How to Organize OneNote for Work? — MS OneNote Tutorial Series

Transcript: How to Organize OneNote for Work? — MS OneNote Tutorial Series

Today, I’m going to share how to set up your OneNote for work, focusing on how to be more productive using OneNote. First, let me show you how to create a new notebook. If you’re new and don’t have a notebook, this is for the PC version. You can create multiple notebooks, as many as you want. For work, I name mine “Work.” After creating it, you’ll see sections where you can add as many sections as needed. Now, let’s move on to setting up key things for work.

In work, you usually have tasks and information. These are the two main areas. Tasks typically go into Microsoft To-Do, and if you want to learn how to set that up, follow our channel for videos on capturing tasks and plans. Now, under information, you’ll find projects, areas, and resources. Projects are straightforward, with sections for each project. The areas and resources follow the PARA method. If you want to learn more about PARA, just comment “PARA” below, and I’ll create a video explaining it.

For key result areas, like when I worked as a supply chain manager, I had areas like materials planning, purchasing, and warehouse management. You can break these into different sections as needed. If you’re unsure where to start, just create one section and add more as you go. Let’s assume you want to do your planning here. You can rename sections for tasks, projects, or resources. Resources might include interesting websites, books, or tutorials that you want to save for future reference.

In the resources section, you can add multiple pages for each resource. For example, if you’re watching a OneNote tutorial, you can copy the YouTube link and paste it into the page, along with any notes you take. Sections are like folders, so under each section, you can add as many pages as you need. You can also use templates, such as weekly planning templates, to organize tasks. If you want to learn how to create your own templates, check out our other videos.

Another important section is meetings, where you can capture all your meeting minutes. You can move and organize sections easily. With templates, you can set up meeting minutes, add attendees, topics, and notes. I like to put the date at the beginning of the meeting notes for easy reference. You can add as many pages as necessary, and the OneNote canvas is essentially unlimited, allowing you to scroll and add more information.

If you prefer not to use templates, you can start with an empty page and use it like a mind map. You can draw, list tasks, and prioritize them however you want. OneNote syncs to your phone, tablet, or laptop, so you can access your information anywhere.