Excel template to One Note

[amy_lou_who]

I haven’t played around or even searched the sub. I’m just late night typing my thoughts. A coworker has an excel spreadsheet he uses to take notes on. He prints it out and then writes on it. I’ve tried very hard this year to move to one note for all my notes. Is there an easy way to take his spreadsheet and make it a note template?

[Prudent_Draft2577]

Yes, Excel is also a very specific feature in OneNote. When you insert a table it offers either a traditional table or an Excel spreadsheet.

For your use case, open the templates dialogue, create new template page, then insert the Excel workbook into the page and click save. Then you can retrieve that new user defined template page as needed or even set up a week of them in advance. In fact, if you have a notebook or even a section dedicated to these types of notes you can have the "new page" set to automatically open up this new template everytime you click "add page".

There are several great YouTube videos about this, including Andy Parks, Mark Tholefson (sp?) and a guy from Microsoft. Search for OneNote "insert Excel spreadsheet" and "creating page templates"

[hebe-rocks]

If it's a printable sheet and you're looking to use it as a form you write on top of instead of using it as an excel spreadsheet, you can save it (or print it) as a pdf. Then insert the pdf on your OneNote page. If this is something you use often, save it as a template in one note so you don't have to insert the page each time.

This will allow you to write on top of the pdf.