OneNote GTD Project Template
After my post on “Bending OneNote and Outlook to Fit my GTD System” I got a few requests to share the actual project template file. You can download the file here: OneNote Project Template File
NOTE: I make no guarantees related to this file or its suitability for any particular purpose. If your computer implodes, or your cat dies, I won’t be able to help you.
Here are some instructions to install the template:
- Save the “Project Template.one” file to your desktop, then double-click to open it in OneNote
- From the “Format” menu, select “Templates…” to open the Templates task pane
- Select “Save current page as a template” and give it a meaningful name
- Right click on the “Project Template” tab and select “Close” to close the downloaded file and return to OneNote.
- Navigate to your @PROJECTS tab and re-open the Templates pane if it was closed. Your new template should now appear in the list under “My Templates”
- Under “Choose default template” at the bottom of the pane, select the template you just added
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Here is something I am trying for 2010… I hesitate to call it a new year’s resolution, so let’s just call it an “experiment”. Sometimes it is tough to get focus with my big fancy fiddly collection of GTD lists. There are just too many items on the lists, and even when [...]
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Posted in Productivity | 25 comments
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Strip Outlook Attachments and Replace with Links
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Tags: Outlook, Productivity, Tools
Posted in Productivity | 78 comments
UPDATE OCT 2009: Reader jumpjack has created a Google Code project for this macro. You can download the latest source code on the project page.
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There are many good reasons to strip attachments from your email messages. The main reason for me is that I often embed email messages into my Outlook tasks for [...]
ClearContext and My Quest for an Empty Inbox
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Tags: ClearContext, GTD, Outlook, Productivity, Taglocity, Tools
Posted in Productivity | 14 comments
In a previous post I talked about my quest for an empty inbox and all the tools I tried along the way. Well, I’m at it again. My previous tool of choice, Taglocity, has taken a turn toward online social/collaborative email in their 2.0 release. I’m afraid that 99% of the email I [...]
DROE Tool now supports EverNote, and much more!
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Posted in Productivity | 74 comments
I just released a new version of the Daily Record of Events (DROE) note taking tool. This release adds support for EverNote and text-based DROE files, as well as enhancements for the OneNote DROE.
From the README file, here is a summary of what changed in v0.4 (Beta). For complete details, download the README [...]
Handwriting Recognition in OneNote 2007? Well, kinda…
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Tags: OneNote, Tips, Tools
Posted in Productivity | 5 comments
In my post on EverNote vs. OneNote, I mentioned handwriting recognition as one of the shortcomings in OneNote. I also mentioned that the implementation in EverNote is a bit disappointing as well because it uses a “shotgun” word approach. By that I mean that EverNote sets up an XML database of sorts where [...]
Attach Notes to Outlook Messages
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Tags: Outlook, Productivity, Tips, Tools
Posted in Productivity | 25 comments
Here’s the scenario… You are quickly clearing your email inbox before going home. You open a rather lengthy message and start to read through it. A vague idea forms in your head about what your response will be, but you’ve been reading it for 5 minutes now and haven’t gotten through the [...]
Setting up OneNote 2007 for GTD
March 20, 2008 - 12:16 am
Tags: GTD, OneNote, Productivity, Tips, Tools
Posted in Productivity | 7 comments
As I promised earlier in my post on “Bending OneNote and Outlook to Fit my GTD System“, here are the setup details for OneNote 2007 along with some screen shots. For each of the screen shots, you can click on the image to open it full-size.
The options panel is accessed from the “Tools” menu [...]
January 1, 2008 - 5:16 pm
Thanks for this post! This is really going to help me get on track with my GTD project management.
April 19, 2008 - 12:45 pm
Great post man! I’m going to incorporate a few of these ideas. Thanks.
October 13, 2009 - 10:08 pm
Hi there,
I’m trying to get my life integrated with OneNote. Can you tell me what the little project checkbox is for on this? I don’t see it on other templates.
October 14, 2009 - 1:13 pm
Hi Debi – I think you’re talking about the checkbox with the little blue flag near the project title? I put that in the template so that I could quickly find all projects by searching for that, or even search for “open” projects. I never really used it, however, since it was easier to just browse the list in the @PROJECTS tab. …and any project was consider “open” until it was dragged to the @DONE section, so I didn’t end up using the checkbox. You can delete it and re-save the template without it if you don’t have a use for it.
-Carl
December 20, 2010 - 10:50 am
Hi Carl. This looks great. How can I “save page as template” in OneNote 2010?
January 17, 2011 - 9:32 pm
Hi David –
The process is a little less obvious in OneNote 2010: (1) Open the page you want to use as a template and make any edits required. (2) In the section area (below the section tab) there will be a “New Page” button with a small drop-down menu arrow next to it. Select “Page Templates” from that menu. (3) A new control pane will open. Click the “Save current page as template” link at the bottom and follow the prompts. (4) Set the project template as the default template for that section by selecting it from the drop-down menu under “Choose default template”.
Hope that helps!
-Carl