This matrix shows which templates are included in each subscription tier. All plans come with core OneNote tools, while higher tiers unlock multi-user access—perfect for families, teams, and businesses.
| Product included in which Subscription | Personal | Family | Professional | Team (5) | Team (10) | Business |
|---|---|---|---|---|---|---|
| Mega Bundle for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| KanBan Task Board for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Get Things Done for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Second Brain for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Productivity Maximizer for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Wiki for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Personal Development for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| myLife at a Glance for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Calendars & Planners for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Estate Planner for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Digital Address Book for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Student Planner for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Vacation Organizer for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Teacher Planner for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| ChatGPT for OneNote | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Business Suite for OneNote | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Projects for OneNote | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Teams for OneNote | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Second Brain Teams for OneNote | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Company Wiki for OneNote | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Professional Development for OneNote | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Marketing Essentials for OneNote | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Client Portal for OneNote | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Partner Portal for OneNote | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Simple Budget Planner for Excel | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Habit Tracker for Excel | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Bills Calendar for Excel | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Lifemap for OneDrive | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Cheat Sheets for Windows, Microsoft 365, Social Media, Browsers & AI | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Personal PowerPack for Outlook | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Family PowerPack for Outlook | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Work PowerPack for Outlook | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Event Planning for MS Project | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Sustainability Initiatives for MS Project | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Investment Property for MS Project | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Emergency Response for MS Project | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Risk Assessment for MS Project | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Compliance Audit for MS Project | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Key Person Risk Analyzer for MS Project | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Grant Application for MS Project | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Waste Reduction Blueprint for MS Project | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Fund Raising Campaign for MS Project | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Property Renovation for MS Project | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| AI Powered Customer Support Setup for MS Project | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| AI Dashboard for Business Insight for MS Project | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| AI Assistant for Document Summarization for MS Project | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Personal & Family Collection for MS Lists | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Event Planning Collection for MS Lists | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Project Management Collection for MS Lists | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Health & Safety for MS Forms | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Wellness Program for MS Forms | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Employee Onboarding Feedback for MS Forms | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Classroom Observation for MS Forms | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Employee Exit Interview for MS Forms | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Remote Work Readiness for MS Forms | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Team Performance Review for MS Forms | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Project Feedback for MS Forms | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| Training Evaluation for MS Forms | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| AI Agent for Customer Support powered by Copilot | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| AI Agent for Document Summarization by Copilot | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| AI Agent for Employee Helpdesk powered by Copilot | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| AI Dashboard for Customer Insight powered by Power BI & Copilot | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| AI Dashboard for Financial Insight powered by Power BI & Copilot | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| AI Dashboard for HR Insight powered by Power BI & Copilot | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| AI Copilot Prompt Playbook for Productivity & Workflow | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| AI Copilot Prompt Playbook for Projects & Execution | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| AI Copilot Prompt Playbook for Knowledge & Notes | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| AI Copilot Prompt Playbook for Data, Reporting & Insights | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
| AI Copilot Prompt Playbook for Copilot Automations | ✗ | ✗ | ✓ | ✓ | ✓ | ✓ |
