How to Use Tags in Onenote

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Finding information that you've added to your computer can often be more challenging than putting it there. Tagging is an efficient way to organize diverse bits of information. Web browsers allow you to add tags to bookmarks. Microsoft's OneNote program has a similar tagging feature. For instance, by adding a "Today's Chores" tag to notes that you add to OneNote, you can view today's chores by simply searching for the tag. It only takes a few mouse clicks to begin using OneNote's helpful tagging feature.

Add Notes

  • Launch OneNote. A list of your notebooks appears on the left side of the user interface.

  • Click one of the notebooks to make it active. One or more tabs will appear across the top of the OneNote window.

  • Click any tab. That tab's page will appear below the tab.

  • Click a blank area on the page, and type "My task 1."

  • Click another blank area on the page and type "My task 2." This creates two notes on the page.

Add Existing Tag

  • Click anywhere at the beginning of the "My task 1" note, then click the "Home" tab on the OneNote menu bar. The OneNote ribbon appears and displays a list of available tags in the "Tags" section of the ribbon.

  • Click the drop-down arrow in that section to scroll through the tags. Default tags exist such as "To Do," "Send an Email" and "Book to Read."

  • Click one of the tags. OneNote assigns that tag to the note and places the tag's icon next to the note. This icon lets you know that a tag exists for a note.

Create New Tag

  • Click the beginning of the "My Task 2" note to select it, then click the "Home" tab.

  • Click the drop-down arrow in the "Tags" section and scroll to the bottom of the list of tags.

  • Click "Customize Tags" to open the "Customize Tags" pop-up widow.

  • Locate the "New Tag" button at the bottom of the window and click that button. The "New Tag" window opens.

  • Enter a descriptive name for the tag in the "Display Name" text box.

  • Click the "Symbol" drop-down box to view a list of icons that you can assign to the tag.

  • Click one of the icons, then click "OK." OneNote creates your new tag and assigns it to the note you selected.

Find Tagged Notes

  • Click the "Home" tab, then click "Find Tags" in the "Tags" in the ribbon's "Tag" section. The "Tags Summary" window opens and displays a list of tags. The tags you see depends on your tag filter. For instance, if the filter is set to show only tags in the current notebook, you will only see those tags.

  • Click the drop-down arrow beneath the "Search" text box at the bottom of the "Tags Summary" window. A list of filtering options appears. These options include "This Notebook," "All Notebooks," "Today's Notes" and "This Week's Notes." These filtering options help you narrow down your search and view tags relevant to your search requirement.

  • Click the "Today's Note's" option. OneNote will display the two tags you worked with in the top of the window. The note text you added appears below each tag.

  • Double-click any of the note text values and One Note will display the page that contains the note.

Tips & Warnings

  • Remove a tag from a note by right-clicking the tag, then clicking "Remove Tag." Experiment with the different filtering options in the "Tags Summary" window. The filter you choose will vary according to your current task. For instance, if you need to see every note you have tagged with "Send Email," choose the "All Notebooks" filter.
  • You may want to view notes entered during a particular time frame. In such instances, choosing one of the date filters might be a more efficient way to search.

References

  • Photo Credit Ryan McVay/Photodisc/Getty Images
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