OneNote. Introduction to OneNote Uses and Features. Launch OneNote User Interface Title Bar Quick Access Toolbar Ribbon

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1 OneNote Introduction to OneNote Uses and Features Launch OneNote User Interface Title Bar Quick Access Toolbar Ribbon Functions Create Notebook Add sections Add pages Navigation pane Notebook Content Placeholders Text Word Images Screen clip Audio/video Quick access to files Outlook Notebook Properties Open/Close Save Other Search notebook Pen Tag Page Templates

2 Introduction to OneNote OneNote is a digital notebook that lets you capture your ideas, pictures, files, links, and organize the data in a variety of ways. Uses and Features: Can create multiple notebooks with sections and pages Means of organizing your notes electronically Easily move your sections and pages around Built-in research tools Share & collaborate with others Add files, audio, video, written notes, link, screen shots, etc. Integrates with programs in the Office Suite Launch OneNote Click on Start / In the Search programs and file box, type OneNote When you first run OneNote, you are brought to the Quick Note section. OneNote will bring you back to the last notebook you were in. User Interface: o Title Bar Current page name or top line of page if no name o Quick Access Toolbar Shortcuts to common functions Customize quick access toolbar using down arrow o Ribbon Use customize option on top right to expand and collapse: Auto hide, Show Tabs or Show Tabs & Commands File backstage view Info / Settings / Properties / change location New / Open / Print Share: Invite people to view or edit your notebook (OneDrive) or network drive Automatically saves changes Home common functions Basic text editing Clipboard Meeting details, Outlook tasks, page Insert use to add Word, Excel, audio and other files 1

3 View Reading Normal page view (default) vs Full page view Use top left to navigate books & sections Use right pane to navigate pages in sections New Window open more notebooks Rule lines, color & set as default Functions Create Notebook: o File / New / Enter Notebook Name / Create Notebook or Create in a different folder / select drive & folder Store on OneDrive to share (cloud computing / need account) o Right click on Notebook listed on left navigation pane OR select File to: Update properties (change color, location) Share Close notebook o When you create a notebook, a folder with that notebook name gets created in the selected location. o As you create sections in the notebook, they are stored in that folder. Add sections: o Click on the + to add a section and type a section name then press enter o Double click on section tab to change the name of section or right click and rename o Click and drag section name to move sections before/after existing sections Add pages (to each section): o Click on Add page from the right navigation pane o Use the right navigation pane to: o Expand and collapse to show all pages & subpages o Click on page and drag to new position o Right click on page and make a subpage 2

4 o Can select multiple pages (click on 1 st page and shift click on last page OR click on 1 st page and control click on selected pages), then right click to make subpage, promote or collapse Content Placeholders: o Click anywhere on page and placeholder appears o Type your text / placeholder resizes to fit text o Can click and drag box to move and rearrange o Format text: select text and will see mini toolbar or use control keys or the Ribbon Word Send to OneNote option: o Go to Word and open a file o Click on File /Print o Click on the Printer name drop down and select Send to OneNote 2013 or OneNote 2010 depending on your version o Click Print o Click on OneNote icon on the task bar at the bottom o You will be asked where you want to insert the printout: select the desired notebook & section (new page will be added to the selected section o No need to copy/paste o Some programs will not allow you to Send to OneNote (i.e.: pdf) o Note: using this option will paste Word information as a graphic therefore you will not be able to select text to edit. Copy and Paste: o Add your page and title it o Go to any program: open pdf file or web page o Select information to copy o Right click and select copy o From OneNote, click on Home tab / Paste Screen clip / screen capture: o Go to screen you want to capture o When you launch OneNote, a Send to OneNote program automatically launches. Check the bottom taskbar for this icon: If you don t see the icon, click Start / Send to OneNote 3

5 o Click on Screen Clippings o Click and drag to select the information you need clipped o Select the desired Notebook/Section o Click on Send to selected location or Copy to clipboard option Images: o Add new section / add title on page o Click Insert tab o From the Images section you will see the following option: o Screen clipping, pictures, online pictures, scanned images o Select OnLine Pictures / select file / click Insert o Can resize frame, image size or move Audio/video: Excel: o Add section and page o Insert / File Attachment o Locate file and select and click Insert o Attach file o Click file once to see controls (play, stop, etc.) o Will not see controls if file is.mov o Can record your own audio / video o Insert tab / Record Audio or Record Video o New tab in ribbon: [Recording] o Can take notes when recording o WMA windows media audio file format o Can embed Excel files (will be able to access Excel functions within OneNote o Insert / Spreadsheet / Existing Spreadsheet / Insert Spreadsheet o Options include: o Attach file (this option links to file and will allow edits and updates to both OneNote and Excel!) Need to right click on Excel file icon and select open original o Insert Spreadsheet (with this option, when you make changes to the original file, those changes are not updated in OneNote. Also, when you edit the file in OneNote, those changes are not made to the original.) o Insert Chart Table o Use the top left edit icon to get pop-up window with Excel / make changes and click Save 4

6 Quick access to files via linking: o Allows you to link to needed files o Insert / File Attachment o Select.docx file o Attach file o To open: double click on file name & Word will launch Outlook integration: o Copy meeting details from Outlook to OneNote o Home / Meeting Details o Choose Meeting / Insert Details or click calendar icon Or o Go to Outlook, open meeting, click Meeting Notes o Option: Take notes on your own or share meeting notes o Select Notebook & section o Links to Outlook Item o To see meeting detail: right click on page (use navigation page on right) and refresh meeting for this page o Page Information: o Tasks: o From OneNote, go to Home / page (appears in the ) Or o File / Send / Send as attachment o From OneNote, go to desired page o Go to Home / Outlook Tasks Or o Select line and click marker on left and select from mini toolbar o To see task in Outlook: o Click anywhere on line o Outlook Tasks (Home) o Open in Outlook o Updates to Tasks o Mark complete or delete = updates also in Outlook 5

7 Notebook Other Properties Open/Close Save Search notebook: Pen: Tag: o Use top right search field o Can search one or all notebooks o Can search specific section use the down arrow to select o Can find text in image o Can find text in handwriting if it s neat o Click Draw tab o Select pen, color & thickness o Can use option: Draw ink to text (does whole page) o Can use lasso select tool to select desired text then click draw ink to text o Click on Type icon to stop drawing o Use tags to mark your text as important, with a question, to do, critical, etc. o Click in area o Home / from the Tags section, click on More and select Tag o To locate tags: use Find Tags from the Home / Tags section Page Templates: Check out the Page Templates (from the Insert tab). Great way to add pages based on a template. Lots of options! Here is an example: 6

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