OneNote 2010 Essentials

Corporate Training Materials

 Module One: Research shows that
you begin learning in

Getting Started
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
Welcome to the Microsoft makes every human
a potential genius.
OneNote 2010 Essentials Michael J. Gelb

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.
 Workshop Objectives
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
Module Two: Opening He listens well
who takes notes.

and Closing OneNote Dante Alighieri

In this module, you will learn to open

and close OneNote. You will also explore
the OneNote interface, including the
new Backstage view. Youll learn about
the OneNote icon and how to dock
OneNote to the desktop mode. Finally,
you will learn how to close OneNote.
Opening OneNote
Select START (or press
the Windows key on the
keyboard) to open the
Start menu.
Select ALL PROGRAMS.
Highlight the Microsoft
Office program group.
Select MICROSOFT
ONENOTE 2010.
Understanding the Interface
Quick Access
Toolbar
Ribbon

Navigation
Bar
Notes window

Pages Bar
Using the Backstage View
 About the OneNote Icon
Shown here is the OneNote icon on the
Windows taskbar.

Use the following procedure to view the

context menu for the OneNote icon.
Right-click on the OneNote taskbar icon to see
the menu.
To open a new side note:
Click on the OneNote icon.
An untitled OneNote page displays.

Enter your note.

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. Well talk about sections in Module Ten.
 Docking OneNote
Open the other application you want to use.
Click the Dock to Desktop tool in the Quick
Access toolbar.
 Closing OneNote
Select the FILE tab on the Ribbon.
Select the EXIT command in the Backstage
View.
Module Three: Working Fun Facts: When
OneNote was first

with Notebooks
in development, its
code name was
Scribbler. OneNote
was first released
in 2003.
This module explains how the OneNote
notebooks work. Youll 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, youll
also learn how to open and close
notebooks.
Creating a New Notebook
 Saving Notebooks
Select the File tab on the Ribbon.
In the Backstage View, select the Save As tab.
Select whether you want to save the current Page,
Section or Notebook.
Select the Format you want for the saved file.
In the Save As dialog box, select the location, File
Name, and File type (if needed) and select Save.
Searching Notebooks
Closing Notebooks

1. Select the File tab

on the Ribbon.
2. On the Backstage
View Info tab, select
the Settings option
next to the notebook
you want to close.
3. Select Close.
Module Four: Working Quick Tip: You
can easily add a

with Pages and Sections new page using

the default page
type with the
keyboard
shortcut CTRL +
In this module, you will learn how N.
to work with pages and subpages.
Youll learn how to move, rename,
and delete pages. Youll also learn
how to work with sections and
section groups.
 Adding Pages
Select New Page from the Pages pane.
OneNote displays an Untitled Page with the
cursor in the title.

Enter the title of the page.

 Adding Sub-Pages
Select the arrow next to New
Page from the Pages pane.
Select New Subpage.
OneNote displays an Untitled
Page with the cursor in the title.
Enter the title of the subpage.
 Moving, Renaming, and
Deleting Pages
Click on the page you want to
move on the Pages pane. The
cursor changes to a cross with
arrows in all directions.
Drag the page title to the new
location. OneNote displays a
line to represent the page.
 Release the mouse when the page
is in the correct location.

To rename a page:
Highlight the text in the title of the
page and replace the text.
 Select the page you
want to delete in the
Pages pane.
Right-click to display the
context menu.
Select Delete.
 Using the Templates Pane
To create a new page using a template.
Select the arrow next to New Page from the
Pages pane.
Select Page Templates.
 Click on a section in the Template
pane to open a list of templates.
Select the template name to create
a page based on that template in
the current section of your open
notebook. The sections are:
My Templates (if you have added your own
template)
Academic
Blank
Business
Decorative
Planners
 Adding Sections
Select the Create a New Section, which is a
blank tab displayed with your other sections.

OneNote displays a new tab with the name

highlighted.
Enter the name of the section.
 Adding Section Groups
Right-click on the tabs to
display the context menu.
Select New Section Group.
OneNote displays a new
section group with the name
highlighted.
Enter the name of the
section group.
 Working with Sections and
Section Groups
Select the section you want to move. OneNote
displays a small triangle to indicate where the section
will be moved.

