How to Build a linked planner in OneNote

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How to Build a linked planner in OneNote

Рет қаралды 11,135

Күн бұрын

Published on October 20, 2023
You CAN build a linked planner in OneNote. Today I will show you how, using the month of November as an example. We will build out a long term calendar, a decorated monthly overview or dashboard, a weekly decorated templated page and a daily decorated templated page for each day of the month of November. All of these pages will have links to each other as well as link to other important pages in OneNote and on the web. This is a highly requested video so I hope you enjoy it.
Hi, I’m Crystal. Welcome to a Crystal Clear Life where we talk about planning, organizing and living a more simplified life. I use Microsoft OneNote 365 to create functional and decorative planners and notebooks to help keep my life organized. OneNote is awesome because it crosses all platforms so I can use it on my desktop PC, my iPad and my Android phone. That way I am never without my planner! Hope you enjoy.
If you learn something new or get some inspiration from this video, please hit the thumbs up 👍. You can look for more of these videos once a week, so please subscribe if you would like to see more.
🐈‍⬛CONNECT WITH ME:
Email: crystalclearlife21@gmail.com
Instagram: @crystalclearlife21
KZfaq: / crystalclearlife
Facebook: / crystalclearlife21
Chapters
0:00 - Introduction
1:40 - Year Long calendar - future log
2:50 - Monthly Overview or dashboard page
4:20 - Using Links in OneNote
6:10 - Adding tabs with links to my notebook pages
8:00 - November Dashboard Setup
10:25 - Adding links to Monthly dashboard
12:25 - Creating New blank Pages with Links from a table
14:00 - Using Format Painter
14:55 - Linking to an existing page in a different notebook
15:50 - Copying Links tabs to add to template pages
16:10 - Weekly template page creation
21:00 - Using Monthly Page Templates to create multiple identical pages
25:33 - Daily template page creation
29:00 - Using Daily Page Templates to create multiple identical pages
31:45 - Creating Daily link tabs on pages
34:16 - Moving the section to the correct notebook
36:35 - Changing page names - Links work
37:15 - Review and conclusion
🐈‍⬛:: Videos mentioned in this video
Jenuine Studios Project Managament
• OneNote Project Manage...
Using a Calendarpedia Calendar
• 20 PLUS ways to use a ...
Creating and Using Icons
• Creating Icons in Powe...
Jenuine Studios Planner setup
• 2023 OneNote September...
🐈‍⬛:: Products used in this video
• OneNote 365 version on Windows PC
Project Management Planner (Undated) www.etsy.com/s...
• Calendarpedia
• www.calendarpe...
• November stickers - www.etsy.com/s...
• Diane In Denmark
• dianedenmark.com/
• The Secret Slob / thesecretslob
• Fly Lady Cleaning Zones
• www.flylady.ne...
🐈‍⬛ Crystal Clear Life is a community of learning, encouragement and inspiration. All comments should be considerate and kind. Any mean spirited negative comments will be deleted and any future comments will be blocked. Let’s lift each other up as we learn new skills.
Production Music:
Dan Haugen - Bleeker Street Blues
Microsoft OneNote 365 Icon Used with permission from Microsoft
#CrystalClearLife
#OneNote
#PlannerSetup
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Пікірлер: 62

@thunter1995 10 ай бұрын

This is great Crystal. Thank you for showing us how to do this. There are so many KZfaq videos that show "What" OneNote does, but very few that show you "HOW" to use it. I"m a big OneNote fan and this was very helpful. Can't wait to try these tips this weekend.

@CrystalClearLife 10 ай бұрын

Have fun planning this weekend. Another tip is you can populate lists in Excel for more standard dates if that's something that you're looking for. Then copy that Excel list into OneNote to create the linked pages. There will be a video on this coming out soon. But you can enjoy the sneak peek

@paulstgeorge780 4 ай бұрын

I am so glad I've found your channel. I've been a OneNote skeptic because I didn't think it was set up for someone like me, until your efforts have persuaded me to give it another look. I spent the weekend migrating from other tools and setting up page links in a brand new Notebook. It's going very well so far. I adore your teaching style and the way you pull in PowerPoint to assist in doing what you need done. Very ingenious. Keep up the great work. I will keep watching!

@CrystalClearLife 4 ай бұрын

Welcome aboard! I am glad I could help. OneNote is very flexible and a great way to bring it all together, in my opinion. 🥰

@al3xj 7 ай бұрын

love the easy tabs idea, can then easily and quickly copy the links to any page, great time saver thanks

@CrystalClearLife 7 ай бұрын

You're welcome! I love it!🥰

@janetdalby6076 10 ай бұрын

Great tips ! I love making my own Planner in One note each month.

@CrystalClearLife 10 ай бұрын

Me too!😂 Using page templates makes it easier for creating the automatic links. Thanks for being a loyal watcher. I appreciate you. 🙂

@movielover8548 Ай бұрын

Thank you very much ma'am.

@CrystalClearLife Ай бұрын

Most welcome 😊Glad you are finding this helpful!

