π Lesson 1.2: Accounts, Versions & Your First Notebook
Time to build. In this lesson you'll sort out the one account you need, pick the right flavor of OneNote for your devices, and create your very first real notebook β complete with sections, a page, and the "Why I'm Here" note you wrote last lesson. By the end you'll have a living notebook of your own.
π What You'll Learn
By the end of this lesson, you will be able to:
- Explain the difference between a personal Microsoft account and a work/school 365 account, and choose which to use
- Identify the main flavors of OneNote (desktop, web, mobile) and pick the right one for you
- Describe where notebooks are stored (OneDrive) and what's free versus paid
- Sign in and create your first notebook, add sections and a page, title it, and paste in your first note
β±οΈ Estimated Time: 45 minutes
π― Project: Install or open OneNote, create your real "My Notebook" with an Inbox, Journal, and Course section, and write note #1.
In This Lesson
The One Account You Need
Last lesson you decided why you're here. Now we clear the one small hurdle between you and a working notebook: an account. Think of it like a library card β it's free, it takes a minute to get, and it's what lets your notebook follow you from device to device.
There are two kinds of Microsoft account, and it's worth knowing which one you're using:
- A personal Microsoft account (free). This is the everyday account you'd use for Outlook.com, Hotmail, Xbox, or signing into Windows at home. If you have any of those, you already have one. Your notebooks are stored in your personal OneDrive. This is the path most home learners take, and it's completely free.
- A work or school account (Microsoft 365). This is the account your employer or school gives you, usually ending in your organization's domain. Notebooks are stored in OneDrive for Business or SharePoint, and admins may set rules about sharing. Use this one if your notes are for work or class and you want them tied into your organization's Teams and Office setup.
π Definition
Microsoft account: a single free sign-in (an email plus password) that unlocks Microsoft's cloud services β OneDrive storage, OneNote, Outlook.com, and more. One account, one identity, and your notebooks travel with it wherever you sign in.
π§ Mindset
If accounts and "which sign-in?" make your eyes glaze over, you're in good company β this is the least fun part of any Microsoft tool, and then it's done forever. You only set this up once. Take it slow, get signed in, and the rest of the course is the fun part: actually making notes. If you hit a snag, that's not you failing β it's just the setup being finicky. Add the word yet to "I'm not signed in" and push through.
Which should you pick? If this notebook is for personal life, learning, or side projects, use a personal account β simplest and free. If it's primarily for your job or coursework and your organization uses Microsoft 365, use your work/school account so it plugs into Teams and Outlook. You can even have both signed in and keep separate notebooks. For this course, either works perfectly.
The Flavors of OneNote
OneNote comes in a few flavors. They all open the same notebooks β because the notebook lives in the cloud, not in any one app β so you're really just choosing your window into it. Here are the three that matter:
| Flavor | Platform | Cost | Best for |
|---|---|---|---|
| OneNote desktop app | Windows & Mac | Free | Your main workspace β the fullest feature set, ink, and offline use |
| OneNote on the web | Any browser (onenote.com/notebooks) | Free | Quick access anywhere, borrowed or locked-down computers, no install |
| OneNote mobile app | iOS & Android | Free | Capture on the go, photos, quick notes, sticky notes |
β οΈ Important Note: You may have heard of "OneNote for Windows 10," which used to be a separate app from the desktop "OneNote 2016." Microsoft has merged these into a single OneNote app on Windows. So if you're confused by old tutorials mentioning two Windows versions β don't be. Today there is just OneNote. Install that one.
How to choose: most people use the desktop app as their main home, the mobile app for capturing on the go, and the web version as a backup when they're on someone else's computer. You don't have to pick just one β sign the same account into all of them and they stay in sync. If you can't install anything (a work laptop, a library PC), the web version needs nothing but a browser and you can start this second.
β Pro Tip
Menus and button positions differ slightly between the desktop, web, and mobile flavors β that's normal and nothing to worry about. This course teaches the concept ("look for it under the Insert tab") rather than a pixel-perfect button location, so your skills transfer no matter which flavor is in front of you.
