#21: Dating OneNote

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It’s not hard to find websites listing “the best apps for … in 2024”, usually covering the same options that were doing the rounds in 2023 and 2022, with a few tweaks. The category of note taking, across web, desktop and mobile, is a common theme, sometimes offering head to head comparisons between leading options like Evernote vs OneNote. If you’re committee to one note-taking app, you’re not very likely to switch, but maybe there are people who scatter their stuff across multiple services and apps and are looking to centralise on just the one.

OneNote has had plenty of attention in ToW’s passimsee the archive – but even with decades of familiarity, it’s easy to miss some really useful capabilities that can improve the user experience. Let’s have a look at some, concerning the topics of date (and time, probably, since the continuum thingy means the two are inextricably linked).

Inserting dates & times

clip_image002This one is easy, and its utility will depend on how you go about taking notes. If you start a new page for each conversation or topic, then you’re probably covered to a large extent. When you insert a page, OneNote will automatically tag the top of it with the current date and time…

In the days when (at least) two OneNotes (yes) were jostling for position, the new One wouldn’t let you edit the date or time of an existing page, but the old One did … and since it vanquished the upstart, still does. Just click the date (or time) and then the calendar (or clock) icon that appears next to it, and you can set the appropriate measure.

clip_image003If you’re more the type who has one long page of notes (around a single topic, or a single person who you meet multiple times, for example), then inserting the present date/time is near essential when appending or updating stuff – just go to the Insert menu and choose your datum | data.

Of course, keyboard warriors will want to remember the handy shortcuts to insert the current date (ALT+SHIFT+D), time (ALT+SHIFT+T) or both (ALT+SHIFT+F). The first two also work in Word and in Old Outlook (which uses Word as its editor), but don’t work in New Outlook, which doesn’t.

Reviewing old edits

clip_image004One easily-missed trick in OneNote is to see when a piece of text was last updated. It’s pretty clear if you’re sharing the workbook with someone else, as their updates are (optionally) highlighted and can also be searched for.

clip_image006Look at your own notes and if you hover the mouse over any text or other content, you’ll see a small grey paragraph marker on the left; right click on the text and you’ll see, at the bottom of the context menu which appears, the author who made the last change, and when.


Search and find by Date

If you have a lot of notes, searching for a specific term might return many results, possibly spread across multiple notebooks and not necessarily presented in a useful order:

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Look at the bottom of the search results dialog, however, and you’ll see an obscure feature: Pin Search Results (ALT-O), which will open the results in a side window, allowing you to filter and sort them more effectively.

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This clearly makes it easier to find the most recent edits you’ve made with your search term. Add this ALT+O to your OneNote arsenal. While you’re at it, make sure you also install OneCalendar, which shows a view of your previously-edited pages on the days you edited them.

#17: Stickier than a sticky thing

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When a researcher at 3M accidentally failed to invent the kind of adhesive they were trying to, and instead produced what went onto become the iconic yellow sticky note, no-one could have imagined that more than 50 years later, there would still be a $2.5B market for them.

Even digital note-taking hasn’t quite replaced the scribbled-down utility of a little note by the side of your desk, though IT security boffins would surely wish that users would stop writing their passwords down and sticking them to the side of the screen.

Software developers have, of course, produced many apps which can be used to semi-replicate the quick note-taking capabilities of the paper version, and 3M even sued Microsoft back in 1997 for referencing a similar feature in Office 97 as “post-it”. Oops.

Fortunately, hatchets were buried and 3M even launched a Post-It® app for Teams, though that lasted less than a year and has since “gone away”.

Microsoft produced its own Sticky Notes app (also for iOS devices and Anroid phones, especially if you’re using the Microsoft Launcher) which latterly integrated with OneNote and even back to the old Outlook notes capability.

Windows users might also be excited to learn of the new Sticky experience which was announced a few weeks back – currently available in the preview version of OneNote, but soon to arrive as a fully-fledged replacement of the previous Sticky Notes app.

You may see “Sticky Notes” appear next to the Share drop-down at the top right of the OneNote window; click that to open a new window showing your current notes.

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There’s an easy way to take screenshots with a single-click though it will grab the entire window so you might need to go and do some after-the-fact editing. In that vein, it appears that the notes are stored in your M365 mailbox – https://www.onenote.com/stickynotes – rather than in the “Quick Notes” section as defined in the OneNote app.

