6 Tips for Using Microsoft OneNote as Your To-Do List

A to-do checklist will be an effective way of guaranteeing you’re making progress in day-to-day duties. Establishing a to-do checklist in Microsoft OneNote is simple and provides a number of benefits over pen and paper.

OneNote is obtainable on all gadgets. It allows you to seek for necessary duties shortly. In the event you categorize the to-do’s, then OneNote compiles all of the tagged notes for simple entry, wanting up, and printing. That’s simply one of many primary options.

We’ll present you some straightforward ideas for making an actionable to-do checklist in OneNote, so you’ll be able to end your work on time.

1. Use Shortcuts to Make Checklists a Breeze

A to-do tag provides a checkbox subsequent to the observe. You should utilize it to mark pending duties and create a guidelines, similar to errands to run and each day duties it’s essential accomplish. As soon as they’re full, examine them off. OneNote allows you to simply create a to-do checklist.

Choose the observe or observe textual content, and press Ctrl + 1 so as to add a checkbox. You’ll be able to add tags to your to-do checklist to mark necessary gadgets within the observe, add context data for readability, and retrieve these duties whereas looking. For instance, press Ctrl + 2 so as to add a star, Ctrl + 3 so as to add a query mark, and extra.

add a tag to checklist OneNote2021

If the preset tags don’t meet your wants, you’ll be able to assign a customized tag and use it with a keyboard shortcut. You don’t have to look or click on by the prolonged tag menus. To know extra, learn this attention-grabbing piece on OneNote tags and the way to use them.


It’s additionally potential to regulate the checklist’s hierarchy and create subtasks. For instance, when you’re doing a fancy venture, you could want sublists of minor duties to examine off earlier than the complete venture is full.

Simply press the Tab key to create a subtask. To maneuver duties up or down in your to-do checklist, press Alt + Shift + Up or Down Arrow.

2. Embed Your Recordsdata in OneNote

While you’re engaged on a venture, it’s straightforward to lose observe of what issues it’s best to full or keep in mind to complete the venture. As a substitute of duplicating such data in a number of locations, you’ll be able to carry the fabric immediately into OneNote.

Within the OneNote app for Home windows 10, place your cursor subsequent to the to-do job, then click on Insert > File.

From the dialog field that seems, select any one of many three choices: Add to OneDrive and insert a hyperlink, Insert as an attachment, or Insert as a printout.

upload to onedrive and insert link OneNote app

The primary possibility uploads a duplicate of the file to OneDrive (within the OneNote Uploads folder) and inserts a hyperlink on the present web page. If it’s an Workplace doc, OneNote will show a reside preview of the file with out opening them within the related app. For all different doc sorts, you’ll merely see a hyperlink to that file.

cloud attachment of Word Document OneNote2021

While you insert the file as an attachment, the connected recordsdata don’t have any hyperlink to their supply, so any modifications you make will solely exist in OneNote. OneNote additionally inserts a file icon for every attachment in your notes.

No matter possibility you select, create a to-do checklist and begin working in your doc. You’ll always remember issues, and the most recent copy will all the time be there in OneNote.

3. Create a Kanban Board in OneNote

In the event you’re attempting to deal with a mess of duties and have bother prioritizing them, then the Kanban technique ought to be just right for you. With Kanban, you’ll be able to break complicated duties into smaller steps and lay them out visually.

You’ll be able to perceive progress in your duties, related issues, and set up room for enhancements. It’s straightforward to create a Kanban template in OneNote.

At first, create a brand new web page and title it “My Board.” We’ll make three tables and label them as To Do, This Week, and Archive. For every desk, create three columns—Undertaking, Activity, and Precedence.

Sort the primary column, press tab, and title the subsequent column. Repeat the steps till you flip it right into a desk. The tables act as a middle level for all of your duties. Then, design it in a manner that is sensible for you.

create a kanban board OneNote2021

In every row, create a job. As you end a job, hover the mouse cursor simply to the left to disclose an anchor. Click on and drag the row between the tables.

You’ll be able to insert a file to the column cell or a hyperlink to a distinct OneNote web page for extra particulars on the duty.

There’s a readymade OneNote Kanban template by Auscomp which implements all the very best practices from Kanban. The board has a number of columns: Backlog, Subsequent, In Progress, Focus, and you may even customise them.

Arrange your duties and to-do’s visually, then simply drag-and-drop duties to different columns.

kanban template for OneNote by Auscomp

There are 20+ type playing cards to indicate title, description, due date, and extra. You’ll be able to spotlight duties utilizing the additional symbols and pictures. You’ll be able to obtain this template for less than $10. Additionally, check out these websites to obtain OneNote templates.

