OneNote 2010 Essentials Instructor Manual

OneNote 2010 Essentials

Instructor Guide

CorporateTrainingMaterials.com

TABLE OF CONTENTS

Preface ..............................................................................................................................................1

What is Courseware? ................................................................................................................................ 1

How Do I Customize My Course? .............................................................................................................. 1

Materials Required ................................................................................................................................... 3

Maximizing Your Training Power .............................................................................................................. 3

Module One: Getting Started .............................................................................................................5

Icebreaker ................................................................................................................................................. 6

Housekeeping Items.................................................................................................................................. 7

Pre-Assignment Review ............................................................................................................................ 7

Workshop Objectives ................................................................................................................................ 8

Action Plans and Evaluations .................................................................................................................... 8

Module Two: Opening and Closing OneNote .......................................................................................9

Opening OneNote ................................................................................................................................... 10

Understanding the Interface................................................................................................................... 13

Using the Backstage View ...................................................................................................................... 17

About the OneNote Icon ......................................................................................................................... 19

Docking OneNote .................................................................................................................................... 21

Closing OneNote ..................................................................................................................................... 23

Module Three: Working with Notebooks .......................................................................................... 24

Understanding Your Notebook ............................................................................................................... 25

Creating a New Notebook ...................................................................................................................... 26

Saving Notebooks ................................................................................................................................... 29

Searching Notebooks .............................................................................................................................. 31

Closing Notebooks .................................................................................................................................. 34

Opening Notebooks ................................................................................................................................ 35

Module Four: Working with Pages and Sections ................................................................................ 37

Adding Pages .......................................................................................................................................... 38

Adding Sub-Pages ................................................................................................................................... 39

Moving, Renaming, and Deleting Pages ................................................................................................. 40

Using the Templates Pane ...................................................................................................................... 43

Adding Sections....................................................................................................................................... 46

Adding Section Groups ............................................................................................................................ 47

Working with Sections and Section Groups ............................................................................................ 48

Module Five: Your First Notebook .................................................................................................... 49

Typing Text ............................................................................................................................................. 50

Handwriting Text .................................................................................................................................... 52

Using Copy and Paste ............................................................................................................................. 54

Adding Extra Writing Space .................................................................................................................... 57

Using the Formatting Toolbar ................................................................................................................ 60

Applying Styles ........................................................................................................................................ 62

Module Six: Adding Objects to Your Notebook.................................................................................. 63

Creating Lists .......................................................................................................................................... 64

Creating Tables ....................................................................................................................................... 68

Inserting Pictures .................................................................................................................................... 70

Inserting Screen Clippings ....................................................................................................................... 72

Researching in OneNote ......................................................................................................................... 75

Module Seven: Basic Editing Tasks .................................................................................................... 78

Using the Page Setup Group ................................................................................................................... 79

Resizing Objects ...................................................................................................................................... 83

Moving Objects ....................................................................................................................................... 85

Using Undo and Redo ............................................................................................................................. 86

Checking Your Spelling ............................................................................................................................ 87

Module Eight: Advanced OneNote Objects ....................................................................................... 89

Using the Calculator ............................................................................................................................... 90

Using OneNote with Outlook Tasks and Meetings ................................................................................. 92

Inserting Audio ........................................................................................................................................ 94

Inserting Video ........................................................................................................................................ 96

Attaching Files ........................................................................................................................................ 97

Module Nine: Drawing in OneNote ................................................................................................... 99

Drawing Shapes .................................................................................................................................... 100

Selecting Shapes ................................................................................................................................... 101

Formatting Shapes ................................................................................................................................ 103

Rotating Shapes .................................................................................................................................... 105

Using the Eraser .................................................................................................................................... 107

Module Ten: Managing Notes ........................................................................................................ 108

Tagging Notes ....................................................................................................................................... 109

Using the Unfiled Section ...................................................................................................................... 113

Using History ......................................................................................................................................... 115

Linking Like a Wiki ................................................................................................................................ 118

Module Eleven: Adding the Finishing Touches................................................................................. 121

Time Stamping Items ............................................................................................................................ 122

Using OneNote Views ........................................................................................................................... 123

Password Protecting Your Notebook .................................................................................................... 124