At some point, it may appear as a separate application which will retire the current UWP-based Sticky Notes 6.0 application that’s still listed in the Store. For now, you could launch the new Sticky Notes from within OneNote, then Pin to the taskbar so you can quickly jump to it in future. An alternative is to press WindowsKey+ALT+S, which will start it up.

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The app can be docked to the side of the desktop so even with other apps in full-screen mode, you can reference numerous recent notes, and when you create a new note, it will add a link back to the web page or document you were viewing when the note was added.

If you like to get the latest previews of Office apps and services, sign up to Join the Microsoft 365 Insider Program and decide how often you’d like to get updates containing both features and fixes.

683 – OneNote Docking

imageSince the OneNote desktop app is getting a reprieve from its previously-announced retirement, and the anointed successor UWP app is itself being put on notice, maybe it’s worth looking at a few tweaks which can make the old app a bit more useful. There were a load of updates announced about a year ago, and further improvements to the OneNote family are on the way too.

If you use OneNote to take meeting notes – especially if you’re meeting virtually and want to have your notes alongside the Teams/Zoom/Chime app – then it makes sense to arrange the windows side by side. Students of ToW past will know that in Windows 11, pressing WindowsKey+ ‎← or → will snap the current window to the sides of your display, and there are other ways to control window placement if you have especially complex desktop arrangements.

clip_image002clip_image004There is an old feature in OneNote which is worth revisiting; Dock to Desktop. Invoke it at any time by pressing CTRL+ALT+D or go to the View tab to select it.

You could also try pinning it to the Quick Access Toolbar on the very top left of the OneNote window. The QAT in Office apps was covered way back in ToW #321, from March 2016.

clip_image006Docking has the effect of minimizing the UI for OneNote and sending it to a (horizontally resizable) section of your screen, on right-hand-side.

Usefully, it also means other apps respect that space, so even if you maximize another window, it will only grow to appear alongside your docked OneNote.

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If you don’t like the position of the docked window, drag it using the “…” at the top of the pane, and position it on the top, bottom or the left side of the screen instead. If you press CTRL+ALT+D again while docked, it will fill the entire screen – maybe useful if you have a 2nd monitor.

The rest of the minimal UI lets you access the pen menu, restore back to the full UI or you can use a somewhat obscure feature called Linked Notes. This will add a link back to another clip_image010document that you could also be working on; you’ll see an icon showing the source document when you select text that has been linked.

Hover over the icon and you can get a summary or thumbnail of the document, and left-click the icon to open the document.

The original intent with Linked Notes was that you could use it across Office apps and also when browsing the web; how useful to be able to make notes on a specific web page and then jump back to the source when revisiting the notes you took! Sadly, the feature was integrated only to the dearly departed Internet Explorer, and it is not available in modern browsers. The topic of Edge support has been raised in online forums but thus far, responses have been less than forthcoming.

Even the Help page on Linked Notes talks about how it works with Word 2013, PowerPoint 2013 and other OneNote 2013 pages… no mention of Excel either.

clip_image012If you do find yourself going back in time and using Linked Notes, you’ll see an additional icon (when un-docked and back in full OneNote mode) in the top right of any page where you have links, allowing you to go straight to the source docs or to manage the links themselves.

657 – Bye Bye, OneNote (for Win10)

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When Windows 8 was at the planning stage, a new model was envisaged which could deliver Windows applications consistently through an App Store (rather than needing each app to have its own install/uninstall mechanism). Other benefits would come, too –automatic app scaling of the UI depending on the size and orientation of the screen, improved security and power management… not to mention the same app running on phones, tablets, PCs, Hololens, TVs… such nirvana! And the charms!

Both the the app platform and the Windows Phone had lots of great ideas, but when the Phone went away and the multi-platform app dream then stopped being viable, the ”Modern” app model (which became the Universal Windows Platform, or UWP) was on borrowed time. Perhaps the zenith of UWP app functionality, and still one of its best apps, is/was the OneNote store app, later described as OneNote for Windows 10.

clip_image004Inevitably, having multiple apps which share the same name yet are fundamentally different can cause confusion. Fortunately, apart from Skype, Teams, Office, Xbox and a few others, Microsoft doesn’t typically have this problem.

