OneNote Template for Project Management

A complete system that takes a project from idea to done. Clear structure. Fast navigation. Real outcomes.

What this OneNote Template for Project Management includes

• Projects Hub with cards, owners, dates, status, and quick links
• Project Brief covering scope, outcomes, timeline, stakeholders, and constraints
• Roadmap and Milestones organized by quarter with milestone checkboxes
• Task Board with backlog, in progress, review, and done plus priority and effort
• Meeting Kit for agenda, notes, decisions, and action items with owners
• Risk and Issue Log with probability, impact, owner, and next step
• RACI matrix for roles and approvals
• OKRs and KPIs with simple metric tracking
• Retrospective and Lessons to close projects with clarity
• Archive for closed projects and quick summaries

Why this OneNote Template for Project Management works

Planning stays inside OneNote. Notes connect to tasks and decisions. Navigation remains quick. Status stays visible. Handovers become simple. Reviews take minutes.

Navigation and structure

• Hyperlinked sections and a jump index for rapid movement
• Search friendly tags across projects and pages
• Sections arranged in the flow most teams follow

Built for real work

• Works on Windows, Mac, iPad, and Web
• Fits client projects, product launches, and internal initiatives
• Supports agile and classic timelines
• Scales from solo operators to small teams

How the onenote template for project management is used

1. Open the Projects Hub and create a project card
2. Complete the Project Brief with scope and outcomes
3. Lay out the Roadmap and set milestones
4. Track work on the Task Board and update status
5. Run meetings with the Meeting Kit and log decisions
6. Review risks weekly and assign next steps
7. Close with a Retrospective and move to Archive

What is included

• OneNote package file
• Quick start guide
• Simple import steps for desktop and iPad

Key outcomes

• Fewer scattered notes
• Faster status reviews
• Cleaner handoffs
• Decisions captured in context
• Consistent project closeouts

FAQ

Does it require add ons
No. Everything uses native OneNote tables and links.

Can pages be customized
Yes. Every section can be duplicated, edited, or removed.

Is the page count heavy
No. The set stays concise for speed while covering all core needs.

Who it is for

Consultants. Founders. Project managers. Operations leaders. Cross functional teams that prefer clarity over complexity.

Short blurb

OneNote template for project management that links goals, tasks, meetings, risks, and milestones. Fast navigation. Clear structure. Real results.

External resources

• Microsoft OneNote overview
• Microsoft OneNote help and learning
• Microsoft OneNote video training