Using OneNote Backups ....................................................................................................................... 128

E-Mailing Your Notes ............................................................................................................................ 132

Printing Your Notes ............................................................................................................................... 133

Module Twelve: Wrapping Up ........................................................................................................ 135

Words from the Wise ............................................................................................................................ 135

Parking Lot ............................................................................................................................................ 136

Action Plans and Evaluations ................................................................................................................ 136

Appendix ....................................................................................................................................... 137

Pre-Assignment ..................................................................................................................................... 137

Action Plan ............................................................................................................................................ 141

Evaluation Form .................................................................................................................................... 143

Page 1

Preface

What is Courseware?

Welcome to Corporate Training Materials, a whole new training experience!

Our courseware packages offer you top-quality training materials that are customizable, user-friendly,

educational, and fun. We provide your materials, materials for the student, your PowerPoint slides, and

a take-home reference sheet for the student. You simply need to prepare and train!

Best of all, our courseware packages are created in Microsoft Office and can be opened using any

version of OneNote and PowerPoint, from 97 to 2007. (Most other OneNote processing and

presentation programs support these formats, too.) This means that you can customize the content, add

your logo, change the color scheme, and easily print and e-mail training materials.

How Do I Customize My Course?

Customizing your course is easy. To edit text, just click and type as you would with any document. This is

particularly convenient if you want to add customized statistics for your region, special examples for

your participants’ industry, or additional information. You can, of course, also use all of your OneNote

processor’s other features, including text formatting and editing tools (such as cutting and pasting).

To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the

Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click “Update entire

table” and press OK.

(You will also want to perform this step if you add modules or move them around.)

Man's mind, once stretched by a new idea,

never regains its original dimensions.

Oliver Wendell Holmes

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If you want to change the way text looks, you can format any piece of text any way you want. However,

to make it easy, we’ve used styles so that you can update all the text at once.

If you’re using OneNote 97 to 2003, start by clicking the Format menu followed by Styles and

Formatting. In OneNote 2007, click the option button in the Styles group. Now, right-click on your

chosen style and click Modify.

For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we would

do:

Now, we can change our formatting and it will be applied to all the headings in the document.

For more information on making Word work for you, please refer to Word 2010 Essentials by Global

Courseware.

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Materials Required

All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard

or chalkboard instead.)

We recommend that each participant have a copy of the Student Training Guide, and that you review

each module before training to ensure you have any special materials required. We include worksheets

in the Appendix at the end of this manual that can be reproduced and used where indicated. If you

would like to save paper, these worksheets can often be transferred to flip chart paper, instead of

having individual worksheets.

We recommend these additional materials for all workshops:

Laptop with projector, for PowerPoint slides

Tips and Tricks Tutorial for students to take home

Timer or watch (separate from your laptop)

Masking tape

Blank paper

Maximizing Your Training Power

We have just one more thing for you before you get started. Our company is built for trainers, by

trainers, so we thought we would share some of our tips with you, to help you create an engaging,

unforgettable experience for your participants.

MAKE IT CUSTOMIZED. By tailoring each course to your participants, you will find that your results

will increase a thousandfold.

o Use examples, case studies, and stories that are relevant to the group.

o Identify whether your participants are strangers or whether they work together. Tailor

your approach appropriately.

o Different people learn in different ways, so use different types of activities to balance it

all out. (For example, some people learn by reading, while others learn by talking about

it, while still others need a hands-on approach. For more information, we suggest

Experiential Learning by David Kolb.)

MAKE IT FUN AND INTERACTIVE. Most people do not enjoy sitting and listening to someone else talk

for hours at a time. Make use of the tips in this book and your own experience to keep your

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participants engaged. Mix up the activities to include individual work, small group work, large

group discussions, and mini-lectures.

MAKE IT RELEVANT. Participants are much more receptive to learning if they understand why they

are learning it and how they can apply it in their daily lives. Most importantly, they want to

know how it will benefit them and make their lives easier. Take every opportunity to tie what

you are teaching back to real life.

KEEP AN OPEN MIND. Many trainers find that they learn something each time they teach a

workshop. If you go into a training session with that attitude, you will find that there can be an

amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it,

and make the most of it in your workshops.