Previously, if you’d searched in the Microsoft Store for “OneNote”, you would find the Modern / Metro UWP version, listed as just “OneNote” in the Store even though it called itself OneNote for Windows 10 upon installation, assuming it wasn’t there already by dint of being preinstalled. Capiche?

After deciding to reprieve the traditional Win32 OneNote, having hitherto announced it was to be dropped in favour of the shiny new one, the plan is now to port some of the best features of the UWP app back to the Win32 version and instead consolidate on that. The UWP variant will stop being supported in October 2025, at the same time as Windows 10 reaches end of life.

If you search the Microsoft Store for “OneNote” now, you’ll get clip_image006an app with the same name and basically the same icon as the old UWP app, but this one is an updated packaging up of the desktop/Win32 app. The description even points out that some of the pictured features are planned for the future vs available now.

Both versions of Windows OneNote have been able to coexist for years – WindowsKey+R onenote <ENTER> will fire up the desktop application whereas Win+R onenote-cmd: <ENTER> starts the UWP version. Both could even open the same Notebooks so apart from user preference, it didn’t really matter which one was used. The UWP app had a similar look and feel to the web and mobile apps, though they have diverged somewhat in recent months.

clip_image008clip_image010One benefit of keeping both is that it’s a great way of having all your work notes in one and all your home stuff in the other, so when you search for something, it won’t cross over and give you meeting notes when you’re looking for shopping lists.

If you want to more easily distinguish between the versions, you could change the icon of the full-fat version, and potentially pin them both to Taskbar or Start menu.

If you don’t have “OneNote for Windows 10” installed on your Windows PC, you can still get it if you know the secret – well, it’s not much of a secret, you just need to know the direct link to the Store that lets you find it. Shhhh.

646 – Finding stuff in OneNote

clip_image002[6]Many people ❤️ OneNote. It has evolved much over the ~20 years since it sprang from the “Scribbler” project at the turn of the century and was released in the Office 2003 wave, under the name which the developers disdainfully referred to as “Onay-no-tay”. A recent update to the OneNote strategy for Windows was covered in Tip #632.

clip_image004[4]There were other OneNote tips a few weeks previously, in Tip #617, including OneTastic, a great addin to the traditional desktop app – the Metro Modern app never had an addin capability.

As well as powerful macro capabilities, which can do things like generate tables of contents or sort pages and other works in ways that the base app doesn’t offer, the OneTastic addin includes the OneCalendar application – also available to install separately – which lets you see which OneNote pages were edited on each day.

If you keep a note of every meeting, stored in different places – by topic, by customer etc – then this is invaluable when it comes to finding notes, as you can see what you last wrote on a given day.

Of course, OneNote has searching capability where you could look across notebooks for key words. There is the ability to Tag notes too, and you can search across notebooks for tagged content.

clip_image006[4]A powerful yet somewhat hidden search capability in desktop OneNote is also available – you can press CTRL+F to search on a given page, or CTRL+E to run a simple query across multiple places, for where a particular word is mentioned.

clip_image008[4]Look, however, at the “Pin Search Results (Alt+O)” option at the bottom – it opens search results in a pane to the side, and lets you sort by different criteria, e.g. date modified.

This ALT+O option can only be invoked from within existing search results, so if you want to find all your recent notes with a searched-for word, press CTRL+E to start, then ALT+O and search by date modified to see the results clustered by month.

632 – New Old Things

old and new shoesMicrosoft veteran Raymond Chen has a great developer blog, The Old New Thing, which inspired the subject line for this week’s Tip, coming as it does, hot on the heels of the Build developer conference. There is also timely news around refreshment of old productivity applications.

OneNote has featured plenty in ToW previously, including a mention in the recent Journaling tip, with a nod in SteveSi’s ongoing historical missive which described members of the development team unhappy with the change of name from its code-name “Scribbler”, referring to the new “OneNote” app as “Onay-No-Tay.

A few years ago, OneNote was dropped from the Office suite and was due to be replaced by the new “modern” version in the Windows (now Microsoft …) Store. For a while at least, that shiny new one got all the innovation, even if its brand-new architecture meant it missed a lot of the old app’s functionality. In a somewhat surprising but welcome turn-around, old OneNote was reprieved, and both apps are going to converge at some later point – ie the desktop one will pick up features that only exist in the Store app, and eventually that version will cease to be.

