OneNoteBasics

8/7/2019 OneNoteBasics

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OneNote Basics User Guide 1

OneNote Basics

Table of ContentsIntroduction to OneNote ........................................................................................... 2

OneNote’s Organization ............................................................................................ 3

Creating a Notebook ................................................................................................. 4

Creating a New Page ............................................................................................. 6

Creating a New Section .......................................................................................... 7

Reorganizing Your Notes ........................................................................................ 8

Taking Unfiled Notes ............................................................................................ 10

Taking Notes ......................................................................................................... 11 Making More Space for Notes ................................................................................ 12

Adding More Space at the Bottom of the Page ......................................................... 12

Hyperlinking Notes ................................................................................................. 13

Creating a Hyperlink ............................................................................................ 14

Creating Linked Pages .......................................................................................... 14

Inserting Documents .............................................................................................. 16

Attaching Files ....................................................................................................... 17

Sending my OneNote Data to Word .......................................................................... 18

Publish a OneNote Page to PDF ................................................................................ 19

Searching OneNote ................................................................................................ 20

Copying Text from a Picture .................................................................................... 21

Gathering Info from the Web and Computer Applications ............................................. 22

Sending Information to OneNote ........................................................................... 22

Inserting a Screen Clipping from the Web ............................................................... 23

Inserting a Screen Clipping on the Current Page ...................................................... 23

Gathering Notes Outside of OneNote ......................................................................... 24

Creating a Side Note ............................................................................................ 24 Ink Notes .............................................................................................................. 26

Drawing Tips ...................................................................................................... 26

Handwriting Tips ................................................................................................. 27

Writing Tools ...................................................................................................... 27




In troduction to OneNote

OneNote is an idea processor, a notebook, and an information organizer. OneNote helpsyou:

• Make sure you don't lose important information• Organize scraps of information

• Gather and refer back to notes from lectures

• Collect research from the Web or other sources and annotate it

• Keep track of what you need to do next and not miss anything

Capture ideas and gather information You can capture class notes, brainstorming notes, ideas and thoughts, diagrams, and so on

using the keyboard, pen, or the recording capabilities in OneNote. You can gather clippingsfrom the Web, e-mail, and other resources for your and classes.

Keep things organized OneNote uses the familiar concept of notebooks divided into sections with pages. All yourinformation stays in one place . It is easy to organize it and then search and find it again.

Be prepared Having all this information at your fingertips keeps you prepared for writing assignments.

OneNote is fully customizable so you can adapt it to your work style.




OneNote’s Organization OneNote is a place for gathering, organizing, searching, and sharing notes, clippings,thoughts, reference materials, and other information. All your notes will be visible here —organized by notebooks, sections, and pages.

Notebooks:

Start with one ortwo.

Sections in the current notebook:

Sections let you organize notes byactivities, topics, or people in your life.Start with a few in each notebook.

Pages in the currentsection:

Create as many notepages in each section asyou want.




Creating a Notebook

Step Action

1 Click File > New .

2 Select the Notebook … option.

3 Enter the N a m e of the new notebook.

4 Click the Next > button.




5 Select I w ill use it on this computer .

6 Click the Next > button.

7 Confirm the notebook’s location.

8 Click the Create button.




Creating a New P age

Step Action


2 Select the Page option.

3 A new Page displays.

4 Enter the Page Ti t l e in the Title Box .




Creating a New Section

Step Action


2 Select the Section option.

3 A new Section tab displays.

4 Enter the S ec t i o n Ti t l e in the Section tab .

5 Press the Enter key.

Note : To change the Section Title, you can right-click and select Rename. Type thenew name, and press Enter .

Note : If you accumulate too many notebooks with too many sections inside eachnotebook, you can use Section Groups ( File > New > Section Group ) to nest amulti-level hierarchy of sections within one notebook.




Reorganizing Your NotesYou can drag and drop pages , sections , and notebooks to quickly reorganize notes.

• If you find yourself creating a lot of pages for a topic, try dragging them intoa new section

• If you find yourself creating many sections in one notebook, try putting someof them into a separate notebook

• Make navigation between notes more convenient by creating severalnotebooks at the top level, rather than putting everything inside one notebook

Note : When you need to reorganize your notes, you may find it convenient to expand theNavigation Bar:

• Reorder section tabs to bring frequently used sections close together.

• Or you can drag sections to a different notebook.