4. Add Extra Context to Your To-Do Record

A context is a particular set of circumstances characterizing the scenario by which you full a job. While you add a context, it helps you modify your efforts’ sources and path in a greater manner, decrease inefficiency, and potential errors. OneNote means that you can add context in a number of methods:

Turning To-Do Record Into Pages

OneNote 2019 can flip a listing of things into particular person pages. Merely create a job checklist, right-click and choose Hyperlink to pages from the context menu. The checklist gadgets get transformed to an inside hyperlink, and every job corresponds to a separate web page in a bit.

link to pages OneNote2021

Now on every web page, add your observe, hyperlinks, tags, photos, and extra. The linked pages are sufficient to supply a radical context when it comes to your job and its significance.

Combine Duties Between Microsoft To-Do and OneNote

Though they’re each Microsoft merchandise, the mixing between To-Do and OneNote has not been on the roadmap. However have you ever ever thought, what can be your workflow if any job you create in OneNote sync with To-Do and vice-versa?

It’s potential by pleexy app, and now we have an entire information for you on the way to setup pleexy to cross-sync duties between OneNote and To-Do.

give your connection a name in pleexy dashboard

Integration With Outlook for Undertaking Administration

Each Outlook duties and the OneNote to-do checklist falls brief in sure features. Outlook duties lack context and job administration options in OneNote. Nevertheless, you should utilize OneNote and Outlook collectively for tasks that require complete planning and imaginative and prescient.

select a location of your task in OneNote

You’ll be able to add an outlook job to OneNote, save an e mail message to OneNote, use OneNote for Outlook conferences, and extra. To seek out out extra, learn how one can flip Outlook right into a venture administration device with OneNote.

Add a Reminder to a To-Do Tag

OneNote lacks native reminder capabilities. With OneMore add-in for OneNote, it might probably emulate reminder-related options for individuals who don’t use or have Outlook. Add a tag to the duty, and place your cursor on the paragraph of curiosity. Then, select Reminder > Add or Replace Reminder.

From the dialog field that seems, add a topic, due date, standing, precedence, and click on Okay. Because the due-date approaches, OneMore will present a popup toast notification within the Home windows notification space.

add reminder to OneNote

Observe: The notifications are solely despatched whereas OneNote is operating.

5. Dock OneNote for Higher To-Do Record Administration

In OneNote, the default view is nice for taking notes, including photos, tables, or extra. In the event you’re making a to-do checklist, this view doesn’t make the most of the display screen area successfully, and you may lose your focus.

You’ll be able to dock the OneNote window in order that it sits on prime of all the opposite apps. Click on the View tab > select Dock to Desktop.

dock to desktop view OneNote2021

While you’re engaged on a job in one other app, you’ll be able to shortly look forwards and backwards between the 2 open home windows, copy-and-paste hyperlinks to your duties, and extra.

docked OneNote window

Alternatively, you possibly can use a customized desktop shortcut to start out OneNote in docked mode immediately. Simply add “/docked” to “ONENOTE.EXE.” The trail will appear to be this:

C:Program FilesMicrosoft OfficeootOffice16ONENOTE.EXE" /docked

Relying on the drive and folder whereby Microsoft Workplace 2016 is put in, you might have to vary the trail. “Workplace 2016” turns into “Office15” when you’re utilizing Workplace 2013. As of now, OneNote for Home windows 10 doesn’t have this function.

dock to desktop OneNote2021

6. Create a Grasp To-Do Record in OneNote

When you’ve tagged many gadgets in your OneNote pages, you’ll wish to use the Discover Tags function to get an summary of your to-do checklist. Click on the Residence tab, then choose Discover Tags.

The newly created Tag Abstract Web page accommodates all tags listed on the Tags Abstract job pane.

filter your to do summary OneNote2021

In the event you want to know which duties are remaining, examine Present solely unchecked gadgets. For particular sections, notebooks, or all notebooks, click on the Search dropdown arrow and select the place you wish to seek for tags.

Get to Know Extra OneNote Methods

We regularly get carried away with productiveness techniques and the promising options of to-do checklist apps. Your job administration turns into an extreme exercise and an excuse for procrastination. OneNote is a robust device; you’ll be able to mildew it any manner you need.

Though OneNote lacks job administration options, the ideas mentioned on this article will assist you to make your personal productiveness system. If you wish to know extra, learn our article on creating a private wiki in OneNote.


Tips on how to Create a Private Wiki Utilizing Microsoft OneNote

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