OneNote is a note-taking app that helps you organize your notes and files, as well as to collaborate with others. By connecting OneNote with Todoist, you can set up a variety of automated actions, such as turning your notes into tasks, your tasks into notes, logging completed tasks as notes in OneNote. Take notes by typing text on a OneNote page. Select the text that you want to mark as a to-do item, click the Home tab, then click To Do Tag. Each selected item now has a check box next to it. To find all tags, on the Home tab, click Find Tags.
The integration of Outlook’s OneNote with Outlook gives you many great collaboration features, one of which is the ability to view and track your OneNote to-do list tasks within Outlook. This gives you the best of both worlds. You can set up individual to-do lists for all your projects within OneNote. Then, you can use the reminder and task progress features to stay on top of the tasks within Outlook. Below are the step-by-step instructions for integrating OneNote to-do list with Outlook tasks.
Creating OneNote To-Do List
Onenote To Do List Template
- Navigate to the OneNote page where you will be creating your to-do list.
- Make sure your cursor is within the body of the page.
- Click the Home Tab.
- Click To-Do Tag from the Tag group.
- Type your task and press Enter.
- Continue typing your tasks. Use the tab key to indent notes for additional organization.
Create Outlook Tasks from OneNote Items
- Highlight the words from the OneNote To-Do List item to be your task.
- From the menu that appears, click the down arrow next to the Outlook Tasks button.
- Choose the appropriate reminder for your tasks.
- The task is flagged in OneNote.
- The task has been added to your To-Do List in Outlook. NOTE: If you will be adding various to-do lists with similar tasks, make sure you include enough details in your task items to differentiate them within Outlook.
- From Outlook, select the Tasks App.
- Scroll through your tasks to the added item.
Marking Tasks as Complete
Onenote Todo List Hide Completed
- From OneNote, click on the flag Next to the task that has been completed.
- The task is also marked complete in Outlook.
To learn more about Office applications, please check out my courses at vlbteched.teachable.com.
Admittedly, until recently, something I’ve struggled with is using OneNote for my Todo lists.
Until recently I still typed “notepad” into a command line to quick jot ideas down. It was easy to get things I needed to remember down in text this way. The problem is that I’d often forget about the notes and if I rebooted my laptop or closed the notepad window, I’d lose everything with no hope of data recovery, since Notepad doesn’t autosave. OneNote seemed like the perfect solution but frequently getting to a Todo list in OneNote amongst all my pages was laborious & frustrating.
To Do Onenote Tags
THE SOLUTION: KEYBOARD SHORTCUTS TO ONENOTE PAGES
I learned how to create shortcuts into specific OneNote pages and that has revolutionized my life. Anywhere in Windows, I now use “CTRL-ALT-X” and it immediately takes me to my Todo list in OneNote – the same Todo list that’s synced across my tablet, my PC and my phone.
Here’s how I did it:
- Open OneNote. Select a page you want to link to.
- Right click the page tab and select the “Copy link to page” menu item.
- If your Notebook is synced to OneDrive, what you just copied is a bunch of text representing two links:
One for the ONLINE OneDrive version of your OneNote page (which begins with https:)…
the other for the LOCAL OneNote page (which begins with onenote:) Paste the link into NotePad and you’ll see something like this:
https://skydrive.live.com/edit.aspx/Documents/Personal%20^5Web^6?cid=0000000c7f7e038d&id=documents?&wd=target%28DDDDDD.one%7c3B150456-0000-AAAA-CCCC-0CFDA610DEF4%2fTodo%7cA6C6B3E3-6E7F-4B51-ZZZZ-A699E861FA01%2f%29
onenote:https://d.docs.live.net/00da410c7f7e038d/Documents/
Personal%20(Web)/DDDDDD.one#Todo§ion-id={3B150456-DA48-48FE-A2C2-0CFDA610DEF4}&page-id={A6C6B3E3-0000-0000-AAAA-A699E861FA01}&end - Copy the section that begins with “onenote:”, as underlined above. Do not copy the “&end”.
- Switch to your desktop.
- Create a shortcut & paste the OneNote page hyperlink into it. Name the shortcut something like “Todo list”. Click Finish.
- Right click on the Shortcut icon you just created. Choose properties.
- Click the “Shortcut key” textbox. Press the keyboard shortcut you’d like such as “CTRL-ALT-X”.
- Click Ok.
That’s it. From now on, anytime you need to enter a Todo item, you can hit CTRL-ALT-X and it will take you to your OneNote Todo page.