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Note Taking Apps: Importing Notebooks & Creating Templates in OneNote

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Welcome back! In my last post we talked about how to set OneNote up so you can organize your notes. Today we are going to take a look at importing notebooks and creating templates!

The next logical step is to add a page. But since you want to do this from a template I need to show you how to import the templates and how to create them. So, let’s get started.

Need a template? http://bit.ly/SorchasOneNoteTemp

Importing a notebook (the templates) is as simple as opening a notebook. Go to File and then Open. In this case, you will select Computer and then navigate to wherever you have saved the templates. I recommend when you download them from email you save them into your OneNote Notebooks folder created when you installed OneNote.

 

Windows Explorer will come up and you navigate to your file.

 

Then select it and click Open.

 

Then the file opens in OneNote and you can see the notebook and all the sections and pages it contains.

 

Now that you have imported your templates, you will want to save them into your template tool for future use.  To do that, go to the page you want to make a template and select the Insert tab on the menu ribbon and then click on Page Templates. From there click on Page Templates… again.

 

A box pops up on the right, but you want to select the link at the bottom: Save current page as a template.

 

 

Then name the template and decide if you want it to be the default template when a new page is created in this section. Once you click Save your new template will appear under My Templates if you expand it.

 

Now that you have your template set up, you are ready to get started with OneNote.

 

Once they are imported, you will have to arrange the notes as we discussed in Lesson 4, and then I would recommend making copies to use so you keep your initial blank “templates” in tact.


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