Work Smarter with Microsoft OneNote: An expert guide to setting up OneNote notebooks to become more organized, efficient, and productive
Organize work and home life using notes from your phone or computer to supercharge your productivity with this OneNote manual
- Learn how to store notes that include images, audio, videos, links, files, emails, and web clippings
- Unleash the magic of tags to make notes stand out and become more searchable
- Discover the power of shared notebooks with your team or family to ensure everyone is in the loop
Do you want to take your information and note organization to a new level? This book will show you how to use Microsoft’s organizational app, OneNote, to store endless amounts of information in a productive and organized way, including solutions for creating your notes and then sharing them easily with your team or department.
You’ll be guided through everything you need to set up a notebook and customize it to suit you or your team. The book will show you how to navigate through OneNote and search for virtually anything, as well as save time with all the shortcuts. You’ll discover that inserting information into your notebooks goes far beyond text, images, and videos, and also includes emails, links to documents, and clippings from the web. But it doesn’t stop there. Integration with other Microsoft products is key for making your experience successful, and this book demonstrates how to use OneNote with Microsoft Outlook, OneDrive, SharePoint and Teams. Beyond instructions and essential topics, this book also provides you with the motivation you need to make OneNote a habit as well as real-life examples of notebooks you can use.
By the end of this book, you’ll be able to use OneNote for everything and from every device. Even if you start a notebook on your laptop and continue it on your phone, you’ll find working with the app seamless.
What you will learn
- Understand how to create and organize notes in your notebooks
- Discover how to turn handwritten notes into typed text
- Explore how to access your content from anywhere even if offline
- Uncover ways to collaborate with your team or family and stay in sync
- Understand how to insert your emails, documents, or articles from the web
- Find out how to integrate with other Microsoft products such as Outlook or Teams
Who this book is for
If you save notes on your phone, wear out more spiral notebooks than you can count, or if you’re a Microsoft 365 user and need to keep track of information, then this book is for you. Beginner-level experience with OneNote is required to get the most out of this book.
Work Smarter with Microsoft OneNote Contributors About the author About the reviewer Preface Who this book is for What this book covers To get the most out of this book Download the color images Conventions used Get in touch Share Your Thoughts Section 1: The Anatomy of OneNote Chapter 1: OneNote - How and Where to Use it? Why use OneNote as your digital notebook? Advantages of choosing OneNote Differences between OneNote and OneNote for Windows 10 OneNote for Windows 10 version OneNote version Exploring notebook storage options Location of your notebook Account associated with the notebook Accessing your notebooks from different devices Opening OneNote from a different device/computer OneNote web application Summary Chapter 2: Exploring Screen Layout and Toolbars Understanding the layout of the OneNote screen on a computer Understanding OneNote toolbars on a computer The Home toolbar The Insert toolbar The Draw toolbar The View toolbar The Help toolbar Exploring OneNote's right-click menus Right-clicking a notebook name Right-clicking a section name Right-clicking a page name Right-clicking within a notebook page Right-clicking on Add page or Add section Understanding the layout of the OneNote screen on mobile devices The Settings screen for OneNote on your iPhone Understanding the layout of the OneNote screen on an iPad or Galaxy tablet Summary Chapter 3: Creating Notebooks, Sections, and Pages How to create a notebook What to consider before creating your notebook Should you make a notebook or a section? Should your notebook be shared? How to create a notebook on your computer? How to create sections in your notebook Renaming a section in a new notebook Creating a new section How to create pages in your notebook Renaming an existing page in a new section of your notebook Adding a new page Summary Chapter 4: Entering Information into Your Notebook Understanding how OneNote uses containers to capture information What does a container in OneNote contain? Where you click first makes all the difference Giving yourself space Handwriting in OneNote Handwriting in OneNote on your computer Handwriting in OneNote on your tablet Handwriting in OneNote on your smartphone Using the Eraser or undo feature Converting handwriting into typed text Arranging your notes so they work well and look good Basic text formatting Highlighting text in your notebook Using styles in OneNote Customizing the look of your notebook and creating notes faster Changing the page color of your notebook page Adding rule lines to your notebook page Setting up a default