Has anyone figured out OneNote? I’m trying to get organized...again.

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I use OneNote for capturing my random thoughts that are not tied to a specific project. That way, they are saved and my mind can stop dwelling on them and move on. I find it particularly helpful in capturing marketing ideas.

You can save different OneNotes. Within each save, you will have top tabs (logo, website, brochures, seminars, etc.). Then, within each top tab you have side tabs to break it down further. Within seminar, for instance, you may have side tabs for: equipment, topics, location, co-speakers, etc.

Some attorneys have a OneNote for each client matter, but I find it works best for me as a brain dump.

You could also use it to keep track of tasks instead of using ten different notebooks (as those with ADHD are likely to do when they can’t keep track of one notebook).

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I use OneNote as a sort of the holding place for all notes, instructions, brainstorming, etc.

I have a transactional practice.

My organization is as follows:
1. Section groups for admin and assignments. This way you don’t have to have a bunch of notebooks but you’re also not bogged down with stuff that doesn’t matter.

2. Within Assignments, a tab for each attorney that assigns me the project. Each attorney is color coded in OneNote and in my outlook categories.

3. Within each attorney tab (along the right hand side) I have parent and child pages as Client > Project > Entry.

4. I use an entry for brainstorming, copying/pasting emails so I can highlight and write notes to myself, tracking things I want to summarize when I provide a deliverable, and notes from calls.

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I have a bunch of notebooks, but that isn’t working very well.

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