OneNote Tip of the Week – Custom Checkboxes

This quarantine thing has caused me to switch from coffee to tea (for no real reason aside from a change) but it has also resulted in a new hobby…trying various teas and keeping track of their information for my own reference. As such I wanted to see if I could come up with an effective, efficient solution using OneNote to track this information and sure enough I found an answer that works for me. Before I get started though one caveat…this solution requires OneNote 2016 and won’t work on other versions because of requiring a specific feature in 2016. Sorry in advance for that. Let’s dive in.

The main issue I had when coming up with this solution was how best to organize the information. This is what I was working with:

  • Tea Brand
  • Name
  • Flavor
  • Type (loose, bagged)
  • Rating (excellent – poor)

My first instinct was to go with the old standby the outline layout:

But before I even got part way through that design I knew I could come up with something better. I wanted to avoid typing so much information so I needed a way to provide and select options. Checkboxes are what came to mind:

Now if you’re of a sharp eye you’ll notice my checkboxes are yellow, not the normal black and white boxes you get with the To Do tag. What I did was create a custom tag in 2016 called “Toggle”, assigned it to position 4 in the list (so I can use Ctrl+4 to assign it to a line) and chose the yellow checkbox as the symbol for the tag.

Why do this instead of using the normal To Do tag? I want to avoid confusing these selections with things to do (for which I use the To Do tag frequently). By creating a custom tag I can have the same functionality while letting the To Do tag do it’s thing.

After defining the custom tag I decided to try a different, table based layout for the information:

This format works very well on the desktop application: it takes a minimum of space while still providing all the information I need. Unfortunately it isn’t mobile friendly so a little tweak and that problem was fixed:

Now I can update the information on mobile as easily as I can on desktop and still have access to everything I need. I keep a blank copy of one of these pages in the section with my tea notes and I can make a copy of it on mobile to the same section and have it act like a template for new entries.

You may also have noticed I didn’t include the name of the tea in the table. I name the page using the name of the tea to make it easy to locate and reference.

There are any number of ways to adapt this structure:

  • Create a section for each tea manufacturer and page for each of their teas
  • Create a section for each tea variety (black, green, etc.) and then add pages for the teas
  • Use stacked pages in a section to group the teas
  • Use page links to connect these teas to other content (for example: teas and music)

The flexibility always surprises me when it comes down to what you can do with OneNote. While it may not have the embedded databases that other tools have there’s no question in my mind you can make it work in almost any situation with a little creative thinking.

Making a little difference

For the first time in a long time I’ve been able to build a solution that will have a direct impact on people during this crazy time. I can’t discuss what it specifically does due to client confidentiality, but suffice it to say it makes people’s financial lives just a little less painful when trying to manage right now.

It’s amazing how far this type of thing can go both motivationally and emotionally. We all feel a loss of control right now and to be able to help people get a little bit of that control back means a great deal to me. It’s all about silver linings right now, isn’t it?

Switched to a new WordPress theme for the blog today. (Yes I know, I know.) I’m hoping this one helps me organize the content just as well as making it a bit more visually appealing.

Refining our message 

During a recent meeting I spent almost 90 minutes outlining the vision for a project to a team member. Initially I was frustrated by the amount of time it took my audience to “buy in” to the concepts and strategy I presented. Only later did I realize it was equally my own failing in not preparing my message properly to be easily understood.

As I look over the messaging and vision surrounding The Idea Pump I realize it too needs clarity and conviction to the core message. What is The Idea Pump? What do we stand for? What do we believe in? How do we help others? This may sound like fluffy headed thinking for a business but I believe the business represents the people in it as much as the people represent the business.

Over the coming days you will see the story and vision of The Idea Pump refined here. Less marketing speak and more clear belief. An approach to doing what is right for as many people as possible. A restatement of what The Idea Pump stands for: helping people do the right things at the right time in the right way.

Watch this space…