Learn how to organize notes by creating a page from a pre-built template. Some of the templates covered in this video are detailed meeting notes and a prioritized to-do list. In addition to selecting a template, customizing, saving and making a template the default page for a notebook section is also included.
- [Instructor] When you jot down notes in a meeting, while on a phone call, or at a conference, you most likely have a way that you like to structure these notes. By grouping tasks, who attended, action items, and more. I'm going to show you how you can organize your notes with prebuilt page templates. We'll get started by selecting the Insert ribbon, and then locating the Pages group over to the right. Now, by selecting Page templates you may see a few different templates in your list if you've worked with these before.
It's a history of those recently used templates. We're going to go ahead and click on Page Templates and take a look at all of the templates available. The Templates pane loads to the right side of the OneNote application. There are several categories that we can take a look at. Let's start with Academic. If you work in the academia world, you might want to try out one of these Notes templates and if you simply want to change the page size, you might want to take a look at the Blank category. Just like you have sizes of paper when you're printing something to a physical printer, you can set up those same page sizes on your screen.
Now let's go ahead and collapse these back down by clicking on the carrots to the right and we're going to focus in on the Business category. Now, the Business category has many different things you can work with whether those have to do with projects or meetings. We're going to first take a look at the Detailed Meetings Notes. By selecting one of these from the category, it's not actually updating that untitled page that we saw on the screen a moment ago. It's actually inserting a new page within that same section. So, here within the meetings section, we can see the template for a detailed meeting.
Now everything that you see here can be updated, you can change the font styles and the colors, and you can even replace the text that you see here. So if we know that we always want to use this particular template for our International Market meetings, we can make those modifications and then we can actually save this page as a template. Let's go ahead and save this current page as a template. Click Save and now this is an available template in our listing just like we have with all of the other templates that we were looking at in the categories.
Now where you're also going to find that this appears is in a category here called My Templates. If we take a look at the My Templates you can see that there are two that have been created both that have to do with the International Market. It makes it a great easy way for you to find that within this gallery listing as you go back to use this template again and again. Now let's go ahead and switch on over to the Planning section and let's go ahead and see how the Planner category can help. If you work with tasks quite a bit, this might be the category for you.
You can create all sorts of to-do lists, whether they're simple, prioritized, or even project based. Let's look at prioritized. Now with prioritized we have high, medium, and low. Again, these can all be customized based on how you're working or what names work best within your organization. What's also great about this is it's a great place for those action items, anything that is high importance or you know, maybe something that's more low important. And as you're completing these, you can check off the box to mark them as complete.
Now if this to-do list is something that you'd like to use going forward, we can also create this as a template just as we did before. Once we save this as a template, we'll put the word My in front of it, we can also make this the default for any new pages that are created within this section. Since we're in the planning section and we're probably going to use to-do lists quite a bit, let's go ahead and check the box for that and then click Save. Now we can see that the My To Do list has been added to the templates, we'll probably also notice that within the My Templates area there it is, and since we saved this as the new page to use going forward instead of a new blank page being added to the planning section, let's go ahead and add a page and you can see that there it is, we have another to-do list that has been generated.
I hope these templates give your notes more style and structure.
- Using shortcuts
- Customizing the canvas view
- Merging content containers to consolidate ideas
- Password protecting notebook sections
- Taking meeting notes directly in an Outlook meeting
- Converting handwritten text to typed text
- Converting hand-drawn shapes to polished symmetrical shapes
- Importing content from other apps
- Sharing notes in a Skype for Business meeting
- Marking up web pages and saving to a notebook