IntroductionWelcome| 00:04 | Hi and welcome to OneNote 2013 Essential Training,
I'm David Rivers.
| | 00:08 | In this course, we'll see everything you need to get started
using this powerful note-taking software from Microsoft.
| | 00:15 | We'll begin with a quick overview of OneNote 2013, what it is,
and how you can use it to improve your productivity.
| | 00:21 | In no time at all, you'll be creating your
own digital Notebooks with sections, pages,
| | 00:26 | Subpages, and of course, notes.
| | 00:30 | Then I'll show you how to get all kinds of
existing content into your Notebooks like
| | 00:34 | text, images, audio and video, even other
files, like Excel Spreadsheets and Visio drawings.
| | 00:42 | Next, we'll spend some time learning ways
to stay organized when working with digital
| | 00:46 | Notebooks, so your work is efficiently as
possible, such as using tables to keep your
| | 00:50 | content in its place, and then we'll move
on to some formatting options to ensure
| | 00:55 | your Notebooks, pages, and
content always look their best.
| | 01:00 | One of the big advantages to working with
digital Notebooks is the ability to share
| | 01:04 | and collaborate with others, and we'll see
several different ways to share a Notebook
| | 01:08 | with others like saving to the
Cloud and inviting people to share.
| | 01:13 | OneNote 2013 might be
considered Microsoft's hidden gem.
| | 01:17 | With so much to cover, let's get
started with OneNote 2013 Essential Training.
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| Using the exercies files| 00:00 | If you're a Premium Subscriber with lynda.com,
you'll have access to the exercise files, and
| | 00:05 | and the exercise files allow you to
follow along with me step by step.
| | 00:08 | Now, if you do plan on using them, I highly recommend
placing them in a convenient location such as your desktop.
| | 00:15 | When you double-click this folder, you'll notice
subfolders representing each of the chapters in this title.
| | 00:20 | Of course, inside those subfolders is where
you'll find the various Notebooks and files
| | 00:25 | we will be using in that chapter.
| | 00:27 | Now, if you don't have access to
the exercise files, not to worry.
| | 00:31 | You can still learn lots by following along with your own
Notebooks and files or by simply sitting back, relaxing, and watching.
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1. Getting Started with OneNote 2013What is OneNote?| 00:00 | If you're still hearing about OneNote and
wondering what exactly it is, you're definitely not alone.
| | 00:05 | So, before we dive into the features and functions
of OneNote 2013, let's first get a good understanding of
| | 00:11 | what it really is, and
what it can be used for.
| | 00:14 | And whether Microsoft hasn't done enough
to market OneNote or people just assume it's
| | 00:18 | meant to run on a tablet PC, this hidden gem
can be a useful tool for any person who needs
| | 00:24 | to take notes or gather information in any
scenario on any computer or mobile device.
| | 00:30 | By definition, Microsoft OneNote is a note
taking software program that can work in conjunction
| | 00:36 | with other programs in the Office suite or
all on its own and give you anywhere-anytime-access
| | 00:41 | to those notes from your
computers and mobile devices.
| | 00:45 | But OneNote is so much more than that.
| | 00:47 | You can create multiple notebooks, such as one
for business purposes and one for personal use.
| | 00:52 | Each notebook can be broken down into sections, such as for
individual projects, brainstorming, record-keeping, and so on.
| | 01:00 | Inside those sections, you can
create pages and Subpages as well.
| | 01:05 | If you're relatively comfortable in Word but
you're kind of weary of new programs, you can rest easy.
| | 01:10 | OneNote's appearance and controls kind
resemble a trimmed down version of Word.
| | 01:15 | So, you'll pick it up quite quickly.
| | 01:17 | And this is no coincidence as the program is
designed to complement Office and integrate
| | 01:21 | seamlessly with its components.
| | 01:23 | You could even think of it as a
go-between for Word and Outlook.
| | 01:27 | But of course, there are things you can do
with OneNote that you can't with Word or Outlook.
| | 01:32 | You can move pages of notes or portions of notes around
as you see fit, and this is one of its greatest strengths.
| | 01:38 | You can use OneNote to plan a project, conduct
research for the project using built-in features
| | 01:43 | to help you with online research as well as
integration with an encyclopedia and thesaurus
| | 01:49 | and then arrange the research notes to come up with
a structure for written materials related to the project.
| | 01:56 | Other cool features include flag notes that are
readily accessible via a task pane, great for to-do items.
| | 02:02 | The ability to share notes and collaborate with
others via a variety of online and off-line options.
| | 02:08 | The ability to incorporate handwriting,
audio and video clips, and there's an outstanding
| | 02:14 | screen clipping feature for
grabbing existing content.
| | 02:17 | You can even insert entire files into a notebook
like an Excel Spreadsheet or even a Visio diagram.
| | 02:24 | Course having all your notes organized and
in one place means you'll never waste time
| | 02:29 | trying to find what you're looking for.
| | 02:32 | Built-in search functionality will easily
find that web address you jotted down months
| | 02:36 | ago, and it will do with lightning speed.
| | 02:39 | You can even find text embedded in the images,
thanks to OCR or Optical Character Recognition.
| | 02:46 | So what's the Verdict?
| | 02:47 | Well, OneNote is an excellent, easy-to-use
tool for students, writers, professionals,
| | 02:52 | anyone looking for a way to organize notes
or anyone at all who needs more flexibility
| | 02:58 | than Word provides in the creation of documents.
| | 03:01 | And don't be fooled by anyone who
tells you OneNote is only for tablet PCs.
| | 03:05 | This is either a ploy to get you to buy a tablet or a
side effect that Microsoft's niche marketing of the product.
| | 03:12 | In actuality, it performs
very well on any Windows machine.
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| Launching OneNote and touring the interface| 00:00 | Well, just before we use OneNote 2013 to
create notebooks, we should look at different ways
| | 00:06 | to launch the program as well as
take a tour of the user interface.
| | 00:10 | There are a few changes from previous
versions of OneNote you need to be aware of.
| | 00:14 | So, let's begin by launching
OneNote here in Windows 8.
| | 00:17 | As you can see tiles are created when you
install programs like Office 2013, and there's
| | 00:22 | one for OneNote 2013 right there.
| | 00:26 | Clicking this tile will launch the program.
| | 00:28 | Now, if I have used OneNote before, it will
take me directly to the last notebook I worked
| | 00:33 | on, in the last section, on
the last page where I left off.
| | 00:37 | If you've never used OneNote 2013 before,
you'll be taken to something called Quick Notes,
| | 00:41 | a default area where things are sent to automatically
and can be moved out of there into various notebooks.
| | 00:48 | But we'll talk more about that later on.
| | 00:51 | Another way to launch OneNote, if you're in
a previous version of Windows, for example,
| | 00:55 | you might have an icon on your desktop or
you might need to go to your Start button
| | 00:59 | down in the bottom left corner
to find the program OneNote 2013.
| | 01:04 | But we can also go to the actual
notebook itself and launch OneNote from there.
| | 01:09 | On my Desktop is where I have my exercise files.
You can navigate to yours.
| | 01:14 | When you double-click this folder, you're
going to see subfolders for each of the chapters
| | 01:19 | and double-clicking Chapter 1 will
reveal a folder named Notebook_Sample.
| | 01:23 | Now, Notebook_Sample is actually the name
of our notebook, but notice it doesn't appear
| | 01:28 | as a file like you might be accustomed to
in other programs like Word, for example.
| | 01:33 | Instead we see this folder and double-
clicking it, we're going to see each of the sections
| | 01:37 | in this notebook, including an
option to Open the Notebook from here.
| | 01:42 | Notice that this icon looks a little bit different
than the others which represent sections in our notebook.
| | 01:47 | So, double-clicking Open Notebook, for any
notebook that's created will actually open
| | 01:52 | this particular notebook, of course,
launching OneNote 2013 in the process.
| | 01:56 | So, let's double-click Open Notebook.
| | 01:59 | All right, that takes us right into
OneNote 2013 where we left off.
| | 02:03 | If it's your first time opening up this
notebook, though, you'll see the very first section
| | 02:08 | of the very first page and all of that information
appears on our user interface which we're
| | 02:13 | going to tour quickly right now.
| | 02:15 | Across the top, you're going to
see information on the title bar.
| | 02:18 | This is the name of the page
you're looking at in OneNote.
| | 02:21 | Off to the left-hand side, the quick
access toolbar like other Office programs.
| | 02:27 | From here, we have navigation buttons for moving back,
for example, through various pages you've gone to.
| | 02:33 | There's an Undo button, and we also have this
little icon for docking OneNote to the Desktop
| | 02:37 | which is a handy feature, if you want to run
other programs simultaneously and move things
| | 02:42 | from those programs into OneNote.
We'll talk more about that later as well.
| | 02:46 | There is also a dropdown for Quick Access
toolbar or you can customize what appears
| | 02:51 | on the Quick Access toolbar, what does not
as well as other options that we'll talk about
| | 02:57 | later on in this title when we
talk about customizing OneNote.
| | 03:00 | For now, we'll just leave it as is.
| | 03:03 | After the right-hand side of the title bar
we have some buttons, our Help button,
| | 03:07 | F1 on your keyboard is still the shortcut.
| | 03:09 | There is also this little guy which is an
option for customizing your ribbon, how it behaves.
| | 03:16 | We'll talk about that when we
look at the ribbon in a moment.
| | 03:20 | There is a Minimize button, a Maximize or Restore button,
and your Close button for closing down the program.
| | 03:26 | Also down below, if you're already locked
into Microsoft account, you'll see your account name,
| | 03:30 | and mine as you can see is David Rivers.
| | 03:33 | Clicking this dropdown is where I can go to do
things like change my photo, adjust settings,
| | 03:37 | even switch to a different account.
| | 03:39 | If you're not already logged in,
you can login from here as well.
| | 03:42 | I just click off to the side to close that up.
| | 03:46 | Next, we're going to see a number
of tabs, starting with the File tab.
| | 03:51 | Now, this is the ribbon but as
you can see we're only seeing tabs.
| | 03:54 | It's kind of collapsed right now.
| | 03:56 | So, if you were to click file, for
example, we go into our backstage view.
| | 04:01 | We'll click the Back button at the top.
Next, we have the Home tab.
| | 04:06 | Now, this expands our ribbon to display the Home
categories like Clipboard, Basic Text, Styles, et cetera.
| | 04:13 | Click Insert to go to Insert categories,
inserting files, images, links, and so on.
| | 04:20 | And then as you can see as we click these tabs,
we see the various related categories down below.
| | 04:25 | Now, this is expanded while we're using it.
| | 04:27 | When we go back down into our page
and click, you can see it's collapsed.
| | 04:32 | That is the default view.
| | 04:33 | If we go up to the top right-hand corner
again, back to that little icon representing
| | 04:37 | our ribbon, give it a click, and
you'll see some different options.
| | 04:40 | Show Tab is selected as a default.
| | 04:43 | That's why we're only seeing the tabs
until we go to those tabs to use the ribbon.
| | 04:47 | There is also Auto Hide which will hide
the entire ribbon, including the tabs.
| | 04:51 | Or, if you prefer to see the tabs and all of the
commands at all times, you would choose this third option.
| | 04:57 | I'm going to leave it at Show Tabs.
| | 05:00 | We'll talk more about customizing as I mentioned
later on in this title, so just click anywhere
| | 05:04 | on the page again to go back there.
| | 05:07 | Now just below our ribbon tabs, we'll see
the name of our notebook, Notebook_Sample.
| | 05:12 | We can click the dropdown to get some options
related to our notebook like adding new notebooks,
| | 05:17 | pinning it right here will allow us when
you have multiple notebooks to always see
| | 05:21 | the ones that are important to us on this list.
| | 05:24 | We can open other notebooks which allow
us to go browsing for other notebooks.
| | 05:29 | And there's Quick Notes,
something I mentioned earlier.
| | 05:31 | Quick Notes is where by default things are sent
to OneNote when you choose the Send To option.
| | 05:37 | So, you can go into your Quick Notes to find
things that have been sent to OneNote, grab them,
| | 05:41 | and put them into your various notebooks.
| | 05:44 | Let's just click on the
page again to close that up.
| | 05:47 | Next, we have the various tabs as representing
the sections in our notebook, and you can
| | 05:51 | have as many sections as you like in a notebook,
and within those sections, if we were to click
| | 05:55 | Travel, for example, you'll see pages, and
those appear over here on the right-hand side
| | 06:00 | in our Navigation Pane, you can
see we can add new pages from here.
| | 06:04 | We can access pages as well as Subpages.
By clicking a Subpage, you can see the contents.
| | 06:11 | And over here, we'll also see the ability
to collapse pages, so if we click the little
| | 06:15 | icon to the right-hand side to collapse, our
West Coast Trip appears at the top, and now
| | 06:21 | we have our East Coast Trip down
below, all part of our Travel section.
| | 06:25 | So, if you want collapse that
as well, it's the same button.
| | 06:28 | It allows you to focus a little bit better
on the pages that are important to you while
| | 06:32 | you're working in this particular section.
| | 06:35 | So, as we go through the various tabs
across the top, you can see the sections,
| | 06:40 | and then lastly, there will be a tab with a Plus sign.
And here's where we go to create new sections.
| | 06:46 | We can move those sections around.
We'll talk about that little later on as well.
| | 06:50 | Right now we're just getting
comfortable in our new user interface.
| | 06:54 | Lastly, this little icon here allows us to
switch to full page view, shortcut to going
| | 06:59 | to the View tab on the ribbon and choosing
Full-Page View which will expand our page
| | 07:04 | to cover the entire screen, and we can go back so
we have access to our ribbon sections, et cetera.
| | 07:10 | By clicking another icon that appears at
the top, here it is, back to normal view.
| | 07:15 | Those are the two different views,
the Normal View being the default.
| | 07:18 | So, that's a quick tour of the user interface.
| | 07:21 | Now, you should be feeling comfortable in your new OneNote 2013
environment and ready to start working with notebooks.
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| Sharing and moving notebooks| 00:00 | Working with OneNote notebooks is very different
from working with standard files in other
| | 00:05 | programs, like Spreadsheets in
Excel or Documents in Word, for example.
| | 00:09 | When we create a notebook, we're actually
creating a folder in a default location we'll
| | 00:13 | talk about momentarily, as you add
sections and pages and text notes and content,
| | 00:19 | all of those changes are being saved for
you instantaneously and automatically.
| | 00:24 | So we're actually going to focus right now on how
to move your notebooks around and even share them.
| | 00:30 | And we'll continue to work with our notebooks sample here
found in the Chapter 1 folder of your exercise files.
| | 00:36 | So Let's say we wanted to, for example, add
something to our Staff Events here, so with
| | 00:41 | the Staff Events page selected here under the
Misc tab, we might click after the December-Holiday
| | 00:48 | Party line, and where it says date to
be determined, we might type in a date.
| | 00:53 | Let's type in December 22nd, so we've made a
change, let's just click outside the placeholder
| | 01:00 | that's created for us automatically.
| | 01:03 | And go to save our changes
like would in other programs.
| | 01:06 | Typically that means hitting the File
tab and going down to Save or Save As.
| | 01:11 | But notice there is no Save option, and that's because
those changes were automatically saved instantaneously.
| | 01:18 | What we do see with Info selected here are a
couple of buttons for sharing across devices
| | 01:24 | as well as a Settings
dropdown, let's click that.
| | 01:27 | Now from here, as you can see we can close
up our notebook if we wanted to access the
| | 01:32 | Properties and change the name of our notebook,
if we wanted to or choose to Share or even
| | 01:37 | Move this to another location.
| | 01:39 | Let's start there. When we choose Share you'll
notice things like your SkyDrive, now if you're
| | 01:45 | already signed up and logged in to your
Microsoft account, you might have to do that first
| | 01:50 | to see your name next to SkyDrive.
| | 01:52 | But it is the new default, and that's a perfect
place to store notebooks if you want to be to share them.
| | 01:58 | Notice the name continues to be Notebooks_Sample,
and all we'd have to do is click Move Notebook
| | 02:03 | to move it to SkyDrive, and then of course,
with it in the cloud we have the ability to
| | 02:08 | pick and choose who we want to share
with, including the general public.
| | 02:12 | We could also choose to move it to a different folder,
for example, if we put it somewhere else
| | 02:16 | on our own hard drive
or maybe on another device.
| | 02:20 | Choosing moving to a different folder by
clicking the link allows us to navigate.
| | 02:25 | One thing you'll see in your documents
folder is one called OneNote Notebooks, and that's
| | 02:30 | a folder that's created by default for you
by OneNote, and that is the default location
| | 02:35 | for any new notebooks you create.
| | 02:37 | So keep that in mind, if you
want to them to another location.
| | 02:40 | I think we're okay with where
we have our notebook right now.
| | 02:44 | So we'll just click Cancel.
| | 02:46 | Let's go back by clicking the Back button here
in backstage view, and click the File tab again,
| | 02:50 | and click the Settings dropdown.
| | 02:54 | We also have the ability to change things about our
notebooks--the properties--by clicking Properties here.
| | 03:00 | First of all, we can change the Display name.
| | 03:02 | Notebooks_Sample is the same as the folder
name, but we can change what appears up here
| | 03:07 | on our very first tab by
changing the Display name.
| | 03:11 | So, for example, we already know it's a notebook.
We could take that out and just delete Sample and click Ok.
| | 03:16 | But before we do that, we can change the color
of our notebook, as you have multiple notebooks
| | 03:22 | appearing from this dropdown, you might want
to color code them, so clicking the dropdown
| | 03:27 | here would display this color, and if we
want to change it to something else,
| | 03:31 | it's just clicking the color
dropdown and selecting the color.
| | 03:33 | You can also change the
location from here as well.
| | 03:37 | We can convert it back to a previous version,
Convert to Version 2007 of OneNote,
| | 03:44 | version 2010 and 2013 are the same.
So let's just click OK.
| | 03:49 | We'll see a new Display name
up here in the top left corner.
| | 03:52 | When we click the dropdown, you'll it's
displayed here as sample as well, and there's our color.
| | 03:59 | So there's no real save option, we can move
things around, change names for the display,
| | 04:04 | for example, but typically when working with a
notebook here in OneNote 2013, you're working
| | 04:09 | with the folder made up of various sections,
and any changes you make are saved on the fly.
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| Creating and deleting notebooks| 00:00 | One of your very first tasks after
installing and launching OneNote 2013 will be creating
| | 00:06 | a notebook or perhaps multiple notebooks.
| | 00:08 | Maybe you want to keep
personal separate from business.
| | 00:11 | Well, you can have multiple notebooks, you can
have multiple notebooks open, switch between them.
| | 00:17 | You can even pick and choose where those notebooks
will be stored, will they be in the cloud
| | 00:22 | using SkyDrive where you can access the
notebook from mobile devices, for example,
| | 00:27 | and share content with others?
Or do you want to keep it local?
| | 00:30 | Look at these options now as
we create a brand-new notebook.
| | 00:33 | We're still looking at a notebook
from previous lessons, and that's fine.
| | 00:36 | We don't need to close it up.
| | 00:38 | We'll go to the FILE tab and
go down to New and click there.
| | 00:43 | Now you're going to notice something interesting
in all of the Office apps, and that is SkyDrive
| | 00:47 | usually appears at the top for creating,
for sharing, for saving, even for opening.
| | 00:56 | And that's because Microsoft is just kind of
pushing us in the direction of cloud computing.
| | 01:00 | With SkyDrive you get free space as
part of your free Microsoft account.
| | 01:05 | If you're already logged in like me,
you'll see your name in the top right corner.
| | 01:10 | And you will also see
your name next to SkyDrive.
| | 01:13 | And all you need to do if you want to share
this with others or access it using mobile
| | 01:17 | devices, click in the Notebook
Name field and type in a name.
| | 01:21 | When you click Create to create that
notebook it goes to the default Documents folder on
| | 01:26 | SkyDrive unless you choose a
different folder using the link down below.
| | 01:30 | Now if you're not interested in accessing it
using mobile devices or sharing with others,
| | 01:35 | you might want to stored locally on your computer.
Click there and again you get a Notebook Name
| | 01:39 | field, whatever you type in here, when you
click Create Notebook it's going to go to
| | 01:44 | a default folder, so let's check it out.
| | 01:46 | Let's say with this one's going to be business notebook,
and the name of our business is No Obstacles.
| | 01:51 | We'll call it No Obstacles.
| | 01:53 | Now if we click Create Notebook, it's going to
go to the default folder which is the OneNote
| | 01:59 | Notebooks folder that's created for you
automatically under your Documents folder.
| | 02:04 | So if you want to see that or change it, you can
click the link down below Create in a different folder.
| | 02:11 | And sure enough there it is OneNote Notebooks,
under My Documents, there's the name of the
| | 02:15 | notebook I'm about to create. If I want to
choose a different location, including SkyDrive
| | 02:20 | I can do that from the
navigation pane on the left.
| | 02:22 | In going to leave the default that OneNote
Notebooks, remembering when we create a notebook
| | 02:27 | for not creating a single file, but rather
a subfolder that will be called No Obstacles
| | 02:32 | containing our sections,
our pages, and our content.
| | 02:36 | Let's click create.
| | 02:39 | So now we're looking at our new notebook.
The display name, No Obstacles, is the same
| | 02:43 | as the Notebook Name, and we know we can change that.
There's one new section, and it's named
| | 02:48 | automatically New Section 1, we can change that.
| | 02:52 | Also over to the right you see there's one
Untitled page, it's untitled until we typed
| | 02:56 | whatever we're going to typing here for
the title next to our flashing cursor.
| | 03:01 | So let's say we're going to start with a
Task List, we'll just type that in, Task List.
| | 03:06 | All of our tasks go on this page, press Enter.
| | 03:09 | And there is the name of
your new page, just like that.
| | 03:12 | Now if we want to switch back to that previous
notebook, we can do that as well by clicking the dropdown.
| | 03:18 | So if you still had your Notebook_Sample
open like I did, it's on the list, and you click it.
| | 03:23 | Want to switchback, click the dropdown.
| | 03:27 | If you find this a little bit tedious, though,
you can also enable the Notebook pane.
| | 03:31 | And by clicking this little push pin,
there's our Notebook pane on the left-hand side.
| | 03:37 | And now we can switch
quickly between our open notebooks.
| | 03:39 | And we get up multiple notebooks listed here,
including access to Quick Notes, which we'll
| | 03:44 | talk about a little bit later.
| | 03:46 | If you don't like the pane, just click the
same pushpin. To unpin it, you may need to
| | 03:51 | scroll over to see all of your content.
| | 03:53 | All right, what about closing up a notebook? Maybe we don't
need that notebook, and in fact we want to delete it.
| | 03:59 | Now in that case, we do have to close it first,
so we'll click the dropdown, and right-click
| | 04:04 | the notebook we want to close, No Obstacles.
| | 04:08 | After the right-click from the pop-up menu,
you'll see Close This Notebook at the very bottom.
| | 04:13 | So with the notebook closed we
can now delete it, where is it?
| | 04:16 | Now remember, it goes to the default folder
under your Documents folder called OneNote Notebooks.
| | 04:21 | We'll open up File Explorer, that's in
Windows 8 or Windows Explorer in previous versions.
| | 04:28 | We'll go to Documents, there is OneNote Notebooks
right there, that was automatically created
| | 04:33 | when we installed OneNote.
| | 04:35 | And there is our No Obstacles folder. Double-clicking
the folder reveals our No Obstacles folder or subfolder.
| | 04:42 | And this is what we want to
delete, the entire folder.
| | 04:45 | So we can select it by clicking once and
click Delete, or if you prefer, right-click and
| | 04:50 | choose Delete from the pop-up menu, it's gone.
| | 04:54 | So that's how we not only close up a
notebook but delete it so we could start fresh.
| | 05:00 | So keeping in mind when you create new
notebooks you can have multiple notebooks open,
| | 05:04 | but you also get to pick and choose
where those notebooks will appear.
| | 05:08 | Using the cloud will give you some
advantages like access from your mobile devices
| | 05:13 | and the ability to share with others
who have Internet access as well.