New OneNote UIOld OneNote UIPending an eventual confluence of the two OneNote Windows apps, the desktop one is gradually getting new functionality and a visual refresh. The graphics bring it into line with Windows 11’s theme of rounded corners, subtle animations and a gentle 3D feel. To some, blink and you’ll miss them, but it does make the app look quite a bit smarter.

There’s a more prominent “Add Page” buttonSort and add, with the page sort function that was added back in February 2022 alongside. There are a few other tweaks in the refresh that has started to roll out, like some new Ink functionality with Ink-to-shape and handwriting-to-text like in other Office apps.

More is to come, including improved sharing capabilities and a neat dictation functionality that would allow you to record a spoken explanation for something while using Ink to highlight or illustrate; when another user plays back your monologue, the ink will be synchronised too. For more info on what’s coming, see here.

Results of OCRCopy Text from ImageOne handy feature that has been in desktop OneNote for years but never made it into the Store version, is the ability to use OCR magic to extract text from images. Try pasting an image into a notebook, then right-click on it to Copy Text from Picture into the clipboard. It does a surprisingly good job, even when the pic is not very clear and if the text on it is really small.

Copying screen-grabs when someone is doing a demo in a browser, so you can get the long and complex URL for the thing they’re showing is a particularly useful way of using this feature.

625 – Journaling now and then

Compaq Tablet PCMemoirs and autobiographies are the top selling non-fiction books for good reason, as people like to recall past events through the words and thoughts of someone who was there, in the room or even in the driving seat. World leaders who write their tell-all book on what happened 20+ years ago, better have great memories or perhaps a trove of notes and diary entries from the time. If they are fans of journaling, they would have of-the-moment musings, written down to help clear their minds at the time – on committing thoughts to her diary, Anne Frank wrote, “I can shake off everything as I write; my sorrows disappear, my courage is reborn.”

Turning to technology and looking back to relatively near-term history brings up all kinds of product that was ahead of its time or was ultimately overtaken by other developments that nobody saw coming. Sometimes, the perfect blend of genius, timing, execution and luck combines and creates a durable and wildly successful category – like the Smartphone and the plethora of services and apps that were created.

Inversely, one of those tech innovations that was just a bit ahead of its time was the Tablet PC; a fully-functional Windows PC that was blessed with a pen and touch screen so you could take notes by hand just like on paper, yet by flipping it around it could be used to run Office apps and all the other stuff you’d need a PC for, 20 years ago.

Windows Journal appIn hindsight, the idea of the Tablet PC was 10-15 years ahead of the technology that was needed to really make it work – the pen and screen digitizer were a bit too low-res; the processing power and memory was not up to the mark of providing the kind of user experience that the vision hoped for. The battery life was too poor while the whole thing was too heavy. Nowadays, with devices like the Surface Go and the iPad Pro, the reality is much closer – even if the dream of writing meeting notes by hand has been made somewhat obsolete by transcription and the fact that fewer people use a pen to write any more.

One new app that was built for the Tablet PC to take advantage of its pen, was Windows Journal, a relatively simple yet effective note-taking app, with surprisingly good handwriting recognition built in.

To read more from someone who was in the room – figuratively and, at times, literally – around the time of Tablet PC, the Journal software and the Office app originally called Scribbler which went on to become OneNote, check out Steven Sinofsky’s Hardcore Software post. It’s a fairly long but fascinating read.

Using pen and paper for taking meeting notes might be less popular now, but many of us will still jot down reminders or lists on Post-it notes, perhaps doodling on paper to help creativity and flow. If you have a pen-capable computer now, the newly released Microsoft Journal app is worth a look.


Billed as an app for digital ink enthusiasts, this new Journal presents a modern take on the original Windows Journal idea – an infinitely scrollable canvas for jotting down anything, though with AI capabilities in the app providing quiet yet powerful functionality. Journal started as a research project (from the “Garage”), but has now graduated into a fully-fledged, supported app. Read more about it here.

Microsoft Journal appMaybe time to take a leaf from erstwhile storyteller Steve Clayton’s Friday Thing, and spend a few minutes every day handwriting a journal. Now where did I put that pen?

