Tips and tricks

Getting organized in a digital age

I’ve always been a visual learner. Couple that with a diminished capacity to remember anything other than which son likes cheese and which prefers vanilla yogurt over blueberry, and I tend to forget anything that I haven’t written down. Hearing it isn’t enough, I need to see the words to take it in. Better yet, see the words and visualize the scenario or object in my head – then it’s in the vault.

For years I carried around paper notebooks of various sizes and shapes. These helped me remember things, although having to flip through them to refer back to the details I had written was always bothersome. Oddly enough, it wasn’t until I left Microsoft and started my new job with Compugen that I fully embraced a digital solution. Sure, I had dabbled in OneNote while at Microsoft but I never gotten into it for my own personal day to day work.

However, in my new role I attend a lot of meetings. A *lot* of meetings. Many of these are customer meetings and so I quickly adopted OneNote as my go to tool for keeping track of who attended, which customer it was about and the salient points for later recall. And from there, I started adding to and organizing my digital notebook into something that makes sense and works really well for me.

So now I’m a OneNote junkie who can’t function without it. I live in it every day. However, whenever I’ve espoused the wonders of OneNote to others in the past, I’ve always been aware that there are free tools like Evernote that do an ok job too. They may not be as feature rich as OneNote, but hey they’re free – that’s hard to compete with. Until now!

This week, Microsoft made a few exciting announcements:

  1. OneNote is now a free download – yay!
  2. OneNote is now available for the Mac. So now it doesn’t matter if you are on a PC, Mac, Windows tablet, Windows phone, iPad, iPhone, Android or using a web browser. You can use OneNote and each device will always be in sync.
  3. There is a cloud API for OneNote which means that OneNote apps can be created in the cloud, compared to add-ins which are installed and used locally on each OneNote installation.

If you’re looking to try it out or you’re already using OneNote and would like some ideas of how to use it better, I’ll share how I do it. This may not be the best method for everyone but it definately keeps me sane.

I keep one notebook for work and one for personal activities (vacation planning, shopping lists, volunteer work, etc.) and save both to OneDrive so that I can access them from anywhere. I’ve organized my work one by types of meetings – customer meetings, 1:1 meetings with my manager, meetings with partners, etc., and activities – event notes, blog ideas, etc. Below is a screen shot of my Compugen notebook opened to the Blog tab, where I jot down and develop ideas to write about on the corporate blog (click for larger image).

Screenshot of my OneNote workbook

Along the right hand side are the titles of each idea, but also there is a Submitted page, with several blog idea pages as subpages under it.  I can show or hide subpages as needed. On my customer tab (which I can’t post here for obvious reasons!), this allows me to have a main page for each customer with sub-pages organized by date underneath for each meeting or conversation about that customer.

One more thing I have to show you. For any free form folks reading this, OneNote also works great with a stylus. Here is an example of an intense brainstorming team meeting I participated in. As most doodlers know, far from being distracting, doodling can help focus concentration and increase retention so every once in a while, I break out my stylus and go to town!

OneNote Doodle

Any other OneNote aficionados out there that would like to share how they use it? I’d love to hear your methods, tips or tricks.

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