Create a template in Microsoft Office OneNote 2010

A template is a Microsoft Office OneNote page, section, or notebook that’s been designed with pre-existing structure, styles and layouts, and which has placeholder information instead of real content. With a template the work to create the framework of the page, section, or notebook has been done for you, leaving you to add the pictures, notes, and text that you want to include. Using a template to create the framework of your notebook can save you time over creating one from scratch. Instead of starting with a completely blank page, all you have to do is fill in the placeholders in the template.

In this article


Create a template from a OneNote 2010 page

  1. Create or open the page that you want to use as a page template.
  2. In the right pane, click the downward arrow next to New Page, and then click Page Templates.
  3. At the bottom of the Templates pane, click Save current page as a template.
  4. Type a name for the page template, and then click Save.

Whenever you want to add a new page to the current OneNote section based on your saved page template, in the right pane, click the arrow next to New Page, and then click Page Templates. Click My Templates, and then click the name of your saved template.

Top of Page Top of Page

Create a template from a OneNote 2010 section

  1. Create or open the section that you want to use as a template.
  2. Click the File tab, and then click Save As.
  3. Under Save Current, click Section.
  4. Under Select Format, click OneNote 2010 Section (*.one).
  5. Click Save As.
  6. Select a name and location to save your section template, and then click Save.

Whenever you want to add a new section to one of your notebooks based on your saved section template, locate the template on your computer and double-click it to open it in OneNote. Click and drag the section title tab from the upper left corner of your screen onto one of your notebooks on the left side of your screen to add a new section to the notebook based on your section template.

 Note    If you prefer, you can also add the section to a notebook by placing a copy of the section template file in the folder on your computer where the notebook is saved. By default, OneNote notebooks are saved at C:\Users\<username>\OneNote Notebooks\<notebook name>.

Top of Page Top of Page

Create a template from a OneNote 2010 notebook

  1. Create or open the notebook that you want to use as a template.
  2. Click the File tab, and then click Save As.
  3. Under Save Current, click Notebook.
  4. Under Select Format, click OneNote Package (*.onepkg).
  5. Click Save As.
  6. Select a name and location to save your section template, and then click Save.

Whenever you want to create an entirely new notebook based on your saved notebook template, locate the template on your computer and double-click it to open it in OneNote. Type a name for your new notebook, and select a location to save it (by default, OneNote notebooks are saved at C:\Users\<username>\OneNote Notebooks\<notebook name>), and then click Create.

Top of Page Top of Page

Best practices when creating OneNote 2010 templates

The following are some hints and tips we suggest you remember when creating OneNote 2010 templates. Templates tend to be used again and again, so it’s a good idea to ensure that they’re designed as efficiently as possible to maximize your convenience.

  • Select clear and distinct colors for each section to make them easy to distinguish.
  • If your template is intended for printing, keep in mind that page colors (like rule lines) appear only when your template is viewed on a computer and not when the template is printed. Make sure that you select a font color that will be visible without the background color when the template is printed.
  • If your template is intended for printing, make sure that the page margins are at least 0.4”, and that all the text and objects are positioned within the margins.
  • Remember that using a picture as a background image will affect file size and can cause text placed on top of it to be converted to an image when you send the page by e-mail. We recommend using JPEG files for pictures and positioning pictures at the top, bottom, or sides of a page instead of behind text, unless it is essential to your design.
  • Use rule lines (press CTRL+SHIFT+R to show rule lines) to help align text boxes, pictures, and other content that you insert on your pages.
  • When you insert placeholder text in your templates, make sure that it’s clear and easy to identify, so that anyone using the template (including you, if you come back to it after a long time) can tell what information each placeholder should contain. For instance, when you insert a text box intended to contain a company name, populate the text box with “[company name]”.
  • If you’re using tables, pictures, and similar information, make sure they’re clearly positioned relative to one another, and that their headings are clearly separate from text that will be entered when the template is filled in. Remember that objects such as text boxes may expand when they’re filled with real content instead of placeholder content.

Top of Page Top of Page

 
 
Maikakapit sa:
OneNote 2010