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How to Convert Your Notes into a Well-Formatted Document in Microsoft Word

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We use Word to capture our ideas when brainstorming or to make sure we don’t forget them. Here are some tips to help you organize scattered information into a clear, easy-to-manage document.

Eliminating Redundant or Duplicate Notes

After taking notes during a meeting in Word, you might end up with a messy, disorganized document. Now it’s time to tidy things up and organize your thoughts.

The first step is to organize the line items. Before doing that, it’s important to remove any redundant or duplicate notes. The quickest way to find repeated items is by searching the document for common words that may appear in those lines (e.g., “meeting”).

Step 1

Click on “Find” in the Home tab. When the Navigation menu appears, type the word you’re searching for into the search box, then press Enter or click the magnifying glass icon. Word will highlight and show the results in the left-hand Results tab.

To make these words stand out, highlight each one with your cursor, then click the “Highlight” icon in the Font section under the Home tab. The default color is yellow, but you can choose a different color by clicking the drop-down arrow next to it.

Step 2

After identifying and highlighting the items, review each one and remove anything that is repetitive or unnecessary. Do the same for any other redundant entries, like the repeated mention of ABC Company handling onboarding.

Organizing Items into Sections

Once you’ve removed the redundancies, the next step is to make the remaining items more manageable by grouping them into sections. Organizing notes into sections makes them easier to read and scan, providing a solid foundation for better organization.

Step 3

The first step in organizing your items into sections is to decide what to name each section. For example, I divided my items into four sections and added headers for each one. To create a header, go to the “Home” tab, click on “Styles,” and choose a heading size—I used Heading 2.

Creating a Template

At this point, you might be thinking, “Couldn’t I have just used a template to organize my notes from the start, instead of doing all this manually?” The answer is yes! You can create your own template, modify an existing one, download a template from Microsoft, or use one of the built-in options.

When you first open Word, you’ll find several templates to choose from. To access them, click on “New” in the Home section. Then, type the type of template you’re looking for into the “Search for online templates” box, and either click the magnifying glass icon or press Enter. You’ll see a list of available templates for both work and personal use.

Creating A Template

If you’d like to save the layout and design of your document for future use, you can save it as a Word template. This allows you to reuse the same headers and sections whenever you need them.

Taking notes in Word is an important way to collect information, whether for work or personal use. By using the tools mentioned earlier and organizing your notes, you make it easier to access and act on the information when it’s presented in a clear, organized format.

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