How to Set-Up Microsoft OneNote Digital Planner Without Inserting a Huge PDF File

Introduction

This tutorial guides you through setting up a Microsoft OneNote Digital Planner using PNG templates, eliminating the need to import large PDF files. This method streamlines the process, making your planner easy to navigate and customize.

Step 1: Create a New Notebook

1. Open Microsoft OneNote.
2. Click the plus sign to create a new notebook.
3. Name it (e.g., "Demo Notebook") and select a color.
4. Click "Create" to finalize the notebook.

Step 2: Set Up Monthly Sections

1. In your new notebook, click on the ellipsis next to the notebook name.
2. Select "Add Section."
3. Rename the section to "January" by clicking the pencil icon.
4. Change the section color by clicking the pencil and selecting a new color.

Step 3: Create Monthly and Weekly Pages

1. In the January section, create a page by clicking on "Add Page."
2. Title the page "January 2022 Monthly."
3. Repeat the process to create additional pages for each week (e.g., "Week 1 Leader Standard Work").
4. Continue to add pages for each day of the week.

Step 4: Organize Additional Sections

1. Instead of adding each month sequentially, create sections for specific needs, like "Active Projects."
2. Name the section (e.g., "Project X") for easy identification.

Step 5: Insert PNG Templates

1. Download the OneNote Planner Bundle containing the PNG templates.
2. Save the PNGs to your pictures or files.
3. In OneNote, navigate to the page where you want to insert a template.
4. Click "Insert" and then select "File" to choose the PNG (e.g., "January Monthly").
5. Resize and position the image as needed.
6. Set the image as a background by right-clicking on it and selecting "Set Picture as Background."

Step 6: Add Additional Templates

1. Follow the same insertion process for the weekly and daily templates.
2. After inserting, set each image as a background for better organization.

Step 7: Use Project Templates

1. To create a project list, insert the respective PNG template into the "Active Projects" section.
2. Create additional pages for other projects within this section.

Conclusion

You now have a customized Microsoft OneNote Digital Planner without the hassle of importing large PDF files. This setup allows for easy navigation, organization, and personalization, enhancing your planning experience. For further customization, consider downloading additional templates or exploring related OneNote tutorials. Happy planning!