Create a Template in OneNote – Tutorial

Create a Template in OneNote: Video Lesson

            This video lesson, titled “Custom Templates,” shows how to create a template in OneNote. This video lesson is from our complete OneNote training, titled “Mastering OneNote Made Easy v.2016-2013.”

Create a Template in OneNote: Overview

            You can create a template in OneNote from pages you make or from existing templates you modify. To create a template in OneNote, navigate to the page you want to use to create the template. Then open the “Templates” pane. To do this, click the “Page Templates” button in the “Pages” group on the “Insert” tab in the Ribbon. Alternatively, click the drop-down below the same button and select the “Page Templates” command.

            Then click the “Save current page as template” link at the bottom of the pane. Doing this then launches the “Save As Template” dialog box. Then enter a name for your template into the “Template name:” textbox. You can check the checkbox to make the template the default for any new pages created in the existing section.

Create a Template in OneNote – Tutorial: A picture of a user saving a custom template in OneNote 2016.

            When you are ready, click “Save” to save the new template. OneNote will save the template into a category called “My Templates.” It will be accessible in the “Templates” pane with all the other templates. To delete a custom template, right-click the name of the template within the “Templates” pane. Then choose the “Delete” command from the pop-up menu that appears.

Create a Template in OneNote: Instructions

1. To create a template in OneNote, navigate to the page you want to use to create the template.
2. Then open the “Templates” pane by clicking the “Page Templates” button in the “Pages” group on the “Insert” tab in the Ribbon.
3. Alternatively, click the drop-down below the same button and select the “Page Templates” command.
4. To open the “Save As Template” dialog box, click the “Save current page as template” link at the bottom of the pane.
5. Then enter a name for your template into the “Template name:” textbox.
6. To set the template as the default for any new pages created in the existing section, check the checkbox.
7. To save the new template, click the “Save” button.
8. OneNote saves the template into a category called “My Templates” in the “Templates” pane.
9. To delete a custom template, right-click the name of the template within the “Templates” pane.
10. Then choose the “Delete” command from the pop-up menu that appears.