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| Creating, moving, and deleting sections| 00:00 | When we think about old-fashioned notebooks
in the real world, paper notebooks, specifically
| | 00:05 | larger notebooks where we want to stay organized, quite
often you'll find information separated into Sections.
| | 00:12 | In those Sections, there might even be
sub-sections and then within those Sections pages and maybe
| | 00:17 | even Subpages, well, not in a paper notebook,
but we can do that here in OneNote.
| | 00:22 | Let's explore Sections now using a
notebook we've been working with here in Chapter 1
| | 00:26 | called Notebook_Sample.
| | 00:28 | You can open it up if you
don't already have it open.
| | 00:30 | And as you can see by the tabs across the
top here, we already have a number of Sections.
| | 00:35 | And we can change from one
Section to another by clicking the tab.
| | 00:39 | To add a new Section, we click the
Plus sign that appears after the last tab.
| | 00:44 | New Section 1 is the default name here just
like we saw when creating a brand-new notebook.
| | 00:49 | If we were to click on our page
accidentally, that becomes the default name.
| | 00:53 | But of course we can change the
name of a Section by double-clicking.
| | 00:58 | Let's call this Personal Tasks and Enter.
| | 01:02 | All right, maybe we want to move that
somewhere, we don't like it at the end.
| | 01:07 | Maybe it should be at the beginning.
| | 01:08 | Of course, we can move Sections
around by clicking and dragging the tabs.
| | 01:12 | As we move left, you can see that little arrow
appearing in between Sections so we can release
| | 01:17 | at any time to go right to
the beginning before Meetings.
| | 01:21 | That's where we want the arrow
when we release our mouse button.
| | 01:24 | Let's add a new tab but a
different way this time.
| | 01:27 | Let's right-click anywhere over these
tabs or off to the right in this area.
| | 01:32 | And you'll see New Section there.
| | 01:34 | And also something called
New Section Group, interesting.
| | 01:38 | Let's go to New Section first, there is that
default naming again, let's type in Business Tasks
| | 01:44 | and Enter ,and maybe move next
to Personal Tasks, click and drag.
| | 01:52 | But I like that idea of a Section group made
up of subsections. Maybe we should have one
| | 01:56 | group called Tasks, with
subsections for Personal and Business Tasks.
| | 02:01 | Okay, we'll right-click, choose New Section Group, and type
right over the text. We'll just call it Tasks and Enter.
| | 02:10 | Now it's a matter of getting those Business and
Personal Sections into our Section Group called Tasks.
| | 02:16 | Of course, we're going to click and drag.
| | 02:18 | We'll click and drag Business
right over Tasks and let go.
| | 02:22 | Notice now we're looking at Tasks under
Notebook_Sample, and there's our new Section.
| | 02:27 | Let's navigate back up now to the parent
Section group by clicking the arrow and do the same
| | 02:34 | with Personal, click-drag over Tasks.
| | 02:37 | And if you hold it long enough, you'll be
moved into that Section group where Personal Task
| | 02:43 | now appears when we release the mouse.
| | 02:46 | So that's a great way to stay
organized. Let's go back up.
| | 02:49 | And realize maybe we don't need that Section group
at all, in fact we don't need any of its contents.
| | 02:54 | We can delete a Section or Section
group by simply right-clicking it.
| | 02:59 | Let's do it with our Section group called Tasks.
| | 03:02 | When we choose Delete we do see a warning that
we're about to move the Sections in that group--
| | 03:06 | not the entire group but the Sections in that group--
to the Recycle Bin, so we choose Yes.
| | 03:12 | And of course because it's in the Recycle Bin,
it means if we wanted to we could get those Sections back.
| | 03:17 | How do we do that?
| | 03:19 | Well, we can go to the HISTORY tab here on
the ribbon and access our Notebook Recycle Bin.
| | 03:26 | The dropdown arrow gives us some options for
opening it up, emptying it, or disabling history.
| | 03:32 | But we want to just click right at the top
where we see anything that's been deleted
| | 03:36 | in the way of pages--nothing so far--as well as a
couple of Sections here, Business and Personal Tasks.
| | 03:42 | So to get those back, we just need
to drag them into the right notebook.
| | 03:46 | Well, let's click our dropdown here, next to Notebook_Sample
OneNote Recycle Bin and click the push pin.
| | 03:53 | I like using the Notebook pane for this.
| | 03:57 | Now if you're not seeing the Sections here
under Notebook_Sample, you need to expand.
| | 04:01 | This little arrow does both expand and collapse.
| | 04:05 | And now we can drag right to the exact location
where we want them, maybe Business Tasks should
| | 04:09 | be first, drag it right in front of Meetings
and let go, and Personal Tasks should appear after.
| | 04:16 | Click and drag until see that line between
Business and Meetings and let go, there we go.
| | 04:23 | Let's navigate back up, and we're back
into our notebook here called Notebook_Sample.
| | 04:28 | We can disable the notebook
pane by clicking the push pin.
| | 04:32 | And there we go, we've got all of our
Sections, we don't have a Section group any longer.
| | 04:36 | But we were able to get our Sections back.
| | 04:38 | All right, let's remove both of the
Sections by right-clicking and choosing Delete.
| | 04:43 | So we're going to see warning message for
each one, clicking Yes for Business, right-click
| | 04:49 | Personal, and Delete choose Yes for that one
as well, and we're right back where we started.
| | 04:56 | So that's working with Sections. Of course,
within those Sections are going to be pages
| | 05:01 | and Subpages, really all of this
designed to help us stay organized.
| | 05:05 | So in the next lesson, we'll get into pages.
| | Collapse this transcript |
| Working with pages and subpages| 00:00 | We learned in the previous movie how we
can stay organized by creating Section Groups
| | 00:05 | and Subsections, well, within those Sections we
can also stay organized by creating multiple
| | 00:09 | pages, and those Pages can
also have Subpages and so on.
| | 00:14 | So let's take a look at that now as we
continue working with our Notebook_Sample from
| | 00:18 | the Chapter 1 folder of your exercise files
with this open and Meetings selected.
| | 00:23 | In this section you'll notice all of
the pages listed down the right-hand side.
| | 00:27 | Now the main Pages are Monthly Manager Meetings,
and on the same level not indented, in other
| | 00:33 | words we see Staff Meetings.
| | 00:36 | Under those we do see indents we do see
for the years 2012 and 13, and November 2012,
| | 00:41 | December 2012 under Staff Meetings.
| | 00:44 | And then we see indented pages or
Subpages for each of those months as well.
| | 00:49 | So how do we get all that, what's the advantage?
| | 00:51 | Well, one big advantage is confusion. If you have many,
many pages and Subpages, one option is to Collapse.
| | 00:58 | We go to Staff Meetings, for example, hover over and
move to the right, there is a little Collapse button.
| | 01:04 | So we can focus on Monthly Manager Meetings.
| | 01:06 | We could do the same with that and then expand
by clicking the arrow to focus on that section.
| | 01:12 | Well, to create any page or
Subpage, it's really quite simple.
| | 01:17 | If we go to Travel, we see the same kind of
set up here, but if we go to Business Cards,
| | 01:22 | we've got three main Pages.
We don't have any Subpages, not well-organized.
| | 01:26 | If we you're going to be collecting
business cards, it might be a better idea to create
| | 01:31 | some Pages and Subpages. How we do that?
| | 01:33 | Easiest way to create a
Page is to a click Add Page.
| | 01:36 | But that will automatically add it to
the end of the section at the bottom here.
| | 01:40 | Let's type in something like Friends and Enter.
| | 01:44 | So now we have a Page where we can add a
bunch of Business Cards for our friends.
| | 01:49 | If we want to add a Page in a specific location,
we can just hover over the Page, and you'll
| | 01:54 | see little Plus sign off to the left.
| | 01:57 | Let's say we wanted to one above Clients,
when we moved to Clients, we have to move
| | 02:00 | to the top part of Clients to see that Plus sign
above and to the left of Clients, and when
| | 02:06 | we click it we have our
new Page, right at the top.
| | 02:09 | Let's call this Business, when you
press Enter, it's locked right in.
| | 02:13 | now if wanted to add a Page and
move it after, we can do that as well.
| | 02:17 | If we click Add Page call this one Personal,
when we press Enter it's at the end of the
| | 02:22 | section, but we can click and drag it, let's say
above Friends but after Support, there we go.
| | 02:29 | Now all of these are still main Pages.
We don't have any Subpages.
| | 02:32 | We can create those on the fly or take existing Pages
and turn them into Subpages like Clients, for example.
| | 02:38 | If we right-click it, notice that one
option is to make it a Subpage, it automatically
| | 02:44 | becomes a Subpage of the
Page above, which is Business.
| | 02:47 | Another option is to click and drag, click
and drag Colleagues off to the right, and
| | 02:52 | it becomes a Subpage also of Business.
| | 02:55 | Let's do that with Support, but if we go too far, it
becomes a Subpage of Colleagues, not what we want.
| | 03:02 | So we can click and drag it
back or if you prefer right-click.
| | 03:07 | And notice that we have
Promote Subpage as an option now.
| | 03:11 | All right, so Friends really should be a
Subpage of Personal, let's click and drag it over.
| | 03:17 | And let's create another Subpage here, let's
click the Plus sign here above Friends, and with
| | 03:23 | Friends selected, because we're clicking the Plus sign,
it becomes a Subpage automatically under Personal.
| | 03:29 | Let's type in Golf Group and Enter, and
let's click the Plus sign one more time,
| | 03:36 | maybe this one's our Book club and Enter.
| | 03:39 | So here we have Pages and Subpages, and it's
just a matter now of getting information onto
| | 03:45 | those Pages, that's what we'll talk about next.
| | Collapse this transcript |
| Creating a note on a page| 00:00 | Having a Notebook with section groups and
subsections, pages and Subpages is great.
| | 00:06 | But it's really not of much use if you can't get content
in there, and we're ready to start talking about that.
| | 00:13 | We'll begin with something basic,
and that's adding a Note to a page.
| | 00:17 | We will use our Notebook_Sample from the
Chapter 1 folder of your exercise files, and we'll go
| | 00:21 | to the Meeting Section if you
need to by clicking that tab.
| | 00:24 | We have a number of pages like our Monthly
Manager Meetings page. If it's selected, you'll
| | 00:28 | see there's already a Note over here. As we
hover over that Note, you'll notice something
| | 00:32 | appears around the outside, placeholder.
| | 00:36 | And as we move down the different lines,
you can see something happening over here.
| | 00:41 | So there are some options once
we add a Note, how do we do that?
| | 00:44 | Well, let's go down to Staff Meetings here.
Let's say we're in the December 5, 2012,
| | 00:50 | Staff Meeting now, we'll click
there to add some Notes.
| | 00:52 | All we have to do is click
where we want to type and type away.
| | 00:56 | That's over here on the
right at the top, when we click.
| | 00:59 | The cursor is flashing
there waiting for us to type.
| | 01:01 | Go over to the left, click
there, you're ready to type.
| | 01:05 | It's as if we have the whole page.
| | 01:06 | But watch what happens when you start typing.
Let's say the first topic is Revenues.
| | 01:11 | We'll type that in and right away you can
see that placeholder appear almost like a
| | 01:15 | text box, and you're automatically
going to see it size itself as you type.
| | 01:20 | So let's hit Enter a couple of
times and add a dash and a space.
| | 01:25 | Automatically OneNote is creating a
bulleted list for us, interesting.
| | 01:28 | Okay, let's type in Revenues
down this week by 7%.
| | 01:36 | Notice the box stretching to fit our
content presenter, we're still in the list.
| | 01:40 | All right, let's type in something else,
like, Foreign currency hurting bottom dollar.
| | 01:49 | These are just notes we're taking during
the meeting, and as we hit Enter, we're still
| | 01:54 | into our list, so hitting Enter
again takes us off to the right.
| | 01:57 | Where we can continue working on this Note.
| | 02:00 | Maybe you want to side Note now, we just click
off to the right, and we're onto our next Note.
| | 02:04 | Let's say we want to talk about Staffing,
hit Enter, same thing happens, now we have
| | 02:09 | a new box that's being created here, if you want
to create that bulleted list, hit your dash and a Space,
| | 02:14 | and it will create it for you.
| | 02:17 | Need to hire two more in sales,
press Enter, still in our bulleted list.
| | 02:25 | Matt to be off for 1 month on sick leave.
Again, the box stretches to fit our content.
| | 02:36 | And now we have a couple of
different boxes or placeholders with text.
| | 02:40 | So as we move inside them that means we can
do things like move up to the bar at the top,
| | 02:44 | and you'll see the four-sided arrow.
| | 02:45 | So we can click and drag that down
if we wanted it, maybe under Revenues.
| | 02:50 | We can stretch it out or squeeze it in if we
wanted to, things will wrap around as needed.
| | 02:54 | We want them both to be about the same size,
we can do that, so lots of different options
| | 03:00 | when working with Notes, and of course there's
a lot of other types of content that can be
| | 03:04 | added to the pages in your OneNote Notebooks.
| | 03:07 | Those are the basics; however, it's
time to move on to more complex things.
| | Collapse this transcript |
|
|
2. Creating and Adding ContentSending content to OneNote| 00:00 | When it comes to getting content into your
OneNote Notebooks, we know we can just simply
| | 00:04 | type away, but what if you
already have the content?
| | 00:07 | Well, if it resides in one of the other
Office Programs like Word, Excel, PowerPoint,
| | 00:12 | for example, there is an option to send it to OneNote,
and that's what we're going to look at right now.
| | 00:17 | So, we are going to use this Notebook called No Obstacles1,
and you'll notice so we have a Bio section.
| | 00:23 | When you click that tab, there is
really nothing there, just the main page.
| | 00:27 | Now let's switch over to Microsoft Word,
now if you need to launch Word, you can pause
| | 00:32 | right now, launch Word and open up this
file from the Chapter 2 folder of your
| | 00:36 | exercise files called No Obstacles Bio.
| | 00:38 | It happens to be a one-page document,
and this is exactly what we want.
| | 00:42 | We want have to retype it.
We don't even want to have to copy and paste it.
| | 00:46 | All we need to do is send it to OneNote by going to the
File tab, and going through the motions of printing,
| | 00:53 | when we click Print, you might see your
default printer here on this list, but you'll also
| | 00:58 | see an option Send to OneNote, and that's
what we are going to select from the dropdown.
| | 01:03 | When we Send To OneNote, we get to choose
exactly where it's going to go as well, there
| | 01:07 | is a default location, as you'll see
momentarily right after we click Print.
| | 01:13 | So, going to act as though it's printing the
page, what you might see now is your OneNote
| | 01:18 | icon flashing way down below on the taskbar,
we'll give it a click, and there is a dialog
| | 01:24 | box that appears now with the
default location, which is Quick Notes.
| | 01:29 | So, anything you send from other programs
as well might automatically go into Quick Notes,
| | 01:34 | where you can deal with them.
| | 01:36 | It's automatically linked to SkyDrive, so
you have access to your Quick Notes from any
| | 01:40 | Notebook, from any location.
| | 01:41 | So, having them there in the Quick Notes
section, you can quickly and easily grab information
| | 01:47 | that you want from there and place it into the Notebook,
into the section, right on the page that you want.
| | 01:53 | So, you'll see Recent picks, but
you'll also see Quick Notes down below.
| | 01:57 | You will also see any open Notebooks you have.
| | 02:00 | If you need to, you can expand these by
clicking the Plus signs, and if we want to go right
| | 02:05 | to the Bio section, we can select it from here.
| | 02:09 | Now typically when you go to a specific
section in a Notebook, you won't go down below and
| | 02:13 | click the check box next to Always send
printouts to the selected location, it is customizable
| | 02:19 | later, but you will be sending everything
by default to that section of that particular
| | 02:24 | Notebook if you click this check box.
| | 02:26 | Typically, if you're going to click this
check box, you're going to select Quick Notes.
| | 02:31 | But we do want to go directly to our Bio section,
and if we expand that directly to the No Obstacles
| | 02:36 | Bio page, so we will click that and click OK.
| | 02:40 | So, no copying and pasting, all we have to
do is send it directly from Word to OneNote,
| | 02:46 | checkout the page now, it's re-titled No
Obstacles Bio, and we have all the content exactly
| | 02:51 | the way it appeared in Microsoft Word.
| | 02:54 | So, when you do things like screen
clippings and adding things from other programs that
| | 03:00 | are not in the Office Suite to OneNote,
typically you're going to send it to your Quick Notes
| | 03:05 | section and then deal
with those content later on.
| | 03:10 | But for now, as you can see, sending to OneNote
from one of the Office Apps is a very fast
| | 03:14 | and easy way to get content
into your OneNote Notebooks.
| | Collapse this transcript |
| Copying and pasting content| 00:00 | On occasion you'll find content you want to
move over into a OneNote Notebook, that content
| | 00:05 | is perhaps in a format or in a program
that does not allow you to send it directly
| | 00:10 | to OneNote, like we did in the
previous movie using Microsoft Word.
| | 00:13 | In most cases you'll need to use the old-
fashioned method of copy and paste, that's exactly what
| | 00:18 | we're going to do as we continue to
work with our No Obstacles Notebook.
| | 00:22 | Now if you have been following along,
you can continue to work in No Obstacles1.
| | 00:24 | If you've jumped to this lesson, want to get caught up,
go to the Chapter 2 folder and open up No Obstacles2.
| | 00:31 | On the Bio section here where we just recently
added the No Obstacles Bio page directly from Word.
| | 00:38 | Now we are about to grab some content from
a PDF file, and in that case we don't have
| | 00:43 | the option to send directly to OneNote, at least
not here on Windows 8, as you'll soon find out.
| | 00:48 | So, we're going to use copy and paste, and
what I like to do is create space for it ahead
| | 00:53 | of time--you don't have to, I just like to.
| | 00:55 | So, I am going to add a page here by clicking Add Page,
and all I am going to do is call it Executive Team.
| | 01:05 | That's the content I
want to grab from that file.
| | 01:08 | I press Enter and look at all
the space I have now for pasting.
| | 01:12 | Let's switch over to that file called No Obstacles Bio.pdf,
now if you open it up from the Chapter 2
| | 01:18 | folder of your exercise files, and you are in
Windows 8 like me, you are going to open it up in Reader.
| | 01:25 | And if you're in Window 7,
it's probably Adobe Reader.
| | 01:27 | Regardless, we are going to scroll down
through the pages until we get to the Executive Team,
| | 01:32 | I see it here on Page 4 of 6.
| | 01:35 | All I want to do is click and drag from Executive Team down
to the end of the paragraph 4, Juan Ricardo, there we go.
| | 01:46 | Now if I needed to keep going, as you can see it does
continue going onto the next page, I can do that.
| | 01:51 | I'll just click and drag a little bit
further, so you are not limited to a single page.
| | 01:58 | That's what I want copied, the easiest way to
copy is right-click and choose Copy from the pop-up.
| | 02:03 | Now we'll switch over to OneNote and for the
Executive Team, we are already flashing away
| | 02:09 | on an empty page ready to paste.
| | 02:11 | When you go to the Home tab on the ribbon
and click, it expands the ribbon, and you'll
| | 02:16 | see a paste button, and the default when
you click the paste button and not the paste
| | 02:20 | dropdown arrow down below is to simply paste
it the way it appears in that other program.
| | 02:26 | That's this first option, but you can also
choose to take on the formatting of the Current
| | 02:31 | Document or Notebook in this
case, or just grab Text Only.
| | 02:35 | So, let's go with the default, the very
first option and see what it looks like.
| | 02:40 | As we can see, we don't get all the formatting
from a PDF file. We do have the content we want,
| | 02:44 | plus some extra content, and that's why it's not
the ideal method for getting content into OneNote.
| | 02:52 | If you can go to the Print option and choose
Send to OneNote, it's always a better option,
| | 02:57 | if you want to maintain formatting.
| | 02:59 | So, in this case, we do have a little bit
of content here that was part of the footer
| | 03:03 | that we need to select by clicking and
dragging right over it, pressing delete.
| | 03:09 | We want to take out the extra space.
You can use your Backspace key on the keyboard.
| | 03:15 | And then you might want to insert some
spaces for each of the Executive Team members.
| | 03:20 | You can press Enter, I am going to click
before Mark here and press Enter, same thing for Akee,
| | 03:26 | and the same thing for Juan.
| | 03:30 | And you can see a little bit of formatting
is required, no matter what we choose from
| | 03:35 | the paste option because
we came from that PDF file.
| | 03:38 | So that's another way to get content, as
you can see it's not as easy as simply sending
| | 03:43 | it to OneNote, but it is an option, if you
need to grab content from a program or a file
| | 03:48 | format that does not allow
you to send directly to OneNote.
| | Collapse this transcript |
| Sending screen clippings to OneNote| 00:00 | Another way to send content to your
OneNote Notebooks is to capture screen clippings,
| | 00:05 | and there is a couple ways to do that,
the old-fashioned copy and paste method.
| | 00:10 | But there is also a little program that runs
alongside OneNote called Send To OneNote that
| | 00:15 | we are going to look at now.
| | 00:16 | So, we are continuing to work with our
No Obstacles Notebook, if you have been following
| | 00:21 | along, you can continue to
work in the Notebook you're using.
| | 00:24 | If you've jumped to this lesson, want to
get caught up, open up No Obstacles3 from the
| | 00:28 | Chapter 2 folder of your exercise files.
| | 00:30 | We are at the Bio tab here, and
we're looking at our Executive Team.
| | 00:34 | Now we want to grab some contents,
and it happens to be in a website.
| | 00:37 | So, we are going to add a section by clicking the Plus sign
after Bio, and we'll just type in Contacts and Enter.
| | 00:47 | Now we have one untitled page, and if we want,
we can add a title here, let's do that,
| | 00:56 | No Obstacles Contacts and Enter, and now we are
ready to grab that screen I was talking about,
| | 01:04 | happens to be in a website.
| | 01:05 | So, if we flip over to Internet Explorer or
whatever browser you're using and go to the
| | 01:11 | following site, you can see here we have a
blog, noobstaclesclothing.com, and I'm looking
| | 01:17 | at the Contact screen.
| | 01:20 | Now if I wanted to I could send this whole
thing off to OneNote. What runs automatically
| | 01:25 | alongside OneNote when you launch it is
this little guy called Send To OneNote.
| | 01:29 | And if we click it, you'll see the options
Screen Clipping, they are sent to OneNote,
| | 01:34 | and it could be an entire screen, it could
be from another program like Microsoft Word
| | 01:38 | just another way to send content, or we can
just create a new Quick Note right from here.
| | 01:43 | So, in this case we don't want to send the
entire page, but rather a part of the page,
| | 01:49 | so we are going to choose Screen Clipping,
and this allows us to select the section that
| | 01:54 | we want to copy, which is just the Contact Info.
| | 01:56 | So, we'll click and drag across it, when we
release, we now get to choose where it's going to go.
| | 02:03 | And again, we could create a default
location like Quick Notes by clicking the check box
| | 02:08 | next to Don't ask me again
to always do the following.
| | 02:11 | We can Copy it to the Clipboard and paste
it or we can Send it Directly to a Location
| | 02:16 | we choose, that's what we're going to do
right now, going to our No Obstacles Notebook,
| | 02:20 | we have our Contact section already, we can click
the Plus sign, and there's the page we just created
| | 02:25 | called No Obstacles Contacts.
| | 02:26 | So, with that selected, we can click Send to
Selected Location and off it goes. Want to see?
| | 02:33 | Well, we'll flip back to OneNote now,
and there it is right on the page where we
| | 02:38 | left off, and it looks just like it did on the website,
so it's a great way to capture a part of the screen.
| | 02:45 | Now if you don't happen to see Send To OneNote
running alongside OneNote 2013, you can always run it.
| | 02:53 | I'm in Windows 8, so I am just going to go
to the top right or bottom right corner and
| | 02:57 | click the Search icon, you can also do a
search in Windows 7 for programs just type in
| | 03:03 | send to, and you'll see the Send To OneNote
2013 program if you need to run it.
| | 03:08 | I already have mine running, and when you
run this you also have the ability to make
| | 03:14 | sure it always runs when you launch OneNote.
| | 03:16 | We will just flip back to OneNote now and
go down to the Send To OneNote icon where
| | 03:21 | you'll see at the very bottom, Start
with OneNote should be checked off.
| | 03:24 | If it is something you want to use, and
you always wanted available to you just click
| | 03:29 | that check box and also know here in
Windows 8 there is a keyboard shortcut,
| | 03:33 | that is the Windows key+N to create
a new Send To OneNote item.
| | 03:39 | So, we'll just click here in the
background on our page and continue from here.
| | Collapse this transcript |
| Adding pictures| 00:00 | When you need to insert imagery into
your Notebooks here in OneNote 2013,
| | 00:05 | there are number of different options.
| | 00:06 | We are going to explore those
now and actually try one of them.
| | 00:09 | Now let's say we want to
insert some company logos.
| | 00:13 | Well, first we will create a section for
that by clicking the Plus sign next to Contacts,
| | 00:17 | and all we will do is type
in logos and press Enter.
| | 00:22 | So, of course, we have our one untitled page
with cursor flashing waiting for us to title it.
| | 00:27 | Let's just type in Company Logos for now,
and we will just click down below, and here's
| | 00:33 | where we want to insert those logos.
| | 00:36 | Down the road we may need additional pages
to stay organized, Subpages, who knows?
| | 00:41 | But for now, this is good.
| | 00:43 | Now to insert our images we have a number
of different options from the Insert tab.
| | 00:49 | When we click it, it expands our
ribbon and displays an Images section.
| | 00:54 | So, the first option is Screen Clipping, something
we just did in the previous movie, it's accessible
| | 00:59 | from here as well, exact
same feature we looked at.
| | 01:03 | We can also browse for Pictures, which could be on
a computer, it could be on a network, or a device connected.
| | 01:10 | Online Pictures, we'll take a look at that
momentarily, even Scanned Images if you have
| | 01:14 | your printer connected with a scanner,
you can scan directly into your Notebook,
| | 01:19 | maybe even you have a camera attached, you can grab
photos from the camera using this option as well.
| | 01:26 | Let's go back to Online Pictures, give
that a click, opens up a separate window where
| | 01:30 | you'll see some services you're connected
to, and your services may differ from mine.
| | 01:35 | I only have a couple, Office.com,
and my Bing Image Search.
| | 01:39 | So, if I was looking for Clip Art, for example,
at Office.com, I type in a keyword, and it's
| | 01:45 | going to find it for me, and I can grab it
from there, same thing for the Bing Image Search,
| | 01:49 | which is really going to the Internet.
| | 01:52 | Let's close this up, though, because I do have
one for you, if we go back to the Insert tab
| | 01:57 | and select Pictures, we can now start
browsing through our computer, networks, any devices
| | 02:03 | that are connected,
including SkyDrive if we wanted to.
| | 02:07 | We are going go directly to the Chapter 2
folder of your exercise files, I have a file here
| | 02:11 | called NOH_logo, and as we hover over it,
you'll see that the type is PNG file, this
| | 02:18 | is our No Obstacles Home logo.
| | 02:20 | The format is PNG, and it's showing up on
our list because all Pictures is selected
| | 02:25 | by default here next to file name.
| | 02:27 | If we click this dropdown, take a look at all the formats
for image files that can be used here in OneNote.
| | 02:33 | There is Meta files, there is JPEGs,
there's PNG, or Portable Network Graphics,
| | 02:39 | there's Bitmaps, Enhanced
Metafiles, Picked Files, TIFs.
| | 02:44 | You can see them all here listed,
including that old WordPerfect Graphics Format.
| | 02:49 | Well, with All Files selected, we will see
all types of files, with all Pictures selected,
| | 02:56 | we will only see all the
Picture files in this folder.
| | 02:59 | And that's the one we want, NOH_logo,
so we select it and click Insert.
| | 03:04 | Now it's going to be inserted right where
our cursor was flashing, inside a frame.
| | 03:10 | Now this is a frame that can be expanded.
