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23 Tips for Using OneNote Effectively in 2024

Key TakeawaysOneNote offers features like tags, checklists, notebooks, and sections to enhance task management and organization.OneNote seamlessly integrates with other Microsoft tools like Outlook and Samsung Notes, making it a versatile solution for note-taking and task management.Tip 1: Enable Dark Mode 

OneNote supports a dark theme on all major platforms. If you regularly work on OneNote at night, enable the dark mode to reduce eye strain. You can read our dedicated post on enabling OneNote dark mode on any device. 

OneNote Dark modeTip 2: Use OneNote Keyboard Shortcuts

We always recommend memorizing keyboard shortcuts to navigate software functions. Microsoft OneNote is no exception. The software supports several keyboard shortcuts on Mac and Windows.

With the help of keyboard shortcuts, you can quickly highlight words, insert links, date and time, search through notes, and more. Read and master the OneNote keyboard shortcuts from our previous post.

Tip 3: Share a Page as PDF and Invite Others

There are three ways to share notes in OneNote. You can send a note as a pdf via email. You can also copy a page link and share it with friends. 

OneNote Share option

You can also share an entire Notebook with others. Open a page in OneNote and click Share in the top right corner to select a suitable option. 

Tip 4: Insert Tables

Using tables is a neat way to organize the relevant information. OneNote supports the table functionality by default.

OneNote tables

Click Insert in the top menu bar, then expand the Tables menu to select the number of rows and columns. 

Tip 5: Use OneNote Templates

OneNote templates are available on Windows only. Instead of starting a note with black space, you can use the relevant template to manage a to-do list, take meeting notes, or organize the meal details.

One Note Template2

Click Insert at the top and open the Page Templates menu to check Microsoft’s default offerings. You can check the template categories from a sidebar and pick a perfect design for the new page. You can also download third-party templates from Web sources such as OneNote Gem. You can also create a custom template as per your preference. 

Tip 6: Add Stickers

Did you know one can add stickers to the OneNote page to give it a personal touch? Microsoft has added a bunch of default sticker packs to use. There is a cat in suit, monkey, office drama, and Teamsquatch stickers on the desktop version. 

Open Insert and select Stickers; the side tab shows the default stickers to use on a page. 

Tip 7: Make Use of Drawing Capabilities

Microsoft has added a dedicated drawing section in the OneNote app. Select the Draw menu; the section lets you choose from Pen, Marker, and Highlighter. You can also use the Eraser function, change the Ink color, and play with the Ink thickness from the menu.

onenote drawing

If you are using Surface Pro devices or any Windows laptops with Pen support, use the Windows Ink function to write and draw directly on the page.

Tip 8: Change the Paper Style

OneNote lets you change the page style from the settings menu. By default, it opens up as a blank white page. Click View from the upper ribbon and change the paper color and style from the given menu.

Paper style on OneNote

It looks good and resembles a physical notebook with different colors and rules/grid lines.

Tip 9: Password-Protect a Section

You can password-protect a OneNote section to lock it from unauthorized access.

Right-click on a section from any notebook and select a Password-protect option. Add a password; from now on, you will need that password to access notes on every platform.

Password protection

Remember, if you forget the password, you cannot recover the section. We advise investing in a password manager to memorize all such confidential details.

Tip 10: Use OneNote Web Clipper

Microsoft offers a capable OneNote Clipper extension on major browsers. You can use it to directly bookmark a webpage to OneNote, clip a portion of a page, or save the entire article to OneNote.

Onenote ClipperTip 11: Use Mobile Widgets

Microsoft OneNote for iOS and Android offers widget functionality to view recent notes and quickly add new notes. On Android, you can long-tap the app icon and choose Widgets to check different options. OneNote for iOS also supports three home screen widgets. 

mobile widget 1 1mobile widget 2 1Tip 12: Change Default OneNote Fonts

By default, OneNote sticks to Microsoft’s Calibri fonts at 12 size. However, you can change that.

Open the Files menu at the top and select Options. Under the General menu, you can change the default font. 

OneNote Fonts

The changes will only reflect on the new page and won’t mess up the notes already added.

Tip 13: Edit or Add New Tags in OneNote

OneNote has several tags for bookmarking, highlighting, adding to-dos, and more. You can click the Tags menu under the Home tab to view all the built-in tags.

You can click Customize tags and add new ones or remove unnecessary ones from your OneNote. You can also use tags to search your relevant notes quickly.

OneNote tags

You can check our separate post to learn all about OneNote tags.

Tip 14: Change the Tabs Layout in OneNote Desktop

Not everyone prefers the old-style horizontal tabs. Thankfully, Microsoft has added an option to enable vertical tabs that closely resemble the old OneNote app.

You can click the View tab and expand the Tabs Layout. Select Vertical Tabs and check the new navigation style in action.

Tabs Layout in OneNoteTip 15: Transcribe Audio Files

Transcribe is a must-have add-on for students. From the Transcribe menu, you can upload an audio file or start recording to convert audio into text. The software is smart enough to separate each speaker from the audio file.

You can access the Transcribe menu under the Insert > Recording section. 

Transcribe Audio FilesTip 16: Use Sticky Notes Integration

You can access your sticky notes right from OneNote desktop and mobile apps.

You can click the notes icon at the top to access your sticky notes on the desktop. Mobile users can access the same from OneNote home. You can even edit and delete irrelevant sticky notes.

Sticky Notes IntegrationTip 17: Organize OneNote with Subsections

OneNote lets you create several notebooks and add pages to relevant sections. You can also create a section group to organize all your sections neatly.

Right-click on a section, click New Section Group, and rename it. You can add several subsections to it and better manage your notes.

Organize OneNote with SubsectionsTip 18: Use Math Equations

Microsoft OneNote is quite popular in the education sector. It’s good to see Microsoft supporting math equations right into the app.

You can select Insert and open the Equations tab. You can add several built-in equations or write one using the Ink Equation menu.

 Use Math EquationsTip 19: Check OneNote Section History

OneNote lets you check the entire history of sections in the app.

To do so, click the History tab at the top and select Recent Edits. Then, select a relevant timeframe and check all the page edits from the sidebar.

 OneNote Section HistoryTip 20: Sync Samsung Notes to OneNote

Thanks to Microsoft’s partnership with Samsung, you can sync Samsung notes to OneNote. Samsung notes are available under the sticky notes section on the desktop and mobile app.

Although the implementation has several limitations, it’s still a handy workaround for checking your Samsung Notes on the desktop. You can read our dedicated post on syncing Samsung Notes with Microsoft OneNote.  

Tip 21: Extract Text From Images

OneNote is a perfect tool if you need to copy text on images.

You only have to upload the image, right-click on it, and select the Copy Text from Picture option. Then, you can paste the text or use it elsewhere.

image 952Tip 22: Use Onenote as a Task Manager

Although it is primarily a digital notebook, it can also be used as a task manager. You can use its features, such as tags, checklists, Notebooks, and Sections, to manage tasks from start to finish.

With tags, you can categorize tasks for easy filtering and organization. Checklists help you create to-do lists within pages, and you may mark tasks as completed.

Tip 23: Embed Files and Videos

Working with files and videos is often very important. OneNote easily allows the embedding of any file or video. You may embed videos from multiple sources, including YouTube.

Copy the video URL, hit Ctrl + V, and Enter; the video is automatically embedded.

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Last updated on 03 September, 2024

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