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How to use templates in OneNote to improve productivity

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Release: 2023-04-30 11:31:06
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Did you know that using templates can make note-taking faster and capture important ideas more efficient? OneNote has a set of ready-made templates for you to use. The best part is that you can also design the template according to your needs. Whether you are a student, a corporate warrior or a freelancer doing creative work. OneNote templates can be used to capture important notes in a structure and format that suits your style. A template can be an outline of a note-taking process. Amateurs just take notes, professionals take notes and draw connections from them through well-structured notes with the help of templates. Let's see how to use templates in OneNote.

Use default OneNote template

Step 1: Press Windows R on your keyboard. Type Onenote and click OK.

如何在 OneNote 中使用模板来提高工作效率

Step 2: Go to Insert and click Page Template .

如何在 OneNote 中使用模板来提高工作效率

Note: When you click on the page template, you will see a pane open on the right side of Onenote. This will display a list of templates available for use.

Step 3: Click on the Templates pane and select any template.

Note: In this example, we will use the detailed meeting minutes template in the business template section. You can choose according to your needs.

如何在 OneNote 中使用模板来提高工作效率

Step 4: Select Detailed meeting minutes from the drop-down list.

如何在 OneNote 中使用模板来提高工作效率

Note: This will add a page with the selected template.

如何在 OneNote 中使用模板来提高工作效率

Now you have a ready-made template to use for your business meetings. However, if you want to make any changes to the template, let's see how to do it in the next section. You may need to print certain pages that may not require a background image.

Edit the background image of an existing template

Step 1: Go to the template and right-click anywhere on the page.

Step 2: In the context menu, select "Set image as background". You can see that the check mark disappears when this option is selected.

如何在 OneNote 中使用模板来提高工作效率

如何在 OneNote 中使用模板来提高工作效率

Step 3: Next select the image from the template and press the Delete button on your keyboard.

Note: You will now have a blank background and are free to edit the template further.

如何在 OneNote 中使用模板来提高工作效率

Although OneNote has a large number of templates available, we can also design a new template that suits our needs. This template can be used as the default template for specific sections of OneNote.

Create a default template for the Onenote section

Step 1: Click on the right side of OneNote to add a page.

如何在 OneNote 中使用模板来提高工作效率

#Step 2: Add the content you want to display as the default template.

如何在 OneNote 中使用模板来提高工作效率

NOTE: Any new pages you add using this template will contain this content.

Step 3: Next click Insert Page Template in .

如何在 OneNote 中使用模板来提高工作效率

Step 4: Under the Template pane, select Save current page as a template.

如何在 OneNote 中使用模板来提高工作效率

Step 5: In the Save As Template dialog box, provide a name for the template. You can also choose to set checkbox as the default template for new pages in the current section, setting it as the default template for any new pages you add further. Click Save to save the template.

如何在 OneNote 中使用模板来提高工作效率

Step 6: To access the template you created, go to Insert and select Page Template to open the Templates section. Then select My Template in the Templates section. It will list all the templates you have created.

如何在 OneNote 中使用模板来提高工作效率

如何在 OneNote 中使用模板来提高工作效率

So now you are ready to use OneNote to quickly take notes and set up meetings in a structured way.

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