@kimguest2327 10 ай бұрын

Excellent! Thank you! The tip were fantastic.

@CrystalClearLife 10 ай бұрын

Glad it was helpful! I appreciate you being a subscriber and watching this week's video.

@annelachaux1165 10 ай бұрын

Thank you very much Crystal! I loved this new one, you covered so many things. Great tips 🙏❤

@CrystalClearLife 10 ай бұрын

You are so welcome! Thanks for your kind words. 😊

@reign5426 10 ай бұрын

Thank you so much for this video

@CrystalClearLife 10 ай бұрын

Your very welcome. Thanks for watching and subscribing.😊

@ladylg80 10 ай бұрын

Crystal, this is an awesome video! Thank you for including so much detail. This is definitely going to help me when I start making my 2024 planner.

@CrystalClearLife 10 ай бұрын

Your very welcome. I hope it is helpful to you. I like to set things up month by month, but you could do a year at a time. Thanks for watching and subscribing.

@nitinshah8168 4 ай бұрын

Dear Madame , Wonderful, You seem to be most creative and productive user of OneNote, and really i get inspiration from your posts. Plese make a very detailed VDO starting from which one note u use , how and where u take designing aspect, and what is your daily workflow -

@CrystalClearLife 4 ай бұрын

Thanks a lot 😊 I appreciate your comments and your video idea. I will work on it. Thanks for watching.

@berneserainbow1407 10 ай бұрын

Great video as always. Must have been telepathy. 😄 I was playing around in OneNote with setting up a 2024 planner for a while now. Gonna give digital planning a try. Your video came at the right time. Thank you for your tips.

@CrystalClearLife 10 ай бұрын

That is awesome! I hope it works out for you! When I first started I did both, just to be sure! 😄 🤣

@mariadaversjo2829 9 ай бұрын

Hi! I have made ONE page with links everywhere, then I just have to link to this one and only page throughout my whole planner/planners and don't have to link everything on every page. Then you can use show screen and get more space. Will try this for a while!

@CrystalClearLife 9 ай бұрын

Sounds great! Works like a index or table of contents!? Please keep me posted on how this works out for you. Excited to hear!☺️

@mariadaversjo2829 9 ай бұрын

@@CrystalClearLife So far so good! My Shortcut-page grows and grows because it can be filled with links even outside the current Notebook and even to Internet and to files on my laptop, and so on... And I have also learnt a way to get this main link I call "Shortcuts" to show up in every Page Name right on the very page, but without seeing it appear in the list of pages on the side. That's so cool! Here is how I do; I name my page as usual. Then I paste the link I want to be in the header to the right after the page name. After that I go to the left side of the link and press Shift+Enter. Then the link moves to the next line in the header and wont be seen in the pagelist! Sometimes a symbol of the Enter will appear, but that is pretty easy to get rid of afterwards. I'm sorry I can't put a screenshot of it here to make it more visible. Love your channel!

@TimelessTunesRewind 6 ай бұрын

Love this but do you you have a video going over how to get the two page layout design for the planner?

@CrystalClearLife 6 ай бұрын

I do! Thanks for asking. Herre is the link kzfaq.info/get/bejne/hbyXZdqdvNzdZoU.htmlsi=YZhWaNovTnSK0HtK I hope this helps. I love the look of the 2 pages with the black background, but this year I am trying to fit me days of the week into one long table. We will see how it goes. Thanks for watching!

@debthompson2492 9 ай бұрын

Thank you so much for this video. I'm a visual learner and must see examples. This was very helpful for me. By any chance would you be able to do a video where images are the hyperlink. I can not find any info that I can follow or get to work. Thanking you in advance. Deb.

@CrystalClearLife 9 ай бұрын

Great suggestion! I will do my best. Thanks for watching!

@mariadaversjo2829 9 ай бұрын

Love this video! One thing I wonder about the links you make on the sides to weeks and other places, how to get rid of the blue default color? And thank you so much Crystal for sharing!

@CrystalClearLife 9 ай бұрын

Good question! I set up the font and color that I wanted and then I used the format painter brush to copy that format to each of my links. Thanks for watching and subscribing!😊

@mariadaversjo2829 9 ай бұрын

Now when you say😄... I think you showed it in the video, so thank you for the repetition 🤎

@CrystalClearLife 9 ай бұрын

No problem, we all miss things now and then. 😊

@mariadaversjo2829 9 ай бұрын

@@CrystalClearLife Hi again! I now see that this trick with personal coloring of links isn't working in the Jenuine Studios notebook. But it works in a notebook made by myself.

@paolopedulla4759 7 ай бұрын

CRYSTAL i LOVE THE IDEA OF MAKING MY OWN PLANNER BUT i NEED TO VIDEO ON HOW TO DO THEBACKGROUND PAGE IN POWERPOINT, PLEASE

@CrystalClearLife 7 ай бұрын

kzfaq.info/get/bejne/hbyXZdqdvNzdZoU.htmlsi=yPMj8fGISiwMsdgL Here you go. For more details, check out my 2024 playlist.

@rickoco 8 ай бұрын

Hi @CrystalClearLife - great video. Do you of this as downloadable .one templates?