Drag the mouse and release the mouse in the new

location.
 Module Five: Handwriting is
an imprint of the

Your First Notebook self on the page.

Dr. Rosemary
Sassoon

This module explains how to type

or handwrite text in your
notebook. It also explains how to
use copy and paste to add items
from other applications. Youll how
to add extra writing space in this
module, as well as how to format
your fonts and paragraphs and
apply styles.
 Typing Text
The notebook window is just like a blank piece of
paper in a typewriter. The cursor shows your current
location. Once the cursor is where you want your
text, simply begin typing. You can type additional
notes anywhere on the page.
Find the cursor location in a blank notebook.
Handwriting Text
 Using Copy and Paste
Highlight the information you want to copy
from the other application.
Right click the mouse to display the context
menu and select copy.
Switch to OneNote and move the cursor
where you want to paste the information.
Select the Paste tool and select one of the
paste options.
 Highlight the information you
want to copy from the other
application.
Right click the mouse to
display the context menu and
select copy.

Switch to OneNote and move

the cursor where you want to
paste the information.
Right-click to display the
context menu and select the
Paste tool. Select the Paste
Picture option.
Adding Extra Writing Space
 Using the Formatting Toolbar
Highlight the text you want to change by
clicking and dragging over the selected text.

Select the arrow next to the Font name to see

the list of fonts.
Select the new Font family.
 Place your cursor anywhere in the paragraph
you want to format.
Select the Alignment tool and select the
desired paragraph alignment.
 Applying Styles
Select the text you want to format,
or simply place your cursor in the
paragraph you want to format.
Open the Style Gallery by clicking
the down arrow next to the styles
shown in the Styles group.
Select the desired style to apply it
to the current selected text or
paragraph.
 Module Six: Adding In all planning
you make a list
Objects to Your Notebook and you set
priorities.
Alan Lakein

This module introduces some of other

types of objects you can add to your
notebook besides text and pasted
objects. First well look at creating lists
and tables. Then youll learn how to
insert pictures and screen clippings.
Finally, youll learn how to use OneNote
for researching.
 Creating Lists
Select the Bullets tool. You can also select the
arrow next to the Bullets tool and select one
of the other bullets from the Bullet gallery.
Begin typing.
 Creating Tables
Select the Insert tab on the Ribbon.
Select the Table tool.
Use the grid to select the number of columns and
rows. Release the mouse when the desired number
of cells are highlighted to insert the table.
To use the Insert Table dialog box:
Select the Insert tab on the Ribbon.
Select the Table tool.
Select Insert Table.
On the Insert Table dialog box,
enter the number of columns you
want.
Enter the number of rows you
want.
Select OK.
 Inserting Pictures
Select the Insert tab on the
Ribbon.
Select the Picture tool.
OneNote opens the Insert
Picture dialog box.
Navigate to the location of the
picture file on your computer
or device and select it.
Select Insert.
 Inserting Screen Clippings
Select the Insert tab on
the Ribbon.
Select the Screen
Clipping tool.
OneNote minimizes and
the screen dims.
Use the mouse to draw
a box around the area
you want to capture.
 Researching in OneNote
To use the Research pane:
Place your cursor in the word you want to
research.
Select the Review tab on the Ribbon.
Select Research.
 Select a research option from
the drop down list.
Use the scroll bar to view all of
the information that pertains
to your selected word or
phrase.
To research a new word or
phrase, enter it under Search
for and select the green arrow.
 Module Seven: Basic Information is a
source of learning.

