If you have seen the Windows Phone commercial where the father is in the grocery store with the shopping list in OneNote you have gotten you first taste of the flexibility that can be had with OneNote.  I like most consultants have a lot of fires going and once and I am finding that the templates in OneNote are helping me to get a handle on the different projects and tasks I need to track.

I started using OneNote to do simply what its name suggests: take and organize notes.  Lately though I am finding ways that it can help to centralize things that I had been using multiple applications to accomplish.  Having them all in one place, as with most things makes it easier to not miss something.

You may find using the tasks feature of Outlook works well for you, but I found that I was in and out of my email so fast that I ignored the tasks.  As simple To Do List template in OneNote seems to be the solution for me since I spend so much time documenting projects.  As an alternative you can use the Prioritized To Do List shown below or the Project To Do List which gives you a list per project.


When starting a project at a new client Project Overview is a great way to organize your thought and make sure that you cover all the essentials.  While I am just starting to use it this template is quickly proving its worth.


Of course if you don’t find a template that fits your needs you can create your own templates. Start with one of the standards and edit it.  Then click Save Current Page As A Template.  This is great especially for customizing templates like the project overview to suit you needs.

There are many other features to this tool for you to explore.  Add to everything above that it is a write once, maintain anywhere product and I can easily access my notes from any browser or even my Windows Phone.  Life is getting just a little better.