Where Notebooks Live (and What Costs Money)
Here's the piece that makes "syncs everywhere" actually work. When you create a notebook, it isn't saved on your laptop the way a Word file is. It's saved in the cloud β in OneDrive β and every device you sign into simply shows you that same cloud notebook.
account"] --> B["βοΈ OneDrive
your notebook lives here"] B --> C["π» Desktop app"] B --> D["π Web browser"] B --> E["π± Phone & tablet"]
This is why there's no "Save" button and no "which copy is newest?" β there's only one notebook, in the cloud, and your devices are windows onto it. Personal accounts store notebooks in personal OneDrive; work/school accounts store them in OneDrive for Business or SharePoint.
What's free and what's paid?
Good news first: OneNote itself is free β the app, your notebooks, sync, sharing, search, and ink all cost nothing with a free Microsoft account. A few things sit behind a paid Microsoft 365 subscription or license:
- Extra OneDrive storage. Free accounts include a generous chunk of cloud storage; notebooks are small, but if you attach lots of big files you could eventually want more space.
- Microsoft 365 Copilot in OneNote. The AI helper that can summarize pages, draft text, and build to-do lists requires a paid plan β at the time of writing, a Microsoft 365 Copilot license on work/school accounts, or a Microsoft 365 Personal or Family subscription at home. Lovely to have, not needed to learn OneNote.
- Some organization features (like advanced management in a work tenant) come with business 365 plans.
β οΈ Watch Out
Don't feel pressured into a paid Microsoft 365 subscription to "unlock" OneNote β you don't need one. Everything in this course works on the free version. If a screen nudges you toward a paid plan, it's usually for extra storage or Office apps like the full desktop Word and Excel, not for OneNote itself.
Walkthrough: Your First Notebook
Let's build it together. These steps are the same idea on every flavor; button labels may sit in slightly different spots, but the flow is identical everywhere.
Step 1 β Get into OneNote
Pick your window in: install the desktop app from onenote.com or your app store, or just open onenote.com/notebooks in a browser. Sign in with the Microsoft account you chose in Section 1.
Step 2 β Create a notebook
Look for Add Notebook (or + Notebook) β usually near your list of notebooks on the left. Give it a name. We'll use My Notebook for now (you can rename it anytime). OneNote creates it in your OneDrive automatically.
Step 3 β Add sections
A new notebook comes with one starter section. Rename it to π₯ Inbox (double-click its tab, or right-click β Rename), then add two more so you've got a real structure of three. Look for Add Section (or the + near the section tabs). You want these three β the emoji are optional but make tabs easy to spot:
- π₯ Inbox β where quick, unsorted captures land
- π Journal β your learning-journal entries for this course
- π Course β notes and experiments from these lessons
Step 4 β Add and title a page
Click your π Course section, then Add Page. At the top of a blank page you'll see a title line β type a title there, like Why I'm Here. Notice the page appears in the page list on the side, named by whatever you typed. Titling pages is a small habit with a huge payoff: it's how future-you finds this in one search.
Step 5 β Paste in your first note
Click into the body of the page (remember β you can click anywhere) and paste or retype the "Why I'm Here" note you wrote last lesson. That's it: you now have a real notebook with your first note in it, saved to the cloud and synced to every device you sign into. Take a moment β that's a genuine milestone.
β Pro Tip
Notice OneNote never asked you to save. Your note is already in the cloud. To prove it, open onenote.com/notebooks in a browser (or the mobile app), sign in with the same account, and watch your brand-new notebook appear. That little moment of magic is the whole promise of OneNote made real.
π― Project: Create "My Notebook"
Now do it for real, in the flavor of OneNote you'll actually use day to day. This is the notebook you'll grow across the whole course, so use a real one β not a throwaway.
ποΈ Build your first real notebook
Objective: A working notebook, signed into your account, with three sections and your first titled page.
Instructions (about 15 minutes):
- (3 min) Open or install OneNote and sign in with your chosen Microsoft account.
- (2 min) Create a notebook named My Notebook.
- (4 min) Rename the starter section to π₯ Inbox and add two more: π Journal and π Course.
- (3 min) In the π Course section, add a page and title it Why I'm Here.
- (3 min) Paste in (or retype) your "Why I'm Here" note from Lesson 1.1. This is note #1!
π‘ Hint β can't find "Add Notebook" or "Add Section"?
On the desktop app, the notebook list is on the left; click the notebook name at the top to reveal Add Notebook, and use the + beside the section tabs to add a section. On the web, look at the far-left panel for + Notebook and + Section. On mobile, tap the notebooks icon, then the +. If your exact layout differs, search the app's help for "create a notebook" β the wording is always close.