Editing Tasks
But unless it is
organized,
processed, and
available to the
right people in a
This module covers how to use the Page format for decision
making, it is a
Setup group of tools to determine size burden, not a
benefit.
and color of your page, and whether the William Pollard
page shows the title or rule lines. This
module also explains how to resize and
move objects. Youll learn how to use
undo and redo in this module. Finally,
this module covers how to check your
spelling.
 Using the Page Setup Group

Select the View tab on the

Ribbon.
Select the Page Color tool.
Select a color from the color
gallery.
To display rule lines:
Select the View tab on the Ribbon.
Select the Rule Lines tool.
Select the type of rule lines you want to
display.
 Resizing Objects
Select the object you want to resize.
Click and drag the blue handles on the container to
make it larger or
smaller. The cursor
changes to a double
arrow. Release the
mouse to resize the
object.
 Moving Objects
Select the object you want to move.
Click and drag the
object to the new
location. The cursor
changes to a cross with
arrows in all directions.
 Using Undo and Redo
To undo your most recent typing or command:
Select the Undo command from the Quick
Access Toolbar.

To redo the last command:

Select the Redo command from the Quick
Access Toolbar.
 Checking Your Spelling
Right click on a misspelled word
to display the context menu.

To open the Spelling dialog box:

Select the SPELLING tool from the
SPELLING group in the REVIEW tab
of the Ribbon. Or select SPELLING
from the context menu of a
misspelled word.
 The Ignore button allows you to keep the word as the current
spelling.
The Add to Dictionary allows you to add the word to your
dictionary for all OneNote notebooks.
The Suggestions area lists possible changes for the
misspelling. There may be many choices, just one, or no
choices, based on OneNotes ability to match the error to
other possibilities.
The Change button allows you to change the misspelled word
to the highlighted choice in the Suggestions area. You can
highlight any word in the Suggestions area and select Change.
The Spelling Options link allows you to set the options for
how OneNote checks your spelling.
The AutoCorrect options link allows you to set the options for
how OneNote automatically correct certain types of errors
Module Eight: Advanced Since people retain
more information

OneNote Objects
when they see
*and* hear
information,
adding visual
elements to an
audio file just
In this module, well introduce makes good
business sense.
some other objects you can place Jay Jennings
in your notes: calculators, audio
files, and video files. Well also
discuss how to link your note to an
Outlook Meeting or link to a file on
your computer or network.
 Using the Calculator
To perform a simple calculation.
Enter an equation, such as 2+4.
Enter the equals sign and press the Space bar.

To enter an equation.
Select the Insert tab on the Ribbon.
Select the Equation tool.
Select Insert New Equation.
 Using OneNote with Outlook
Tasks and Meetings
Place your cursor on the line of the item you
want to turn into an Outlook task.
Select Outlook Tasks from the Ribbon.
Select the flag you want to use for the task.
To insert meeting details for taking notes:
Place your cursor where you want your meeting
notes.
Select Meeting Details from the Ribbon.
Select the appropriate meeting. These are
meetings scheduled in Outlook for the same
user/computer.
 Inserting Audio
Select the Insert tab from the Ribbon.
Select Record Audio.
OneNote displays the Recording Tools tab on
the Ribbon.
Select Stop to stop recording.
 Inserting Video
Select the Insert tab from the Ribbon.
Select Record Video.
OneNote displays the Recording Tools tab on
the Ribbon.
Select Stop to stop recording.
 Attaching Files
Select the Insert tab on the Ribbon.
Select Attach File.
Highlight the file when you locate it on your
computer or network, and select Insert.
Module Nine: Drawing Fun Tip: When
you need some

in OneNote inspiration,
doodle in
OneNote!

In this module, we will look at how

to draw shapes in your notebook.
Well also look at various shape-
related tasks, including selecting,
rotating, resizing, and formatting
shapes.
 Drawing Shapes
Select the Draw tab on the Ribbon.
Select the Shape tool for the shape you want
to insert.
Use the mouse to draw the shape.
 Selecting Shapes
The Select & Type tool is usually selected by default.
Simply click and drag around the shape(s) you want
to select.
A selected shape has blue handles around the edges.
 Select the Draw tab on the
Ribbon.
Select the Lasso Select
tool.
Draw around the shape(s)
you want to select.
 Formatting Shapes
Select the shape.
Select the Draw tab on the Ribbon.
Select the Color & Thickness tool.
Select either Pen or Highlighter.
Select the thickness
of the line.
Select the color of
the line.
Select OK.
 Rotating Shapes

Select the shape you want to rotate.

