How to Use OneNote in Teams

Jan 6, 2021 · 8 minute read

In this article, you will learn about how to share your notes with a team and also how to create a to-do list and manage the task in a team besides that you will learn somethings about renaming a notebook in OneNote and renaming a section in OneNote and also changing the name of the booklet and changing the setting of notebooks. In the end, you will learn about transferring the OneNote file to another account and also transferring another account to OneNote.

How to Use OneNote in teams

You can keep your notes with the OneNote app on your phone, which will even let you edit them. In this case, if your phone has a digital stylus, you will have almost the same version of what you have on your Surface device.

OneNote software is famous and of course successful. As in these twenty years, it has always provided the best and most extensive global note-taking system. However, some people consider this extensive feature to be a disadvantage and believe that a note-taking program should be very simple. But it was these vast possibilities that pushed the boundaries of mere note-taking for OneNote and turned it into a booklet and reporting software

However, you do not even need to have the OneNote application to view your notes on your phone, and you can easily view your notes on any device that has only a web browser through the OneNote Online service. Since these notes are actually stored in the cloud storage of your Microsoft account in [OneDrive].

To do this, just click on the link below to enter the online version of OneNote.

To use this feature, make sure your notes are synced with OneDrive cloud storage. To do this, use the Sync option. To sync notebooks, you should do the following:

First, go to the File tab and click on Info.

Second, click the desired notebook and then click Sync.

To view the Sync status for each of your notebooks, click View sync status to open the notebook sync window.If you select Sync automatically whenever there are changes, Sync will be done automatically after each of the changes. If you want to sync, select Sync manually. Click Sync all if you want to sync all bookmarks.

sync onenote notebook

This synchronization will certainly take time as your text on OneNote has a lot of details and the upload speed is always much slower than the download. So do not worry about having a problem with this system.

How to Share Notes with Your Team Members

There are four ways to share your notes with your team members:

 First of all, within the OneNote system and among the users of this program, you can share your note. This means that you use the Microsoft account address of the people to invite them to view and even edit the page you wrote, and they will have access to this page in their OneNote application.

 The second way is to send your note via email, which will be done directly with an option within the OneNote app. Just select the Send a copy option after pressing the Share option.

 The third way is to make a PDF version of a page or an entire booklet. So you will be able to keep this PDF file in your archive and send it to others.

 The last traditional way to share your booklet is to print it out. This is also done directly inside the OneNote app with a button.

How to Use OneNote To Create To-Do Lists and Manage Tasks In Teams

OneNote software is one of the best software for creating to-do lists and other types of tasks. There are several companies that work with software through the keyboard, so it is recommended to learn the most important things to work faster.

  1. To create a new list, write a note about the first thing you need to do.

  2. Then select it and press Ctrl + 1. This will add a checkbox next to the sentence you wrote. You can check the box after each task.

  3. If the task you wrote down is very important, in addition to adding a checkbox, press Ctrl + 2 to insert the star icon next to it.

how to make a to-do list in onenote

  1. Using the Ctrl +you can also create a list with bolts.

How to Rename a Notebook in OneNote

To change the name of a notebook, you can right-click on it and click properties, and then use the Display name box to change it. However, doing so does not change the original file name in OneDrive.

how to rename a notebook in onenote

notebook properties in onenote

Renaming files will not be difficult in OneNote, but you need to do it properly to avoid confusion. So it is better to choose a proper and organized name for your notebook.

How to Change Booklet Names in OneDrive

To change the name of the booklets in OneDrive, you need to go to the documents section and right-click on that booklet and select the rename option and type your desired name. If you want to make sure of the note you want to rename, double click on it and view it in your browser and rename your document.

How to Change Setting of Notebooks

To change the setting of the notebooks you can do the followings:

  1. Click on Properties to access its properties.

  2. The name is written in the Display name field.

  3. You can change its color from the Color section.

  4. The location of your file is displayed in the Location section. If you want to change its location, click Change location.

  5. Change the default format using the Default format option.

  6. Finally, click OK

  7. Click the + sign next to the New section to create a new section. As you can see, it’s highlighted, which you can name the section. OneNote names each new section to Newsection1, Newsection2, etc. by default, but you can right-click on each section and select Rename. Another way to name a section is to: Double-click the section and then give it a name.

How to Rename a Section in OneNote

To rename a section in OneNote you can do the followings:

  1. Click on the section that you want to rename.

  2. Right-click on the section.

  3. Select rename.

  4. Type the new name of the section and press Enter.

how to rename a section in onenote

How to Transfer OneNote to Another Account

First of all, you need to know how to create Microsoft accounts to use OneNote effectively. So if you want to create a new Microsoft account, do the following steps:

  1. Go to the Microsoft Windows Account Page.

  2. When the page opens, click the Sign In button on the top right.

  3. The Sign-in window pops up. If you are not sure that you have an account or not, enter your Microsoft account, then click the Next button.

  4. If you encounter an error, you do not have an account. Click the Create One link to create a new account.

how to sign in to your microsoft account

Note: Microsoft recommends that you use the email you tried above to create a new account. If you want to enter a new email, go back to the previous page and click the Create One link again.

How to Create Account Page in OneNote

On the Create Account page, you must complete several steps. First of all, you can use any email to create your account.

how to create a microsoft account

  1. Enter the email address.

  2. Then click the Next button. If you do not have an email or want to create a new email, click the Get a new email address link. Your system will guide you to create an email.

  3. On the next page, set a password for your account and then click the Next button.

  4. Microsoft will send a security code to your email to make sure you own the email. Open the relevant email and click on verify your email address link or copy the security code.

  5. If you have clicked on the relevant link, you no longer need to do anything. But if you copied the security code, go to the Verify Email page and paste the code there. Then click the Next button.

  6. Now you have a Microsoft account.

How to Transfer Another Account in OneNote

If you want to transfer to another account in OneNote you should add another account to OneNote and access your notebooks from your new account. To add another account to your OneNote software follows these steps:

  1. Go to your profile which is located at the right top of the OneNote software.

  2. Click on the Sign in with a different account option.

how to sign in with a different account in onenote

  1. A new window will pop up and you need to enter your email address or your phone number.

You can have two accounts and you can use both of them in OneNote software, one for your school projects and one for your work.

You can also sync your notebooks and use your notes in both accounts.

You can store the notes separately and choose different locations for each of them.

Each notebook is stored in a folder at the desired address. You can save your notebooks in flash memory and use it everywhere.

Note that most computers have the Office package installed and you will not have a problem with this. Another extraordinary feature of this software is the ability to share notebooks.

Using this method, several people can use the notebook at the same time and change its data (suitable for work environments).