Notice it doesn't affect the size of our logo, but
| | 03:15 | we can click the logo inside, and it, too, has
its own frame, and it has sizing handles
| | 03:20 | all the way around the outside.
So, if we want to make it bigger, we could.
| | 03:23 | If we want to make it smaller, we could
just by dragging one of those handles.
| | 03:29 | Now the frame itself can be adjusted to fit,
and if we were to adjust the frame itself,
| | 03:35 | let's drag in even further in, you can see
what happens, it starts to squeeze our image
| | 03:39 | that will make sure you're on
the frame and not on the handle.
| | 03:43 | So, it's always going to fit inside the frame,
and that frame of course can be moved around.
| | 03:48 | So, we'll click on the edge, drag it around
if we wanted to, rearrange our logos, I like
| | 03:55 | to make this a little bit smaller, so I am
going to click back inside and go to one of
| | 03:59 | the handles this time, let me make this a little bit
smaller and then just click off into an empty space.
| | 04:06 | So, that's how we get images into
our Notebooks here in OneNote 2013.
| | Collapse this transcript |
| Adding audio and video files| 00:00 | One of the great advantages to using a
Digital Notebook in OneNote 2013 as apposed to your
| | 00:05 | traditional paper notebooks, you get to add
different types of files that you could never
| | 00:09 | add to paper, like audio and video files.
| | 00:12 | That's what we are going to do right now using
our No Obstacles Notebook that we have been using.
| | 00:16 | If you've been following along, click the User
Conference section and here's where we will begin.
| | 00:22 | Let's say we want to collect some Media files
that could be used during our User Conference,
| | 00:26 | some audio files maybe for PowerPoint Presentations we
are creating, maybe for the opening day, for example.
| | 00:34 | Let's go to the Add Page link up here in
the top right-hand side, give it a click.
| | 00:39 | So, we can have a separate page for our Media
files, let's call it Media files, we'll just
| | 00:44 | type that in, press Enter, and we
are ready to start adding those files.
| | 00:48 | We can organize them later, right
now we have a nice holding place.
| | 00:53 | We go to the Insert tab, that's where we go
to we actually start adding our audio and
| | 00:57 | video files, but from here you
won't find audio or video files.
| | 01:01 | You will see Record Audio and Video,
something we will do in the next movie,
| | 01:06 | but there's no special option here for inserting them.
| | 01:09 | We treat them like any other file, we go to
File Attachment, and from here we just navigate
| | 01:15 | to the location, which happens to be the
Chapter 2 folder of your exercise files, and we will
| | 01:19 | begin with the audio file that appears down
here No Obstacles_theme_music, it's an MP3 file,
| | 01:25 | one that will work here in OneNote.
| | 01:27 | So will WAV files and other formats. Once
we get them in, they might work differently,
| | 01:33 | but let's see what happens with our audio
file here, No Obstacles_theme_music, we will
| | 01:37 | give it a click and click the Insert.
| | 01:40 | Next, we choose Attach File, would never be
a printout of an audio file, and depending
| | 01:46 | on your operating system and setup, you
might not even get this dialog box and your audio
| | 01:51 | will be inserted directly.
| | 01:53 | And there it is sitting there right on our
blank page, as we hover over it, we get that
| | 01:57 | additional info, and if we want to play it
back, check this out, click once, and you
| | 02:03 | get these Quick Control showing up.
There's your Play button right there.
| | 02:07 | Keyboard shortcut is Ctrl+Alt+P, and you also
have a new tab showing up on the ribbon under
| | 02:13 | AUDIO & VIDEO, PLAYBACK, click that, and you'll
get those controls and some other options as well.
| | 02:19 | Let's just click Play.
(music playing)
| | 02:28 | All right, we'll click Stop. That's the file we were
looking for, we now have it in our Notebook, and we
| | 02:32 | can even play it back right here inside our
Notebook, if we need to review, perfect.
| | 02:37 | All right, so we'll just click on the page, click again,
so nothing is selected, and we'll move on
| | 02:43 | to inserting some Video file.
| | 02:46 | Again we go to the Insert tab, choose File
Attachment, but this time we're going to be
| | 02:52 | inserting a video file, we have two of them.
| | 02:54 | They are both RideBy files, the same file,
one is the Mac version--well, at least it's
| | 03:00 | in MOV format that's popular on the Mac--the
other a format that's popular in Windows, WMV.
| | 03:08 | Let's start with the Mac version.
| | 03:11 | We'll select it once, click Insert and
Attach File just like we did with our Audio file.
| | 03:18 | Again, depending on your setup, the video file
may be inserted directly without this prompt.
| | 03:23 | So, we have it here sitting there, and as we hover
over that icon we can read additional information.
| | 03:28 | I am wondering if we click the
icon if we will get to play it.
| | 03:31 | Well, no, actually, when we click this type
of format, there are no Quick Control buttons,
| | 03:38 | if we go to the Playback tab and try to hit Play,
we are actually going to be playing our audio file.
| | 03:43 | (music playing)
| | 03:45 | That's the only one that will work
here on the page, at least right now.
| | 03:50 | So, with an MOV file, if we want to view
the contents, we could double-click it, and it
| | 03:55 | will launch the default program,
a separate program from OneNote.
| | 03:59 | Such as your video player here in Windows 8
or Windows Media Player, whatever it is
| | 04:03 | that you use as a default
player for this type of file.
| | 04:07 | I don't like that, I am going to click,
hit Delete on my keyboard to remove this, and
| | 04:13 | we're going to add the other format by going
back to the Insert tab, choose File Attachment
| | 04:20 | and RideBy_Win, with that selected and
clicking Insert, same thing we need to choose
| | 04:26 | Attach File, if you get this dialog box.
| | 04:30 | We have our icon, we can hover over, there is the Additional
Info, click once, this time we do get our controls.
| | 04:36 | So, if we press Stop to stop playback of the
Audio file and click Play, we should be looking
| | 04:44 | at our Movie file, and it will open up in
a separate window on top of our page here,
| | 04:50 | but we don't have to leave OneNote to do it.
| | 04:53 | And then we will just close up the window when we
are done viewing the actual video file, that's it.
| | 05:06 | So, we have actually attached both audio and
video to a page here in our OneNote Notebook.
| | 05:15 | Now these are just little files that are attached, they can be
deleted as we did with the previous version of our RideBy.
| | 05:21 | And they can be left in here, of course, they
do increase the size of your Notebook, something
| | 05:26 | to consider when attaching these types of
files, but almost any format can be attached.
| | 05:31 | How you play them back might
differ depending on the format.
| | 05:34 | So, that's attaching files, what
about recording your own audio and video?
| | 05:39 | We'll do that next.
| | Collapse this transcript |
| Recording audio and video| 00:00 | I'd like you to imagine for a moment you're
sitting in a big conference hall, there's
| | 00:05 | going to be a guest speaker delivering
some important information, at least important
| | 00:09 | to you, and you want make
sure you get every nuance.
| | 00:12 | So you pull out your pad, and you start
writing down notes as that person speaks.
| | 00:17 | Some people might even pull out a recording
device and record audio, or with a camera,
| | 00:23 | record video and audio, still they need to
pull out that paper notepad and keep notes.
| | 00:28 | Well, if we have OneNote 2013, you can do it all in one
place, that's what we're going to look at right now.
| | 00:35 | Let's say we're going to be attending a meeting,
we'll click on Meetings tab, maybe it's
| | 00:39 | a launch meeting for the User Conference,
so we'll add a page for that.
| | 00:42 | We'll click Add Page over here on the right, and
type in User Conference Launch Meeting and press Enter.
| | 00:52 | All right, so we have a guest speaker who is going to
get us going on this User Conference, a big project.
| | 00:59 | We want to take notes, things that'll be important for us
to remember, we can do that simply typing in our notes.
| | 01:05 | But the other thing we can do is record
either audio or both audio and video depending on
| | 01:10 | our setup, go to the Insert tab and over here in
Recording you can see Record Audio and Record Video.
| | 01:18 | Now if you are using a device like a laptop,
let's say at this meeting, and it has a built-in
| | 01:22 | camera, maybe you're using a tablet.
You can choose Record Video and away you go.
| | 01:28 | Now, if you're like me, I don't have anything
attached, no camera available at this point.
| | 01:33 | So, I can't choose that, I can click
OK and go back and maybe try Audio.
| | 01:39 | Either way, when I go to the Insert tab, the
Audio or Video, when I click this, and I am
| | 01:45 | set up with a microphone obviously, I am
speaking to you, it will automatically start recording.
| | 01:51 | Now just keep in mind that I'm
recording for you and not really for OneNote.
| | 01:57 | So, when you try this on your own, it'll actually work,
it's not going to work properly for me in this scenario.
| | 02:03 | And when we click it, away we go, you can see
we are Recording, we have our User Conference
| | 02:08 | icon here, and our cursor flashing. What's
really cool is you can start taking notes
| | 02:13 | as you're listening to your speaker.
| | 02:16 | Maybe he's mentioning something about over 2,000 users
in 2012, and maybe expecting to double that for 2013.
| | 02:28 | As you're taking these notes, they are time
coded so they know exactly when during the
| | 02:33 | audio recording that they happen, a little
markers will move down through them as you
| | 02:39 | play this back later on.
| | 02:41 | We will type The end, and to stop recording,
we just go back to that tab and click Stop.
| | 02:47 | Now for you, you can play this back.
| | 02:50 | You can just click off to the side here to
close up your ribbon, and as you hover over
| | 02:56 | the icon for the User Conference Launch Meeting, you see the
format is WMA, Windows Media Audio file, has been created.
| | 03:05 | Here's that little marker I was
talking about over here on the left.
| | 03:09 | So, when we actually play this thing, you'll
see that marker move down through your notes
| | 03:14 | at the exact time you took them
during the recording, it's kind of cool.
| | 03:19 | So, you have your audio and your notes all together
in one place here in your OneNote Notebook.
| | 03:25 | Same thing works for your video
files if you're using a camera.
| | Collapse this transcript |
| Embedding Excel spreadsheets| 00:00 | Now we already know by going to the Insert
tab here in a Notebook in OneNote 2013,
| | 00:05 | we can embed or attach any kind of
file, including audio and video.
| | 00:10 | But the other thing we can do is embed an
Excel Spreadsheet. It's a little bit different
| | 00:14 | from other files in that we can have full access
to the power of Excel right from within OneNote.
| | 00:20 | Let's see what I'm talking about as we
continue working with our No Obstacles Notebook.
| | 00:24 | We are going to go to the User
Conference section or tab by clicking it.
| | 00:29 | Let's add a page now, and we will type in
Attendance Tracking for the name of this page,
| | 00:37 | maybe we already have a spreadsheet that's
tracking people as they sign up for our User Conference.
| | 00:43 | Well, what we could do is have quick
access to that data by inserting the spreadsheet
| | 00:48 | right here on our page.
| | 00:50 | We'll go to the Insert tab, and you'll
notice that spreadsheet has its own icon,
| | 00:56 | and it is a dropdown, when we
click it, there are two choices.
| | 00:59 | If you don't have a spreadsheet already,
you can create a new Excel spreadsheet.
| | 01:03 | What's the advantage?
| | 01:04 | Well, as opposed to a table, which we can
also do, and we'll talk about that later on,
| | 01:09 | by inserting a spreadsheet, you have the
full power and functionality of Excel 2013 right
| | 01:15 | at your fingertips from within OneNote.
| | 01:18 | Let's choose Existing Excel Spreadsheet,
because we are going to go to the Chapter 2 folder
| | 01:22 | of the exercise files where you will
find one called UC 13 Sign-up Report.
| | 01:26 | So, we have already been tracking this
information, we might as well pop it into our Notebook
| | 01:31 | so we have quick and easy access to it.
| | 01:33 | Select it by clicking, click Insert, and then we
get to choose whether we are going to attach it.
| | 01:39 | So there appears an icon on our page, and
we can double-click it to launch Excel,
| | 01:44 | et cetera, just like any other file, or do we want to insert
the spreadsheet itself, that's what we want to do.
| | 01:50 | If we had charts or tables, we can do that too.
| | 01:53 | When we choose Insert spreadsheet, the spreadsheet
appears on our page just as it does in Excel.
| | 01:59 | So, we can see the current figures.
| | 02:01 | Notice we don't have any for 116, but if we
want to edit this, we can do that right from here.
| | 02:09 | You'll notice in the top left corner we have
an Edit icon, and when we click that, we will
| | 02:14 | be able to go in and edit
using Excel functionality.
| | 02:17 | So, we get this little pop-up window,
we're actually using Microsoft Excel now,
| | 02:23 | and as we scroll down, start
adding figures, let's do that.
| | 02:27 | Let's just add tens across the board here, 10, Tab,
10, Tab, and 10 as well for the By Phone section.
| | 02:37 | And when we hit Tab, you can see the Totals are
updating. There, we're over 1,000 attendees now.
| | 02:43 | If we just go to close this, we will be
prompted to save it on the fly, so we'll click Save
| | 02:48 | to save our changes, and now as we scroll
down into our Notebook here on our page,
| | 02:55 | you'll notice it's updated automatically.
We get a live preview of what's going on.
| | 02:59 | We have our new figures, and here's the cool
thing, if someone's working on that spreadsheet
| | 03:03 | in Excel, maybe separately outside of OneNote,
those figures will be updated here as well.
| | 03:10 | You might not see the results right away, but each
time OneNote syncs, any changes will be revealed.
| | 03:15 | So, really it doesn't matter if you're doing
it from within OneNote, or directly in Excel,
| | 03:20 | those figures will always be up to date,
because we've embedded the spreadsheet right here
| | 03:25 | in our Notebook in OneNote 2013.
| | Collapse this transcript |
| Adding files| 00:00 | Sometimes in a Notebook here in OneNote 2013,
there's content that doesn't necessarily need
| | 00:05 | to be displayed but you do want to have
quick and easy access to it if you refer
| | 00:10 | to that content, let's say on a regular basis.
| | 00:12 | Well, to do that we simply attach the file,
and we've done some attaching already,
| | 00:17 | now we are just going to look at a
standard file type, a Word document.
| | 00:21 | And to do that, we are going to create a new
section in our No Obstacles Notebook here.
| | 00:26 | So, if you have been following along, you
are ready to go, if you've jumped to this
| | 00:29 | lesson, you need to get caught up, go to
the Chapter 2 folder and open up No Obstacles8.
| | 00:34 | Off to the right of the Plus sign here, we
have some empty space where we can right-click
| | 00:38 | and choose New Section Group. Because we have
a lot of sections, now it's starting to look
| | 00:43 | a little bit crowded at the top, we might
consider organizing some of these sections into groups.
| | 00:49 | Well, the New Section Group that we are
going to create is for marketing materials.
| | 00:52 | So, let's type in Marketing and press Enter,
and before we go there to create our New Sections,
| | 00:59 | and add our content, there are some
sections here that belong under Marketing.
| | 01:03 | Such as Logos, for example, let's drag that
over Marketing, same thing for Bio, just find
| | 01:10 | the tab, drag it over Marketing.
| | 01:12 | If you hold it long enough, you will
actually move it into that particular Section Group,
| | 01:18 | and now we are looking at our Logos section
inside our Marketing Group that appears over
| | 01:23 | here under the name of our Notebook.
| | 01:26 | All right, we are ready to create a new section, just
click the Plus, and this one is going to be Copy,
| | 01:31 | I will type in Copy, press Enter.
| | 01:34 | And the first page here, cursor is flashing away, waiting
for us to type in a title, let's do Brochures and Enter.
| | 01:45 | Okay, so below we don't necessarily need to
display the contents of any Brochures we are going
| | 01:50 | to add, but it would be nice to have quick
and easy access to them, so we go to the Insert tab,
| | 01:54 | that expands our ribbon, and we are going
to attach a file, select just File Attachment.
| | 02:01 | If we wanted to see the Brochure,
the content would be a file printout.
| | 02:05 | We want File Attachment and in the Chapter 2
folder of your exercise files there is a
| | 02:11 | No Obstacles Marketing Brochure there,
we will select it, and click Insert.
| | 02:18 | Now you do get the option, again, to choose
whether or not it's going to be attached,
| | 02:22 | or a printout of the file is
going to appear, we want to attach it.
| | 02:26 | And it just appears with the word Logo,
and as we hover over that, you can see we get
| | 02:30 | some added information, Path, the date, the time
it was created, the size of the file, et cetera.
| | 02:38 | Now we can have as many
attachments sitting here as we like.
| | 02:41 | When we want to go to that document, all we
need is to go inside there and double-click.
| | 02:48 | Now you'll see this little
warning that can be closed.
| | 02:51 | Opening attachments can harm your computer, so you
want to be sure where you got this document from.
| | 02:55 | If it's a trusted source,
no problem, you click OK.
| | 02:59 | And if you're only going to add trusted sources, then
you can click the check box next to Don't Show Me Again.
| | 03:05 | I am going to leave it unchecked and click OK.
| | 03:08 | You can see what it does, it actually
launches Word and takes this directly to that file,
| | 03:14 | so we can work on the file.
| | 03:16 | When we are done we close up Word, and we are
back to OneNote, and there's our attachment.
| | 03:24 | Anytime we need it, we have quick and easy
access to it, because we've attached the file
| | 03:29 | to our Brochures page here in our Copy Section.
| | 03:33 | Let's navigate back up now to our main
level of our No Obstacles8 Notebook.
| | 03:38 | What we are looking at now is the reduced
number of sections and a section group called
| | 03:44 | Marketing that contains the file attachment.
| | Collapse this transcript |
| Adding math equations and symbols| 00:00 | As we continue on the topic of inserting things
into your OneNote notebooks, there's something
| | 00:05 | here that not everybody uses all the time,
but it's good to know that it exists.
| | 00:09 | And that is the ability to write math equations
and to insert other types of symbols as well.
| | 00:15 | We're going to that as we continue
working with our No Obstacles notebook.
| | 00:18 | We are actually going to jump to our
Quick Notes to play around for a bit.
| | 00:22 | So let's click the dropdown for our No
Obstacles notebook and select Quick Notes.
| | 00:28 | Now if you see what I see and that is an
empty section or if you see the default help
| | 00:32 | pages provided by one note,
you may need to add a page.
| | 00:37 | And let's just call this Holding.
| | 00:40 | We might hold a number of things here,
including what we're about to insert a math equation.
| | 00:46 | Click the Insert tab, and way off to the
very far right, you'll see Symbols as a section,
| | 00:51 | including Equation and Symbol, click the dropdown
for Equation, and you'll see a number of presets.
| | 00:57 | So you can get a nice head start by using
the area of a circle, for example, there is Pi R squared,
| | 01:03 | and as we go down the list if you see
something that's close to what you're ready
| | 01:07 | to create you simply
select it, and it's inserted.
| | 01:11 | Now it's just a matter of going in here
and making changes editing as you see fit.
| | 01:17 | If you want to start from scratch, though,
you just click down below that go back to
| | 01:21 | Insert, click the dropdown for Equation, and
go further down and choose Insert New Equation.
| | 01:28 | And all you have to do now is
start typing the new equation.
| | 01:32 | So if you wanted to you could start adding
brackets, (1 + x), and you can see what's
| | 01:40 | happening here, everything is highlighted
or shaded, it's still an equation, and that
| | 01:46 | means we may need to get
access to some of the symbols.
| | 01:49 | Well, in that case we'll go back to the
Insert tab and choose Symbol this time, clicking
| | 01:56 | the dropdown, you'll see some recently used
symbols if you've been using them, and this
| | 02:00 | goes for the other programs in the Office
Suite as well, or you can go directly to More
| | 02:06 | Symbols, and it's from here where you can
click the dropdown next to font to see the
| | 02:11 | different font sets, some of these are just different
languages, some of them are different styles.
| | 02:16 | As we go all the way down towards
the bottom, we get into things like Wingdings
| | 02:22 | where you're going to see real
symbols and not just characters.
| | 02:27 | So if there was something that you wanted
to use on this list just a simple matter of
| | 02:31 | selecting it, let's choose an arrow,
click Insert, and you have your symbol.
| | 02:38 | Now this happens to be inside our equation
and notice that we can continue to insert
| | 02:43 | additional symbols, it stays open, or we could
simply go over here, click inside to continue
| | 02:49 | with our equation equals,
leave a space to 2X and so on.
| | 02:54 | All right, let's just click off to the
side here outside of our equation, we'll go to
| | 02:59 | the right side and take a look at some of
the other symbols that might come in handy.
| | 03:05 | For example, if we click the dropdown for
the font set, go all the way back up to the
| | 03:09 | top and select normal text, you're going to
see exactly that some common symbols we see
| | 03:14 | on the keyboard, including characters, and
as we scroll little further down we get into
| | 03:20 | some the characters you
won't find on the keyboard.
| | 03:22 | There you can see some fractions. They come
in handy perhaps when writing equations.
| | 03:28 | How about the copyright symbol or some of my
recently used? You can see registered trademark
| | 03:33 | and trademark symbols, those could be useful.
| | 03:37 | All right, let's go back to our dropdown here for
Quick Notes and go back to our No Obstacles notebook.
| | 03:43 | And next we'll go to Logos, so if you need
to you can go to the marketing group, and
| | 03:48 | we'll just double-click next to No Obstacles
here, so your cursor is flashing, double-clicking
| | 03:54 | allows you to simply type wherever.
| | 03:57 | All right, I think that's good
spot for our trademark symbol.
| | 04:01 | Now you could scroll down this list at
normal text, you will eventually find it,
| | 04:06 | but once you do find it and use it, it's nice that
we have this recently used list of symbols,
| | 04:10 | so we can go back to it.
| | 04:11 | There's the character code as well if you
wanted to find it that way, you could type
| | 04:15 | it right in, click Insert, and there's our
TM or Trademark symbol, we'll close this up.
| | 04:22 | I'll just click off to the side
here to see what that looks like.
| | 04:26 | Now we trademarked our logo
here in the company logo section.
| | 04:31 | So that's how easy it is to insert both
equations and symbols as needed in OneNote 2013.
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|
|
3. Formatting NotesFormatting text| 00:00 | Well, as you continue to work with your
OneNote Notebooks here in OneNote 2013 adding your
| | 00:04 | own content, maybe grabbing content from other
sources, if you want to keep a clean and consistent
| | 00:10 | look and feel, you'll need to know how to
do a little formatting, and that's what we're
| | 00:14 | going to do in this Chapter beginning with some
basic formatting, using this No Obstacles Home Notebook.
| | 00:19 | Now when you open it up you can see there's
actually couple of section groups, Business and Personal.
| | 00:23 | We're going to click the Personal group,
and from here you can see there's only
| | 00:28 | one sub-section called Recipes so far, and we have
a number of different pages, one for each recipe.
| | 00:33 | The first one here is Asparagus, and you
can see there's already some formatting.
| | 00:37 | This came from another source, came with its
own formatting, but we can change all of that
| | 00:42 | of course here using Formatting Tools.
| | 00:44 | You might already be comfortable with using other
programs like Microsoft Office Word, for example.
| | 00:51 | Let's go to the heading here Cooking with
Asparagus, click and drag across it, and when
| | 00:55 | you release the mouse, look what happens.
We get this mini toolbar, something that pops
| | 00:59 | up in the other programs
in the Office Suite as well.
| | 01:02 | So if you're already comfortable and
familiar with it, you know, you can do things like
| | 01:07 | take that bolding off, there it is right
there, give it a click, it's no longer bolded.
| | 01:12 | We also know the current font being used here
is Verdana, and it's at 16 points, so we can
| | 01:18 | change that as well, it's still selected or highlighted
back there, so let's change the font to Arial Black.
| | 01:25 | Here's your alphabetical list, and you can
see each of the font names uses the font itself,
| | 01:30 | so you get a nice little preview of what
you're about to select, we're going to go to
| | 01:34 | Arial Black, a nice thick one, but we
don't need to use bolding, beautiful.
| | 01:38 | We want to change the Size, we have a dropdown
there as well, lots to choose from, and
| | 01:44 | I'll bump this up to 18, looks good!
| | 01:48 | Other things we can do, there's bold, italics
and underlining, we can also use those keyboard
| | 01:53 | shortcuts, everything is still selected, so
Ctrl+U for underline, Ctrl+I for italics and
| | 01:58 | Ctrl+B they still work. We can also highlight
this text if we wanted it to stand out, wouldn't
| | 02:04 | do that with our heading, but maybe in the
paragraph below there is something that needs
| | 02:07 | to be highlighted, we'll get there momentarily.
| | 02:10 | Also, we can change the Font Color, and I
think we should do that with our headings here.
| | 02:14 | Let's click the dropdown and
go to one of the theme colors.
| | 02:18 | This will be important if we decide to change
maybe one other styles later on in this chapter.
| | 02:23 | Because we're using Theme Colors, the Theme
Color is applied according to the style, if
| | 02:29 | we change the style, it's also going to change.
| | 02:31 | So it's a nice way to keep a consistent
look and feel and be assured that if we do make
| | 02:37 | changes to our themes or our styles, that
anything using one of these theme colors will
| | 02:42 | also be updated, so let's go to a nice dark
green here, the last column, the last row,
| | 02:47 | give it a click, and you can see our content
is still selected or highlighted, but we can
| | 02:52 | see it has changed color in the background.
| | 02:54 | All right, so let's just click down below
in the paragraph to deselect, and you can see
| | 02:58 | that's coming along nicely.
| | 02:59 | All right, little bit further down, if
there's something here that we want to highlight,
| | 03:03 | maybe this word here, homocysteine, we'll
select it, and there is our mini toolbar again.
| | 03:11 | The mini toolbar gives us some of the
formatting options available to us from the ribbon.
| | 03:15 | If we were to go to the Home tab, you can
see we have our basic Text Formatting, we
| | 03:20 | also have a lot of Styles, Tags, and so on
that can be accessed from the ribbon that
| | 03:25 | we don't get from the mini toolbar.
| | 03:28 | We can even do things like
Clear Formatting if we wanted to.
| | 03:31 | Now what we're going to do is highlight this
in yellow, so I'll click the dropdown, you
| | 03:36 | can see there is some very bright colors,
there are some muted ones as well, but I want
| | 03:40 | this to really stand out, I'm going to go yellow,
and you can see how that looks now down below,
| | 03:45 | it really comes off the paragraph.
| | 03:47 | So that's some basic formatting that you
can apply using either the mini toolbar
| | 03:54 | or by going to the Home tab on the ribbon
to access basic Text Formatting Options.
