How To Make A Checklist In Onenote (Quick Guide)

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Creating a checklist in OneNote is simple: just open the app, create a page, and start adding checkboxes. Once you have the basics down, you can customize, organize, and collaborate on the checklists with teammates.

Building a checklist in OneNote is one of the easiest ways to keep yourself organized and make sure nothing important slips through the cracks. Because the list lives inside your notebook, you can return to it from any device that has OneNote installed. In this quick guide, we’ll walk you through the steps to make a checklist in OneNote, so you can start checking off your tasks and accomplishing your goals.

Steps to Make A Checklist In Onenote

Here are the steps to make a checklist in OneNote. The screenshots show the Windows desktop ribbon; on a Mac, the same To Do tag is in the Home tab’s Tags gallery:

  1. Open OneNote and navigate to the page where you want to create a checklist. Click in the page body where the first task should go.
  2. Click on the “Home” tab in the ribbon at the top of the screen.
  3. In the “Tags” section of the ribbon, click on the “To Do” tag. In OneNote for Windows, you can also press Ctrl+1 while the cursor is in the task paragraph.
  1. This will create a checkbox to the left of the cursor. Type in the task you want to add to the checklist.
  2. Hit “Enter” to add additional tasks to the checklist.

To turn existing notes into a checklist, select the task paragraphs and apply the To Do tag. Put each task on its own paragraph so it has its own checkbox. Click the checkbox when the task is complete; click it again to clear it if you need to reopen the task.

In the Windows desktop app, Home > Find Tags opens a summary of tagged notes, which helps you find tasks spread across several pages. If a teammate needs to check items off too, share the notebook from OneDrive or SharePoint with edit permission. Notebook sharing gives access to the notebook, so keep a team checklist in a notebook you are comfortable sharing.

Conclusion

A OneNote checklist is a handy way to keep track of what needs doing and stay on top of your day. As we discussed above, you can create a checklist and start adding tasks to it with just a few clicks. Go, give it a try!

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