template Summary Section 2: Navigating, Searching, and Shortcuts within Notebooks Chapter 5: Best Practices for Creation and Easy Retrieval of Notes How moving or copying in OneNote behaves differently Copying the entire container Moving pictures to a better spot Moving information to different pages, sections, or notebooks Using OneNote on the smartphone or tablet to cut, copy, and paste Keeping the end in mind Don't be afraid to push the boundaries of your notebooks Creating a system of best practices for sharing Summary Chapter 6: Categorizing and Searching Notes Understanding the importance of tags in OneNote Using tags, creating tags, and tag shortcuts Applying tags to your information in OneNote Creating tags in OneNote Tag shortcuts Working with tags – finding them, removing them, and completing them Working with checkbox tags Removing a tag Finding your tags Searching for notes in OneNote Accessing your recent notes quickly Summary Chapter 7: Organizing and Easily Working with Pages, Sections, and Notebooks Moving, copying, renaming, or deleting a section or page Changing the sections in your notebook Changing the pages of your notebook Creating page or section groups Creating a section group Grouping pages together Accessing your notebooks Opening a notebook on another device Closing a notebook Password protection Working with colors and sorting within OneNote notebooks, sections, and pages Colors within OneNote Sorting sections and pages Getting to a page, section, or notebook without opening OneNote first Summary Section 3: Inserting Information and Links into Your Notebooks Chapter 8: Adding Shapes, Videos, Web Pages, and More to Your Notes Using the Draw menu to create shapes, do math, and highlight Creating shapes Doing math in OneNote Highlighting with the highlighter pens Inserting tables into your notebooks Creating a table using the Insert toolbar Creating a table using the Tab key Using the Table toolbar Inserting pictures, videos, or audio clips into your notebooks Inserting pictures Inserting videos Inserting audio Dictating is much better than typing! Referencing a website with a touch of a button Installing the Clip to OneNote extension Summary Chapter 9: Inserting Links and Attachments into Your Notebooks Creating paragraph links in your notebooks How to copy links from a paragraph Creating section and page links in your notebooks How to copy a link from a section How to copy a link from a page Editing your links and best practices for linking successfully Best practices for creating links Inserting documents or spreadsheets Inserting a file from your computer Linking to SharePoint files Linking to files in Microsoft Teams Summary Chapter 10: Outlook and OneNote Belong Together Sending emails from Outlook to OneNote Using the Send to OneNote button Dragging an email into OneNote Using [email protected] to create a new note using email Sending a copy of a OneNote page via email Sharing a notebook link via email Connecting Outlook appointments to OneNote Summary Section 4: Integrating OneNote with Other Microsoft 365 Apps Chapter 11: Using OneNote Online with OneDrive, SharePoint, or Teams Working with your notebook on OneDrive Viewing your notebook file on OneDrive Renaming your notebook Sharing your notebook Deleting your notebook Moving your notebook Working with your notebook on SharePoint Creating a notebook in SharePoint Adding a notebook to Microsoft Teams Renaming a notebook in Teams Understanding where your notebook in Teams is saved Working with your notebook in Teams Connecting sections of a notebook to a team channel Showing changes by changing the view in your notebook Summary Chapter 12: Printing and Sharing with OneNote Printing your notebooks is a different experience Printing any document to OneNote Sending information to OneNote from your smartphone Sharing with OneNote from an iPhone or iPad Sharing a picture or web page with OneNote from Android devices Understanding the sharing of notebooks stored in Teams, SharePoint, or OneDrive Sharing notebooks in Teams Sharing notebooks in SharePoint Summary Section 5: Making Lasting Changes with OneNote Chapter 13: Making OneNote a Habit Making OneNote a habit Getting others on board with OneNote as a habit Replacing other methods Starting with one thing Moving to unconscious competence Unconscious incompetence Conscious incompetence Conscious competence Unconscious competence Summary Chapter 14: Customizing OneNote Settings Settings for your notebooks on your computer and other devices Settings in OneNote on the computer Accessing the OneNote settings on your smartphone or tablet Accessing the settings in the OneNote web application Activating the Class Notebook Working with Sticky Notes and Quick Notes Understanding Sticky Notes in OneNote Understanding Quick Notes Summary Chapter 15: Real-Life Examples of OneNote Notebooks Exploring examples of notebooks used at work Small business notebook Project notebook Professional Development notebook Programs notebook Board Member notebook Making a TOC for your notebook Touring my personal notebook examples Summary Why subscribe? 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