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| Borrowing formatting with the Format Painter| 00:00 | When you have a lot of similar content
that needs to be formatted consistently, there
| | 00:04 | is a nice little shortcut tool built right in
that allows you to borrow existing formatting
| | 00:10 | to be applied to other content, called the
Format Painter, we are going to take a look
| | 00:14 | at it now, and how we access it.
| | 00:16 | Still working in our No Obstacles Home
Notebook here, and we move to the Broccoli page
| | 00:22 | of the Recipe Section here in
the Personal Section Group.
| | 00:27 | Let's say we go up to our heading here,
Cooking with Broccoli, we select that, and we use
| | 00:32 | the mini toolbar to change the font to Arial Black,
just drag this all the way up towards the top.
| | 00:42 | We turn off the bold, we bump up the Size
to 18, we change the Font Color to a nice dark
| | 00:49 | green, we don't have to do that
for every one of our headings.
| | 00:54 | Well, now that we have it, we can actually borrow
it and apply it to other content, let's try that.
| | 01:01 | So, we'll just deselect by clicking off to the
right here to see the end result looks good as it is.
| | 01:06 | So, now let's just click anywhere inside that
heading, doesn't matter where, just click once,
| | 01:10 | now we can access the Format
Painter from the mini toolbar.
| | 01:15 | If we were to select the content, you'll
see it here, looks like a little paint brush,
| | 01:21 | there is also a keyboard shortcut for getting
there, Ctrl+Shift+C, or we can go to the Home tab,
| | 01:28 | and we can access it from here as well,
right in the Clipboard section, Format Painter.
| | 01:34 | So, if you just click inside content without
highlighting it, you don't get the mini toolbar,
| | 01:40 | you can use a keyboard shortcut, or go
to the Home tab and click Format Painter.
| | 01:45 | Now what you've done is you've actually borrowed
the formatting where your cursor was flashing,
| | 01:49 | and it's time now to apply
it to any existing content.
| | 01:53 | Like, let's say this heading down here,
Roasted Broccoli, just click and drag across it.
| | 01:58 | So, click once, then click and drag across,
you can see our mouse pointer is actually
| | 02:02 | a paint brush, when we let go, we now applied
the exact same formatting to additional content,
| | 02:09 | as we scroll little further
down, we could do it again.
| | 02:12 | Now in this case we've lost our Format Painter,
so we need to go back in, go back to the Home tab,
| | 02:18 | click Format Painter, we will come down here,
click inside our content, and drag across
| | 02:26 | Yields four to six servings, and release.
| | 02:29 | So, you can see how quickly we can actually
grab some existing formatting and just apply
| | 02:34 | to additional content without have to go through
the routine of all those changes, including
| | 02:40 | the font face, the font size,
the coloring, et cetera.
| | 02:44 | Just keep that in mind you have got that
little Format Painter in the mini toolbar, as well
| | 02:47 | as from the Home tab on your ribbon, and you
have always got that keyboard shortcut, Ctrl+Shift+C.
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| Using styles from the quick gallery| 00:00 | Another way to format content quickly is to
use styles, and here in OneNote 2013, we have
| | 00:06 | a limited selection of styles to choose from.
| | 00:10 | And we're also limited in that these styles
are not something that can be modified aside
| | 00:14 | from one, and we are going
to take a look at it now.
| | 00:16 | We are still using our
No Obstacles Home notebook.
| | 00:18 | We are in the Personal Section group,
looking at the Recipes subsection,
| | 00:22 | and we have the Squash page now selected.
| | 00:25 | Let's say we want to change this heading into an
actual heading using a style, click and drag across it.
| | 00:32 | And one option is to use
the mini toolbar that pops up.
| | 00:35 | There is our Styles dropdown.
That's the character A with the paintbrush.
| | 00:39 | Give it a click, and you'll see your presets.
| | 00:42 | This is really all you have to
choose from here in OneNote 2013.
| | 00:45 | So, let's select Heading 1.
| | 00:47 | So, in this case, we were able to quickly
change the font face, the font size, the font color
| | 00:53 | all by choosing a preset called Heading 1.
All right, another option is to do it from the ribbon.
| | 01:00 | Let's go down to Farmhouse
Butternut Squash Soup, select it.
| | 01:03 | And this time, we'll go to
the Home Tab on the ribbon.
| | 01:06 | There's your styles right there.
| | 01:07 | Click the dropdown, and
you'll see the exact same options.
| | 01:11 | Let's choose Heading 2.
It looks a little bit different.
| | 01:14 | How about our paragraph here?
| | 01:16 | Let's click and drag
across the entire paragraph.
| | 01:19 | This should be Normal.
| | 01:20 | Again, we could go to the mini toolbar, the
Home Tab on the ribbon, or there are keyboard
| | 01:24 | shortcuts as well, try Ctrl+Shift and the letter
N as in Normal, changes us to the Normal Style.
| | 01:33 | And the Normal Style, by the way, is
the only one that can be modified.
| | 01:38 | And to modify that, we go to
our File Tab, select Options.
| | 01:44 | With the General option selected down the
left-hand side, you'll see the default font
| | 01:48 | is Calibri, 11, and we can
change the font color as well.
| | 01:52 | Any changes we make here to the default font will
affect any content that has the Normal Style applied.
| | 01:59 | So again, if you've done this through several
notes, and you change the font color,
| | 02:02 | you'll be changing it throughout
all of those notes as well.
| | 02:05 | So just keep that in mind.
We'll click Cancel.
| | 02:08 | There are some keyboard shortcuts for
some of the other preset styles as well.
| | 02:13 | Let's go back to
Farmhouse Butternut Squash Soup.
| | 02:16 | Maybe that should actually be a level 1 Heading,
Ctrl+Alt+1 for Level 1 Heading,
| | 02:22 | Ctrl+Alt+2, 3, 4, 5, and 6 can also
be used to apply Heading Styles.
| | 02:28 | Let's try Ctrl+Alt+1.
You can see that's a little bit better.
| | 02:33 | Just deselect by clicking off to the right.
| | 02:35 | So, that's a quick look at the styles you
have available to you here in OneNote 2013,
| | 02:41 | definitely not like using styles in say Microsoft Word
where you can modify styles, create your own, et cetera.
| | 02:48 | But it is a fast and easy way to apply
formatting and create a consistent look and feel.
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| Using bullets and numbering| 00:00 | If you are going to be creating any type of
list in any of the notes in one of your OneNote
| | 00:04 | notebooks here, you might
consider using Bullets and Numbering.
| | 00:08 | And I don't mean creating those bullets or numbers yourself,
but rather allowing OneNote to handle it for you.
| | 00:13 | That's what we're going to do with
our No Obstacles Home Notebook here.
| | 00:17 | Right where we left off in the previous
lesson where we applied some styles, and if you're
| | 00:21 | jumping to this lesson, that's okay, you can
go to the Squash page here under Recipes in
| | 00:26 | the Personal Section group, and just
ignore the formatting that you see here.
| | 00:31 | It will be different for you.
| | 00:33 | But we are going to scroll down a little bit
further past the ingredients in this Recipe
| | 00:37 | where we actually have a list
of steps that need to be taken.
| | 00:41 | So, if you're going to have steps that need
to be taken in order, that's ideal for numbers.
| | 00:46 | If it's just a list of items in no particular
order, well, maybe bullets would be better there.
| | 00:52 | So, let's try both.
Go back up to our list of items or ingredients.
| | 00:57 | We'll click and drag across all of those, all the way
down to the last line, make sure it's also highlighted.
| | 01:04 | You'll notice that we can actually access
Bullets and Numbering from the mini toolbar.
| | 01:08 | There is our Bullets button, clicking it gives
us the default bullets, and there is our Numbering
| | 01:13 | button, that would give
us our default numbering.
| | 01:15 | And you can see there are keyboard shortcuts
like Ctrl+Slash for numbers, Ctrl+Period for bullets.
| | 01:23 | But again, that gives you the default.
| | 01:24 | There are many options to choose from, and if you
click the dropdown arrow, you'll see what they are.
| | 01:29 | Here we have a Bullet Library.
| | 01:30 | You will see at the very top any bullets you
may have used recently and then down below,
| | 01:36 | the current selection is
highlighted, None, and there's your library.
| | 01:39 | So, if you want to choose something like this
dark arrow, for example, or maybe just a hollow
| | 01:45 | circle, you make your selection
by clicking, and there you go!
| | 01:49 | You've applied your bullets.
Let's just click to deselect. It looks nice.
| | 01:53 | All right, let's scroll a little further down now and
get to our steps, again, because these need
| | 01:58 | to be taken in order, they should be numbered.
| | 02:00 | So, we'll click and drag across and
down to highlight every one of those lines.
| | 02:05 | Automatically, OneNote knows where someone
hit the Enter key to create what we call
| | 02:09 | a hard return, and that means
a new bullet, or a new number.
| | 02:13 | We saw it with the list
above, we'll see it here again.
| | 02:16 | When we this time go to the Home Tab and
choose Bullets and Numbering from here, you can see
| | 02:21 | there's the Bullets
dropdown, the Numbering dropdown.
| | 02:25 | Let's click the dropdown to see the Library,
so there are a number of different options
| | 02:29 | to choose from, including
alphanumerics and Roman numerals.
| | 02:34 | We can even customize numbers as well.
Let's just go for some standard numbering here.
| | 02:40 | Select it, there we go, beautiful!
| | 02:42 | So, it knows exactly where to start the
next one according to where somebody hit Enter
| | 02:47 | at the end of a line or a paragraph.
| | 02:49 | But the beauty, of course, of using numbering
that's built into OneNote is if we need to
| | 02:53 | make changes, we don't have to
do the renumbering ourselves.
| | 02:57 | Right now we have 6 steps.
| | 02:58 | But if we look at step 3,
there's actually 2 in here.
| | 03:02 | So, we are going to click just in
front of the A in Add, and hit Enter.
| | 03:06 | All of a sudden, we have 7 steps.
| | 03:09 | It becomes step 4, and the
rest are renumbered for us.
| | 03:12 | We didn't have to do any
renumbering ourselves, a nice timesaver.
| | 03:17 | So again, that's the beauty of using
the built-in Bullets and Numbering.
| | 03:22 | Of course if we wanted to, we
could start adding additional items.
| | 03:25 | Let's click at the end of bacon here, press
Enter, and automatically we are on to step number 8.
| | 03:32 | It's numbered for us because we hit
Enter, it knows it should be a new number.
| | 03:36 | Let's hit the Backspace key on the keyboard a
few times 'til we get back where we started,
| | 03:40 | and notice that the Numbering is removed.
| | 03:42 | So, that's a quick look at Bullets
and Numbering here in OneNote 2013.
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| Checking spelling| 00:00 | Whether you are going to be jotting down
notes quickly or importing content from various
| | 00:04 | sources, you want to ensure
that content is spelled correctly.
| | 00:08 | So we are going to take a look now at some
spell-checking options built into OneNote 2013.
| | 00:13 | We will do so with our No Obstacles Home
Notebook, and you can see I moved up to the root level
| | 00:18 | here looking at General Notes, only one
page here for General Information, not a lot of
| | 00:23 | text here, but I'm hoping if I run the spell-checker,
it's going to check my entire Notebook.
| | 00:29 | Let's see what happens.
| | 00:30 | We will find it under the Review tab on the
ribbon, there it is off to the left, click
| | 00:34 | Spelling and over here on the right-hand
the Spelling pane appears, not much happening
| | 00:39 | over here just a message
indicating that the spell-check is complete.
| | 00:43 | Well, unfortunately, it checks the
page you are looking at, and that's it.
| | 00:48 | So we click OK, we need to move from page
to page now, which is exactly why I like to
| | 00:53 | run the spell-checker on the fly.
| | 00:55 | We will go to Personal and in the Recipe
section, make sure that Asparagus is selected.
| | 01:03 | Let's try it again, we will go to Review > Spelling,
right away you can see there is a word down below,
| | 01:09 | it actually has this red squiggly line
under it, and it now appears displayed under
| | 01:14 | the word Spelling with two options, to Ignore
that, so in other words this is not a spelling
| | 01:19 | error, and it's just not
recognized in the dictionary.
| | 01:22 | But we could add to the dictionary, keeping
in mind that it will be added to a dictionary
| | 01:27 | that's shared by all of the
office programs in the Suite.
| | 01:31 | No Suggestions down below. I am using the
English US Dictionary. I can switch dictionaries
| | 01:36 | by simply clicking the dropdown
and making the appropriate selection.
| | 01:41 | Now we can close this up by clicking the Close
button and just right-click the word, anytime
| | 01:46 | you see that red squiggly line, right-click,
and you'll see some spell-checking options
| | 01:51 | like Ignore and Add, and we can run
the spell-checker from here as well.
| | 01:55 | This is one to ignore for sure, and this would
be an example of checking spelling on the fly.
| | 02:00 | Gets that red squiggly line,
we click Ignore, and we move on.
| | 02:05 | Now throughout the rest of this page, I don't see
any red squiggly lines, so I should be good to go.
| | 02:09 | Keeping in mind, though, that the spell-checker
is not only checking spelling when you run it,
| | 02:14 | it's also checking your grammar.
| | 02:16 | All right, let's just go to the end of the
paragraph here, we will click after rupturing
| | 02:21 | there is a period there, and we will
type the word keep without a capital K.
| | 02:25 | K-E-E-P, now hit the
Spacebar, and look what happens.
| | 02:30 | The K is capitalized for you.
| | 02:33 | So it was fixed on the fly
or automatically corrected.
| | 02:37 | There is a line under the K, and as we move
our mouse over that you can see it's actually
| | 02:40 | something called AutoCorrect that has kicked in, and we
can click this dropdown to see the AutoCorrect options.
| | 02:47 | Change it back to lower case, sometimes you
don't want a capital after a period, for example,
| | 02:52 | after an abbreviated term.
| | 02:54 | You can also choose to stop automatically
capitalizing after the word rupturing, or
| | 03:01 | if you choose to access your AutoCorrect options,
you can make adjustments there that will be permanent.
| | 03:08 | Let's go there now.
| | 03:10 | Clicking this opens up a dialog that you could
also access from the File tab here in OneNote
| | 03:15 | by going down to your Options.
| | 03:18 | With AutoCorrect, you can see things like
Two Initial Capitals will be fixed.
| | 03:23 | Ever hold down the Shift key a little too long?
Go back to fix it, and it might already be fixed for you.
| | 03:29 | Same thing for capitalizing the first letter
of sentences, and this is one that some people
| | 03:33 | like to turn off, because of
those abbreviations, for example.
| | 03:37 | By default it is checked off, same thing for
names of days, if you accidentally leave your
| | 03:42 | Caps Lock key on and everything is the reverse
of what it should be, it'll be fixed and then
| | 03:47 | also you'll see replacing text as you type
is selected, meaning everything you see on
| | 03:51 | the list below will be fixed for
you, and you can add to this list.
| | 03:56 | I know, for example, I often go to spell the word
the and get the T and the H and the E mixed up.
| | 04:04 | Type in T-E-H, and you
will see it's already there.
| | 04:07 | T-E-H, if you type that in and move on to another word, it
will be replaced with the word the. Let's test it out.
| | 04:15 | Click Cancel and after the word Keep,
we will type in T-E-H, hit the Spacebar.
| | 04:21 | Okay, so far so good, we could also add our own.
| | 04:24 | This time let's go to the File tab, select Options
and from here click Proofing down the left-hand side.
| | 04:34 | Here's where we can access those AutoCorrect
options, but before we do, notice that there
| | 04:38 | are a number of other spell-checking options
that are selected for you by default, like
| | 04:45 | ignoring words that contain numbers or that
might appear in uppercase or as web or Internet
| | 04:50 | addresses, all of these can be adjusted, of
course, including down below, Check spelling
| | 04:55 | as you type, if you don't like seeing those red
squiggly lines, turn that off by deselecting the check box.
| | 05:01 | In other words, it's the same as hiding
spelling and grammar errors and notice that indeed
| | 05:06 | grammar is being checked with your spelling.
| | 05:09 | Let's go to AutoCorrect options, here's an
area where I sometimes I like to use a shortcut.
| | 05:14 | I used to work for a place called the
Children's Hospital of Eastern Ontario.
| | 05:18 | Well, never would I use C-H-E-O in lower case
like that, so I would type that in and have
| | 05:25 | it replaced with Children's Hospital of Eastern Ontario.
| | 05:32 | So instead of typing that every time, I'd
only need to cheo, when I click Add, it gets
| | 05:38 | added to my dictionary, click OK, click OK
again to close up the dialog, and let's type
| | 05:45 | in cheo and see what happens.
Yeah, there it is.
| | 05:49 | I saved a lot of time and a lot of effort
with that little shortcut over the years.
| | 05:55 | So as you can see there is some spell-checking
functionality built into OneNote 2013.
| | 06:01 | You do have to check pages at a time with
checking spelling on the fly and those red squiggly
| | 06:07 | lines, you might consider fixing them up
before you move on to other pages in a Notebook.
| | Collapse this transcript |
|
|
4. Viewing and Organizing InformationOrganizing the user interface| 00:00 | Sometimes staying organized is more than
organizing the content in your Notebooks but organizing
| | 00:06 | what you see around it, and that's
we are going to talk about right now.
| | 00:10 | Really doesn't matter
what Notebook you have open.
| | 00:12 | I'm working with the No Obstacles Chapter 4
Notebook, and I'm looking at the Recipe
| | 00:16 | section under Personal in the Asparagus page.
| | 00:19 | All right, all we are going to do is change
up the way our User Interface looks and works
| | 00:25 | for us, and this is going to be personal to you,
so you can pick and choose what you want to do here.
| | 00:32 | The first thing that I'd like to change and
keep it that way moving forward is the ribbon.
| | 00:37 | I don't like just seeing the tabs, I like
to see all of the sections and the actual
| | 00:42 | commands in those section, so I am going to
go up to the top right corner here.
| | 00:46 | That second button after the question mark or Help button
is a button that allows you to customize your ribbon.
| | 00:52 | So I will give it a click, Auto Hide is an
options where you won't even see the tabs,
| | 00:57 | you won't see anything 'til you
move up to the top to use the ribbon.
| | 01:00 | Show Tabs is what's currently
selected for me, the default.
| | 01:03 | And there it is, Show Tabs and Commands,
that's what I want, that's what I am used to with
| | 01:07 | other programs, I am going to give it a click,
and now my ribbon will stay expanded.
| | 01:11 | I will always have access to everything I
need without having to expand or collapse.
| | 01:18 | That also means I've used up a little bit
of real estate, but everything is been pushed
| | 01:21 | down, and it's going to fit in accordingly.
| | 01:23 | All right, some other options are
under the View tab, let's go there.
| | 01:28 | For example, we can change views, Normal view is the
default view, but Full Page View is great for reading.
| | 01:33 | If we give it a click, you can see everything is
kind of hidden away, now we can focus on the content.
| | 01:38 | Not just read, but we can work on this content.
| | 01:41 | The ribbon is up there, it's just automatically
hiding those three dots you see at the top,
| | 01:46 | give them a click, there is your ribbon,
click down below, it automatically hides.
| | 01:52 | There's your Notebook name, your section group,
sections, we can click that dropdown to change
| | 01:59 | between the various sections and pages if we wanted to,
but when we go back to our page, it's all hidden away.
| | 02:07 | And lastly, to go back to the View, we don't
have to unhide the ribbon and go to the View tab,
| | 02:11 | we can click this little guy right here,
the double diagonal arrow will take you back
| | 02:15 | to Normal view, and that's
where we are going to stay.
| | 02:19 | There are some Zoom options
as well for zooming in and out.
| | 02:22 | If we want to zoom in to some
specific content, you could.
| | 02:27 | You can zoom out with each click, you can
see it's about 25% that you are moving in
| | 02:31 | and out through the presets, we can click
the dropdown to select directly from a preset,
| | 02:37 | like 110% or go back to 100 with a click.
| | 02:42 | I like this one, Page Width, allows me to
zoom to a level that will always allow me to see
| | 02:46 | the full width of my page.
| | 02:48 | So depending on your screen resolution, your monitor
size, you might see a different value than I do up here.
| | 02:54 | Let's go back to 100.
| | 02:55 | And we also have the ability to
work with multiple windows here.
| | 03:00 | In the Window section here, under the View
tab on the ribbon, you can see we can create
| | 03:04 | a New Window, give it a click, and it
doesn't appear like a whole lot has happened,
| | 03:09 | but you have opened up another Notebook window, so we are
still looking at the same content, but in a new window.
| | 03:16 | If we go down to the Taskbar, down at the
very bottom of our screen, you will notice
| | 03:21 | when we hover over OneNote, there is actually
two Windows open displaying the same content,
| | 03:27 | and that's great if we
want to go to different pages.
| | 03:30 | For example, click the left-hand side,
switch to the Asparagus page, and now if I wanted
| | 03:36 | to take content from here and move it into
the Broccoli page, I could do that by going
| | 03:40 | down to the bottom and switching to Broccoli,
copying pasting, et cetera, even better than
| | 03:45 | this view would be to dock one of
them off to the right-hand side.
| | 03:48 | So let's go back to the View tab
and create a New Docked Window.
| | 03:54 | By doing that you get a window over here
on the right-hand side, and now if we wanted
| | 03:58 | to, we can switch pages and simply
click and drag from one to the other.
| | 04:03 | I like that view better.
When we are done, we can actually close this up.
| | 04:07 | We will get more into that when we talk
about linking Notes a little bit later.
| | 04:12 | Some other options include what
you see here under Page setup.
| | 04:16 | Page Color and the Background, if you wanted to, you could
change it, might make a little easier on your eyes.
| | 04:22 | I am going to leave it at No color, which
is actually plain white in the background.
| | 04:28 | However, Rule Lines might be handy.
| | 04:31 | Let's go to our dropdown here for
our Notebook and go to Quick Notes.
| | 04:36 | In here, I do have some notes already, but
we are going to Add a Page, New Blank Page,
| | 04:42 | and let's just type in Scribble and Enter
and maybe if we were going to be using Ink,
| | 04:47 | and we are going to actually handwriting
notes, maybe you are using a tablet or a stylus,
| | 04:52 | for example, you might want lines.
| | 04:55 | So let's go to Rule Lines, click the
dropdown and look at the different options.
| | 04:58 | Tight, little looser, very wide lines,
even graph paper options here as well.
| | 05:05 | So when we choose an option like this
second last one, we get lines that we can use
| | 05:09 | to help keep our handwriting neat.
| | 05:12 | You can also go back to this dropdown if
every new page you create you want those lines,
| | 05:17 | you can always create pages with Rule Lines.
| | 05:19 | You can even change the
Rule Line Color if you want.
| | 05:23 | Right now, it's set to light blue by
default, you can see all the different options.
| | 05:26 | I am going to go with Green to
go with our company, there we go.
| | 05:31 | All right, let's go back to that dropdown and
go back to our Notebook No Obstacles Chapter 4.
| | 05:36 | Those are just some of the things you can do
with your view to customize your user interface
| | 05:41 | to help you work more efficiently
and suit your own needs.
| | Collapse this transcript |
| Creating new windows and linking notes| 00:00 | Did you know when you decide to dock your
OneNote Window off to the right-hand side
| | 00:04 | by changing views, anything you're looking
at on the left-hand side, a link is being
| | 00:09 | created to that as you create Notes in your
OneNote pane? Let's check it out right now.
| | 00:16 | First thing we're going to do with our
No Obstacles Chapter 4 Notebook here is navigate
| | 00:20 | back up a level here by clicking the navigation
arrow, and we'll switch over to the Business
| | 00:26 | section group and click the Plus sign
tab to create a New Section, and let's call
| | 00:32 | this Sport, just type in Sport, press Enter,
and now we have our flashing cursor with our
| | 00:38 | new untitled page, let's give it a title,
let's call it No Obstacles Sport and then
| | 00:46 | down below we might start taking notes.
| | 00:49 | But if we want to view something while we're
taking notes, maybe it's a Word document with
| | 00:53 | information that's going to be useful, maybe
it's a PowerPoint presentation or a website.
| | 00:59 | Automatically, when we change our view to
the docked view, we'll be creating a link
| | 01:03 | to whatever we're looking at, so let's do that.
| | 01:05 | We'll click the View tab
and click Dock to Desktop.
| | 01:11 | Now, next we're going to launch our default
browser, mine is Internet Explorer, and we're
| | 01:15 | going to go to this No Obstacles site, which
is actually a blog, and because we're looking
| | 01:21 | at if you're on the left, anything we create over here
on the right will be linked to what we're looking at.
| | 01:27 | So, for example, if we wanted to add some
information about a contest, as we can see
| | 01:32 | there's a winner of the contest announced here,
so let's just type in the word Contest winner.
| | 01:39 | As you start typing, look what happens off to the
left, we're seeing an icon representing our browser.
| | 01:44 | I'm going to type announced
in August 2012 and OK.
| | 01:54 | That little icon means I can hover over it
and get some information, there's the website,
| | 01:58 | there is some information about the page
I'm looking at, and also you'll notice up here
| | 02:03 | there's a little link icon, that's because Linked
Note Taking is enabled as soon as we switched views.
| | 02:10 | Let's click the dropdown, because from here
you can look at any linked files, you might
| | 02:14 | have a list of them, maybe you were taking
notes while looking at a Word document, you
| | 02:18 | could see a link to that Word document or
PowerPoint presentation, could even be another
| | 02:22 | Notebook or another page in the same Notebook.
| | 02:26 | Down below we can Stop Taking Link Notes
at any time, Delete the Links that appear
| | 02:31 | On This Page, one by one or all of them at the
same time, and we can take a look at our Linked
| | 02:37 | Notes Options which we can also access from
the File tab in OneNote, but we can access
| | 02:42 | our options from here as well.
| | 02:43 | Let's give it a click, you'll see here in
the middle section Linked Notes there are
| | 02:47 | check marks in both boxes for allowing the
creation of New Link Notes when we switch
| | 02:52 | to our Docked View and also Document
Snippets are being saved with a page thumbnail
| | 02:58 | when we're linking to other documents, like
Word documents or PowerPoint presentations.
| | 03:02 | I can even Delete or Remove all of the Links
in our Notebook from here as well, but let's
| | 03:08 | just click Cancel, and let's switch our view
back now by clicking the double diagonal arrow,
| | 03:13 | we'll go back to Normal view.
| | 03:16 | Notice now that the icon actually appears
up here in our Note, but it's got the no sign
| | 03:20 | over it, and that's because we've just
disabled Linked Note Taking, because we changed views,
| | 03:26 | click the dropdown, you'll access your links
from here, the options, Delete Links On This
| | 03:31 | Page and over here on the left where we see
our Note, we still see that icon off to the
| | 03:37 | left-hand side that we can hover over if
we wanted to get additional information.
| | 03:41 | So just click, hover, you
can see that information.
| | 03:44 | You want to go there quickly, just click it,
it'll launch your browser and take you to
| | 03:49 | that site, you can see that's
exactly what's happened here.
| | 03:52 | I'm going to minimize my
browser to go back to OneNote.
| | 03:56 | So that's how Linked Notes are taken automatically
when you switch to a Docked View here in OneNote 2013.
| | 04:03 | It will allow you to quickly go back to
those sites, pages, documents, other Notebooks,
| | 04:09 | when you're adding notes that are linked to something
specific that you're viewing on the left side of your page.
| | Collapse this transcript |
| Searching a notebook| 00:00 | I want you to imagine for a moment a time
in the past where you had a notebook or maybe
| | 00:06 | multiple notebooks, paper versions, and they
were filled with notes, content you maybe
| | 00:12 | added yourself or cut and pasted
from magazines, articles, et cetera.
| | 00:17 | And now you need to go back and find that
information, could be in any one of a number
| | 00:21 | of notebooks, could be inside an article
that you pasted, could be handwritten notes.
| | 00:27 | Well, it could take quite a while, obviously.
