OneNote Digital Planner on iPad: Import, Apple Pencil and Links

Updated 5 minute readBy the Exclusive Design Lab team

You can’t import a OneNote digital planner directly on an iPad, because OneNote for iPad has no way to open a notebook package file. Import it once on a Windows PC or Mac so the notebook lives on OneDrive, then open it on the iPad from More Notebooks. From there you write on it with Apple Pencil from the Draw tab and tap the index and menu links to move between pages.

This guide covers the iPad side: getting the notebook onto the tablet, setting up the Pencil, using the links and a few habits that keep handwritten pages tidy.

Why the Import Happens on a Computer

OneNote for iPad only opens notebooks stored on OneDrive or SharePoint. It has no command to unpack a .onepkg file or open a notebook folder from the Files app, so the computer does that one job:

  • On Windows, OneNote on Windows (the Microsoft 365 desktop app) unpacks the package directly. Our guide on how to import a OneNote template has the steps.
  • On a Mac, OneNote for Mac can’t open the package, so you go through the OneNote Importer, a Windows PC or the backup-folder method. See our OneNote template Mac guide.

Before you pick up the iPad, confirm the notebook really is on OneDrive. In OneNote on Windows, go to File > Info: a notebook on OneDrive shows a web address starting with https, while a local one shows a folder path like C:\Users. If it is still local, move it first; our guide on how to sync OneNote across devices shows how and fixes the common sync errors.

OneNote Digital Planner iPad Setup in Five Steps

  1. Install and sign in. Download OneNote from the App Store and sign in with the same Microsoft account you used on the computer. A different account won’t see the notebook.
  2. Open the planner. Open the notebook list, tap More Notebooks at the bottom, then tap your planner.
  3. Let it sync. The first time, keep the app open on Wi-Fi and open a few pages in different sections, so the content is on the iPad before you rely on it offline.
  4. Make room. Use the navigation button at the top left to hide the section and page lists, so the planner page fills the screen. Bring them back when you need them.
  5. Test the links. Tap from the index to a month, a week and a day, then use the side menu to jump back to the index.

Our OneNote digital planner is designed for exactly this setup: imported once on a computer, then synced to an iPad or phone, with an index and side menu for tapping between pages.

Writing on the Planner With Apple Pencil

Handwriting happens on the Draw tab. When you open a page, OneNote starts in text mode (tap to type). Select a pen on the Draw tab and the Pencil starts writing.

Tool Where it is How it helps in a planner
Pens and highlighter Draw tab Handwrite entries; highlight the day’s priorities
Eraser Draw tab Remove ink without touching the page design underneath
Lasso Select Draw tab Circle handwriting to move it into the right box or shrink it
Text Mode Left end of the Draw tab Stop drawing so you can type or tap links
Drawing Mode Far right of the Draw tab Holds Draw with Touch and Stylus Orientation

Open Drawing Mode before your first entry and set two things:

  • Draw with Touch: off. With it off, your finger scrolls and pans the page while only the Pencil draws. With it on, a stray finger leaves marks on your planner.
  • Stylus Orientation. Pick how you hold the Pencil. OneNote uses this to ignore your palm resting on the screen.

Ink you’ve already written stays as ink: Microsoft notes that OneNote for iPad has no command to convert handwriting to typed text. Type anything you’ll want to copy somewhere else later, like an address or an order number.

Links are how a planner works on a tablet. The section and page lists get long, but the index and side menu take you anywhere in one or two taps.

  • Tap links with your finger. While a pen is selected, the Pencil treats a tap as ink. If a tap on a link draws a dot or does nothing, tap Text Mode at the left of the Draw tab and tap the link again.
  • Keep the menus clear. Don’t write over the side menu or index entries. If ink ends up on a link, circle it with Lasso Select and delete it.
  • Use the side menu to go back. After following links into a day, the side menu gets you to the index or month faster than scrolling through the page list.
  • Add your own links. Tap and hold a page in the page list, choose Copy Link to Page, then paste the link on your index or on a project page.

If a link can’t find its page, the notebook may still be syncing, or you may have opened a different copy of the notebook. Wait a minute on Wi-Fi, then check that the notebook in your list is the one on OneDrive. For building index pages and fixing broken links, see our guide on how to link pages in OneNote.

Handwriting Tips for an iPad Planner

A digital page behaves differently from paper. These habits keep pages readable a month later:

  1. Zoom in to write small. Pinch to zoom into a narrow box, write at a comfortable size, then zoom out. Your writing ends up neat and small enough to fit.
  2. Set up three pens and stick to them. A fine dark pen for entries, a colored pen for appointments and a highlighter for priorities covers most planning.
  3. Put a color key on the index. For example, blue for work, green for family and orange for health. Write the key once so the colors mean the same thing on every page.
  4. Write inside the boxes. Ink that spills across boxes is hard to move later. If it happens, lasso it and drag it back.
  5. Type what you’ll search for. Phone numbers, names and anything you’ll want to copy are easier to find later as typed text.
  6. Try both orientations. Use whichever shows a full planner page at a size you can write on comfortably.
  7. Decorate lightly. Stickers make key dates stand out, but a page full of images can get slow to scroll. Our guide on how to add stickers to OneNote covers inserting them on iPad and keeping file size down.

Offline Use and Sync on iPad

OneNote for iPad syncs as you work. If you lose your connection, you keep writing, and your changes upload when you’re back online. There is no manual sync button on iPad, so if something written on your computer hasn’t appeared yet, check that the computer finished syncing first.

Before a trip, open the current month, this week’s page and the next few day pages while you’re still on Wi-Fi.

Your next step: sign in on the iPad, open the planner from More Notebooks, set Draw with Touch to off, and write tomorrow’s top three tasks on its day page.

Frequently asked questions

Is OneNote free on iPad?

Yes. OneNote for iPad is a free App Store download and works with a free Microsoft account. The planner is stored in that account's OneDrive, so it uses some of your OneDrive storage.

Which Apple Pencil works with OneNote?

Any Apple Pencil that works with your iPad model also works in OneNote, which uses the iPad's standard pen input. If you're buying one, check Apple's compatibility list for your exact iPad.

Can I use my OneNote planner on iPhone too?

Yes. Open it from More Notebooks in OneNote for iPhone with the same Microsoft account. The small screen suits quick checks and typed notes better than handwriting, and the Drawing Mode settings are only on iPad.