And now, time for the training!

Page 5

Module One: Getting Started

Welcome to the Microsoft OneNote 2010 Essentials workshop. OneNote is a program that helps you

collect notes about anything. You can store all of your notes – in a variety of formats – in one place.

Then you can organize and share your notes.

Research shows that you begin learning in

the womb and go right on learning until

the moment you pass on. Your brain has a

capacity for learning that is virtually

limitless, which makes every human a

potential genius.

Michael J. Gelb

Page 6

Icebreaker

Materials Needed

Flipchart Paper

Markers

At least 5 index cards for each participant

Pens or pencils

Paper clips

Binder clips

Write the following categories on the flipchart paper:

Work

Home

Volunteer/Community/Other

School

Have each participant fill out 5 index cards with a category or specific item for which they would like to

use OneNote to collect their notes. Suggestions include researching a new smartphone and wireless

carrier, meeting notes, to do lists, recipes, kids’ activities, homework assignments, lecture notes, and

books to read.

Now divide the class into small teams. The team should collect the index cards for each member on the

team and organize all the index cards into the categories listed on the flipchart paper. Each index card

represents a page in a notebook. There should be a “tab” for each category listed on the flipchart paper,

which the participants can simulate by paper clipping the index cards together. Have the participants

use a binder clip to clip all of the tabs together to create a “notebook.”

Have a representative from each team present the notebook to the class. What tabs are in each

category? What are the different pages?

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Housekeeping Items

Take a few moments to cover basic housekeeping items.

Let participants know where they can find washrooms, break facilities, and fire exits.

Ask participants to turn off their cell phones or at least turn them to vibrate. If they must take a

call, request that they do it outside.

Take this time to encourage the group to ask questions and make this an interactive workshop.

Tape a sheet of flip chart paper to the wall and mark it “Parking Lot.” Explain that any questions

that can’t be answered, or that are more appropriate for a post-workshop explanation, will be

placed here and dealt with at the end of the day.

Write the words Respect, Confidentiality, and Practice on a piece of flip chart paper and tape it

to the wall. Explain to participants that in order to get the most out of this workshop, we must

all work together, listen to each other, explore new ideas, and make mistakes. After all, that’s

how we learn!

Pre-Assignment Review

The purpose of the Pre-Assignment is to get participants thinking about the features of OneNote 2010

that they are already using and where they need or want to improve. Participants were asked to review

a list of topics and use a rating system to indicate their interest in the topic. Take a moment to review

the list and highlight areas of interest.

You can find the complete pre-assignment in the Appendix of this manual.

Page 8

Workshop Objectives

Research has consistently demonstrated that when clear goals are associated with learning, it occurs

more easily and rapidly.

By the end of this workshop, participants should be able to:

Open and close OneNote

Dock OneNote to Desktop Mode

Understand the OneNote 2010 interface and the OneNote icon

Use the backstage view to create a new notebook

Use the backstage view to save, print, or share notebooks

Understand notebooks

Open, close, save, and search a notebook

Add pages and sub-pages and move, rename, and delete them

Insert a variety of notes, including typewritten, handwritten, linked files, audio, and video

Use cut, copy, and paste

Format text and use styles

Add extra writing space

Undo and redo tasks

Check spelling

Insert lists, tables, pictures, and screen clippings

Search your notes

Use OneNote to perform calculations

Link to Outlook Meetings and Tasks

Draw, format, and rotate shapes

Use Tags

Understanding the Unfiled Section

Understanding the History

Use links to make finding information easy

Add, move, rename, or delete sections or section groups

Use time stamps

Understand different views

Use Password protection

Backup, e-mail, or print your notes

Action Plans and Evaluations

Pass out the participant action plans and evaluations, available in the appendix of this manual. Ask

participants to fill these out throughout the day as they learn new things and have ideas on how to

incorporate the things we discuss into their lives.

Page 9

Module Two: Opening and Closing OneNote

In this module, you will learn to open and close OneNote. You will also explore the OneNote interface,

including the new Backstage view. You’ll learn about the OneNote icon and how to dock OneNote to the

desktop mode. Finally, you will learn how to close OneNote.

He listens well who takes notes.

