The desktop version runs faster and is generally nicer to use than the online interface: I really recommend using the template in the desktop version of OneNote. I recommend you click ‘open in app’ to open the notebook in OneNote for Desktop. You can start editing the notebook straight away online. You’ve installed the OneNote Template for Project Management! ![]() When the upload is completed visit OneDrive and login with your Microsoft account.Select the folder extracted in Step 4 (not the.Login with your Microsoft account and click ‘Import’.In your web browser, visit OneNote Notebook Importer (Note: google chrome is recommended.The download is compressed, un-zip the file, so you have a regular folder.If you don’t have a Microsoft account already sign up here.The OneNote Project Collaboration Template is easy to install: HOW TO INSTALL THE ONENOTE TEMPLATE FOR PROJECT MANAGEMENT The Project Template tab includes the following templates: The Project Delivery tab includes the following templates: The Project Plan tab includes the following templates: WHAT’S IN THE ONENOTE PROJECT MANAGEMENT TEMPLATE? PROJECT PLAN To purchase the OneNote Planner Template for Project Management click here. This template is perfect for project managers, small business owners and professionals. Sync between all of your OneNote compatible devices.Perfect for collaboration with a small or large team.Simple, modern, and professional workplace-friendly design.Keep all of your project management information in one space from proposal to closeout.For more tips on how to stay organized, both at work and in your personal life, visit Microsoft 365.The OneNote Template for Project Management is designed to allow you to manage the scope, cost, and schedule of your project. OneNote is a powerful tool whose uses can extend to all aspects of your business needs. And if these don’t suit your needs, you can always customize OneNote templates to use and reuse. Business templates feature designs for meeting notes-all ranging from the simplest brainstorming sessions to formal conference-style meetings, as well as Project Overview templates to oversee all aspects of your project. Under the Insert menu, click on Page Templates and a panel will open on the right showing templates based on category. OneNote comes with dozens of great templates designed specifically for various functions, including project management and meeting agendas. Use OneNote templatesĭon’t spend time formatting your notes. The Email Page button is the easiest, but you can export OneNote notebooks as well. Whether you’re sending along agenda notes, invitations to future meetings, or project resources, sending OneNote pages to colleagues via Outlook or the Microsoft Cloud is a cinch. Here, a preformatted email template will appear that will cover everything from meeting information to action items that you’ll cover during said meeting. You can easily email your OneNote page from the Home menu via the Email Page button. Select a meeting and its information will be inserted into your OneNote page: meeting dates, participants, and a Teams link will populate the page. Upcoming meetings linked to your Microsoft 365 account will appear in a dropdown menu. In the Home menu, click Meeting Details on the right side of the menu. If you’re adding the agenda of an upcoming Teams meeting, you can embed past or upcoming meeting details from Outlook into your OneNote page. Collaborate across Microsoft 365 appsĪs part of the Microsoft 365 suite, OneNote is capable of syncing with apps such as Teams and Outlook. Use this to create action items, assign tasks to collaborators, or bring up points to be answered. The Tags section in the Home menu is one of the most useful parts of OneNote. Create checklists to keep track of your project’s progress ![]() And as you take down meeting notes, keep up with whoever’s talking and write across a nearly infinite number of digital pages. ![]() With the Surface Slim Pen 2 that’s built into Surface devices, you can hand-write notes directly onto the touchscreen, then digitize them. OneNote is available for desktops and mobile devices alike, but its handwriting features truly shine on a tablet such as a Surface. Taking meeting minutes is easier than ever No matter what content you’re pulling from, you can insert photos, links, screen snippets, and message recordings into your pages. OneNote becomes a repository for any supplemental materials you might need for your project. No matter how long your meetings run, you’ll have enough space for everything you need. The versatility of a OneNote notebook means that you can create new tabs for sections, then add as many pages as you can. Keep your thoughts, content, and lists handy with OneNote Learn More
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