• Reorder page tabs or drag a page into another section

• Reorder notebooks on the Navigation Bar (on the left-hand side)

• You can expand the Navigation Bar when you want to reorganize many items atonce. You can then drag the items within the navigation pane.

Note: Press ESC if you want to cancel dragging an item.

Note : You cannot drag page content to other pages, but you can still cut and paste itemswhere you want them.




Taking Unfiled Notes

When you don't have time to think about where your notes should go, you can use theUnfiled Notes section.

Step Action

1 Click Window s logo key + N to immediately launch OneNote and creates a newpage in the Unfiled Notes section.

2 Click the button at the bottom of the Navigation Bar to jump to it later.

Note : It's okay if this section gets big. You can drag the pages to other sectionslater, or just use search to find them in this section.




Taking NotesYou can take notes from top to bottom like in a word processor, or you can use the wholepage to arrange things as they make sense to you.

Just click and type anywhere on the page!!

When you take notes all over the page, they end up in separate note containers that youcan move around.

You can move the note containers as desired.

• Click and drag the note containers using the handle at the top of each container.

• Press SHIFT while dragging if you want to merge the containers.

Fun Fact: Don't worry about saving your data, because OneNote saves all your notesautomatically!

Note : You can modify text the same way you would in Microsoft Word. Use the toolbar atthe top of the OneNote application to Bold, Italicize, change font and font size, creatednumbered and bulleted lists, etc.




Making More Space for Notes

Expand the OneNote page to full screen if you need more space for taking your notes.

Step Action

1 Click the Full Page View icon or press F1 1 .

2 The menu bar, navigation bar, section tabs, and page tabs disappear.

Adding More Space at the Bottom of the P age

Step Action

1 Click the button right below the vertical scrollbar.

Result : The page displays more space for note-taking.






Creating a Hyperlink

Step Action

1 Right-click the tab or note you wish to link to.

2 Click Copy Hyperlink to this Page

3 Click Paste to place the link where you want it to appear

Result : The hyperlink displays.

Creating Linked P ages

Step Action

1 High-light any word or phrase on the note page.

2 Right-click it, and select Create Linked Page

Result : A page with that title will be created at the end of the current section and




the selected word or phrase will be linked to it.




In serting DocumentsYou can insert full-color, searchable printouts of any file type that your computer can print,including PowerPoint slides. You can then type, draw, or write on top of the printout picture.

There are two ways to insert a document:

Step Action

1 Place your cursor where you would like to insert a file printout.

2 Click Insert > Files as Printouts in OneNote.

3 Select the file you wish to Insert.

4 Click the Insert button.

OR…

1 Click File > Print command in another program and

2 Select Send to OneNote 2007 as your virtual printer.

3 Click the OK button.

Ti p : You can search for text inside the file printout picture just like you can searchregular notes as well as images, audio, and video.

Ti p : Your annotations are not stored in (or synchronized with) the original file.




Attaching FilesYou can store documents and other files directly on a OneNote page, which comes in veryhandy if you are trying to keep project files and project notes all in one place.

Step Action

1 Drag and drop any file from Windows Explorer onto a page in OneNote.

Result : An icon for the file displays on the note page.

OR…

1 Click Insert > Files on the OneNote Menu.

2 Select the file you wish to Insert.

3 Click the Insert button.

Result : An icon for the file displays on the note page.

Remember : You can open and edit an attached file by double-clicking its file icon!!




Sending my OneNote Data to Word OneNote is great for gathering your thoughts before you are ready to create a final orformal document. Collect your ideas and flesh out your thoughts by using the flexible andunrestricted page layout in OneNote.

When you are ready to put the finishing touches on the final document:

Step Action

1 Click File > Send To > Microsoft Office W ord (Office Word 2003 or 2007required).

Result : The OneNote page is automatically transferred to a new Word document.




Publish a OneNote Page to PDFYou can save your notes in formats like PDF of XPS, for distributing to people who do nothave OneNote or posting your notes on a Web page. You can publish selected page(s) or awhole section.

Note : You can save as a PDF or XPS file only after you install an add-in. For moreinformation, see Install and use a PDF or XPS add-in .

Step Action

1 Click File > Publish as PDF or XPS .

2 Select PDF or XPS Document from the Save as type menu.

3 Click the Publish button.

Result : A new PDF or XPS is created.




Searching OneNote OneNote can find keywords in typed text, handwritten notes, printouts of documents, audio,video, and even text inside pictures. This lets you search for any information in yournotebook.

