Importing OneNote Planner

Importing OneNote Planner

Importing OneNote planners: a step-by-step guide

Setting up digital planners can take a little time but I provide a detailed step-by-step guide on importing a OneNote planner to make it as simple as possible. These instructions are focused on the OneNote templates available here at HappyDownloads and cover importing on iPad and Surface Pro. Check out the videos below.

Step 1: Go to the OneDrive folder link provided by us

Tap the link provided by us to go to the OneDrive folder with your digital planner items:

OneDrive folder

Step 2: Make sure you are logged in to OneDrive

Check in the top right corner than you have signed in. If you are not, sign-in using the OneDrive account you plan to use:

OneDrive signin

Step 3: Tap the OneNote template you wish to use

Tap the digital planner you wish to use. This will open OneNote online which will “register” the planner with OneNote. Close the page after it loads.

Step 4: Add OneNote notebook to your device

Go to your OneNote app on your device. Click on “More Notebooks” and then tap the recently added planner:

Open OneNote planner

The planner will begin to load but this will be in READ ONLY mode.

Step 5: Create a new notebook and copy tabs from our digital planner template

Create a new notebook:

Add new OneNote notebook

Delete the default page of the new notebook:

Delete default page

Copy all tabs over from the read-only template to your new notebook. iPad and PCs are usually able to copy multiple tabs at once. On some devices, such as the Surface Pro, you will need to copy each section individually:

Copy OneNote template pages

Your OneNote app may take some time before updating and may not look like it is progressing. Please leave your device for a few minutes and it will then update.

Wait at least 15 minutes before closing the read-only notebook. Otherwise, it may not copy all tabs correctly.

The digital planner files are now imported into OneNote and should be ready to use! 

If you repeat steps 4 to 6 on other devices, your planner will be available across different devices.

If you have had any issues with the OneNote templates and it is not importing correctly, please send us a message either on Etsy or by email. We will help you get it working! Please let us know where you are not able to carry out the above steps and what device and OneNote app you are using. I hope you found our guide on importing a OneNote planner useful!