@CrystalClearLife 8 ай бұрын

Hey, thanks for watching. I currently do not sell my planners. I really didn't know there would be an interest in them. Here is a link to last year's setup that might give you more details to set yours up. kzfaq.info/get/bejne/q6ioaJiol8nPnWQ.htmlsi=Sau7YKobAJh7XoHd

@jyleads 7 ай бұрын

@CrystalClearLife. Where can I download this August dashboard from I really like the setup

@CrystalClearLife 7 ай бұрын

Thank you, I appreciate your compliment. 🥰Currently I do not sell my planner pages, but my Januaury set up video coming out this weekend will walk you through setting up your own if you would like. Lots of people have asked about purchasing a planner from me, looks like I might have a new project this year! 🤣

@JTHarveyJr 4 ай бұрын

how or where did you get the page that has the spiral that everything appears to be embedded in? Really enjoyed your video!!

@JTHarveyJr 4 ай бұрын

Well...... If I had reviewed more of your videos I would have found the answer. Thank yo for sharing - love your work!

@CrystalClearLife 4 ай бұрын

I made it, I hope you found the video. I would recommend you star with the 2024 playlist where I tried to break it all down. Thanks for watching. 🥰

@debthompson2492 9 ай бұрын

thank you for your note. Can you tell me or show me how to add vertical text in OneNote (Week 1). Thanks. Not sure if line will come through to you or not.

@CrystalClearLife 9 ай бұрын

To create the vertical text like you see for my cleaning zones in week one, I’ll create that text in PowerPoint and rotate it to the position that I want. Then I simply copy and paste it into OneNote. Hope this helps.

@ajestudillo 4 ай бұрын

I have just started with onenote and I would love to move from my paper planner to a digital planner. However, I really don´t know where to start. So much information... Any advice?

@CrystalClearLife 4 ай бұрын

I have a video on my channel of moving from paper to digital and basically I help you recreate your favorite paper planner Page by breaking down and analyzing how you could do that in digital format. Another suggestion I would have is to start with my 2024 playlist at the beginning where I go through each step of me setting up my digital notebook for 2024. That might help. You don't have to make yours look like mine but you can add the information that you need from your paper planner. I hope this helps and keep me posted on your progress. 😊 thanks for watching.

@michaell7877 8 ай бұрын

TS:3:24 Here you talked about setting up a monthly Dashboard. You didn't set one up. You just used the one you brought forward from the previous calendar. I have no clue how you got that open book thing in there. What am I missing? I started building this from scratch. I don't have any previous Cal. I am doing Portrait mode too. I'm trying to follow you as I go. You have a lot of things that I really don't need being single. Hmmm lol, what do I do now?

@CrystalClearLife 8 ай бұрын

Hi and thanks for watching. I am glad you are settling up your own planner in OneNote. My 2024 planner set up videos are coming this week. But last year's January setup might be just what you are looking for. kzfaq.info/get/bejne/q6ioaJiol8nPnWQ.htmlsi=Sau7YKobAJh7XoHd It is difficult to put everything in one video, so I tend to break them into manageable chunks. I hope this helps.

@elainec3314 10 ай бұрын

Very good video! I would like to know how you can link to your inbox emails.

@CrystalClearLife 9 ай бұрын

Thanks for the question. I use a Google Gmail account so in my browser I bring up that account to my inbox. Then I copy the URL, then I take it back to OneNote and paste it into the link box. Hope this is helpful. Thanks for watching and subscribing!😊

@elainec3314 9 ай бұрын

@@CrystalClearLife thank you very much for taking the time to answer 🙏

@CrystalClearLife 9 ай бұрын

Your welcome 😊

@PVOffice 10 ай бұрын

GM, I've started thinking about my 2024 setup, too, and im so indecisive about it, lol!! On your August dashboard, how did you get the zones turned sideways??? 😮

@PVOffice 10 ай бұрын

LOVE LOVE LOVE YOUR PLANNING STYLE!

@CrystalClearLife 10 ай бұрын

I wrote them in PowerPoint and rotated the text and then copied and pasted into OneNote just like I do my icons. Thanks for watching! 😊 I appreciate you being a subscriber.

@CrystalClearLife 10 ай бұрын

You're so sweet, thank you!🥰

@PVOffice 9 ай бұрын

@CrystalClearLife oooooo OK, 😊 thank you! I will be so glad when onenote decides to update the picture 📸 tools and other minor updates!!

@michaell7877 8 ай бұрын

How will it look on IPad 12.9 pro? Will you still get the 2 page view?

@CrystalClearLife 8 ай бұрын

I have not tried an iPad pro but I would assume it would work the same. 😊 let me know if you try it. Thanks for watching.

@elisabethsosa8246 5 ай бұрын

Can you show how to actually build it from start to finish? Not just the purpose it is used for?

@CrystalClearLife 5 ай бұрын

Check out the 2024 playlist. I have videos breaking everything down step by step for you. They started in Dec. I also just started a new "crafting quilt planner" that shows the steps as well. Thanks for your comment.