Step Action

1 Enter a search term in the search box in the top right side of the OneNote window.

2 Press the Enter key or click the Search button.

Result : The search results display in yellow.

Note : You can also press CTRL + F to jump to the search box.

Note : When the search results appear, you can view each search result individually,or click View List to see a complete list of the pages that contain your search term.

Ti p : Click the red X button when you want to clear the yellow highlighting.

Ti p : If you get poor results when searching for audio and video, you may besearching for a sound that occurs in too many words. Here are some workaroundsthat might help you:

Longer words

• Try to recall one of the longer words mentioned in the recording. You will getbest results with words of three or more syllables.

More words

• If you can only think of short words, try to recall an exact phrase that mayhave been mentioned.

Spell out the sound of unusual words

• If you are looking for an acronym or an unusually spelled word, spell out howit is pronounced




Copying Text from a P ictureYou can also copy text from a picture.

Step Action

1 Right-click each picture.

2 Select Copy Text from Picture.

Note : If the Copy Text from Picture command is not available, right-click theimage and click Make Text in Im age Searchable .

3 Paste the text next to the picture.




Gathering Info from the W eb and Computer Applications

You can capture screenshots of what you see on the Web or in other applications for yournotes. Copy and paste information from the Web so you:

• Will not lose this information even if the Web sites disappear or change

• Can organize the pages the way you want• Can make your own notes on the pages you keep.

Sending Information to OneNoteYou can send some or all of the information on a Web page to OneNote with just the click of a button.

Step Action

1 Highlight the information you would like to send to OneNote.

2 Click the Send to OneNote button in Internet Explorer.

Result : These notes will appear in the Unfiled Notes section.

Note : If you do a lot of research on different topics, you can control where the notesyou captured will appear in OneNote by clicking Tools > Options > Send toOneNote .




In serting a Screen Clipping from the Web

Step Action

1Press the Window Logo key + S while in any program or browser.

2 Select an area of your screen.

Result : A separate OneNote window will open showing the Unfiled Notes sectionwhere the screen clipping is inserted.

In serting a Screen Clipping on the Current Pag e

Step Action

1 Switch to the OneNote window where you wish to insert the clipping.

2 Place the cursor where you want the clipping.

3 Click Insert > Screen Clipping or click the Clip button on the toolbar.

Note : You can customize options for screen clippings by right-clicking the OneNoteicon in the Windows taskbar.




Gathering Notes Outside of OneNoteYou can use the Side Note feature when you are working in a different program but want tocapture your thoughts or copy some information into OneNote. You can select and drag textor images into a Side Note from other programs. Side Notes are great for:

•

Collecting information while browsing the Web• Making quick notes thoughts while reading a document

• Copying reference data into OneNote while looking through presentationslides

Creating a Side Note

Step Action

1Press Window s logo key + N while in any program, OR… or click the OneNoteicon in the Windows taskbar.

2 Highlight the text and images you want to save.

3 Drag the highlighted area into the Side Note.




Remember : Side Notes are added as pages to the Unfiled Notes section at thebottom of the notebook Navigation Bar.





Handw riting Tipso Write numbers and bullets before your paragraphs for better paragraph break

detection. o Write straight lines for better text recognition.

o Scratch-out to quickly erase ink while you are writing.o The Lasso Select tool is the easiest way to select and move ink.

Writing ToolsUse the Writing Tools to fine-tune your writing as needed. You can turn the Writing Toolstoolbar on and off in View > Toolbars > Writing Tools .

Tool Function

Pen: Click the drop-down arrow to select one of pens. Also check out the availablehighlighter pens.

Ink color: Click the drop-down arrow to select your ink color.

Line Thickness : Click the drop-down arrow to select your line thickness.

Lasso Select: Select ink strokes and handwriting or other objects by circling them.When you are manipulating drawn shapes or handwriting, use the Lasso Select toolto select just the part of the ink strokes that you care about.

Tip : Hold ALT when you move or manipulate shapes if you don't want them to snapto the invisible page grid or to each other.

Eraser: Click the drop-down arrow to BLANK.

Typing/ selection: Click this button to type text, or to use your Tablet PC pen as aregular mouse (for example, to move note containers or click hyperlinks).

Delete

Insert more space: Shift everything below the cursor up or down, or sideways if you are on the right or left edges of the page.

Rule lines: Turn them on and off.Note : To select the style of rule lines, click Format > Rule Lines .

Convert handw riting to text