OneNote - Course package (overview)
OneNote is the note-taking system from Microsoft Office. Many users of the Office package have not yet discovered it or have only „experimented“ with the basic functions - yet it is a very powerful application that makes many of the advantages of paper notes available digitally, is easy to use, can search all content in full text and perfectly complements Outlook with a „strategic“ planning level above the appointments/tasks as well as detailed notes (minutes, research, ideas, etc.). Discover and utilise the advantages of digital notes with OneNote - the essentials always in view, always with you and searchable in full text - as the perfect complement to Outlook for your daily work, planning and ideas!
In this course package, Holger Wöltje will show you the advantages of OneNote, how the structure of the note system is organised, how to use it correctly, how to create good page titles and how to use the search function to find project and event preparations immediately, for example, and how to see the current status when your boss calls spontaneously and asks about the current status. You will discover how to create collections of ideas, organise planning steps and link follow-up tasks with Outlook - be it for planning an extensive publication, the next marketing campaign, improvements for the development of your next product version or the implementation of follow-up tasks from a jour fixe.
You will learn how to use templates (e.g. for project meetings), keep track of the latest changes, visually emphasise important content with categories and list it across pages, create handwritten notes and also search these in full text. You will also learn how to create links to notes and between notes and how to transfer an email to a OneNote page with just a few clicks (e.g. to note questions and follow-up tasks, to note the answers and other tasks in a follow-up telephone call and to keep an eye on the completion status at all times).
Show transcript for video
Full transcript of the video „OneNote video course package“:
A digital notebook that allows you to write down all your ideas, plans, phone notes, etc. directly and to reliably find them again months later via full-text search: That’s OneNote, already included in Microsoft Office. But many Office users don’t yet know that it exists, how practical it is, and what it can do. You’ll discover that in this video course.
Welcome to the OneNote Basics. My name is Holger Wöltje. For over 20 years I have been helping people work more productively with OneNote. In the next 90 minutes I will show you how to get started with OneNote quickly, what it can do, and how to keep your notes digital in the future. No more crumpled paper notes, lost information, and the eternal search for where you had written something down or maybe hadn’t.
In this video, I’ll first give you an overview of what OneNote is and what you can do with it, and how to use it for yourself. A note before we begin: If your OneNote looks a little different at first glance—we’ll take a closer look in the next video to see why that is and how you can customize the look and controls for yourself. Let’s start with a quick overview first.
OneNote is a digital notepad. You can work really beautifully, intuitively like on paper. You can place text freely, so you don’t have to first draw text boxes or create 50 different layouts. Enter Press the button until you are at the bottom of the page. You can insert images. For example, I have shown you the OneNote structure with images and then with drawn arrows. Let’s do it right now: pen, sketches and handwriting, as you just saw. Everything is immediately saved.
They also have full-text search. I just mentioned handwriting; let me just type „handwriting“ here, then I go to “handwriting” here and then you’ll see – oh great, we can even see where on the page the word “handwriting” is recognized in the handwriting. You can also simply scroll here.
So here are the advantages of OneNote. As we just mentioned, you can edit and delete everything anytime, just like you do in Word, electronically. Back up, restore, encrypt, and lock. Sync it on your laptop, smartphone, and office PC, possibly with your colleagues as well. I really think OneNote is great, as you might have heard. You can also create categories and add small icons, then automatically search for and highlight what you want. You have almost unlimited space in OneNote.
You can import and export from other electronic applications at any time, such as Word and Excel, and so on, by drag and drop or copy and paste. You can insert Outlook emails, create tasks in the log that you can compare with Outlook, insert a screen shot, and of course, share it all together between your devices or with colleagues, or of course, even with customers and suppliers. So, a really great tool that brings all the advantages of paper to your laptops, tablets, smartphones, and desktop PCs, and combines them with all the electronic advantages, such as full-text search and everything else I just recently downloaded and we will look at in detail during this course.
What can you do with this? You’ll have notebooks later, with sections at the top and then pages on the right. We’ll take a closer look at that too; you can just flip through it by, for example, clicking on a page here, clicking on it, and here I’ve collected a few ideas for you; we’ll also look at how that looks in detail later in the course, what you can do with OneNote.
You can create a knowledge base, that is, if you take a section of knowledge somewhere here and then say what is important to descaling an espresso machine, a SOP, a standard operating procedure, then you can simply store that here, jump back in, with the Back-Simply scroll back through the button to find other ideas you have and keep checking the knowledge base again and again. You can create checklists there, as you see fit, for event preparation in general; also simply add other background information to the knowledge base – of course, meeting minutes – we will cover in detail; highlight important resolutions and follow-up tasks; you can simply create phone notes and then assign tasks to them via Outlook.
Of course, you can also use all of this for project planning; generally, simply having one person on call, conducting regular or personal interviews, or conducting interview meetings in your own company; you can insert emails there, record what you want to note on the phone, then follow-up tasks, and so on, including detailed research, draft texts, or idea collections.
For example, I thought long and hard about whether this course should be short and that you wouldn’t be able to ask any questions because I’ve given hundreds of OneNote seminars, short workshops, advice to clients, and then sat down and thought about all these workshops and seminars, and came up with what would be the most important things to put into a short, not too lengthy, not too detailed, but concise course on the most important things in OneNote. I created a layout for you to put things on top and bottom of – you guess where: in OneNote – and then we can move things up and down. Prioritizing, dividing up, and that’s how the individual videos came about.
This is just a very quick overview; we’re going to get right into the details for the rest of the course and will go through many of these examples here as well.
OneNote basics course
If you haven't used OneNote before or have only „experimented“ with it on a basic level, this course will show you in under 90 minutes how to use it. Advantages and the most important functions of the programme. Among other things, you will learn how to:
- Your Create and edit notes, which Structure understand (structure & Advantages the OneNote-notes),
- Collections of ideas and extensive Research create,
- Tasks mark in OneNote and Link with Outlook,
- one e-mail with just a few clicks on a OneNote page take over (e.g. to Questions and follow-up tasks to note, to complete the answers in a telephone conversation and to Completion status to keep an eye on) and
- with the Full text search all contents at any time find and Open directly with one click.
OneNote Advanced Course I
Building on the basic course, in this first in-depth course you will learn how to optimise your Notes more optimise and structure, the essentials and the current Completion status always to keep an eye on. You will learn, among other things:
- how you fast and simple Create checklists,
- what the Distinguishes task category from linked Outlook tasks,
- how to work with Hyperlinks between notes and Refer to notes from external programmes (e.g. from an Outlook appointment to the results of two other meetings),
- how you Structures create, format and easily reorganise them (e.g. create a collection of ideas and put them in a Realisation sequence bring),
- how to work with Categories work in OneNote, e.g. to quickly find the Status to capture (seen? approved? completed?) and across pages with the category search (e.g. all open questions of all project meetings).
OneNote Advanced Course II
Building on the first two courses, this second in-depth course will show you how to improve your Further optimise notes and OneNote alongside other applications. Among other things, you will discover how to:
- with Page versions view an older status (e.g. if you or your holiday replacement accidentally deleted/overwrote too much last month),
- Open OneNote multiple times (e.g. detailed Research alongside the current Protocol),
- Handwriting in OneNote, search in full text and additional space down in the centre of the page (to insert something supplement),
- with Page templates work (e.g. checklists for Holiday handovers and Event planning) and
- fast all changes of the last days keep an eye on.