Select the Draw tab on the Ribbon.
Select the Rotate tool.
Select the type of rotation.
 Using the Eraser
Select the Draw tab on the Ribbon.
Select the Eraser tool.
Click and drag the mouse to erase.
 Module Ten: Next to people,
information is a

Managing Notes
company's
greatest asset, but
its value can't be
realized if it's not
effectively
managed and
This module explains ways to help delivered to the
right people,
you manage your notes. This business
applications and
module will also cover how to use processes.

the history and how to link your Steve Mills

pages like a wiki.

Tagging Notes

Place your cursor in the paragraph

you want to tag or select a OneNote
object.
Select the arrow in the Tags group to
see the Tags gallery.
Select the Tag you want to use.
To remove a tag, select the text or
object and choose Remove Tag.
 Place your cursor in the
paragraph you want to tag
or select a OneNote
object.
Select the arrow in the
Tags group to see the Tags
gallery.
Select Customize Tags.
In the Customize Tags
dialog box, select New Tag.
 In the New Tag dialog box, enter the name
of the tag.
Select a symbol to display next to a tagged
item from the drop down Symbol gallery.
Select a color for tagged text from the drop
down Font Color gallery.
Select a highlight color for tagged text from
the drop down Highlight Color gallery.
Select OK.
The new tag appears in the Tags list at the top.
Select OK to close the Customize Tags list.
 Using the Unfiled Section
Select the Unfiled Notes section tab at the top.
From the Pages pane, select the page that you want
to move.
Right-click to display the context menu.
Select Move or Copy.
 Select the section
where you would like
to move the page.
Select Move.
 Using History
Select the Share tab on the Ribbon.
Select the Page Versions tool.
Select Page Versions.
 Select one of the Page Versions
to open that page, just like any
other page.
Select Page Versions again to
remove the history from your Pages
pane.

Shown here is the Notebook Recycle Bin tool:

Select the Share tab on the Ribbon.
Select the Notebook Recycle
Bin tool.
Select Notebook Recycle Bin.
 Linking Like a Wiki
Select the Insert tab on the Ribbon.
Select Links.
OneNote opens the Link dialog box.
Select the location in OneNote where you want the link.
If necessary, change the Text to Display for the link in
OneNote.
Enter or select the file or URL to which you want to link,
using the Browse the web icon or the Folder icon next to
Address.
Select OK on the Link dialog box to insert the link on the
selected page.
Module Eleven: Adding Everything
should be made

the Finishing Touches as simple as

possible, but not
simpler.
Albert Einstein
This module will introduce a few
last features of OneNote. This
module will explain how to use
OneNote backups. Finally, well
also discuss how to e-mail and
print your notes.
 Time Stamping Items
Select the OneNote object or place the cursor
in the item you want to stamp.
Select the Insert tab on the Ribbon.
Select Date, Time, or Date & Time.
 Password Protecting
Your Notebook
Right click on the tab for the section you want
to protect.
Select Password Protect This Section.
In the Password Protection Pane, select Set
Password.
In the Password Protection dialog box, enter
the password.
Re-enter the password to confirm it.
Select OK.
Using OneNote Backups

1. Select the File

tab to open the
Backstage
view.
2. Select Options.
3. Select Save &
Backups.
To open a backup notebook:
1.Select the File tab to open the Backstage view.
2.Select Open.
3. Select Open Backups.
4. Select the backup file you want to open and
select Open.
E-Mailing Your Notes
 Printing Your Notes
Select the File tab to open the Backstage view.
Select the Print tab.
Select Print.
 Module Twelve: To get through the
hardest journey

Wrapping Up
we need take only
one step at a time,
but we must keep
on stepping.
Chinese Proverb

Words from the Wise

Wed like to leave you with a few

thoughts to accompany you on
your OneNote learning journey:
 Incorporate OneNote into your life in ways that work
for you. You can create a different notebook for
work, home, and school, or use multiple sections in
one notebook to store everything.
Take the time to set up your organization to make it
easy to find your information.
Incorporate tags to make it even easier to find
specific types of information.
Check out the tutorials and templates on the
OneNote home page.
Talk to other OneNote users or visit OneNote forums
on the Internet to find more cool ways to use
OneNote.