are doing both? The reason i ask is because i have 7 hats to wear and am trying to stay organized, i keep switching paper and digital. It is driving me crazy.
Can you also create video on how you do your meeting/note taking template? :) thanks in advance!
You mentioned you had a video on building a 2nd brain, I saw the book linked but not a video from your channel. Can you point me to where you talk about this more?
How do you move things in between the pages/sections/paragraphs. Is there a quick way or you just have to copy paste and retag as migration. E.g if one task have to move from your future log to your daily log, any quick method to do that?
I use a couple different techniques. For future log (or similar) I just cut and paste (Ctrl X, Ctrl V). For weekly plan pages with many migrating items I will sometimes make a copy of that exact page, re-date it for the next week and then just delete the things that were done. And if the same item needs to be repeated every week/month/day, I will create a template for that page so that it auto populates (like a recurring task that occurs every week). Hope this helps!
Once you complete the task (i.e. sign up for the fundraiser) do you cross it off or do you delete the whole thing? I usually have so many small things to do for work that roll up to bigger tasks that by the end of the week my page looks crazy with different lines everywhere!
I use the checkbox tag and when I complete a task I check the box.
I am going back and forth on using my paper planner or OneNote. Right now I’m frozen with indecision, so I’m keeping up with both, very annoying :)))
It IS annoying, I agree. I hope you figure out which one works best for you. I used to use a simple pocket DayTimer, and as an employee without much in the way of house responsibilities, it was MORE than I needed. I find right now that I need to use BOTH paper and digital. The smoothness of using any planner set up depends on whether we think things through logically, imo, both WHAT we need to plan for and WHO we are in terms of habits, thought processes, etc. I know this is TMI, but if it isn't useful to you, maybe it will have a useful tip or two for someone else. Here are some examples of how my thought processes influence how I plan, currently:
-I like to begin with the end in mind - I don't want all my info in the cloud, nor do I want shelves or boxes full of planners when I'm done: so I consider items in the cloud as temporary, and limit myself on the pages I want to archive to things like two-page monthly spreads that I write on (after using pencil or post-it notes for flexibility). What matters to me is visible and ready to archive.
-My handwriting is small and neat - unless I'm in a hurry. Then it is small chicken scratch. I want and need clear, good-sized printable lists to decrease friction hindering productivity.
-I love flexibility, so I chose disc binders that let me pull out pages from one binder and put them into another whenever I want, so I can use a punch to add pages exactly where I want them, when I want them. So I can use dedicated topical binders one day, and create a "frankenplanner" of multiple subjects on another.
-I hate rewriting needlessly. I use old Outlook to keep my contacts updated so I can print them out neatly, in sections, at intervals, and I can print it to multiple sizes for different planners. I can also choose how much detail I want to print out. It is SO easy to peel out old pages and press in new pages with the disc system.
* My old Outlook will print to Happy Planner Classic size if i want. (HP NOTE: HP is a disc binder product. I love the classic size, but it isn't practical when you have to cut the paper to size. You can get Office Depot to do the cutting for you, if you want. Then you can print on it, punch it and use it in that size planner. I might do that someday, for fun. I like that size, but finding unprinted paper for it is another story. HP is overpriced imo. )
-I'm cheap, and won't pay for pre-printed pages that don't suit me.
-I create what suits me: I use OneNote to create customized lists for projects and "countdowns" to events like throwing parties and traveling. (This video will help me create dashboards now, too! And better routine pages!!!) It makes throwing a party of any size SO much easier. No digital planner makes it as easy as typing out the plan, printing it, and carrying it in my purse/pocket anywhere in the house, and then editing it and reprinting it as needed.
-I am full of ideas, continually. So I capture them on my phone in notes, Omnifocus, etc. Where I cannot use voice dictation, I use very small disc binders to jot things down and I try to separate subject matter on different pages. I MAKE these little pages and punch them myself, out of scratch paper, while enjoying TV at night sometimes. THEN I can easily peel out the new pages and stick them into my big planner at the right spot, in case I don't have time to process them asap.
-I created a "Notes" project in OF, and using simple naming conventions to make searching only for my notes on a given topic very simple. Example: Notes@Garage: I can search with Notes@ (for ALL notes)
Notes@Garage (for all notes related to garage projects)
Garage: (for all tasks related to the garage along with the notes), etc. I use text replacement shortcuts, it's very fast. It makes it very easy to find and transcribe ideas from OF so I can delete them and keep OF lean and mean.
-I'm erratic in whether I want to use daily or weekly pages - So I don't want a pre-made planner where I pay for pages that don't get used, and prefer undated pages
-most projects are not on timelines, so it is a waste of time to hand-write or type in project steps on calendars unless I'm super-ready to do something on a given day. Omnifocus does let me date or NOT date things, which I like. But it is a little cumbersome for a lot of people that don't need so much slice-and-dice capabilities. I own it outright, having purchased before it turned into a subscription product, so I will keep using it as long as I have Apple devices to use it on.
-I like Omnifocus on my phone (similar programs exist) for doing things on the go, especially, but it doesn't print out on paper. But I can capture on the go, and shift what I want to OneNote
-I love keeping reference material in Omnifocus, when I need that glasses rx or current POLI etc. on hand when I'm out and about. Any task app can do that, as well as keeping things in drop box, or OneNote Online - I just don't love the BIG tech companies so much right now. so nosy.
- it is faster and easier to order the tasks of projects in OneNote, to update those sequences etc. But I can easily have them on the go by adding as many next tasks in Omnifocus projects as i care to do, with voice dictation if I want. In OF, i can also ask it to show me the very next action of ALL the projects I have. Then i can see in a glance what tasks are most attainable for me in any given moment or location.
-I can enter the next segments of projects easily into Omnifocus and see that batch of tasks there, and designate the kind of sequencing I want. I can look at the whole project, or at the next action of each and every project at the same time. It is much more time consuming to achieve this in OneNote, and because I don't pay for Office 365, I don't have good tagging in OneNote for WIndows 10 (not sure how much better it is with the subscription, but I don't carry my desktop computer around in my pocket, either).
- Sometimes I like to work from a list of agreements I've made with others. The old version of OneNote is the best for slicing and dicing this and letting me print out these lists according to who I have active agreements with, and even grouping by other discrete categories, like family, friends, etc. I like feeling clear about this, seeing it all in black and white.
-I also like beautiful materials. So I have shopped sales and used coupons to get attractive leather covers for disc binders as well as punches . Levenger has gorgeous leather notebooks and folio covers that smell amazing. Office Depot has some Tul leather covers that are nice. I have some plastic covered ones when the sale price was better than buying lined paper. You don't need to buy as much as I did. If you like nice things, just get the leather and be done with it, lol.
-I sometimes like to take half-size planners in my purse, but usually I use banged up mini and micro Happy Planner notebooks in my purse for taking notes when I have to be quiet.
Anyway, everyone is different, lives are different, thought processes are different. This is just an example of thinking through the kind of planner one might be, and how to choose tools and strategies accordingly - and they change as our lives and needs change.
I don't hv many features like creating new tag?
Does anyone know if the onenote gets deleted if the Microsoft 365 subscription is canceled? Thank you.
What version of OneNote are you using? I have windows 10 version and it looks different than yours. =(
Windows 10
are you using windows or Mac?
Windows