How I Use OneNote

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Figure 1 – My Technology notebook showing multiple sections

Thank you to the folks that have emailed me and asked me how I use OneNote in my daily work. 

I am happy to answer that question.  OneNote has a tiered organizational system that begins with notebooks, and divides the notebook into sections, and then lets you record notes in each section by page.

I have several notebooks.  However, the one that I use the most is my TECHNOLOGY notebook.  You can see how I break down the sections in Figure 1 above.

Below, in Figure 2, is a sample of the section – Dynamics GP – and an illustration of the different pages that I have in that section.

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Figure 2 – Sample of pages from my section on Dynamics GP in OneNote

Everyone will arrange their information differently.  This is the arrangement that works for me.  Why I like OneNote so much is that it is online, and I can pull it up from any of my devices, or from a browser at a client site.  While it is easy to say that one should remember all the things that you have done on a software, I have learned that if you only do something once a year, sometimes you need to go back and look at the steps and rules.  I am often changing my pages because process and steps get updated during the passing of the year, either because the software was updated or because of third party add-ons that change the process.

Why I love working with OneNote

1) With OneNote Clipper, I can take articles or information from the internet and store it until I am ready to clean it up and add it to my notebook.

2)  If I am working on a research project, I can create a notebook for the research, copy it in, and then categorize it, and then wipe it out when I am done.

3) I don’t use them often, but the drawing tools are pretty good and let me create quick work flows or mind maps.

4) I love the fast SEARCH function.

5) The VIEW toolbar lets me pin my OneNote info so it is easy to get at.  See Figure 3.

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Figure 3 – The VIEW Toolbar in OneNote, highlighting the DOCK to DESKTOP feature

As with starting anything new, using OneNote does require some practice and you may not get it right the first time.  I didn’t. The trick is to wipe it out and to start over until you get it right for the way that you work.

More on OneNote

Note: use CTRL+Click to go to sites

OneNote for Beginners
Insert online videos into OneNote 2016 for Windows
New Features Added to OneNote
How To Move from Evernote to OneNote
New Features in OneNote At January 2016
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