Not so here in OneNote there's built-in search
| | 00:32 | functionality, and there are number of
different options we're going to explore right now.
| | 00:37 | You'll notice no matter what
section or page you're looking at,
| | 00:41 | over in the top right corner there is a
search field, Ctrl+E should be the default.
| | 00:46 | Now if you change this that's okay,
you might see something different.
| | 00:49 | All that means is whatever we type in here,
we're going to be searching any open notebooks,
| | 00:54 | so if you have ten notebooks that are open,
you'll searching through all of them for whatever
| | 00:58 | you type in this field. Let's just click the
dropdown, and you'll see All Notebooks is selected.
| | 01:04 | Now you could focus on just this notebook
just a section group, a specific section,
| | 01:10 | and you also have the ability to search on
a page using the old keyboard shortcut.
| | 01:14 | There it is, Ctrl+F, for clicking this option.
| | 01:18 | Let's just click up here in the
search field, and we'll start typing.
| | 01:22 | Now as you start to type,
OneNote starts searching.
| | 01:26 | Let's say we're going to look for
Butternut, we type in the letter B.
| | 01:30 | All of a sudden you can see we're finding
section groups, we're seeing B in Butternut,
| | 01:36 | it's part of Broccoli on this page,
it doesn't look like we're finding anything
| | 01:40 | really that applies, but as we continue to
type, you can see it gets narrowed down, B-U-T,
| | 01:47 | now we're down to Butternut.
| | 01:48 | And if we wanted to go to that all we have
to do is click it, takes us directly to the
| | 01:53 | page, and you can see B-U-T is
highlighted all over the place.
| | 01:58 | All right, let's take that out, I'll click back in there,
everything is highlighted and try something else.
| | 02:04 | Let's try A-S-P, looks like there is only one
page, Asparagus, and when we click it, we're
| | 02:12 | taken directly to that page.
| | 02:14 | Now remember, it's lightning fast. It could
be in any one of a number of open notebooks
| | 02:18 | that you're searching through and by default
you're going to find things that are related
| | 02:24 | to your search no matter where they reside.
| | 02:26 | So let's go back to the dropdown now for
a second, and let's find on this page now.
| | 02:32 | And when you click there, you can see A-S-P
still shows up in the field and 1 of 12
| | 02:38 | is highlighted over here to the left, and
we can move through those by clicking the
| | 02:42 | arrows and move up through them.
| | 02:45 | And you can see as we move with each click,
we're going up through the page until we get
| | 02:52 | to exactly where on the page we want to be,
and then we can close this up by clicking
| | 02:57 | the Close button, and we're
back right where we started.
| | 03:00 | All right, now here on the Sport tab, and
now if you have been following along we created
| | 03:05 | a sports section here, and we started to
create a linked note, really it doesn't matter if
| | 03:11 | you have that linked note or not, but if
you need to add a new section to the business
| | 03:15 | section group go ahead and
add it, just call it sport.
| | 03:18 | And we'll click anywhere over here on the
page, we're going to insert something.
| | 03:22 | Let's go to the Insert tab, right up here on the
ribbon and choose picture, and in the Chapter 4
| | 03:28 | folder of your exercise files we have a
business card, so let's say the contest winner
| | 03:32 | we just drew business card, so this was our winner,
we click the Insert button to insert that image.
| | 03:38 | Now we can adjust things like the size of
this image, we'll just click it and drag one
| | 03:42 | of the corners down, we'll move it around,
so we can see it on our page here, it doesn't
| | 03:47 | need to be huge, you can size it
down even further if you like,
| | 03:52 | but the cool thing about OneNote is this is
an image, and we can find text in this image.
| | 03:58 | So let's just go to another area of our
notebook, we'll go up, we'll go to the personal section,
| | 04:05 | there is asparagus where we left off with
our last search, let's go into the search
| | 04:10 | field again, and we'll leave it with all
notebooks, and let's type in Toby, T-O-B-Y,
| | 04:18 | looks like over here, No Obstacles Sport
the name Toby, let's click.
| | 04:23 | And you'll notice it's actually
highlighted here inside an image.
| | 04:27 | This is not real text that was typed in the
notebook, this is text that appears as part
| | 04:32 | of an image and OneNote was able to find it.
| | 04:35 | In some cases it'll even find handwritten
notes depending on how neatly written they were.
| | 04:41 | For examples, if we go up here, click the
dropdown and choose Find on This Page and
| | 04:47 | just type in the letter S, you can see actually
the S is highlighted here in the handwriting.
| | 04:53 | If we were to continue it might not work
so well, we'll type in the X, no, it didn't
| | 04:58 | seem to be able to find that.
| | 05:00 | What if we took those out with
the backspace and just the X? No.
| | 05:03 | So as you can see, with handwriting it's
touch and go, but definitely if you have printed
| | 05:09 | text inside an image, OneNote has no difficulty finding
it at all, so we'll just click anywhere on the page.
| | 05:17 | And that's a quick look at the search
functionality built into OneNote 2013.
| | Collapse this transcript |
| Tagging notes| 00:00 | Another option here in OneNote to help you
stay organized, to help you quickly and easily
| | 00:04 | find things that you need to get back to is to
use tags, and we're going to talk about them now.
| | 00:10 | We'll continue to work with our
No Obstacles Chapter 4 notebook.
| | 00:13 | And as you can see, I flipped over to the
Personal group, the Recipes section here,
| | 00:18 | looking at our different pages down the right-
hand side with Asparagus highlighted.
| | 00:24 | All right, so as we scroll down through this recipe,
we realize, okay, here's some information adapted
| | 00:29 | from a recipe by this person.
| | 00:31 | Maybe it would be good to tag that
as something we want to get back to.
| | 00:35 | So, let's highlight the two words, Anne Graziano,
because by doing that, we actually see the
| | 00:41 | mini toolbar, which gives us
one option for accessing tags.
| | 00:45 | There is one tag that appears here, the Tag
as To Do option, and automatically it becomes
| | 00:51 | a check box with something that we need to do.
In this case, it's not really a To-Do item.
| | 00:56 | So, let's go to the next option which is a
little dropdown full of tags that are available
| | 01:02 | to you here in OneNote.
There is To Do at the top.
| | 01:05 | Notice there are keyboard shortcuts, Ctrl+1 for
To Do, Ctrl+2 for Important, a Question, Ctrl+3.
| | 01:13 | Ah, there's one, Remember for later, and it
actually comes with some highlighting as well.
| | 01:18 | So now the contact, an address, a phone number,
and there is quite a list of presets here.
| | 01:23 | You can even add your own,
which we'll do momentarily.
| | 01:25 | So, as you scroll up, maybe this is
something to remember for later. Let's select it.
| | 01:32 | Now, by default, it's going
to select the entire paragraph.
| | 01:36 | It's going to apply the
highlighting that comes with the tag itself.
| | 01:41 | And as we look at it, we remember now that
there's something that has to be done later.
| | 01:46 | It's also created a tag that's attached to our
notebook, and we can access all of our tags in one place.
| | 01:52 | We'll do that after we apply a couple of more.
Let's go a little bit further down here.
| | 01:57 | There is 1 garlic clove, minced,
I think that's a healthy choice.
| | 02:01 | So, any healthy items that would appear
in our recipe, we might want to tag them.
| | 02:06 | So, 1 clove garlic, we can go to our mini-toolbar,
or go up to the Home Tab on the ribbon,
| | 02:12 | you can see there's a Tag section here as well.
| | 02:15 | And as we click the dropdown, there is nothing here
that actually says Healthy Choice or Healthy Option,
| | 02:20 | so let's create our own.
We'll go down to Customize Tags.
| | 02:25 | And not only can we create a new tag, but we can
modify existing tags, change up the order if we wanted to,
| | 02:31 | even delete tags that we don't use.
But we're going to create a new one.
| | 02:35 | We're going to call it Healthy Option.
| | 02:39 | Let's choose a symbol by
clicking the Symbol dropdown.
| | 02:42 | This one kind of applies, the heart symbol.
| | 02:44 | We'll change the font color
to a nice deep red as well.
| | 02:49 | If we wanted to have highlighting like we do
for the Remember for later tag, we could do that.
| | 02:54 | We just leave it at None and click OK.
It's now at the top of our list.
| | 02:59 | So, if we wanted to, we could move it down, if we
didn't want to use up some of those keyboard shortcuts.
| | 03:04 | I'm going to make it number 3.
| | 03:07 | And at anytime we can modify or even
delete that tag if we don't need it.
| | 03:11 | But let's click OK.
| | 03:13 | And now all we have to do is tag the highlighted text
that we have right down below by clicking it from the list.
| | 03:20 | If you can see it on the list, you don't need
to click the dropdown to choose Healthy Option.
| | 03:25 | Notice what happens over here in the left-
hand side, we have a symbol, and it has now been
| | 03:30 | tagged and the font color changed.
So, it's easier to see on the page.
| | 03:36 | Okay, let's go to Broccoli and do the same thing.
We'll use that same tag.
| | 03:39 | I may have done this already, but
we're going to go up here to olive oil.
| | 03:43 | Let's click and drag over olive oil, and
we'll add that tag by going to our mini-toolbar
| | 03:50 | and selecting it from there.
You could also use Ctrl+3 if you wanted to.
| | 03:55 | And now, we're starting to build up
the number of tags in our notebook.
| | 03:59 | Next, we can use Find Tags to find anything
that's been tagged quickly and easily.
| | 04:05 | It opens up the Tags Summary.
| | 04:07 | And you can see some of these
items, like 1 garlic clove, minced.
| | 04:10 | If we click that, it's going to take us
right to the page and highlight the text that's
| | 04:15 | been tagged just like that.
There is our Remember for later tag.
| | 04:19 | And as you can see they
are grouped by tag name.
| | 04:22 | If you wanted to, you could
change the order that you're seeing.
| | 04:25 | Everything could be in order of the Section,
Title, Date, or Note Text if you wanted to.
| | 04:31 | And then these can be minimized and maximized.
Let's go back to Tag name.
| | 04:38 | Maybe we're not interested in
the Healthy Options right now.
| | 04:40 | We collapse it and focus on some of these other ones,
Adapted from a recipe under the Remember for later.
| | 04:47 | At anytime, we can remove a tag.
So we've remembered this now.
| | 04:50 | We no longer need the tag here.
So, we can right-click our selected text.
| | 04:55 | So long as it's highlighted, we can remove the tag.
We don't see it here.
| | 04:59 | Let's go back inside with a click,
right-click, go up to our Tags dropdown.
| | 05:06 | And from here choose Remove Tag, just like that.
| | 05:09 | Now we can refresh our results over here on the
right, and notice it's removed from the tag summary.
| | 05:16 | We can also customize our tags from here, just like we
did from the Home Tab on our ribbon in the Tag section.
| | 05:24 | And when we're done, we
can simply close this up.
| | 05:27 | So, that's a quick look at tags and how
they can help you highlight certain content in
| | 05:33 | your notebooks but also help you
find that content a little bit later on.
| | 05:38 | Remember, there are a number of preset tags
but there are also a number of tags that you
| | 05:42 | may want to create yourself
using the Customize Tags option.
| | 05:46 | The possibilities are limitless.
| | Collapse this transcript |
|
|
5. Working with TemplatesUsing templates| 00:00 | Many people don't realize OneNote comes with
a number of templates to help you get started.
| | 00:06 | So far in this course, we've been using the
default blank template with a white background
| | 00:12 | and really nothing on the
page when we create new pages.
| | 00:15 | However, you do have the ability to
choose from templates as you create new pages.
| | 00:20 | You can't apply templates to existing pages,
but we're going to apply some templates to
| | 00:25 | new pages we create now, using this
Notebook called No Obstacles Chapter 5.
| | 00:30 | Let's create a brand-new section, actually.
| | 00:33 | Click the Plus sign tab to Create a New Section,
and we'll call this Project X.
| | 00:38 | Let's say we are starting a brand-new
project, code name X for now, press Enter.
| | 00:44 | And notice that we do have a New Page that's
created and again, it's using just the default background.
| | 00:49 | There's no color.
There's no graphics.
| | 00:52 | There's no content just a flashing cursor
waiting for us to create our page title.
| | 00:57 | Well, we're actually going to add a Page
but we're going to do it using a template.
| | 01:03 | That means we're not going to click the Add
Page link over here on the right-hand side.
| | 01:06 | We're going to go to the Insert tab instead.
| | 01:10 | From here, you'll notice
something called Page Templates.
| | 01:13 | Click the dropdown, and if you've used this before,
you'll see some recently used templates at the top.
| | 01:19 | If it's your first time, your only option is Page Templates,
and that's where we're actually going to go.
| | 01:25 | Now from here, we have a
number of different categories.
| | 01:27 | These are built-in templates under a
number of different categories, and if you don't
| | 01:32 | find what you're looking for, you
can search templates at Office.com.
| | 01:36 | And this allows you to go through existing
templates online if you're connected and download them.
| | 01:42 | But let's just start
with some of the categories.
| | 01:44 | If we click the Expansion arrow to the right
of Academic, we'll see that there are a number
| | 01:48 | of different Academic styles to templates.
| | 01:52 | So, if we're going to be taking
Lecture Notes, we have some options here.
| | 01:57 | If it's a Math/Science Class, and we want to take notes,
we'll get a different template, different placeholders.
| | 02:02 | How about a History Class?
| | 02:04 | Let's click that link which creates the new
page, and you can see we have placeholders
| | 02:10 | here for many of the notes we might
take in a History Class.
| | 02:15 | All right, we really don't need that,
so we right-click title and choose Delete.
| | 02:20 | We're back to our blank page.
| | 02:22 | Let's collapse this category
and look at the Blank category.
| | 02:26 | Now, Blank is kind of what we're using, the default
here is just a blank white page with nothing on it.
| | 02:33 | But we have Statements, we have Letters
and really in these cases, we're not choosing
| | 02:38 | content that's going to appear on our page,
but rather a paper size, 8 & 1/2 by 11, for example,
| | 02:45 | or 8 & 1/2 by 14 with Legal.
| | 02:48 | But as we scroll down, we see some different
sizes, Postcards, Index Cards, and then we
| | 02:52 | do get into some with some backgrounds,
and you can see all with the different colors
| | 02:56 | we can choose from there.
| | 02:59 | Let's just try one with Green in the background, and you
can see what that looks like, again, it's a blank page.
| | 03:05 | But we have some background color.
| | 03:07 | We'll right-click Untitled page and Delete it
as well, not exactly what we're looking for.
| | 03:13 | So, let's just scroll up until we see the Collapse
arrow now, next to Blank, and collapse that category.
| | 03:19 | And Business I think is where we're going to find
what we're looking for to start this new project.
| | 03:24 | We'll click the dropdown, and you can see we
have a Project Overview template here, perfect.
| | 03:30 | Let's click that.
| | 03:31 | It inserts the project overview page,
it has already got the title.
| | 03:35 | Look at the placeholders down below that
we can use to start adding our content.
| | 03:39 | It's a great way to get a nice head start.
| | 03:42 | We no longer need this Untitled page over here.
| | 03:44 | We'll right-click and choose
Delete to remove it.
| | 03:48 | All right, maybe we need another page now,
and I'm looking at Business here.
| | 03:52 | There's Meeting Notes, Detailed Meeting Notes, Formal Meeting,
nothing that we need right here for our project.
| | 03:58 | So, let's collapse that and go to Decorative.
| | 04:01 | Now in this case, there's quite a long list,
and you can see as we scroll through them,
| | 04:07 | there's lots to choose from here.
| | 04:09 | So, you want to spend some time just
navigating through here, taking a peek,
| | 04:15 | removing the pages you really don't want.
| | 04:18 | But the only way to preview them is to actually
select them, Create the Page and then remove that page.
| | 04:24 | Let's go to Planners now and expand that,
and as we scroll down, okay, perfect.
| | 04:29 | A Project To Do List.
Let's click that to add another new page.
| | 04:33 | Now, it appears under Project Overview.
| | 04:36 | We have our To Do list, has some fancy graphics on it,
cool background, and we have a checklist here with check boxes.
| | 04:44 | All of this placed on the page for us,
because of the template we just selected.
| | 04:49 | As I mentioned earlier, if you don't find which you're
looking for, you can always go to templates on Office.com.
| | 04:55 | Clicking this link is going to launch your
default browser, and it's going to take you
| | 04:58 | directly to office.com where you can start
looking through some of the different templates.
| | 05:03 | Notice All Products here on the left-hand side has OneNote
right below it, and we have different versions of OneNote.
| | 05:10 | I believe at this time,
it's all very fresh right now.
| | 05:14 | If I select 2013, there aren't any OneNote templates
to choose from, but there're some other places to go.
| | 05:20 | Let's go back to OneNote, give it a click,
and I might want an older template that I
| | 05:25 | was using in a previous version, maybe 2010.
| | 05:29 | Now in this case, I do see some templates
to choose from, and as I scroll through them,
| | 05:35 | I see Categories over here as well, I'm going
to click Business, and you're going to see thumbnails
| | 05:41 | for the different templates you can
choose from, maybe Note-taking abbreviations.
| | 05:46 | We can view the details, opens it up,
gives us a nice preview, if that's what we're
| | 05:51 | looking for, we click Download to download it and use it
in our Notebook, even though we're in OneNote 2013.
| | 05:58 | We don't really need that right now, so we'll just close
up our browser and return to our new To Do List page.
| | 06:06 | So, that's how easy it is here to get
started with templates in OneNote 2013, selecting
| | 06:12 | from built-in templates or of course, if you
don't find what are looking for, you can go
| | 06:17 | online to Office.com and download
ones that maybe you used in the past.
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| Saving as a template| 00:00 | We learned in the previous movie how we can
select from some built-in templates here in
| | 00:04 | OneNote 2013 to get a nice head-start when creating
new pages, there are a number of templates online as well.
| | 00:11 | But did you know you can create your own?
| | 00:13 | Maybe there's a template you like to use,
and it's very close to what you want, but
| | 00:17 | not exactly what you're looking for.
| | 00:20 | Well, make some adjustments and save it as a
template that you can use over and over again.
| | 00:25 | We're going to continue working with our
No Obstacles Chapter 5 notebook here,
| | 00:30 | and we already created a new section in the
previous movie Project X, and we added a page here
| | 00:35 | actually a couple of pages our
Project overview and our To Do List.
| | 00:39 | Maybe our To Do List here, though as you can
see, is useful for more than one project, we
| | 00:43 | only need a to do list for a single project when we're
going to be adding it to a section named after a project.
| | 00:51 | So in that case, we could make some adjustments.
| | 00:52 | Now if you jump to this lesson that's okay,
we're going to insert new page based on the
| | 00:58 | template, and we're going to make some
adjustments to that page and save it as our own.
| | 01:03 | So it really doesn't matter what section
you're looking at or what page at this point.
| | 01:07 | Just go to the Insert tab, go over to Page
Templates give that a click and select Page
| | 01:15 | Templates, so you're looking at the
Templates pane over here on the right-hand side.
| | 01:19 | We'll click the Planners dropdown, and there's
our Project To Do List, let's give it a click,
| | 01:26 | adds the new page, and now we're
going to make some adjustments to this.
| | 01:30 | First of all, let's go over here to
To Do List and type Project in front.
| | 01:37 | Now let's select it and from the mini toolbar,
let's bump up the size of this title from
| | 01:43 | the default 17 to 20 looks good.
| | 01:47 | And now down below where we see Project 2,
let's just click on the border right at the
| | 01:52 | top that selects everything and press Delete
on your keyboard, same thing over here for notes,
| | 01:57 | we'll click on the border right at
the top, hit Delete to remove it.
| | 02:02 | And now it's going to be for a single project,
we have Project 1, you can go in here,
| | 02:08 | hit the Delete key to take out the 1 and just
leave it at project, and now it's perfect.
| | 02:13 | So we're going to save this as our own template
so we can use it over and over again without
| | 02:17 | having to make those adjustments every time.
| | 02:19 | Now of course as more we could do with the
background, the colors, et cetera, all things
| | 02:24 | we've already talked about when it
comes to formatting in OneNote 2013.
| | 02:28 | But that's good enough for now, let's go over
to our Templates pane over here on the right-hand
| | 02:32 | side, right at the very bottom,
Save current page as a template.
| | 02:37 | When we click that we get to give it a name now, so
let's call it Single Project To Do List, just like that.
| | 02:47 | If we wanted this to be the default
template used every time we add new pages, we could
| | 02:51 | click this check box and do it on the fly,
we could do this later as well, so let's talk
| | 02:56 | about it in the next movie
for now we'll just click Save.
| | 03:00 | So it's actually saved, and a new category appears
over here in our Templates pane called My Templates.
| | 03:06 | When you click that dropdown arrow to expand it,
there it is, Single Project To Do List.
| | 03:12 | Click it, you get another new page, and you
can see it looks exactly like the previous
| | 03:16 | page that we made changes to.
| | 03:19 | All right, let's right-click and Delete it,
right-click and Delete the Project To Do List,
| | 03:25 | we inserted to work from, and
we're back where we started.
| | 03:31 | Now at any time if you want to remove templates
you don't use from the my templates section,
| | 03:35 | just right-click it, and you
can see from here we can delete.
| | 03:40 | And that will remove the template permanently.
We could also set it as our default just for
| | 03:45 | this section if we wanted to from here.
We'll leave it as is just so you know it's there
| | 03:51 | if you need to, and we'll
close up our Templates pane.
| | 03:54 | All right, so we have all of the templates
available to us in OneNote 2013, we have online
| | 04:01 | templates and the ability to create our own
templates, we can also choose which one is
| | 04:05 | going to be the default,
we'll talk about that next.
| | Collapse this transcript |
| Choosing a default template| 00:00 | We learned in the previous movie when
creating our own templates, we had the ability
| | 00:05 | if we wanted to do to make it the default
template for the section we're working in.
| | 00:09 | Well, we can always go back and change that,
we can choose any template we want for any section,
| | 00:14 | and that's exactly what we're going to do.
Let's go to the Contacts tab or section.
| | 00:21 | And let's say every time we add a new page
here, we want it to be kind of an index card.
| | 00:26 | Well, in that case, we make that index card
the default template for this section and
| | 00:32 | to do that we go up to our Insert tab on
the menu and click the Page Templates dropdown
| | 00:37 | and click Page Templates, that
reopens this pane down the right-hand side.
| | 00:41 | Now down at the bottom you'll see there is
no default template selected by default, but
| | 00:47 | when we click the dropdown we can go to
any other templates and any other categories,
| | 00:51 | including any you may have created.
| | 00:54 | So as we scroll down this list--and it's quite
an extensive list--there is something called
| | 00:59 | an Index Card here, and it'll be blank, so we
can fill in anything we want on the business card,
| | 01:04 | but it'll be set up in a way
that kind of works for contacts.
| | 01:08 | So let's choose it, that's all we have to do now.
| | 01:11 | Remember it's for this section only,
so we're in our contact section.
| | 01:15 | If we go to add a page, look what happens.
| | 01:19 | There it is, a brand-new page, but as you can
see it's more like an index card, so we could
| | 01:23 | add our contact information to this index card, add
another page, and we get another blank card, cool stuff.
| | 01:31 | So keep in mind it could be any of the templates
that you have access to here in OneNote 2013,
| | 01:35 | including the templates you create yourself.
| | 01:39 | If you want, you could go to different sections
setting up different templates that will be
| | 01:43 | the default template for that section.