Dante Alighieri

Page 10

Opening OneNote

Estimated Time 5 minutes

Topic Objective To open OneNote.

Topic Summary You can open OneNote using the Start or Windows button.

Materials Required OneNote 2010

Planning Checklist Ensure that OneNote 2010 is installed to its default state, with no interface

customizations.

Recommended Activity Have participants start OneNote.

Stories to Share For faster startup, place a shortcut on the desktop.

Delivery Tips

Participants can access OneNote through the Microsoft Office Group from

the All Programs list.

In the Microsoft Office group, the applications are in alphabetical order.

The default Personal notebook is used in all examples in this instructor guide.

Review Questions In which group on the Start menu is OneNote found?

Page 11

Show the participants how to start OneNote. Use the following procedure.

1. Select START (or press the Windows key on the keyboard) to open the Start menu.

2. Select ALL PROGRAMS.

Page 12

3. Highlight the Microsoft Office program group. Select MICROSOFT ONENOTE 2010.

Page 13

Understanding the Interface


Topic Objective To become familiar with OneNote 2010’s new interface.

Topic Summary

OneNote 2010 has a new interface. OneNote 2010 uses the RIBBON interface

that was introduced in Microsoft Office 2007 applications. Each TAB in the

RIBBON contains many tools for working with your Notebook. To display a

different set of commands, click the tab name. BUTTONS are organized into

groups according to their function.

In addition to the TABS, OneNote 2010 also makes use of the QUICK ACCESS

TOOLBAR from the MS Office 2010 applications.

The File tab opens the Backstage View, which we’ll discuss in the next topic.


Planning Checklist Ensure that OneNote 2010 is installed to its default state, with no interface

customizations.

Recommended Activity

Have students investigate the OneNote 2010 interface. Have the students

hover over different commands in the OneNote Home Page to see

ScreenTips. Then have students click on the other tabs and investigate the

different commands in each tab.

Delivery Tips We will discuss the File tab in the next topic.

Review Questions What types of commands are on the Home tab? What types of commands

are on the Draw tab?

Page 14

Show the participants the OneNote interface, including the Ribbon, the Navigation Bar, the notes

window, the Pages Bar, and the Quick Access toolbar.

The Quick Access Toolbar appears at the top of the OneNote window and provides you with one-click

shortcuts to commonly used functions. You may customize the contents of the toolbar by clicking the

arrow icon immediately to the right of the toolbar.

By default, the Quick Access Toolbar contains buttons for Save, Undo Dock to Desktop, and Full Page

View .

Ribbon

Navigation

Bar

Quick Access

Toolbar

Notes window

Pages Bar

Page 15

To customize the toolbar, select the arrow next to the Quick Access Toolbar.

Add an item to the Quick Access Toolbar by selecting it from the list. You can remove an item by

reopening the list and selecting the item again.

Page 16

If you select More Commands, OneNote opens the OneNote Options window.

To add a command, select the item from the list on the left and select ADD. Select OK when you have

finished.

Page 17

Using the Backstage View


Topic Objective To become familiar with OneNote 2010’s new Backstage view.

Topic Summary

Select the FILE tab in the Ribbon to open the Backstage view. The Backstage

view is where you will find the commands for creating, saving, opening, and

closing documents, as well as information about the document. The

Backstage view includes new interfaces for printing and sharing your

documents. The Options command is also available to open a new screen for

setting your OneNote Options.



Have students investigate the OneNote 2010 Backstage view. Have the

students review the commands in the FILE menu. Then have students click on

each menu item (Info, Recent, New, Print, Share, and Help)and investigate

the different commands in each tab.

Stories to Share The Backstage view replaces the old File menu. It is a more robust interface

for completing tasks related to your file.

Delivery Tips We will go into more detail on different tasks in the Backstage View in later

topics and modules.

Review Questions What information is available on the Info tab?

Show the participants the Backstage View. Use the following procedure.

1. Select the File tab on the Ribbon.

Page 18

OneNote displays the Backstage View, open to the Info tab by default. A sample is illustrated below.

Page 19

About the OneNote Icon


Topic Objective To introduce the OneNote taskbar icon.

Topic Summary

After you open OneNote for the first time, the OneNote icon displays in the

Windows Taskbar. This icon allows you to capture OneNote information even

if OneNote is not open.