617 – OneNote online & off

clip_image002Much digital ink has been spilled over OneNote on ToW previously. The original OneNote application shipped with Office 2003, then it was made available for free download before being supposedly superseded by a new-look Modern app version which was developed to share user experiences with the more recent online web version. OneNote apps were geared for offline use, synchronized to a private OneDrive (via your Microsoft Account) and/or a work SharePoint/OneDrive on Office 365.

The plan was to ditch the original Office app version in favour of the shiny new world of the cleaner but substantially less functional Modern app, but that decision was later unwound and instead the better bits of the Store version (still called OneNote for Windows 10) will migrate to the desktop app during 2022 or thereabouts.

While the OneNote offerings continue to evolve ahead of the quickening, we’re seclip_image004eing some small improvements to both the offline client and the online experience. A simple example is the ability to sort pages in the desktop OneNote app – i.e., not the store app, which already had that capability. See the latest features added to the OneNote for Windows 10 store app, here.

It is possible to use both clients at the same time – perhaps partition work stuff in the more capable OneNote for desktop, and then keep your home notebooks in the store version. Doing so makes it easy when searching, so you don’t end up with shopping list items mixed up with your clip_image006meeting notes. The icons are very similar, though – you might find it easier to differentiate the apps by changing the icon of the desktop one (since you can’t edit the icon of the Store app).

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Try pinning the desktop icon to your Taskbar and right-click on the icon; on the pop-up menu, right-click on the OneNote label, choose Properties and then click the Change Icon button to select a different one.

The web UI has evolved considerably too – go to onenote.com and sign-in with either your Microsoft Account, for your own personal notebooks,  or your work/school M365 account, for the content associated with your job or school. The same web application is also the view that you see when accessing OneNote from within Teams.

The recently improved web client includes some new capabilities like having a Read Only / Edit mode, akin to other Office web apps, as well as some improvements in handling embedded content, inking and more. There’s a short video showing the new capabilities in both desktop and online versions.

If you’re a fan of desktop OneNote, make sure you get OneTastic, a suite of addins and macros to make OneNote more productive. Some of the macros plug gaps in OneNote functionality that have somewhat been filled – like sorting pages – but there are still many useful ones, like creating a table of contents for a large notebook.

OneTastic also includes OneCalendar, which shows you all the pages – across any of your notebooks – which you have edited, on a calendar view. It sounds simple, but try it out and you’ll realise how useful it is to find notes based on the day you took them…

clip_image010OneCalendar is also available as a separate app which can be run alongside OneNote, pinned to the taskbar or launched separately.

593 – It’s a Date

clip_image002Following last week’s missive on Notepad, including the obscure tip on how to create a log file, the topic of inserting and handling dates in other applications is worth a (re-)visit. Each individual app may choose to offer different methods and formats, but for common Office applications there are a handful of memorable tricks and shortcuts.

clip_image004In Word, there are plenty of ways to insert and manage dates – perhaps the most useful way to remind the reader when the document was last updated (manually showing when a document was last reviewed or published). On the Insert tab, you’ll find Date & Time on the right-hand side, letting you add appropriate info in the format of your choice. You can also tick a box to update the field automatically, though that simply means every time the document is opened, it will show today’s date… which feels a bit pointless.

clip_image006More useful could be to tell the reader when the document was created or last saved, by referencing the actual properties of the document clip_image008(though be careful; auto-save might mean someone opened an old document, realised it was irrelevant, but had inadvertently saved it back).

On the Insert tab / Quick Parts, look under Field, then pick the doc property and format you’d like to show.

It is worth pointing out that showing a date as 10/1/21 (or similar) is ambiguous given that a few hundred million people will expect it be month-day-year while many of the remaining 7 billion will assume the day comes first, with a couple of billion presuming the format should normally start with the year, such as yyyy-mm-dd (which is arguably the most sensible of all; and it sorts properly, too).

A more daily usable short format like dd-mmm-yy (ie 13-Aug-21) should perhaps be the norm, especially when the date is appearing as text in a document. Pressing SHIFT+ALT+D in Word will insert the current Date as a field (so you can edit the format to remove ambiguity) and SHIFT+ALT+T inserts the current time too. In PowerPoint, both of these combos bring up the “Date & Time” dialogue to add the chosen content and format as plain text.

clip_image010When formatting dates, incidentally, the convention is that two letters refer to the short number (eg dd = 13), whereas 3 d’s or m’s will use the short form of spelling the day or month, with 4 meaning the whole thing (ie Friday, August). Try formatting a cell in Excel as Custom, and you can preview what the format would be, by typing in a variety of letters.