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|
|
6. Formatting PagesSetting paper size and margins| 00:00 | One of the things you have full control
over here in OneNote is the page setup for your
| | 00:06 | individual pages in any section of a notebook.
| | 00:10 | This is handy if, for example, you plan on
printing content or if you're creating templates
| | 00:15 | like we did in the previous chapter.
| | 00:18 | Now we can work on individual pages,
new pages, or groups of pages as well.
| | 00:24 | Let's say, for example, in this section for
meetings, we might plan on printing out any
| | 00:29 | notes we take during monthly manager meetings,
staff meetings, et cetera, and as we click
| | 00:34 | through the various pages here we
actually see that there's no real setup.
| | 00:38 | And in fact, if we were to add content our
page would grow as large as it needs to get
| | 00:43 | to accommodate our content
not ideal for printing.
| | 00:47 | So let's go back to the first page,
Monthly Manager Meetings, give it a click.
| | 00:51 | And if we wanted to we could go to the View tab here
and adjust the Paper Size for this particular page.
| | 00:57 | But we don't want to do each one of them
individually, so let's Shift-click the last one on the list
| | 01:03 | hold down Shift, click User
Conference Launch Meeting.
| | 01:06 | And notice that they're all selected now, so
we can adjust the paper size for every page.
| | 01:12 | All we have to do is click the Paper Size
button here in the Page Setup section of
| | 01:16 | the View tab on the ribbon.
| | 01:18 | Notice that the size is set to Auto, so
it'll grow to accommodate content until we click
| | 01:23 | this dropdown and choose one of the presets popular
here in North America, there's Letter, 8 & 1/2 x 11, Legal.
| | 01:31 | How about A4 in Europe?
| | 01:33 | That's a very popular format
and will fit most printers.
| | 01:36 | You can even choose a custom paper size if
we wanted to, adding our own width and heights.
| | 01:42 | Let's go to Letter and give it a click.
| | 01:45 | So now we have 8 & 1/2 x 11, the Orientation should be set
to Portrait, and then down below we can adjust margins.
| | 01:52 | Now we can't adjust margins for every
selected page, we have to do it for individual pages
| | 01:58 | or set it up in a template for any new pages
that get created. Just try to change the top margin,
| | 02:03 | for example, to 1 by highlighting
it typing in a 1 and then hitting your Tab key.
| | 02:08 | Notice it switches back to 0.5.
| | 02:11 | If you like these settings, you can actually
save this as a template and use it going forward
| | 02:16 | even make it the default like we did in the
previous chapter, but we won't do that quite yet.
| | 02:20 | We'll just save our new paper size by
closing this up, we can actually test it out,
| | 02:26 | going through the various
pages by selecting them.
| | 02:28 | Notice that we can see the page border on
the right-hand side for any of the pages we
| | 02:33 | select, because they were all
highlighted before we change their paper size.
| | 02:36 | Now to change to the margins, we can go to
individual pages, we just have Monthly Manager
| | 02:42 | Meetings selected here, and we'll go back to the
Paper Size button on the ribbon and give it a click.
| | 02:47 | Now we can change margins, let's say we
want to change the top margin to an inch,
| | 02:52 | we'll highlight it, type 1, press Tab,
and notice it sticks.
| | 02:57 | Bottom margin will leave at a half, and the left
and right margins, let's make it three-quarters,
| | 03:01 | 0.75 after highlighting, hit your
Tab key, and it actually moves to the next
| | 03:06 | field and highlighted for you, so you can
type right over it, 0.75 again, press Tab,
| | 03:13 | and now we can change the
margins for this individual page.
| | 03:16 | Now we wouldn't make this template, because
it would contain content on it, we would do
| | 03:22 | that with a blank page, for example, so you
can might add a new page, make all of these
| | 03:27 | changes and then save it as a template if
that's what you wanted to use going forward,
| | 03:31 | even check the box for making it the default.
| | 03:35 | But that's how we change our paper size and
our margins for any given page or group
| | 03:39 | of pages in a notebook in OneNote 2013.
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| Changing page background options| 00:00 | When it's come to controlling page setup
here in OneNote, you also have control over the
| | 00:04 | background of your pages. You may want to
color the backgrounds or add lines to make
| | 00:10 | it easy for handwriting, for example, or maybe
use graph paper if you're going to be doing
| | 00:15 | a lot of diagramming, for example.
| | 00:17 | We're going to continue working with our
No Obstacles Chapter 6 notebook here, and we're
| | 00:22 | still looking at the Meetings section, we've
already adjusted paper size because we might
| | 00:26 | want to print out our meeting notes, we
can also adjust the background, and again,
| | 00:31 | it's from the view tab of the ribbon where we go
to page setup and find things like Page Color,
| | 00:38 | click the dropdown and
select a nice muted green.
| | 00:42 | If we want to change the color, we just go
back and choose a different color, or if we
| | 00:46 | prefer not to use color,
choose at the very bottom No color.
| | 00:50 | The other thing we can do are add those lines
as talking about, whether they be ruled lines
| | 00:54 | or graph paper lines. Let's go to the Rule
Lines dropdown and see that there are a number
| | 00:59 | of different spacing options for
Rule Lines as well as graph paper.
| | 01:03 | So, for example, if we select graph paper,
you can see we have these nice little squares
| | 01:08 | it will make it easy for diagramming, perhaps.
| | 01:11 | Let's change it to rule lines. Maybe we're
going to use a stylus and some ink technology,
| | 01:15 | we could choose one of these Rule Line options.
If you need more space, just go back choose
| | 01:20 | a spaced-out version that allows you the
appropriate amount of space for the note you're
| | 01:25 | going to be taking on this particular page.
| | 01:28 | Now again, we're applying it to an individual
page, we could select multiple pages like
| | 01:32 | we did in the previous lesson and apply it to
those, you could also apply it to a brand-new
| | 01:37 | page and create a template from that
something we did in the previous chapter, but we could
| | 01:42 | do that with rule lines, with page background colors,
margins, and we could even add background graphics.
| | 01:49 | That's what we're going
to do in the next lesson.
| | Collapse this transcript |
| Adding a background graphic| 00:00 | When you use some of the preset templates
available to you here in OneNote, you'll notice
| | 00:04 | many of them have graphics, but those
graphics are in the background, you don't actually
| | 00:08 | select those graphics and adjust them, they appear
in the background and your content goes over top.
| | 00:13 | Well, you can create your own background
graphics in OneNote as well, and it's especially helpful
| | 00:19 | if you're going to be
creating a template on your own.
| | 00:22 | Let's do that with our No Obstacles Chapter 6 notebook here.
| | 00:25 | Let's add a new section, just click the Plus
sign off to the right of Project X, we'll
| | 00:30 | give our New Section a name and notice that
we do have a new blank page with ruled lines,
| | 00:35 | if you're following along in the previous
lesson we decided that all new pages would
| | 00:39 | have these ruled lines, and that's fine.
| | 00:42 | Now we're going to type in the name of our
new section, which is Scribble and press Enter.
| | 00:49 | The page that we're looking at is brand new.
We're going to make some adjustments to it.
| | 00:54 | So from the View tab let's go to our Paper
Size, and let's change it from Auto to Letter,
| | 01:01 | perfect, we'll leave the margins as is.
| | 01:04 | Let's also change the page color. We'll
click the dropdown and go to a nice light green.
| | 01:10 | And now we're going to add our graphic
which will appear in the background.
| | 01:14 | We begin, though as all we're going to add a
graphic like we like we normally would from
| | 01:18 | the Insert tab, we'll click Insert, select
Pictures and from the Chapter 6 folder of
| | 01:24 | your exercise files you'll find NOH_Logo our
No Obstacles Home logo, it's a PNG file,
| | 01:31 | so I'll select it and click Insert.
| | 01:33 | And by default it's
inserted inside a framed note here.
| | 01:36 | If we click on the graphic itself, you can
see the handles appearing inside that note frame.
| | 01:41 | Let's click and drag it outside the note frame now,
right out onto the page in the top right corner.
| | 01:47 | We have to do that first if we're
going to put it into the background.
| | 01:51 | Now let's resize it, I'm going to go to
the bottom left corner, double diagonal arrow
| | 01:56 | and just move it down
into a size that's manageable.
| | 02:01 | And over there in the top right
where I want it, but in the background.
| | 02:04 | So here's where we right-click and from the
pop-up menu choose to Set Picture as Background,
| | 02:11 | give it a click, it's now in the background.
If we try to select it, we can't.
| | 02:16 | If we would wanted to bring it to the
foreground and make adjustments we can by right-clicking
| | 02:20 | again anywhere in the graphic itself and
selecting Set Picture as Background; that toggles it
| | 02:26 | back off until we make the appropriate adjustment,
make it a little smaller, maybe right-click and
| | 02:31 | set it back to the background by
choosing Set Picture as Background.
| | 02:36 | And maybe this would be a nice new template
for writing handwritten notes, so let's do that.
| | 02:42 | Let's go up to our Page Templates dropdown
from the Insert menu, click Page Templates
| | 02:49 | and over here we'll choose to Save the current page
as a template. Let's call this Handwritten Notes,
| | 03:02 | and this should probably be the default
template for this current section, our new
| | 03:05 | section called Scribble, so we'll
click the check box to do that on the fly.
| | 03:09 | When we click Save we now have a new
template that appears down below.
| | 03:14 | It will be part of your My Templates category
now up here in the Templates section.
| | 03:19 | And from now on when we go to Add a new
page to this section, it's going to look exactly
| | 03:24 | like it does right now, this new
blank page that we've been working on.
| | 03:27 | So let's close up this panes for Templates
and the Paper Size, and let's add a new page
| | 03:33 | by clicking Add Page, you can see what we get,
an identical copy, it's blank, it's got the lines,
| | 03:38 | the color background, and our
logo in the background as well.
| | 03:43 | So that's a very useful tips for creating
graphics in the background, especially if
| | 03:47 | you're going to be using them in any templates
you might be creating here in OneNote 2013.
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|
|
7. Working with Tables in OneNoteCreating a table| 00:00 | When you need to keep data organized on a page,
one option is to put it into columns and rows.
| | 00:07 | And to do that, you can use some of the built-
in table functionality found in OneNote 2013.
| | 00:11 | It's as powerful as what you might find in
say Microsoft Word, definitely not as what
| | 00:17 | you would find in Excel, although
there are some options to consider.
| | 00:22 | Let's work with our No Obstacles Chapter 7
Notebook here, and go to the User Conference 2013 tab.
| | 00:28 | When we click that section, we can then go
to a page where we're going to add our agenda.
| | 00:33 | Let's say there's a 3-day event going
on, and there are certain things happening
| | 00:38 | throughout the day at different times.
This is ideal for a table.
| | 00:42 | Now, to insert the table, all we need to do is click the
Insert Tab on the ribbon and go to the Table Section.
| | 00:49 | When we click the Table button, we have a
couple of options, one is to just move down
| | 00:54 | and hover across the various squares to
create a table using the number of rows and columns
| | 01:01 | that will suit our needs.
| | 01:02 | For example, if we go across 4, and we go
down say 6 to create a 4x6 table, when we
| | 01:10 | click on that last square, you can see
we're getting a table of exactly 4 columns
| | 01:17 | and 6 rows, identical widths for the
columns, identical heights for the rows.
| | 01:21 | Let's go up to the very top on the
Quick Access Toolbar and click Undo.
| | 01:25 | We'll try another method which is again to
click the Insert Tab, click Table, but this
| | 01:30 | time go down a little further to insert a table.
| | 01:34 | Notice that the last option if you need the
power of a spreadsheet, you can insert a new
| | 01:39 | Excel spreadsheet, but we're just working
with table, so we'll choose Insert Table.
| | 01:43 | Now, in this case, you're going to
type in the number of columns and rows.
| | 01:47 | So, let's type in 4 for the columns, press the Tab key
on your keyboard to move down to the number of rows.
| | 01:54 | And for that, we'll add 7, so 4x7,
we'll click OK. And there we go.
| | 02:01 | Same result, we've got a 4x7
table that we can work with now.
| | 02:06 | It's inside a note frame, which is fine.
| | 02:09 | We can go to the edge of that frame, and
when we see the double-arrow, I just click
| | 02:13 | and drag it out to the right.
We're going to need more width for sure.
| | 02:17 | Now, it's just time to
adjust our table a little bit.
| | 02:20 | Let's go to the actual column borders
that we see going up and down the table.
| | 02:25 | We'll start with the border that
we see between columns 1 and 2.
| | 02:30 | When you get that double arrow,
just click and drag it out.
| | 02:33 | I'm going to make it a little bit wider.
| | 02:35 | Let's do the same for the border between columns
2 and 3, put the double-arrow, click and drag
| | 02:40 | it out to about the same.
| | 02:42 | You don't have the full power you would find
in Microsoft Word for inserting exact margins,
| | 02:48 | for example, for your columns and so on.
| | 02:50 | But we can eyeball it here, let's make them all
equal, or at least close to as equal as we can get.
| | 02:59 | Okay, so we have a much wider table now.
| | 03:02 | All it means now is we have the ability
with that flashing cursor to click in the cell
| | 03:06 | where we want to add our
content and start typing it in.
| | 03:09 | Let's go to the first row, second
column, and just type in Day 1.
| | 03:17 | In the next cell, we'll just click there or
hit your Tab key to move there and type in Day 2.
| | 03:24 | And we'll add Day 3 to
the last cell. There we go.
| | 03:28 | Now, if you were to press
Enter, look what happens.
| | 03:31 | It increases the size or height of the row,
gives you some more space to start typing.
| | 03:36 | I kind of like that.
| | 03:38 | I'm going to move back up in front
of the D in Day 3 and hit Enter again.
| | 03:43 | You can see what happens now.
| | 03:44 | I've got Day 3 kind of
centered in a very large row.
| | 03:49 | I can do the same for Day 2, click in front
of the D, press Enter, same thing for Day 1.
| | 03:55 | And now I've got this nice header row that's
going to take up a little more space than the rest.
| | 04:00 | We're on our way to formatting our table.
| | 04:02 | Of course, there's a lot more we
can do in the way of formatting.
| | 04:05 | As you can see, there's a Layout Tab that
appears when we create tables, and start working
| | 04:09 | inside a table, it appears under Table Tools.
| | 04:13 | So, in the next lesson, we'll get into some formatting
options when working with a table here in OneNote 2013.
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| Working with rows and columns| 00:00 | Once you've inserted a table into one of
the pages in your notebook, of course you have
| | 00:05 | full control over that table and
making any changes that need to be made.
| | 00:10 | The moment you start working inside a table, the Layout
Tab appears under Table Tools, giving you some options.
| | 00:15 | So, for example, if your table doesn't have
enough rows or columns or maybe has too many,
| | 00:21 | you can add or remove rows and columns.
| | 00:23 | That's what we're going to talk about right now as we
continue working with our No Obstacles Chapter 7 Notebook.
| | 00:30 | If you've jumped to this lesson and need to get
caught up, you can open up No Obstacles Chapter 7b.
| | 00:35 | Notice that we're at the User Conference 2013 section,
looking at the Agenda page, and we're inside our table.
| | 00:43 | So, if we decide that, well, actually we're
going to type in the times of the day here
| | 00:48 | for the various events on each day.
So, let's do that.
| | 00:52 | Let's say our keynote starts at 8:30, we'll
type in 8:30 here, move down to the next row.
| | 01:00 | We'll type in 9:00, and we'll type in 11:00,
lunch will be at noon, type that in there.
| | 01:13 | Then we have a couple of events in the afternoon,
one is at 1 o'clock, the other is at 3 o'clock,
| | 01:21 | and then we realize there is one more
thing happening at the end of the day.
| | 01:24 | There is a closing speech around
5 o'clock, and we're missing a row.
| | 01:30 | Because our cursor is in the last row,
you'll notice when we go up to the very top with
| | 01:34 | our Layout Tab selected here on the ribbon,
in the Insert section, we can insert rows
| | 01:39 | and columns above below for the
Rows or Left or Right for the columns.
| | 01:45 | We want one below, so we're going to hit
Insert Below which adds a new row. There it is.
| | 01:51 | So we can type in the time 5 o'clock.
| | 01:54 | Now, if we wanted to say turn this into a
4-day event, we could click here in the
| | 01:59 | last column, it doesn't really matter what
cell, and add another column to the right.
| | 02:05 | So we would choose Insert Right.
Now, notice what happens.
| | 02:09 | Everything gets readjusted, so it's equal width.
| | 02:11 | And as we start to type, things
will grow. I don't like that.
| | 02:15 | So, let's click Undo.
| | 02:16 | That's one way to go back where we were,
and of course you also have the Delete options
| | 02:21 | for deleting columns and rows here as well.
| | 02:24 | Also, we have the Select Group where we
can select things like the entire table if we
| | 02:30 | want to make changes to it,
select specific columns.
| | 02:33 | So if we click in a column like Day 3 and click
Select Columns just Day 3 is highlighted or selected.
| | 02:41 | Same thing for rows, if we wanted to, click
any row, and only that row is highlighted.
| | 02:47 | Maybe this one should be shaded, for example, because
it's the lunch hour, a little bit different from the others.
| | 02:52 | We can select individual cells as well.
| | 02:54 | This is all going to come in handy in the
next lesson when we start formatting our table.
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| Formatting tables and data| 00:00 | Well, now that we know we can add tables to
our notebooks here in OneNote 2013, you should
| | 00:05 | also know you have the ability to improve
their appearance with some minimal formatting
| | 00:10 | options that we're going to take a look at now,
| | 00:13 | as we continue to work with our No Obstacles
Chapter 7 Notebook in the User Conference 2013
| | 00:19 | section looking at the Agenda
page where we've started our table.
| | 00:22 | Let's start with this top row.
| | 00:24 | One option is to click and drag across the cells
to select a row or just click anywhere to deselect.
| | 00:30 | And try using that little marker that
appears as we move up and down the rows.
| | 00:34 | Put little marker off to the left, when
you see the four-sided arrow, click once,
| | 00:38 | and you'll select an entire row.
Now we can apply some formatting.
| | 00:42 | For example, maybe the content
in these cells should be centered.
| | 00:46 | We'll go to the Alignment section where
we can choose from Left, Center, or Right.
| | 00:50 | We'll click Center, and that looks better.
We can also apply some shading.
| | 00:54 | Let's click the Shading dropdown in the
Format section and choose a nice light green.
| | 01:00 | Now the content itself can also be formatted, but you won't
find any options on the layout tab under Table Tools.
| | 01:06 | Instead, we need to go to the Home tab and here
we have all of our basic text formatting options.
| | 01:12 | We can also apply styles if we wanted to.
| | 01:15 | Let's just go to bold, maybe a little
bit bigger, how about 14 points?
| | 01:21 | And maybe change the color to a dark green, so we can
still see it on the light green background, very nice.
| | 01:28 | Let's click and drag across the cells
containing the times of the day, so from 8:30 down
| | 01:34 | to 5 o'clock, and let's change that
to bold by clicking the bold button.
| | 01:38 | As far as alignment goes, we
can adjust it from here as well.
| | 01:42 | If we click the Alignment button try Center here, you can
see that looks okay, maybe Right Align would be better.
| | 01:49 | I'm thinking Left Align was probably the best, and
all we need to do is narrow this column a little bit.
| | 01:55 | So we'll go to the border between columns 1 and 2
just drag it to the left, there that looks better.
| | 02:03 | Go back to the Layout tab to
continue working with our table.
| | 02:07 | Really as you look at the different sections
of the ribbon, there's not a whole lot more
| | 02:11 | we can do in the way of formatting.
| | 02:13 | We have the ability to
hide borders if we wanted to.
| | 02:17 | It means that we will still have our table but the
borders will be invisible for the cells that we select.
| | 02:23 | But other than that, we really don't have a lot
of options when it comes to formatting our tables.
| | 02:28 | But it's just good to know that some of them
do exist, and we can improve the appearance
| | 02:32 | of a table that we add to a OneNote page.
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| Converting tables to Excel spreadsheets| 00:00 | If you've inserted a table into one of
your notebooks here in OneNote and decide you
| | 00:05 | need the additional power that you would find in a
spreadsheet program like Microsoft Excel, no problem.
| | 00:10 | All you have to do is convert
the table to a spreadsheet,
| | 00:14 | then you'll be able to edit it using
all of the functionality built into Excel.
| | 00:18 | That's what we're going
to do with our Agenda here.
| | 00:21 | And if you have jumped to this lesson, you
can go to the No Obstacles Chapter 7d notebook,
| | 00:25 | in the User Conference 2013 section under
Agenda is where we're working on our table.
| | 00:32 | Now the Layout tab does appear
when you're working in a table.
| | 00:35 | If you've jumped to this lesson, though,
and you've clicked inside the table and don't
| | 00:38 | see that just go to the Insert tab, click
Table, click it again, and you'll see this
| | 00:44 | tab, click Layout and from here is where
you'll find Convert to Excel Spreadsheet.
| | 00:50 | It's a very last option on the ribbon so your
cursor needs to be anywhere inside the table
| | 00:55 | when you click Convert to Excel Spreadsheet.
| | 00:57 | And that's just a matter of sitting back
and watching it get converted, there it is.
| | 01:03 | Looks very similar to the original table, the
difference is it has this Excel logo next to it.
| | 01:10 | You can see the exact date it was
last modified, the size of the table.
| | 01:14 | And of course if you want to make some
changes to it, the Edit button that appears
| | 01:18 | in the top left corner of this particular spreadsheet.
| | 01:22 | Click Edit, and the next thing that's going
to happen is you'll see a window representing
| | 01:29 | Microsoft Excel, your table or spreadsheet
down below, and then all of the functionality
| | 01:36 | that's built into Excel at your fingertips.
| | 01:39 | So when you're done, you simply close this
window up and your changes are reflected in
| | 01:43 | the table or Excel Spreadsheet now that
appears on your page in your notebook.
| | 01:49 | So at any time if you're working with a table and
realize you should be working with a full-fledged
| | 01:55 | spreadsheet, and you need that added functionality,
just convert it to an Excel Spreadsheet,
| | 02:00 | and you're off to the races.
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|
|
8. Using Writing ToolsWorking in Pen mode| 00:00 | OneNote 2013 is one of the only programs in the
Office Suite that comes with its own mobile app version.
| | 00:06 | It's a little bit different than what
we're working with here on the computer, but it
| | 00:11 | does allow you to do things like draw using
your finger on a tablet or if you have a touch
| | 00:16 | screen attached, there's something called Pen
mode, and we're going to take a look at it now.
| | 00:20 | I'll be using a tablet with a stylus,
but if you have a touch screen or tablet,
| | 00:24 | you can follow along with me.
| | 00:26 | You can still use your mouse as
well, just not maybe as accurate.
| | 00:30 | We're going to use this notebook called
Doodle Pad, and we're going to look at the first
| | 00:33 | section here Pen mode, where we
have a page Writing and Drawing.
| | 00:38 | We're going to go to the
Draw tab now to switch modes.
| | 00:41 | Notice the default mode is Type,
but we do have a number of tools.
| | 00:44 | Here are our pens that we can select,
and soon as we do we switch into Pen mode.
| | 00:50 | Click the dropdown, and you'll see a number of
different colors and thicknesses to choose from.
| | 00:55 | And then down below we see Pen mode as well,
and by default you're going to be creating
| | 00:59 | both Handwriting and Drawings
in Pen mode if you want.
| | 01:02 | If you want to focus on drawings or handwriting,
you could switch to those modes as well.
| | 01:07 | Even Use your Pen as a Pointer.
| | 01:10 | So let's just leave the default Handwriting
and Drawing selected, we'll go to our set
| | 01:14 | of presets here, and let's go to
the second row and select Black.
| | 01:17 | It's a little bit thicker, and it will be black ink,
and now we're ready to start writing and drawing.
| | 01:24 | So let's just go down below our title into an empty space
here, and we'll actually write, we'll do handwriting.
| | 01:32 | Type in or write in, "This is Pen mode."
| | 01:42 | Let's switch now to a different color, we'll
click the dropdown, and let's go to a thicker
| | 01:46 | blue, and we'll write, "This is blue ink."
| | 01:53 | Now if make a mistake, no problem. Just go
back to your last Lasso tool here, give it
| | 01:58 | a tap, and just encircle what you want to remove.
| | 02:04 | As you get it right around it, press Delete
on your keyboard and switch back to Pen mode
| | 02:09 | by clicking the same ink you were using.
| | 02:13 | "This is blue and thicker." There we go.
Now let's draw a few things.
| | 02:20 | Now if we wanted to let's say start an org
chart, we could start drawing squares, connecting
| | 02:27 | them with lines, we could start writing inside
those squares if we wanted to, or you'll notice
| | 02:33 | there are number of shapes up here on the
ribbon as well, click the dropdown to see
| | 02:37 | that we have some lines, some Basic
Shapes, even Graphs if we wanted to.
| | 02:43 | In this case it might be
good to turn on the Grid.
| | 02:45 | So let's go to our View tab, give it a tap,
we'll go to Rule Lines, click that dropdown
| | 02:51 | and turn on some Graph paper here.
| | 02:54 | And now we'll switch back to the Draw tab,
let's go to Shapes here, we'll go to the Rectangle
| | 03:00 | and start drawing some rectangles.
| | 03:02 | You can see it kind of snaps to the grid.
We'll draw some squares first.
| | 03:12 | And will go back up here and select some lines,
just go with the straight line, there we go.
| | 03:20 | Go up from here and across,
keep going and down and release.
| | 03:32 | So it's a little bit crude, but
you can see we're on the right track.
| | 03:35 | We have the ability to both write things
with Pen mode and draw things if we wanted to,
| | 03:41 | or if you choose you can start using
Shapes to make it a little bit more accurate.
| | 03:46 | But the whole idea is if you're on the move,
you're working with a tablet let's say, you
| | 03:50 | have the ability to take notes using
handwriting, doodle things on your page and keeping in
| | 03:56 | mind that you can turn on Rule Lines to help make
things a little bit neater, use Graph paper for drawing.
| | 04:02 | And that's the beginning of Pen mode, of course.
