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How to Use OneNote Templates: Everything You Need to Know

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A good note-taking structure relieves you from the burden of recollecting and keeping track of everything. When you develop a proper system, you can start focusing on the content, debate, and ideas. Generating a template from scratch gives you similar benefits.

They give pages a consistent looking, gives you flexibility in structuring different types of documents, and saves time. Here is everything you need to know to get started use templates to fulfill your note-taking potential in OneNote.

What Are OneNote Page Templates?

OneNote 2016 has a large variety of page templates. They offer you preset layouts with various formatting alternatives to assist you in make clean and structured notes. By default, OneNote lets you choose from five template categories: Academic, Blank, Business, Decorative, and Planners.

They all come with a unique style and design. For example, the Academic category offers templates for note-taking chores in various subjects. The Decorative list includes photorealistic backgrounds to attain pages more attractive. Many of the templates also include placeholder text. You can add your text to start house notes.

Adding a OneNote Template

To add a template, go to the Section of your option. Click the Insert tab in the Ribbon. Then, click the Page Templates button. From the menu, choose Page Templates option.

choose the page template command in OneNote

From the Templates pane, click a category to expand the list of templates. Click a template to create a new page based on the design.

choose a template from the pane in OneNote

Page Templates Menu

OneNote holds a list of recently applied templates. This option comes handy when you want to use the same template on a new page. Click the Page Templates button to see this list. Note — You won’t find any templates listed when you click this button for the first time.

recently applied templates in the page templates menu

Setting a Default OneNote Template

If you plan on using the same template over and over again, you can assign it as a default template for every new page you create in a section. Only beneath the Always use a specific template field, click the dropdown menu and select your template from the list.

always use a specific template option in OneNote

How to Edit a OneNote Template

Once you find a template that fits your needs, you can customize them as per your needs. With the powerful built-in tools, OneNote lets you modify the content and appearance without any effort. At first, create a new page based on the page template.

We’ll edit the History Class Notes template to make it suitable for printing. We have to remove the background image to reduce ink costs. To do this, right-click anywhere in the background and uncheck Set Picture as Background. With that done, delete the image.

uncheck the background image in history notes template

To change the paper size, navigate to the View tab via the Ribbon. Click the Paper Size button, and from the pane that appears alter the size and margins. If you’re planning to print your notes in the future, tweaking these options beforehand can help keep your layouts in check.

change the paper size and margins in OneNote

In the last step, re-open the Page Template menu and click Save current page as a template. When you do this, it creates a new page template and does not overwrite the existing template.

save current page as a template

Where OneNote Stores Page Templates

OneNote store the page templates at

C:\Users\\ AppData \ Roaming \ Microsoft \ Templates \ My Templates.one

You can open this notebook directly from OneNote through File Option or double-click My Templates.one to open in OneNote. You can also share the page templates with other users. Copy the template file and share through the OneNote interface.

How to Create a OneNote Template

Once you’re comfortable with using and editing built-in templates, you can start creating your own from scratch. The basics are mostly the same, but believe beforehand about these aspects 😛 TAGEND

Goals: Your goals should be clear. What you want to achieve with the template. Is it for project management, event planning, cliff notes, or more? Details: A template should include all the necessary details. You can always delete less-important data later on, but adding more might complicate the template structure. Customization: Templates should also stimulate customization areas clear. If you’re collaborating this template with other users, then highlight the critical areas with visual clues. Naming: Use a standardized naming system for templates. You can add labels with a revision number for simplicity. Don’t forget to create a master page of all revises.

Designing a OneNote Template

I’m going to create a project planner to sum up all the projects, client details, expectations, and tasks. We’ll add the company logo to induce template appear professional.

To insert an image, click the Insert tab and select Pictures. From the dialog box that appears, navigate to the folder containing your photo. Position your image to fit in your template.

Then, right-click the image and check Set Picture as Background. This will prevent you from accidentally moving the image around when you’re setting up the template.

insert a company logo in your template

Tables are excellent vehicles for the presentation of information. They generate visual interest and bringing order to ungainly note listings. To create a table, click the Insert tab and select Tables.

Drag the mouse over the boxes to select how many rows and columns you want in the table. Then, fill the table with text, numbers, files, and more.

creating a table in your template

With the built-in simple wiki system, you can link the client details to another page in a notebook. In this style, you can keep all the information together without cluttering the template.

You can also add a to-do list with tags and even embed files to keep in track of the project. OneNote offers you some unique ways to manage tasks. Use these tips-off to create an actionable list in OneNote.

Best Practice for Creating OneNote Templates

When you’re setting up a template, turn on View> Rule Lines to make it easier to align text boxes, paintings, and other content. Toggle of this option before saving the template. Hold your styles, headings, font forms, and sizes consistent. Although Onetastic can create custom styles, avoided using them while attaining the template. Attain sure placeholder text is clear and easy to identify. If you’re collaborating with another user, then add labels for clarity. Hold headings separate from other content like tables and pictures. Text boxes often expand when they’re filled with content, building your template cluttered. Don’t employ a painting as background unless it’s essential for your template. Background images affect the file size, adds complexity, and increases printing costs.

Templates in OneNote for Windows 10

OneNote 2016 has full-featured support for page templates. But what about OneNote for Windows 10? Microsoft is making a lot of progress to bring back useful features. At some phase, they’ve added template associated features.

Set up a note that you want to use for a template. Right-click your note in the navigation pane and choose Set as Default Template. A dialog box will pop up for confirmation.

set as a default template in OneNote app

To remove the default template, right-click on the section and choose Remove Default Template. If you don’t see this feature yet, turn on the Experimental Preview in Settings or join the Insider build to get the latest updates. It’s a great time to switch from OneNote 2016.

remove default template for the section in OneNote app

Where to Download OneNote Templates

Templates take time to build, and it’s easy to wonder if they’re worth the investment. In my view, it’s worth your time. You’ll never forget to leave important information and also assure a consistent appear. Merely be aware of the goals, best practises, and tips discussed in this article.

Developing a template from scratch necessitates structure and workflow adjustments. It may or may not fit your needs. To help you save time and generate inspiration, here are some best sites to download OneNote templates for your use in different projects.

Read the full article: How to Use OneNote Templates: Everything You Need to Know

Read more: makeuseof.com

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