Click on the icon to open a new side note. Right click on the icon to see a

menu of other options you can do.


Recommended Activity Have participants view the OneNote taskbar icon. Have the participants use

the icon to open a new side note.

Delivery Tips

We’ll talk about the Unfiled section, where OneNote stores these on-the-fly

notes, in Module Ten. We’ll talk about the options in the context menu in

Modules Seven and Eight.

Review Questions What are some of the tasks you can do using the OneNote icon?

Show the participants the OneNote icon on the Windows taskbar.

Show the participants the context menu for the OneNote icon. Use the following procedure.

1. Right-click on the OneNote taskbar icon to see the menu.

Page 20

Show the participants how to open a new side note. Use the following procedure.

1. Click on the OneNote icon.

An untitled OneNote page displays.

2. Enter your note.

3. Close the note by clicking the X in the top right-hand corner.

OneNote places the note in a special section for Unfiled Notes. The next time you open OneNote, you

can organize the note. We’ll talk about sections in Module Ten.

Page 21

Docking OneNote


Topic Objective To learn how to dock OneNote on the desktop to use with other applications.

Topic Summary

OneNote 2010 has a new feature which makes it easy to use with other

applications. The Dock to desktop tool allows you to quickly resize OneNote

and another active application, so that you can view or work with both at the

same time. It is easy to return OneNote to full screen view when you have

finished with the other application.

Materials Required

OneNote 2010

Another open application, such as Internet Explorer, if you have

internet connectivity, or any other application

Recommended Activity Have participants dock OneNote to the desktop. Have the participants return

OneNote to full screen view.

Delivery Tips When you dock OneNote to the desktop, Linked Note taking is automatically

enabled. The Navigation bar and Pages bar are minimized.

Review Questions Where are the Dock to Desktop and Full Screen tools located?

Show the participants how to dock OneNote to the desktop. Use the following procedure.

1. Open the other application you want to use.

2. Click the Dock to Desktop tool in the Quick Access toolbar.

Page 22

The application that you have active in addition to OneNote minimizes to take up part of the screen.

OneNote resizes to take a small part on the right of the screen. In the example below, Word 2010 is the

other application.

Show participants how to return OneNote to full screen view. Use the following procedure.

1. Click the Full Page View tool in the Quick Access toolbar.

Page 23

Closing OneNote


Topic Objective To close OneNote.

Topic Summary When you are finished with OneNote, you should close it, freeing your

system resources for other tasks.


Recommended Activity Have the participants close OneNote.

Stories to Share You do not have to save notes in OneNote before closing the application.

Notes are always automatically saved.

Review Questions Do you know any other ways to close OneNote?

Show participants how to close OneNote from the Backstage View. Use the following procedure.

1. Select the FILE tab on the Ribbon.

2. Select the EXIT command in the Backstage View.

Page 24

Module Three: Working with Notebooks

This module explains how the OneNote notebooks work. You’ll learn how to create and save a new

notebook. The module also covers how to search your notebook to find the information you need when

you need it. Finally, you’ll also learn how to open and close notebooks.

Fun Facts: When OneNote was first in

development, its code name was Scribbler.

OneNote was first released in 2003.

Page 25

Understanding Your Notebook


Topic Objective To understand the OneNote notebook concept.

Topic Summary

OneNote is not intended for publishing. Therefore, there is no real structure

or size limit to each page. OneNote is like an electronic three-ring binder.

However, instead of just handwriting or printing pages, you can collect

almost anything.

You can make as many different notebooks as you want. The default

notebook is named “Personal,” but you can rename it. Each notebook has

tabs or dividers to separate different sections in that notebook. Each section

can have multiple pages.

Materials Required

OneNote 2010

Flipchart paper

Markers


Discuss the way OneNote notebooks are organized. Write the following on

the flipchart paper to illustrate:

Notebooks – Like a 3-ring binder or spiral paper notebook

Sections – Like dividers for each section

Pages – Individual pages within the section

Review Questions How many notebooks can you have? How many sections in each notebook?

How many pages in each section? (Answer for each – as many as you need!)

Documents

OneNote 2010 Essentials Instructor Manual