While in Excel, it’s worth learning the short cut key to insert the date and time – CTRL+; and SHIFT+CTRL+; respectively (no doubt there’s a reason why Excel has a different shortcut to other Office apps – some legacy of Lotus 1-2-3 perhaps?).

OneNote fans will want to remember that SHIFT+ALT+D / T combo as it inserts the date/time into the notebook; really handy when taking notes of a phone call or similar. SHIFT+ALT+F puts both day and time, something that Word doesn’t offer. In both Desktop OneNote and users of the Windows Store version, it’s just plain text that gets added, so you’re on your own when it comes to formatting.

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OneNote pages will typically have a date & time showing under their title – on the Desktop version, it’s possible to change that so as to mark a page as having been recently updated. No such luck on the lame duck Store version.

At least when stalwarts insist on writing – or worse, saying – a short-form date as something like “ten one”, there’s more than half of each month where one number in the date could only mean “day” – starting with the thirteenth (as in, 8/13 can never by the 8th of a month, but 8/12 could be a few days before Christmas to Europeans, or the date when tweedy Americans start looking for grouse in the Yorkshire moors and Scottish Highlands).

590 – OneNote Tagging

clip_image002Even fans of  OneNote – either the full-fat Windows x86 version or the versions targeted at other platforms, mobiles and the Microsoft Store, both of which have been covered extensively in ToW passim – will likely use only a fraction of its total functionality. Did you know, for example, that pressing SHIFT+CTRL+> or SHIFT+CTRL+< increases or decreases the font size of the selected text? Or holding CTRL while pressing DEL or BACKSPACE in a block of text deletes the word either side of the cursor, and not just a single character? (Actually, these are true of other Office apps as well, though not Excel, presumably because using Excel for text formatting is considered deviant and weird).

clip_image004There are many useful features hidden in plain sight, like the tagging functionality which sits on the Home tab. In OneNote for Windows, if you have the ribbon expanded, you’ll see a series of icons to mark selected text with a Tag, and for the top 9 you can tag the text by pressing CTRL+n, where n is the number in the list.

clip_image006The idea with tags is that you can quickly reference back to the specific text that you’ve highlighted and tagged, via a hyperlink. As well as the variety of in-the-box tags, it’s easy to add custom ones: click on the down arrow at the bottom of the list and choose Customize Tags… then you can supply your own description and choose the icon and colours.

clip_image008The new tag is added at the very top of the list, so is immediately accessible by pressing CTRL+1 if you like; otherwise, it’s simple enough to shift the order around.

clip_image010Finding previously-tagged text uses the seriously powerful but sometimes obtuse search function in the sidebar; if you use OneNote to take notes from Outlook meetings, by default you might see hundreds of links that appear to be tagged.

Try using the Search filters at the bottom to restrict the results set, so you only show tags within a given notebook location or across all your notebooks, but for a specific time.

clip_image012The “OneNote for Windows 10”, Mac and mobile versions of OneNote handle tags slightly differently; while more-or-less compatible the degree of functionality does vary between the clients. Generally speaking, you can find tags across them all, though you may be restricted in editing or creating them. The OneNote mobile app supports a “To Do” tag, for example. The web clients don’t offer custom tags at all, and don’t allow tag-specific search (other than just text indexing).

In the OneNote for Windows 10 store app, you can search for Tags but custom ones created in the desktop app don’t appear in the Tags list when editing a page. Only a handful of tags are initially offered in the store version, and if you add a custom one it’s still possible to press CTRL+n to use it, but you need to count where your tag is in the list as it doesn’t show you the shortcut.

Custom tags added in the store version don’t appear in the tags list of any other client though do sync across other devices, to some degree.

Given the slight rough edges between the versions if you routinely open the same notebook in mobile, web and store/desktop apps, then Tags may not prove so useful – but if you tend to stick to a single UI – especially if it’s the older desktop one – then it’s worth exploring how custom tags could help you organize your stuff.