There's a whole bunch of things we can
| | 04:06 | do with items that we have written
or drawn, we'll talk about that next.
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| Converting handwriting to typed text| 00:00 | Sometimes it's easier to take notes using
Pen mode and handwriting but then down the
| | 00:05 | road to better organize your notes, maybe
make them a little easier to read, you might
| | 00:09 | consider converting them to text, and that's
something that OneNote does a very good job of.
| | 00:14 | We're going to explore it now
using our Doodle Pad notebook.
| | 00:17 | Now, looking at the Converting tab or section,
and we're on a page titled, Handwriting to
| | 00:23 | Type Text where we do see our handwriting,
stuff that we've written in the previous movie,
| | 00:29 | and now if we wanted to simply convert
everything on the page to text, we don't select anything,
| | 00:34 | we simply go to the Draw tab here on the Ribbon and
click the Ink to Text button in the Convert section here.
| | 00:42 | One click and everything is converted,
and you can see it's very accurate here.
| | 00:46 | This is pen mode in black.
This is blue and thicker in blue.
| | 00:49 | It is perfectly converted, and it's inside
this container which we can now manipulate.
| | 00:55 | So, we could size it down, we can move it
around if we want, just like any other note
| | 01:02 | that we would take using
our keyboard and typing away.
| | 01:05 | Let's click the Undo button
until we get both of those back.
| | 01:09 | On occasion, you may want to leave some handwriting
and only convert others to text, and in that case,
| | 01:14 | you'll need to select
what you want to convert first.
| | 01:17 | We'll do that with the Lasso
Select tool, give it a click.
| | 01:21 | Let's just say we want to get our
first sentence here, "This is pen mode."
| | 01:24 | Click and drag around the outside of it, and
as you start to encircle it, you can see what's
| | 01:29 | happening to the content
inside the selected area.
| | 01:33 | It's kind of highlighted or
shaded with gray around the outside.
| | 01:38 | With it highlighted or selected, now when
we click Ink to Text, only what was selected
| | 01:43 | is converted to text, the
rest is still handwriting.
| | 01:46 | So, if you want to have a mix of converted
text and handwriting, you can by simply selecting
| | 01:51 | what you want to convert, otherwise just go
to the Ink to Text button, give it a click
| | 01:56 | and everything on the page
will be converted into text.
| | 02:00 | And as you can see, it does a very good job
of recognizing different types of handwriting
| | 02:05 | and printing and converting
it accurately into text.
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| Manipulating written notes and drawings| 00:00 | Let's take a look now at some of the things
you can do with handwriting and anything you've
| | 00:05 | drawn on the page using
some of the drawing tools.
| | 00:09 | For example, if you wanted to remove portions or maybe
adjust other portions, you have full ability to do that.
| | 00:16 | We're going to start with our
handwriting here. "This is pen mode."
| | 00:19 | "This is blue and thicker."
| | 00:21 | Over here on the Draw tab of the Ribbon,
the very first tool is the Type tool.
| | 00:25 | I'll make sure it's selected.
| | 00:26 | That's a standard tool for
actually starting to type and enter text.
| | 00:31 | But if we click anywhere inside our written text, you
can see what happens, they get highlighted or selected.
| | 00:38 | So, if we wanted to, we could take words away by
selecting them and hitting our Delete key. Let's hit Undo.
| | 00:47 | Let's select some text now, the handwriting
using our Lasso Select tool, and we'll actually
| | 00:53 | select all of our handwritten text by
clicking and dragging around the outside.
| | 00:58 | When we release, notice that we have this
container, and what's kind of cool about that
| | 01:02 | is we can move it around, so from anywhere
inside, we can move it, maybe a little bit
| | 01:07 | further over here to the right.
We can also size it using the handles.
| | 01:12 | Let's resize it from the bottom right corner
when you see the double-diagonal arrow, click
| | 01:16 | and drag that in or out, and you
can see you're changing the size.
| | 01:21 | Just drag it in, and there we go.
So, it's a little bit smaller.
| | 01:25 | Now, if go to the far right-hand side with
the double arrow, going left to right, click
| | 01:30 | and drag, you can see
we're squeezing it together.
| | 01:33 | So, although it's handwriting
it's being treated like a graphic.
| | 01:36 | So, you have a full control over
as an object when it's selected.
| | 01:42 | Let's just click the Type tool
now and click in the empty space.
| | 01:46 | Let's say we want to get rid
of some of our drawing here.
| | 01:49 | Well, we can go to the Eraser tool, but
click the dropdown to see the different options.
| | 01:55 | Stroke Eraser is the default, and it will
remove entire strokes at a time with one click.
| | 02:00 | If you go to Small, Medium, or Large, you then
need to click and drag the Eraser across portions
| | 02:06 | that you want to erase.
So, let's start with the Stroke Eraser.
| | 02:10 | We'll go down to this hand-drawn what looks
like the beginning of an Org chart, and just
| | 02:16 | click once on the box at the top.
Notice the entire box is removed.
| | 02:20 | Click the line and the whole
line that was drawn is removed.
| | 02:24 | Let's go our Eraser dropdown
now and choose Large Eraser.
| | 02:29 | Now, as you move around, you actually have an
eraser that you need to click and drag to erase.
| | 02:33 | So, you wouldn't erase the entire stroke.
| | 02:36 | If you wanted to, you could remove portions of it
by clicking and dragging, leaving others behind.
| | 02:43 | Let's click and drag over all of
the hand-drawn Org chart to remove it.
| | 02:50 | And this also works on things that we've
drawn using some of our shapes as well.
| | 02:54 | So, for example, if we wanted to remove the
lines here, we can just click and drag over
| | 02:59 | the lines themselves and leave the boxes behind.
| | 03:06 | Now in that case, we probably want to use
the Stroke Eraser, so we don't see some of
| | 03:10 | these little ticks that are
left behind. Let's click Undo.
| | 03:14 | Click it again until we get all our lines
back and switch Eraser to the Stroke Eraser.
| | 03:20 | And now, we'll click the lines, and you can
see what happens, the entire stroke is removed
| | 03:24 | with each click, and we can
start over if we wanted to.
| | 03:30 | All right, some other things that we can do
is to arrange some of these things.
| | 03:34 | Let's go to our Lasso Select tool, and we'll select
one of our rectangles, and we'll just move it down.
| | 03:43 | Let's select one in the bottom left.
| | 03:46 | Now, if you don't get all the way around
it, it won't be highlighted or selected.
| | 03:49 | You know it is when those handles appear.
Just drag it over here.
| | 03:55 | All right, we'll select the one down below
on the right, hit your Delete key.
| | 04:00 | Next, we'll go over to our Type
tool, and we'll click the border.
| | 04:06 | Notice that when we do that, it's not only
highlighted, but we have some options,
| | 04:11 | Tags, Pen Properties, and Delete.
| | 04:14 | So if we wanted to, we could change the Pen
Properties to maybe something a little thinner,
| | 04:17 | maybe a different color
and click OK. There we go.
| | 04:22 | Now, if we wanted to, we could right-click
and copy this and then just right-click off
| | 04:27 | to the right and choose Paste.
| | 04:30 | Now we have a couple of those,
and we can rearrange them.
| | 04:36 | So, I think you have the idea now.
| | 04:38 | We have the ability to not only draw shapes
using shapes from our dropdown but hand-drawn
| | 04:43 | shapes, handwriting, but we're
not stuck with what we're left with.
| | 04:48 | We can always go back and
manipulate, resize, remove.
| | 04:52 | We can even duplicate and change some of the
properties like we did with our boxes here.
| | 04:57 | So experiment in Pen mode, manipulating both handwriting
and things that you draw on the page here in OneNote.
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| Converting handwriting to math equations| 00:00 | We already know what a great job OneNote
does converting your handwriting to text, but if
| | 00:05 | you're taking math notes, OneNote can do a
very good job of converting your handwritten
| | 00:11 | equations into math equations as well.
We're going to take a look at that now.
| | 00:15 | It's a little bit different than having your
handwriting already on the page and then converting it.
| | 00:20 | If we were to start creating an actual
math equation here, let's see what happens.
| | 00:25 | So, on our blank page in our Doodle Pad notebook on
the math section, let's just start writing an equation.
| | 00:32 | We'll go to Pen mode by choosing a thin black line,
and let's do A squared + B squared = C squared, Pythagorean Theorem.
| | 00:48 | All right, next we'll go up to the Ink to Math
button here in the Convert section of the ribbon
| | 00:55 | and give it a click and look what happens.
| | 00:57 | It actually opens up a separate window where
we need to start writing our math, and we'll
| | 01:01 | see a preview of it where we can
make corrections along the way.
| | 01:05 | So, it doesn't take what's
on your page and convert it.
| | 01:08 | So, let's click Cancel and see
what happens if we click Ink to Text.
| | 01:12 | Well, you can see that didn't work either.
So, we'll just go to our Text or Type tool.
| | 01:19 | We'll click the border and delete that.
| | 01:22 | And now we're going to go to
Ink to Math and start from here.
| | 01:26 | So, we write in this little Write math
here area, and we'll see a preview up above of
| | 01:32 | what we're writing just to make sure
it's accurate, so let's try that again.
| | 01:38 | A squared, looks so good so far, + B squared = C squared, perfect.
Now, all we have to do is simply insert it.
| | 01:55 | Now, if there was something wrong here,
maybe one of the symbols was incorrect,
| | 01:59 | we could select it and correct it.
| | 02:01 | Let's click the Select and Correct
tool here and click on the Plus sign.
| | 02:05 | You can see if we meant to do something different
like a T or a Right Arrow, for example,
| | 02:10 | it simply selects it from here, but the Plus sign
is what we want. Everything looks good.
| | 02:14 | We could erase things, clear the entire
thing and start over, but I think I like
| | 02:18 | what I see so we'll click the Insert button,
and you can see it's inserted as an equation,
| | 02:24 | not a handwritten equation, even
though that's how we entered it.
| | 02:28 | And of course, that gives you access to all
of your design tools under Equation Tools here.
| | 02:33 | Click the Design tab, and you can see all of the
equations that we can choose from, the presets.
| | 02:39 | There is another way to insert an Ink Equation,
click that, and it opens up the same window,
| | 02:44 | if you want to add another one,
let's just click Cancel.
| | 02:47 | And there we have all of
our symbols to choose from.
| | 02:50 | So, you can write your own equations, Basic
Math symbols, Greek Letters, look at them all.
| | 02:54 | You've got everything you need here
for creating equations on your page.
| | 02:59 | We have Fractions if we
wanted to, Script, et cetera.
| | 03:04 | So, if we click down below, we close up that
little area where we were working on our math
| | 03:11 | equation, and if we wanted to add another
one, we could go back to the Draw tab, go
| | 03:16 | to Ink to Math and do it from there, or you
could go to Insert, do your Equation from here.
| | 03:23 | Click the dropdown, choose Insert New Equation,
and you can see you can start typing it, but
| | 03:28 | if you wanted to, you could also
choose Ink Equation from here as well.
| | 03:33 | Let's just click on the border and
hit Delete on the keyboard to remove it.
| | 03:38 | That's a quick look at converting your
actual handwriting into math equations,
| | 03:43 | something again that OneNote is very good at doing.
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|
|
9. Interacting with OutlookInserting Outlook meetings| 00:00 | If you've installed the entire Office Suite
for Microsoft Office 2013, and you're working
| | 00:05 | in OneNote, one of the other things you
might use is Outlook for your email and calendar.
| | 00:11 | And if you are using the calendar to set up
meetings and so on, those meetings will have details.
| | 00:17 | And because you're using the entire Suite
together, you're able to grab meeting details
| | 00:22 | from Outlook and put them
into your OneNote notes.
| | 00:24 | It's a typical scenario, you go to a
meeting, you're going to take notes.
| | 00:28 | Well, OneNote makes it easy to grab those
meeting details and add to them here in OneNote.
| | 00:33 | We're going to do that with our No Obstacles
Chapter 9 Notebook looking at the User Conference
| | 00:37 | section at the Launch Meeting page,
and we don't have anything here yet.
| | 00:42 | And we can start taking our notes, but there's
already details attached to the meeting,
| | 00:47 | like who was in attendance, for
example, any items on the agenda.
| | 00:51 | We can grab those in a couple of different ways.
| | 00:54 | One option is to go to the Home tab on your
ribbon, right at the end click Meeting Details,
| | 00:59 | and navigate to the meeting.
| | 01:02 | Now, if what happens be it
Today, you'd see it on the list.
| | 01:04 | If it's not, you can click Choose a Meeting
from Another Day, and now you can navigate
| | 01:08 | through the various days until you find a list of
meetings, select the one that you want and insert details.
| | 01:16 | Another option is to click the Calendar
icon and go to a specific day, for example.
| | 01:20 | If you're having difficulty
finding it just click Cancel.
| | 01:23 | You can do it from Outlook as well.
So, let's just switch to Outlook.
| | 01:27 | You can launch Outlook if you want.
| | 01:29 | Now, I do have some meeting details
showing up here for the 4th of February.
| | 01:34 | If you wanted to, you could create a new meeting
from your Home tab, if you wanted to follow along.
| | 01:40 | But I do have some meetings, including this
meeting that's going to happen on the 4th.
| | 01:45 | You can see it's User Conference 2013 Launch Meeting.
| | 01:48 | I can double-click this to open it
up and get all of the details here.
| | 01:52 | If I want to transfer those over to OneNote,
well, I could have done it from OneNote,
| | 01:57 | or I could do it right from here as well.
| | 01:58 | Notice there is a Meeting
Notes button with the OneNote icon.
| | 02:02 | When I click this, I can choose to share
these notes with everyone in the meeting, which
| | 02:08 | means I'll need a shared Notebook and people
will be able to access my notes in my Notebook
| | 02:13 | or keep it to myself by
choosing Take notes on your own.
| | 02:17 | I'm going to select that one.
| | 02:18 | Now, it's a matter of choosing
where these notes are going to go.
| | 02:21 | So, if you have multiple Notebooks open,
for example, you'd see them listed down below.
| | 02:26 | You can put them in your Quick Notes if you wanted to
temporarily and then put them into the appropriate Notebook.
| | 02:32 | No Obstacles Chapter 9 is
already open, so I can expand it.
| | 02:35 | There is my User Conference section.
| | 02:38 | Now, if I just select the
section, a new page will be created.
| | 02:42 | If I click the Expansion button, I can go to
a specific page to insert the details there.
| | 02:48 | So, let's just go to the actual name of the section,
User Conference 2013, select it, and click OK.
| | 02:57 | A new page will be created.
Notice we're taken over to OneNote.
| | 03:02 | We see a warning. Perhaps it could be
unsafe if there are hyperlinks, for example.
| | 03:06 | Do we want to continue? Click Yes.
| | 03:08 | And you can see, now we've actually got a
brand-new page called User Conference 2013
| | 03:13 | Launch Meeting, and there are the
details that came directly from Outlook.
| | 03:17 | That means if we don't need this Launch
Meeting page, we can simply delete it, for example,
| | 03:22 | and then down below continue
taking notes during the meeting.
| | 03:26 | But we do get all of these details,
including links that take us to the Outlook item.
| | 03:32 | We could also, for example, go to each of
the participants and click check boxes,
| | 03:37 | just to check off who was in attendance.
| | 03:40 | And if for some reason the meeting got changed,
maybe it got changed to a different location,
| | 03:45 | a different time, for example, no problem.
| | 03:47 | All you have to do is go over to the page,
right-click here, and choose Refresh Meeting
| | 03:52 | Details for this Page, and you'll always have
the most up-to-date information from that meeting.
| | 03:58 | So, a couple of different ways to get it into
OneNote where you can continue to take notes,
| | 04:03 | all because OneNote is integrated with Outlook.
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| Sending page info by email| 00:00 | If you have information in one of your
Notebooks, maybe this page info that we see here in
| | 00:05 | the No Obstacles Chapter 9 Notebook, looking
at the Project X Section, the Project Overview.
| | 00:10 | If we want to share this with other people, we
have Outlook Integration as far as email goes as well.
| | 00:16 | We can send this directly to people via email
without having to leave OneNote and go to Outlook.
| | 00:22 | Let's do that with this page information.
| | 00:25 | One option is to simply go to the Home
tab on the ribbon here and click Email Page.
| | 00:30 | Now when you do that you can see what happens.
The information from the page now appears in the email itself.
| | 00:37 | So, this is the content of the email, it is
directly from the page, we could add to it
| | 00:42 | if we wanted to, we could change the Subject.
| | 00:45 | Really, all we need to do is type in the
name of the addressee and send it off.
| | 00:49 | Let's close this up, though--that's the Outlook Window,
we won't save our changes--and look at another option.
| | 00:56 | We can go to the File tab and select Send
from here, notice that Email Page is an option,
| | 01:03 | that's the exact same thing
we just did from the ribbon.
| | 01:07 | But if you'd rather send it as an attachment, you
could go to this option, click Send as Attachment.
| | 01:13 | Now you'll be sending the page information
as you can see here as an Attachment.
| | 01:18 | And you can also send it, as you can see here
in a web page format, so if people don't have
| | 01:23 | OneNote, they can still view the information.
| | 01:25 | So, again it's just a matter of typing in
the name of the person you want to send it to,
| | 01:30 | clicking Send, and off it goes.
| | 01:35 | So it's up to you whether or not you're going to send
the page information as content in an email or as an attachment.
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| Working with Outlook tasks| 00:00 | Another way OneNote integrates
with Outlook is with tasks.
| | 00:05 | If you're the type of person who likes to
create To Do lists in Outlook, maybe send yourself
| | 00:09 | reminders to get things done, it's a great way to stay
organized, you can do it directly from OneNote as well.
| | 00:16 | So we're going to look at our No-Obstacles
Chapter 9 Notebook in the Travel section on
| | 00:20 | page West Coast Trip, where we do have a few items, one of
them is the To-do item, Bring laptop and pico projector.
| | 00:28 | Let's just click anywhere in the line, if
we want to turn this into an Outlook Task,
| | 00:31 | we just go up to Outlook Tasks here in the
ribbon with the Home Selected, click the dropdown,
| | 00:37 | and look at all the different choices.
| | 00:38 | A Tasks that needs to be completed Today,
Tomorrow, This Week, notice the keyboard shortcuts,
| | 00:43 | Ctrl+Shift+1, 2, 3, 4, 5,
all the way to No Date.
| | 00:48 | We can set up a Custom task as well, keeping in
mind all of these to-do items will appear in Outlook.
| | 00:53 | So, while you're working in Outlook,
you'll see your OneNote tasks as well.
| | 00:57 | Let's say this is one for Next Week, we could
click Next Week, or let me show you something different.
| | 01:04 | Let's just click inside our Note here and go
to the left of the dash, beside Bring the laptop
| | 01:10 | and pico projector, and click the marker
that highlights the entire line which displays
| | 01:16 | the mini toolbar, including
the red flag for Outlook Tasks.
| | 01:21 | Give it a click, and you can see everything that
we just saw from the ribbon appears here as well.
| | 01:27 | Let's make it a Tasks for Next Week, give
it a click, flag shows up next to it, we can
| | 01:32 | click off to the side here
to see what that looks like.
| | 01:35 | So, we now have an Outlook Tasks in Outlook,
want to see it just click anywhere on the
| | 01:39 | line, and go to Outlook Tasks, and you'll notice we
can now open that task in Outlook, give it a click.
| | 01:47 | It's going to open up a window representing
the Tasks where we can make some adjustments.
| | 01:52 | Bring, I am going to change Bring to Pack,
I'm also going to set a Reminder, I want to
| | 02:00 | remind myself, let's say a little bit early.
| | 02:02 | I am going to change the Calendar Date, the
day before, 8:00 a.m. is fine, and all I need
| | 02:10 | to do now is save and close my changes.
| | 02:14 | When I do, that task in Outlook is going to
look a little bit different than it does here,
| | 02:19 | which is Bring laptop and pico projector.
| | 02:21 | If we flip over to Outlook and go to our
Tasks list or To Do list, give it a click,
| | 02:28 | you'll see there it is, Pack laptop and
pico projector. It has a Reminder.
| | 02:32 | If I wanted to, I can go in here to Mark it as
Complete, or select it to make additional changes.
| | 02:37 | I am just going to flip back to OneNote here,
and at any time if I wanted to I could click
| | 02:43 | in the line, go back to Outlook Tasks,
and Mark it as Complete.
| | 02:49 | When I do, I know it's still a Task that's been completed,
because the check mark now appears next to it.
| | 02:56 | If I totally want to remove it, I can do that too.
Just click again anywhere on the line,
| | 03:01 | go to Outlook Tasks on the ribbon,
and choose to Delete Outlook Tasks.
| | 03:06 | Not only is it removed as a task here on
your page in OneNote, but also if we go back
| | 03:11 | to Outlook, you'll notice that
that task no longer exists.
| | 03:15 | So, it's a nice little integration for things that
need to get done between Outlook and OneNote 2013.
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|
|
10. Sharing a NotebookSaving to other formats| 00:00 | When you want to share Notebook content with other
people, there are so many different ways you can do it.
| | 00:06 | We're going to look at one option that
allows you to export your content to a format that
| | 00:11 | people will be able to
access on their own computers.
| | 00:14 | We'll do so with our No Obstacles Chapter 10
Notebook, and we are going to be looking at
| | 00:18 | the Meetings section, doesn't matter
what page we're looking at this point.
| | 00:23 | Let's go to the File tab, and it's
from here were you'll find Export.
| | 00:28 | Now by choosing Export, you can choose to
Export just the Page you were looking at.
| | 00:32 | Look at the formats you can export to.
| | 00:35 | OneNote, Old and New, there's also Word Formats,
the new .docx Format or if you are not sure
| | 00:44 | if the person is using an older
version of Microsoft Word that .doc Format.
| | 00:49 | There is also PDF and XPS, Read-only formats,
and we can even export to a single web page format.
| | 00:57 | If we go to Section, we are going
to see all of those Formats as well.
| | 01:02 | However, when we go to Notebook, if we wanted to
send them the entire Notebook, we are very limited.
| | 01:08 | We could send it as an OneNote Package and
they could view it with an OneNote Viewer
| | 01:13 | or if they have OneNote, open it up in OneNote.
| | 01:17 | We could also choose those Read-only formats as PDF
and XPS, we will talk about that in an upcoming movie.
| | 01:23 | Let's go back to Section.
| | 01:25 | Now all we have to do is choose a Format,
let's say we know they have Microsoft Word,
| | 01:28 | we're not sure what version, so to play it safe,
we'll choose Word 97 to 2003, the old .doc format.
| | 01:34 | With that selected, we can click Export,
and now all we have to do is
| | 01:39 | choose where it's going to go.
Let's choose the Desktop so it's easy to find.
| | 01:45 | We might want to send it as an
email attachment when we're done.
| | 01:48 | The File name is automatically going to be the
same name as the Section, which was Meetings.
| | 01:53 | I'm going to change that to OneNoteMeetings,
OneNoteNoObstacles, there we go.
| | 02:03 | Notice Current Section is selected because of our
original selection, but we could change our minds here.
| | 02:09 | We could choose Selected Pages or Current
Notebook, keeping in mind if we switch to
| | 02:14 | Current Notebook, we won't be able to save as
a Word document. We will be forced to change
| | 02:19 | the Format by clicking this dropdown and choosing,
for example, PDF, XPS, or OneNote Single File Package.
| | 02:28 | All right, so we will keep it as the Current Section,
going to a Word Document, New File name, when
| | 02:33 | we click Save, it's actually going to be
saved to the location as a Word document that we
| | 02:39 | could then send off to
people via email as an attachment.
| | 02:42 | They will be able to view the contents, but
they won't be sharing the Notebook, per se.
| | 02:47 | We will just be sharing the content in
our Notebook with those other people.
| | 02:51 | So, those are some of formats you can choose
to Export to, if you want to go that route.
| | 02:56 | Of course, there are other options for Formats
and other methods as well that we will get into
| | 03:02 | as we move through the
various movies in this chapter.
| | Collapse this transcript |
| Saving OneNote content to PDF or XPS| 00:00 | If you want to share some of your content
in a Notebook--maybe the entire Notebook
| | 00:04 | even with people, but you want to share it
in a format that they'll be able to read,
| | 00:09 | not necessarily make changes to--you might
choose one of the couple formats you can choose
| | 00:14 | to Export from here in OneNote,
and that is PDF or XPS.
| | 00:18 | We are going to do that with our No Obstacles
Chapter 10 Notebook, really doesn't matter
| | 00:23 | what section or what page you are looking
at, because we are going to go to the File
| | 00:27 | tab and send the entire Notebook as a PDF.
Now there are a couple of options here.
| | 00:32 | If you go to Send, you will notice we can
Send this Notebook as a PDF. It will be converted
| | 00:38 | and attached to a new email
that we can send off to people.
| | 00:42 | If you wanted to, though, you could
simply go to Export and handle that later.
| | 00:46 | From here we can export the page we were
looking at, the entire section or the whole Notebook,
| | 00:52 | and if we choose Notebook, notice that
PDF and XPS are options we can choose.
| | 00:58 | Portable document format typically opened
up with Adobe Reader in a read-only format
| | 01:03 | here in Windows 8, we have a built-in reader that will
read PDF files, as well as the Microsoft version of PDF, XPS.
| | 01:12 | Let's choose PDF, it's a little
more popular, and then Export.
| | 01:16 | Now just a matter of choosing where we're going to send
this to, I like the Desktop, makes it easy to find.
| | 01:23 | The name of the file is going to be
the same as the name of your Notebook.
| | 01:26 | In this case, No Obstacles Chapter 10, there's the
Format, and there's our selection of Current Notebook.
| | 01:32 | When we click Save, depending on the size
of your Notebook and what's contained therein,
| | 01:37 | it could take several minutes,
it could just be a few seconds.
| | 01:42 | In the end, though, you will end up
with a PDF copy of your Notebook.
| | 01:45 | Of course, it won't be as well organized with
Sections and Pages in those Sections; instead,
| | 01:50 | it is going to be more of a document
that flows from Page 1 to the end.
| | 01:54 | So, we'll take a look at what this
looks like once it's done converting to PDF.
| | 01:58 | Again, it's a read-only format, a great way to share our
contents with others without sharing the Notebook itself.
| | 02:05 | So, there's mine on my Desktop. I'll double-
click it, I'm in Windows 8, this launches Reader,
| | 02:12 | and there's my first page.
| | 02:14 | And as you can see, it's got the ruled
lines just like we did in OneNote and over here
| | 02:18 | on the right-hand side I have a scrollbar that
allow me to scroll through the various pages.
| | 02:23 | Altogether, there are 69 pages in this document, based on
all of the pages and all of the sections of my Notebook.
| | 02:32 | Most of these are empty, but as we scroll through,
we'll eventually see some with content in there.
| | 02:37 | I am going to through all of our Meetings.
