What do you use to manage your posts ideas, projects, client files, business research, etc…? Do you want to go paperless? Do you want to be able to search your records and ideas easily? Here is one application that works whether you use a PC or Mac or if you use mobile devices, like an Android, Android tablets, iPhone or iPad. It’s called “Microsoft OneNote.” Here’s my definition of Microsoft OneNote.
Microsoft OneNote is a program that you can use on a phone, computer, and tablet. It’s a digital notebook where you can create tabs for information gathering and collaborate with other users. If you have the Office package on your computer, you most likely already have OneNote.
Note: You do need to have a login for OneDrive but if you have a Windows PC you probably already have one. It also helps because you can leave the file on OneDrive to use across different devices.
Areas in OneNote to use for your small business
Here are areas in OneNote:
- First, you need to create a Notebook title that is broad enough to include whatever you want to put in it. When you create a notebook and label it, you can then share the notebook with your clients or co-workers so you can see, share and modify the notebook content. An example of a notebook title could be, “Client-Joe,” “Recipes” or “business documents.”
- Then, you need to label the tabs like you would in a physical notebook. Use tabs to divide the broad topic into smaller more subjects or activities like, “Social Media Posts To Share,” “Frequently Used Posts,” “Meeting Notes,” “Tips,” “Charitable Locations,” “What to Sell,” “Household Tasks,” “Misc. Info.”, “Christmas Tasks”, “Blogging Ideas”, “Quotes-feelings”, etc…
- Lastly, add pages for even more specific topics. Here are some examples of pages you can create, “Website Notes,” “1/2/2016 meeting notes”, “2016 recipes to share”, “Happiness quotes,” “Ebook,” “Blog Posts Topics,” etc… The pages can also be to do lists using the Tag “To Do” on the app.
These are the main three areas of a OneNote. Is it pretty easy, right? Below are some specific tips that you can use to enhance the usability of the application.
Tips on how to use OneNote
- On pages, you can tag your work. Tags can help you make your pages more useful by enhancing the content on each page. Tags include things like To Do boxes, the priority order of tasks, call back, Remember to blog, Website to visit, etc… You can also create your own customizable tags like use a phone to remind you to call a person. You can use an envelope as a tag to remind yourself to mail something to someone. I find it useful for create task list and delegation list for projects. It looks like this below. There is a drop-down list of various tags you can use. You
- On pages, there are preset style fonts for headings. Using these items will allow you to better organize your content and distiguish between titles and content. You can also use bullets and numbers to create fact lists.
- On pages, you can remember and organize your information from any Web Page: When you like content on a web page, just copying it and then paste it on to a OneNote page. When you do this, it will also bring over the URL source of the content, so you recall where you got it. I like this for research for social media sharing content.
- Printing to OneNote: If you like to keep PDFs of content, you can keep them in a OneNote page as well. When you want to print a page, instead of selecting the printer, you can choose “Print to OneNote.” It will automatically ask you what notebook and page you want to print it to.
- Draw on the page: You can even draw/write on a page. It also offers shapes and arrows to help create maps.
- Edit your pages as well: It also includes spelling, research, translate, and language features.
- The searchability is convenient: At the top right, you can type in the term you are looking for, and it will review all your notebooks for those terms. This works great when you have lots of notebooks as I do.
- Insert objects on the page: On your pages, you can do a variety of things like add pictures, make tables, add links, add attachments, scanner printout, add recording audio, add a recorded video, time stamp, equations, and symbols. I’ve used almost all these featured, and they work great.
That’s it. I hope this gives you some ideas on how you can use Microsoft OneNote for your small business.
Do you use OneNote? Do you have anything to add? Please leave a comment below. I would love to hear from you.
Looking for more digital organization tips and tricks, check out these posts below.