β Project Completion Checklist
- You're signed into OneNote with your chosen Microsoft account
- A notebook named "My Notebook" exists
- It has three sections: π₯ Inbox, π Journal, π Course
- The π Course section has a page titled "Why I'm Here"
- Your first note's text is on that page β note #1 is done!
π― Quick Quiz
Question 1: Where is a OneNote notebook actually stored?
Question 2: On Windows, how many separate OneNote apps should you install today?
Best Practices for Getting Set Up
β Do's
- Use one primary account for one notebook. Keep personal and work notes on their matching accounts β it saves confusion later.
- Sign the same account into every device you'll use, so sync just works.
- Name things clearly from the start. A titled page and sensible sections are gifts to future-you.
β Don'ts
- Don't create a throwaway "test" notebook. Build the real one now β you'll grow it all course long.
- Don't pay for anything yet. OneNote is free; skip upsell prompts unless you specifically want extra storage or Office apps.
- Don't over-plan your sections. Three is plenty to start. You'll reshape them naturally in Module 3.
π‘ Pro Tips
- Install the mobile app too, even if you'll mostly work on desktop β it turns your phone into an always-with-you capture tool.
- Emoji in section names (π₯ π π) make tabs instantly scannable and are supported everywhere.
π Learning Journal
You now have the perfect home for your journal: the π Journal section you just created. From here on, do your reflections inside OneNote. After each lesson, add a page and jot down:
- Key concepts you learned
- Techniques that clicked for you
- Questions or confusion points to revisit
- Ideas you want to try
- Your progress and feelings about learning this
βοΈ This lesson's prompt: Add a page in your π Journal section titled Lesson 1.2 β Setup. Write: Which flavor(s) of OneNote did I set up and why? Which account am I using, and what do I want this notebook to become? Writing it inside OneNote also gives your Journal section its first real page β two birds, one note.
π Lesson Summary
π Key Takeaways
- OneNote needs a free Microsoft account β personal (OneDrive) or work/school (OneDrive for Business / SharePoint).
- Three flavors β desktop, web, and mobile β all open the same cloud notebook; use whichever fits the moment.
- "OneNote for Windows 10" was merged into the single OneNote app; install just that one.
- Notebooks live in OneDrive, which is why they sync everywhere; OneNote is free, with only extras like Copilot behind a paid plan.
- You created a real notebook with Inbox, Journal, and Course sections and your first titled page.
π What You've Accomplished
You went from "I understand what OneNote is" to "I have a working notebook of my own, in the cloud, on my devices, with note #1 already written." That's the setup done β the finicky part is behind you. From here, it's all creating.
β Common Questions at This Stage
Should I use my personal or my work account?
Use the one that matches the notebook's purpose. Personal life and learning β personal account (simplest, free). Job or coursework tied to your organization's Microsoft 365 β work/school account, so it plugs into your Teams and Outlook. You can keep both signed in with separate notebooks.
I don't want to install anything. Can I still follow along?
Absolutely. Go to onenote.com/notebooks, sign in, and use OneNote free in your browser β no install required. You can add the desktop or mobile app later, and everything stays in sync.
My menus look different from the screenshots I've seen online. Did I do something wrong?
No β the flavors differ slightly, and Microsoft updates the look over time. That's exactly why this course teaches concepts ("look under the Insert tab") over exact button positions. If you can't find something, the app's built-in Help search with plain words like "create a section" will land you there.
π Looking Ahead
Next up β Lesson 1.3: The Interface & the NotebookβSectionβPage Model β we take a guided tour of the OneNote window, learn every part of the screen, and go deep on the full hierarchy, including section groups and subpages, so you can shape a notebook that scales beautifully.
β Before the Next Lesson
- Make sure "My Notebook" exists with its three sections and your "Why I'm Here" page
- Sign into a second device (phone or web) at least once, to see sync in action
- Write your Lesson 1.2 Journal entry inside your π Journal section
π Additional Resources
- onenote.com β download OneNote
- OneNote Help & Learning (Microsoft Support)
- Microsoft Support β What is a Microsoft account?
π Encouragement for the Journey
You just crossed the biggest drop-off point in any tool: setup. Most people stall here β you didn't. You have a real notebook, in the cloud, with your first note inside it. Everything from here is the good part: filling it with a life's worth of useful notes. See you on the tour. π