Create or customize page templates

In Microsoft Office OneNote 2007, you can use templates to apply a uniform page layout and design for the pages in your notebook. Page templates can enhance the appearance of your notes through consistent use of color, background images, and text formatting.

You can use OneNote templates as they are, change them as you like, or create your own.

What do you want to do?


Apply a page template

OneNote provides several page templates to help you get started; from decorative backgrounds to functional notes pages, like planners and To Do lists.

Do the following:

  1. On the File menu, point to New, and then click Page from Template.
  2. In the Templates task pane, under Add a page, click a category in the list, and then click the name of the template you want to use. OneNote creates a new page in the current section based on the selected template.

 Tip   To quickly apply recently used templates to a new page, in the page tabs list, click the arrow next to the New Page button, and then click the name of the template you want to apply. Click Blank Template if you want to create a new blank page.

 Note   Many template designs include page content that appears in specific places. Templates can therefore be applied only to new pages that do not already contain notes. To use a template for notes you have already taken, create a new page from the template you want, and then copy your existing notes to it.

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Customize a template

If you do not want to create an entirely new template yourself, you can easily change the contents and appearance of an existing template and then save it as a custom template.

Do the following:

  1. On the Format menu, click Templates.
  2. In the Templates task pane, Under Add a page, click a category, and then click the name of the template you want to modify.
  3. On the File menu, click Page Setup, and then in the Page Setup task pane, change any options you want.
  4. Change any content on the page so that it is the way it should appear whenever new pages are created based on your modified template. Likewise, delete any existing template content that you do not want to keep.
  5. At the bottom of the Page Setup task pane, click Save current page as template.
  6. In the Save As Template dialog box, type a name the Template Name box.
  7. To apply this template to every new page that you add to the current section in your notebook, select the Set as default template for new pages in the current section check box.
  8. Click Save.

 Note   Templates that you have customized are automatically added to the My Templates list in the Templates task pane.

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Create a new template

In addition to the templates that OneNote provides, you can format a page in your notebook the way you want, and then save it as a new template.

  1. On the File menu, point to New, and then click Page.

 Note   You can also create a new page by clicking New Page above the page tabs.

  1. On the File menu, click Page Setup, and then in the Page Setup task pane, set any options you want.
  2. Add any content to the page that you want to appear whenever new pages are created based on your custom template.

For example, if you are creating a template for meeting notes, you could add an agenda section and headings for the meeting's date and time.

  1. At the bottom of the Page Setup task pane, click Save current page as a template.
  2. In the Save As Template dialog box, type a name the Template Name box.
  3. To apply this template to every new page that you add to the current section in your notebook, select the Set as default template for new pages in the current section check box.
  4. Click Save.

 Note   Templates that you create are automatically added to the My Templates list in the Templates task pane.

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Applies to:
OneNote 2007