OneNote. Using OneNote on the Desktop. Starting screen. The OneNote interface the Ribbon

Transcription

1 OneNote Using OneNote on the Desktop 1. Click start on the task bar 2. Type OneNote (search is a quick way to find applications, documents and other items on your computer) 3. Select Microsoft OneNote 2016 (Notebooks will be saved to the computer) Starting screen The logic of an online notebook A lot of people use OneNote to replace their paper notebook either for some or all of their tasks. The real benefit is that you no longer have to remember when you made a note, and leaf through pages to find it. OneNote can be organised in themed sections and pages and is searchable so it makes it much easier to find notes relating to a particular project all in one place. The OneNote interface the Ribbon Quick Access Toolbar Expand / minimize ribbon Tabs Groups

2 The OneNote interface Other content (checklist) Search Section Tabs Notebook Name Pages (within a section) Quick Note

3 Creating and Saving a new OneNote notebook 1. Click File 2. Click New 3. Choose a location for the notebook 4. Name the Notebook By default the Notebook will be stored in My Documents > OneNote notebooks 5. Click Create in a different folder to state where the notebook will be stored Browse to the folder where it will be stored 6. Click Create Notebook Your Notebook will open with one new, blank section Switch Notebooks 1. Click on the drop-down list to the left of your section tabs 2. You will see a list of the Notebooks currently open 3. Click on the Notebook you wish to open Creating a new Section 1. Click the New section icon Create new section Or 2. Right click on the Notebook name 3. Select New Section

4 Naming a new page 1. Click into the top left of the page 2. Type the name This will also appear in the navigation pane on the right of the screen) Creating a new page 1. Click Add page 2. Type the page name This will appear on the page top left and in the navigation pane on the right of the screenver Add page Icon Exporting Sections or Pages This allows you to save a Section, Page or the Notebook into a different format such as a Word file or PDF 1. Click The File Tab 2. Click Export 3. Select one of the options under Export Current 4. Select one of the file formats 5. Click Export

5 Adding Text, Lists and Information from Other Files You can add new elements to a OneNote page, like Quick Notes, check lists and File Print Outs. Typing Quick Notes 1. Click anywhere on the page and a frame will appear 2. Start typing Adding a Checklist Lots of people love a checklist or a to-do list. You can create one easily by clicking on the To-Do Tag button Inserting File Printout From OneNote 1. Double click where you want the file 2. Click the insert tab 3. Go to the files group 4. Click file printout 5. Select your file 6. Click insert From the other document (e.g. Excel file) 1. Click on the File Tab 2. Click Print 3. Under Printer Choose Send to OneNote 4. Choose either a recently used location or browse to the Notebook, Section and Page where you would like the content to appear Hyperlinks Avoid duplicate documents Using a hyperlink is a good way to reference other documents if you re likely to be editing them. If you link to the original location, then you don t create a duplicate and you know that the original is the correct (and only) version. If you re using OneDrive or SharePoint they both have version control which makes it easier to have just one document. You don t need to save versions as separate files. Please note: there will be further training and support as we roll out Sharepoint solution which is to be our electronic document management system 1. Double click where you want the link

6 2. Click the Insert tab 3. Go to the links group 4. Click links Tags 5. Add text to be displayed on the page and the full web address Or Click the browse (folder) icon to locate a file 6. Click ok Tags are a way to categorize and prioritize notes in OneNote. With tags, you can quickly return to important items, remind yourself about action items and organise all of your notes with ease. Adding a Tag 1. Click on the page where you what the Tag 2. Click the home tab 3. Go to the Tags group 4. Click on the tag you wish to use 5. Enter text Removing a Tag 1. Click on the page next to the tag you want to remove 2. Click the home tab 3. Go to the Tags group 4. Click on the tag you wish to remove Creating a custom tag 1. Click the home tab 2. Go to the Tags group 3. Click down arrow to reveal all the tags 4. Click customize tags 5. Click new Tag

7 6. Name the Tag and choose a symbol 7. Click ok 8. Click ok Finding Tags 1. Click the home tab 2. Go to the Tags group 3. Click on the Find Tag The Tags summary pane will open up 4. Click the tag you wish to find Screen Clipping A great way to capture what s on your screen e.g. parts of a webpage 1. Go to the webpage you wish to include 2. Do Not minimise your web browser 3. Click the Insert Tab on the Ribbon 4. Click Screen Clipping 5. Move to the application that you want to take a screen clipping of 6. Click and Drag to select the area you wish to add to OneNote

8 Sharing Notebooks One of the great features of OneNote is that you can share your notes with your colleagues, even allowing them to collaborate and add their one notes and features if you wish. 1. Click on file 2. Choose Share 3. Choose with Share with People 4. Either type their name or address and click on them. Alternately choose from the address book 5. You can also choose whether they can edit the document or only view it 6. Then just click share!