There is a Staff Meeting with some information,
| | 02:43 | we see the Dates and Times that were
created right from the Notebook itself.
| | 02:48 | Here's our User Conference Launch Meeting,
West Coast Trip, and then we get into some
| | 02:55 | content where we had actually been pasting
content from other sources into our pages.
| | 03:01 | Here is an Itinerary and so on.
| | 03:05 | So, when we're done, simply in Windows 8,
hit our Windows key on the keyboard, we'll
| | 03:11 | go back to the Desktop, which is where we
find OneNote running, just minimized down here,
| | 03:17 | and we're back to our Notebook.
| | 03:19 | So, we haven't actually shared our Notebook,
but rather, the contents of our Notebook
| | 03:24 | in a read-only format, PDF, or XPS.
| | Collapse this transcript |
| Saving to SkyDrive| 00:00 | One of the best and easiest ways to share a
Notebook with other people is to put it in the Cloud.
| | 00:06 | And here in OneNote 2013 there are a
couple of ways to do that, one of them is to use
| | 00:10 | SkyDrive, a free storage area that
everybody gets with their Microsoft Soft account.
| | 00:15 | So, if you're signed in, you'll see your
name in the top right-hand corner, signed into
| | 00:20 | your Microsoft account, also we're going to be
working with our No Obstacles Chapter 10 Notebook here.
| | 00:26 | And if we want to share it with other people,
we can move it to SkyDrive, because it already
| | 00:31 | exists, we need to move it there by going to
the File tab and here we'll see No Obstacles
| | 00:37 | Chapter 10 with a link to
share on the web or network.
| | 00:42 | We also have a Share option right here, we
have a Settings dropdown, where you'll find
| | 00:46 | Share or Move, and we even have
Share over here on the left-hand side.
| | 00:51 | So, if we click Share over here,
you'll see the default is your SkyDrive.
| | 00:55 | Again, if you are logged in, you'll
see your name ahead of SkyDrive.
| | 00:59 | Also, over here you'll see the name of the
Current Notebook that is about to be moved.
| | 01:04 | We move it by clicking the Move Notebook button.
| | 01:07 | Now if you want to move it to a different
folder than the default, which is your documents
| | 01:11 | folder on SkyDrive, you can click the link
down below to Move it into a different folder.
| | 01:15 | But let's just accept the default for now.
We'll click Move Notebook, it just takes
| | 01:21 | a moment to sync up your changes.
| | 01:24 | Then you'll see this message that your
Notebook is now syncing to the new location, and when
| | 01:28 | you click OK, it's on SkyDrive, and we
know that because some new options appear.
| | 01:34 | Notice we can invite people to share this
Notebook, we can get a Sharing Link, Share
| | 01:39 | with Meeting, or if we want to Move the Notebook
now, we can do it to choose a different folder.
| | 01:46 | In the next lesson we will talk about inviting people
to share your Notebook that you have stored on SkyDrive.
| | Collapse this transcript |
| Inviting others and syncing notebooks| 00:00 | When you decide to move a notebook to
SkyDrive that is to place it in the Cloud where it's
| | 00:05 | shareable with others, you're left with this
screen where you're ready to start inviting
| | 00:10 | people, creating links, sharing meetings with
others, and even have the ability to move the
| | 00:15 | notebook back or to another folder from here.
| | 00:18 | But if we hit the Back button we're simply
working on our notebook that we placed in
| | 00:22 | a new location, SkyDrive.
| | 00:24 | We know that it's in a location that is
shareable and syncable, because of the icon that
| | 00:29 | now appears over the notebook icon in the top left corner
next to the name of our notebook, No Obstacles Chapter 10.
| | 00:37 | Now of course at any time we can go
back and invite additional people.
| | 00:41 | Let's go back to the File tab and for No Obstacles
Chapter 10, we now have a link to invite people
| | 00:47 | to this notebook, let's give it a click.
| | 00:50 | Now we're back where we were left when
we first move the notebook to SkyDrive.
| | 00:55 | Invite People is the first option under Share,
and it's just a simple matter of adding names
| | 01:00 | or email addresses, you do have a link to
your contacts if you have people stored there
| | 01:05 | where you can select them, or just type in
an email address, that's what I'm going to do,
| | 01:09 | and just start to type in
drivers@lynda.com, there we go.
| | 01:14 | If I wanted some additional names, I could
add them here, add a personal message,
| | 01:20 | I'm sharing this notebook with you.
You will be able to edit it.
| | 01:30 | Okay, so we do have the ability from this dropdown
to choose whether or not the people were
| | 01:34 | sharing our notebook with will be
able to edit it or just simply view it.
| | 01:39 | With Edit selected, people will be able to make changes.
| | 01:42 | Do we need them to sign in with their
Microsoft account before they access or not?
| | 01:48 | That's up to you, you can deselect
the check box which is the default.
| | 01:52 | And now it just a matter of clicking Share,
and when you do, emails are going to be sent
| | 01:56 | out to the people you've added to that
list and they'll know that they'll be actually
| | 02:01 | access and edit this notebook
because of the options we selected.
| | 02:05 | As for you the owner of this notebook, you'll
see your own name down below and anyone you're
| | 02:10 | sharing with, you'll also
see what they're able to do.
| | 02:14 | Now another option is to simply get a sharing link.
When you click this option, you'll see
| | 02:19 | links can be created for viewing and
editing the document, let's say we want to create
| | 02:24 | a link for people that we can send this out
to, so they can view the actual notebook,
| | 02:29 | not make changes to it. We click Create
Link off to the right next to View.
| | 02:33 | And you can see the link that's created,
and we can now send out to people who we think
| | 02:38 | should be able to view this notebook, very cool.
| | 02:41 | We already talked about setting up meetings
Share with Meeting is another option, we can
| | 02:47 | see the Share with Meeting button that will
allow people a link to the notes that will
| | 02:52 | be share with anyone in a meeting, so if you
have a look meeting and meeting details,
| | 02:57 | they'll be added to the notes pages as well.
We already talk about that in a previous movie,
| | 03:01 | this is another way to get there.
| | 03:03 | And again, if you wanted to move the
notebook to another folder or move it back so it's
| | 03:08 | not shareable, click Move Notebook, you'll
see a message here indicating that you could
| | 03:14 | have issues if you're moving a notebook
that you've already shared with others.
| | 03:18 | You'll see some sync issues perhaps, and there is a link
to learn more about sharing or moving shared notebooks.
| | 03:24 | We just go back to Invite People at any time,
we can add more people, and you can also remove people.
| | 03:30 | Just go down and right-click a name that maybe
that person should no longer have access,
| | 03:35 | right-click, choose Remove User, or if you
simply want to change their permission
| | 03:40 | you can do that from here, maybe this
should only be able to view it, because they had
| | 03:45 | edit capabilities it's
automatically change to view.
| | 03:50 | And in the end when you no longer want to
share with anyone, right-click and choose Remove
| | 03:54 | User that'll be remove from the list.
| | 03:57 | We can also remove that link that we sent
out, so people can no longer get into the
| | 04:01 | notebook to view it, let's right-click
and choose Disable Link.
| | 04:07 | Now we're back to working on a notebook
that's in SkyDrive, but only we have access to it.
| | 04:13 | We'll hit our Back button to go back to the
notebook itself, and that's just how you invite
| | 04:17 | people to share in the
notebook you've placed on SkyDrive.
| | Collapse this transcript |
| Creating a shared notebook| 00:00 | Another way to share notebooks with
others is to share them as you create them.
| | 00:05 | When creating a new notebook, if you know
it's going to be shared, you can choose to place
| | 00:09 | it in a location that's shareable like
SkyDrive, and that's we're going to do right now.
| | 00:13 | So it doesn't matter if you have any notebooks open at this
point, we're going to go to the File tab and select New.
| | 00:20 | Notice the default at the very top of the
list is SkyDrive, and if you're already logged
| | 00:24 | into your Microsoft account, you're going
to see the account name in front of SkyDrive,
| | 00:29 | it's just a matter now of
creating a notebook name.
| | 00:32 | So, let's call this No Obstacles Sport and Create Notebook.
| | 00:41 | Now when you create your new notebook, of
course just like we used to, you're going to have
| | 00:45 | a new blank notebook with a new section and
a blank page, but before you get there you're
| | 00:50 | prompted to invite people, which you can do
right now on the fly or choose Not now
| | 00:56 | and go back and do it later.
| | 00:58 | Let's invite one person by clicking Invite
people, takes us to the Invite People link
| | 01:04 | that we saw earlier in a previous movie
when inviting people to an existing notebook,
| | 01:09 | and again all we have to do is type in
their email addresses or their names or go to our
| | 01:14 | contacts to access them from there.
| | 01:17 | I am going to invite drivers@lynda.com, and
I'm going to make sure that this guy can edit
| | 01:22 | the notebook, not just view it.
| | 01:25 | No need for personal message, I'll just click
Share, and my new notebook called No Obstacles
| | 01:30 | Sport is created, it's created in a location
that is shareable, SkyDrive, and I'm going
| | 01:36 | to see the people I've shared it with on
the fly down below, so all I need to do now is
| | 01:42 | click the Back button to go back to my new
notebook, there's the new section,
| | 01:46 | the new untitled page, and I'm sharing.
| | 01:48 | Now the other thing you can do is go back
to the File tab, of course, at any time.
| | 01:53 | With our new notebook we can invite people, but we can
also just go to our Settings here and Sync it up.
| | 02:01 | If we know we're making changes, and we
want to make sure that people we're sharing with
| | 02:06 | we'll see those changes, we can choose Sync at any time,
and it'll automatically be synched up instantaneously.
| | 02:13 | Now we can also go to the dropdown here for
No Obstacles Sport and change between open notebooks,
| | 02:17 | and of course when you do that, a notebook
that stays open will automatically be synched.
| | 02:24 | Let's take a look at some of the settings.
| | 02:26 | We'll go back to the File tab here and for our new
one called No Obstacles Sport, let's go to Sync Status.
| | 02:34 | To view sync status we're going to be
viewing it for any open notebooks, and you can see
| | 02:38 | for No Obstacles Sport here everything is
up to date, but we can sync it up right now
| | 02:43 | from here as well, or we can choose to sync up another
notebook or simply sync them all up by clicking Sync All.
| | 02:52 | You'll notice the default up here is to
sync automatically whenever there are changes.
| | 02:57 | If you want to change that to a manual sync,
you can do that by clicking the radio button
| | 03:01 | next to Sync manually, you'll see little
Xs next to each of your open notebooks.
| | 03:06 | I like the automatic syncing, so whenever
I make changes I know they're going to be
| | 03:11 | synced up on SkyDrive and anyone that I'm
sharing the notebook with will see the latest.
| | 03:17 | When we're done we just click Close,
and we're back to working on our notebook.
| | 03:22 | So, you can create a shared notebook on the fly,
you can invite people as you're creating
| | 03:28 | your notebook, and of course you can always
go back and invite people again if you want
| | 03:32 | to add to the list, remove from
the list, or edit their permissions.
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|
11. Collaborating on a NotebookKnowing who wrote what with author indicators| 00:00 | When sharing notebooks with others maybe to
collaborate on a project, for example, it's
| | 00:05 | always nice to be able to know whose made
what changes where and when, and you have
| | 00:10 | easy access to this information in OneNote 2013.
In fact, when you share a notebook and
| | 00:15 | somebody accesses it, makes a change, you are
automatically going to know where that happened.
| | 00:20 | As you'll see by indicators that show up
as we see in our NO_Chapter 11 notebook here
| | 00:25 | in the very first section meetings, very
first page, you can see this highlighting down
| | 00:30 | the right-hand side with initials.
| | 00:32 | You won't see your own initials, like I
don't see mine right now, but you probably do.
| | 00:37 | As I hover over this, I see it's Karen Leslie
who made the modification to these two lines
| | 00:43 | on this date, at this time.
| | 00:45 | Now that information is displayed by default.
If you're not seeing it, you may need to go
| | 00:50 | to the History tab, here's where we can
choose to hide and show author information.
| | 00:55 | Clicking this button will hide the information, if
it's showing, clicking it again will toggle it back on.
| | 01:01 | Now that's just happens to be the very first
page of the first section, so we're seeing it.
| | 01:05 | But are there other changes made by this
author or any other author for that matter?
| | 01:10 | To find out, we can click the Find by Author button
here in the History section of this particular ribbon.
| | 01:17 | And when we do that, it opens up a Search
Results pane on the right-hand side and all it's doing
| | 01:22 | is searching the notebook and sorting by author.
| | 01:25 | You can see there are a couple of authors here, and each
one of them has an expansion and a collapse arrow.
| | 01:31 | So for David Rivers, for example, if we
click the expansion arrow, you can see all of the
| | 01:35 | of the changes and edits that were made,
and you can see them listed here by date.
| | 01:41 | Let's collapse that and focus on this other
person that we shared with by clicking the
| | 01:45 | dropdown, we can see
links to the various changes.
| | 01:50 | So the Monthly Manager Meeting link which
we're looking at right now is very obvious,
| | 01:54 | because it's the first page, but this one
here, User Conference Launch, if we click that
| | 01:58 | link takes us to the section, you can see down here
there was a change, it looks like something was deleted.
| | 02:05 | So that's how easily we can find author
information, who made what changes, and when.
| | 02:10 | When we're done, we just close up this pane.
| | 02:13 | And let's go back to our Meetings tab here
with the Monthly Manager Meeting page selected,
| | 02:20 | and let's hide the author information. We no
longer need it, we can continue working on our notebook.
| | 02:25 | Now if you're sharing this over SkyDrive,
for example, as changes are being made by
| | 02:29 | various authors, you'll see that information
popping up so long as the Hide Authors indicators
| | 02:36 | are turned on and not off.
| | 02:38 | Now of course there are other things that
we can do to see what was changed, and when,
| | 02:44 | and even compare. We'll continue
working on collaboration in the next lesson.
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| Locating newly added content with highlighting| 00:00 | We learned in the previous movie that when
we collaborate on notebooks with other people
| | 00:04 | and share them, it's easy to find out who
did what and when by finding information
| | 00:11 | by author, but we can also just locate recent
edits by anybody to see what's changed recently
| | 00:17 | in a notebook. We're going to continue
to work with our NO_Chapter 11 notebook.
| | 00:21 | Now it all depends when you open up
this notebook how recent the edits were.
| | 00:26 | For me, I'm going to go to the Recent Edits
dropdown here on the History tab of the ribbon
| | 00:32 | and from here I can see any
edits that were made today, let's say.
| | 00:36 | When I click that a pane opens up, and you
can see highlighted sections where changes
| | 00:40 | were made, and you'll actually see highlighting in
the document itself where those changes were made.
| | 00:48 | So a change was made to the User Conference Launch.
I can click that link and see that
| | 00:52 | all it is is something was removed down here.
| | 00:55 | I can go back to the Monthly Manager Meetings
and see things that were highlighted here.
| | 01:00 | I also see author information,
if that's still turned on.
| | 01:03 | But it's a quick way to see what sections,
what pages, for example, have changes.
| | 01:09 | They're all listed here in the Search Results pane,
and I can click links to get there quickly.
| | 01:13 | Now for you, obviously if you're not opening
it on the same day as me, you won't see recent
| | 01:18 | changes made today, you can go to the dropdown
and try Since Yesterday, you can see there
| | 01:25 | is actually some extra changes here that
we're made yesterday, and if I click the dropdown
| | 01:30 | and go to the last 7 days, a lot of changes were made in the
last 7 days, so for you--depending when you open this up--
| | 01:37 | you'll have to go down to something perhaps,
even the last 3 months or 6 months if
| | 01:42 | you want to be able to see all of the changes,
and in this case everything is highlighted.
| | 01:46 | This entire notebook was created
within the last couple of months.
| | 01:50 | Now that's just for me, but as we continue
going through time opening up this notebook
| | 01:55 | making changes to it, we'll always be able to
see the recent edits by going to the dropdown
| | 01:59 | and selecting the appropriate timeframe.
| | 02:02 | This will allow us to quickly go to the areas
where changes were made. I like that feature.
| | 02:07 | When we're done we just simply close up the
Search Results pane and return to our notebook,
| | 02:12 | I'm going to go back to the Monthly Manager
Meetings page here under the Meeting section.
| | 02:17 | So remember, from the History tab the recent
edits will allow you to quickly find what's
| | 02:22 | been change, especially if you're collaborating
on a notebook with one or more other people.
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| Seeing past versions quickly with versioning| 00:00 | Another way to keep track of changes made to
a Notebook you're collaborating with others
| | 00:05 | on is to look at versions.
| | 00:08 | Versions of the different pages in a section.
For example, with our NO_Chapter 11 Notebook
| | 00:14 | open here on the Meetings section, we can go to the
History tab of the ribbon and click Page Versions.
| | 00:21 | Now if we click the top portion, we're
going to see Versions, if we click the dropdown,
| | 00:24 | we will see other options.
| | 00:26 | So, Page Versions is the default, but we
can also Delete All Versions in a Section,
| | 00:32 | in an entire Notebook, even Disable History for
The Notebook, if we don't care about Versioning,
| | 00:37 | if we don't care about recent edits and authors.
| | 00:40 | So, let's just go up to Page Versions, and
you'll see what happens, right away there
| | 00:45 | are some highlighting going
on in this particular page.
| | 00:48 | Over here on the right-hand side, you'll see a
couple of different options getting highlighted
| | 00:53 | over here and who the author is.
| | 00:55 | So, if we select one, you'll notice a message
across the top that this is an older version
| | 01:00 | of the page that will be deleted over time.
| | 01:04 | We can click here to restore this as the main
page or see more options by clicking right up here.
| | 01:09 | As we go to the second option, you can
see in this case, it's not available yet.
| | 01:14 | In other words, it was added from another
device that didn't finish synching, so you
| | 01:18 | might see that message, you might not.
| | 01:21 | And as we go back to the older version, we
can choose again to click this message to
| | 01:27 | Restore, Delete this Older Version, Copy it,
and then we have all of the other version
| | 01:33 | options that we saw from the History tab.
| | 01:36 | So, we won't select anything from there.
Let's go back to the Page Version button and just
| | 01:40 | give the top portion a click, you can see it turns off
the versions, they disappear over here on the right.
| | 01:46 | We can go to any section and do that, turn
on Page Versions for our User Conference,
| | 01:51 | and you can see there is something
up here, this is an older version.
| | 01:55 | Let's go to the message and delete this older
version, so we are left with the latest, doesn't
| | 02:00 | look a whole lot different.
| | 02:02 | And we can do that for any section that we
like, and eventually, if we want just go to
| | 02:07 | the dropdown, Delete All Versions in the
Section or the entire Notebook if we wanted to,
| | 02:13 | but it will be deleted, older
versions are deleted over time.
| | 02:16 | So, you don't really have to worry about it. It is just
nice to know that you can go and look at those versions
| | 02:21 | if you're collaborating on a Notebook to see
older versions of the same page, for example,
| | 02:26 | even restore those if you need to.
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12. Modifying OneNote OptionsSetting display options| 00:00 | Here in OneNote 2013, there are number of
default settings or options that of course
| | 00:04 | you have full control over
and can change at any time.
| | 00:08 | We're going to begin with Display Options.
| | 00:11 | We've already talked a little bit about
the ribbon and how we can go to the top-right
| | 00:15 | corner, click this little icon to
choose how our ribbon will be displayed.
| | 00:20 | Will it show all the tabs
and commands at all time?
| | 00:22 | In other words, stay expanded, the way we have it
now, or are you happy with only seeing the tabs?
| | 00:29 | This gives you a little extra space to work with, and
you'll see the ribbon commands when you click a tab.
| | 00:36 | When you go back to your document, it's
rolled up, so you always have that extra space, and
| | 00:41 | in fact, some people will go to this icon
and choose Auto-hide, you won't even see the
| | 00:46 | tabs until you move your
mouse up there and select one.
| | 00:50 | I like to have access to the Tabs and Commands
at all times, so I can see them, and that's
| | 00:55 | why I have selected that third option.
| | 00:58 | Now there are more we can do with the ribbon,
and this little bar that appears above it--
| | 01:03 | called the Quick Access Toolbar--gives us quick
access to some the commands we might use most
| | 01:08 | often, like Undo, which appears there, the
Back button for navigating, and Docked Window.
| | 01:14 | But if you click this little dropdown icon,
you'll see some other ones that can be added.
| | 01:18 | If you like Redo, and maybe you do a lot of
printing, we can go down to Print and select it.
| | 01:26 | Now there is a limited list of commands
here to choose from, but we can always go down
| | 01:30 | to the More Commands if we want to have
access to every command available to us.
| | 01:35 | Notice this is a shortcut for going to the File tab,
going to Options, and selecting Quick Access Toolbar.
| | 01:40 | By default we are going to see Popular
Commands, but we can change that
| | 01:45 | to maybe Commands not found on the Ribbon,
All Commands, or just Commands found in the
| | 01:52 | various tabs of the Ribbon if we wanted to.
| | 01:54 | If we go to All Commands, we will see a list
of every possible command that could be added
| | 01:59 | to the Quick Access Toolbar.
| | 02:01 | So, maybe one of the options that you like
to have access to is Emptying your Recycle Bin,
| | 02:07 | we will select that, click Add, and it
gets added to the others that are on Display
| | 02:12 | in our Quick Access Toolbar.
| | 02:13 | And of course, we can move those
around, maybe Redo belongs up with Undo.
| | 02:20 | And maybe print isn't actually
something we do a lot of in OneNote.
| | 02:23 | So, we will select it and choose Remove.
| | 02:25 | When we're done, all we've to do is click a
OK to save those changes, but before we do,
| | 02:31 | notice we can also Customize the Ribbon.
| | 02:34 | Again, we have access to All the Commands,
Popular, All, File Tab Commands, those not
| | 02:40 | found on the Ribbon, and we can simply click
Command that we want to add and select what Tab,
| | 02:48 | what Section it's going to be added to.
| | 02:51 | But we can also create New Tabs, New Groups
within those Tabs and Add Commands to those,
| | 02:57 | and in fact, we are kind of
forced to with some of them.
| | 03:00 | We can't really play around
with the default main tabs.
| | 03:03 | So, if we wanted to, we can create a New Tab.
| | 03:07 | Notice it's called New Tab,
and there's a New Group here.
| | 03:10 | Let's just click where it says New Tab,
and we'll right-click that and rename it.
| | 03:17 | Let's call this by our First Name, Daves, and OK.
| | 03:23 | Now there is a New Group here. We can
right-click it as well and Rename it.
| | 03:28 | When we do that you can see the Display
name is New Group, down below it's highlighted,
| | 03:32 | so we can type right over it.
| | 03:33 | I am going to type in Faves, and now it's
just a matter of choosing my favorite commands
| | 03:39 | and adding them, like Email Page,
I want to add it to my Faves.
| | 03:45 | Maybe Drawing with Touch, add that one, and the
Format Painter is something I love to use,
| | 03:51 | I'll Add that one as well.
| | 03:53 | So, we have made some changes to our
Quick Access Toolbar and the Ribbon.
| | 03:57 | When we click OK, we are going to see
those changes, there is the Dave's Tab,
| | 04:03 | there's my Faves right there, notice the
changes to the Quick Access Toolbar as well.
| | 04:09 | Let's click the dropdown
here and go to More Commands.
| | 04:14 | Now at any time we can access our options
here to make changes. I am going to take out
| | 04:18 | the Recycle Bin, remove it, remove Redo, I only
use Undo, and I am kind of back where I started.
| | 04:25 | I am going to go over to the Customize Ribbon,
of course at any time, we can just simply
| | 04:31 | reset, go to Customization, click the
Reset dropdown, and Reset all Customizations.
| | 04:37 | So, it's going to Delete All Ribbon and Quick Access
Toolbar Customizations from here when we click Yes.
| | 04:44 | As we go back to the Quick Access Toolbar,
you are going to see we have a Reset Option
| | 04:49 | from here as well, which again resets not just
the Quick Access Toolbar but the Ribbon as well.
| | 04:54 | I will click OK, and we
are back where we started.
| | 04:57 | So just so you know, you have full access
to those options so that you create the display
| | 05:03 | that works best for your needs.
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| Changing email options| 00:00 | When it comes to Outlook integration with
OneNote, you already know you can send things
| | 00:05 | to OneNote from Outlook, like email,
messages, or meeting details, for example.
| | 00:11 | But you can also send things from OneNote
to people, and we are going to take a look
| | 00:15 | at some of those Default
settings that can be adjusted.
| | 00:19 | Really it doesn't matter what Notebook you
have open, I'm working with NO_Chapter 12 here,
| | 00:23 | but let's click the File tab, next we will go
down to Options at the bottom and click there.
| | 00:29 | And next, let's go to Send To OneNote,
select that, and you'll notice there are a number
| | 00:35 | of Outlook items, Email Messages,
Meeting Notes, Contact Notes, and Task Notes.
| | 00:42 | When you go to Send from Outlook to OneNote,
notice you'll always be asked or prompted
| | 00:48 | where to send that information, so you can
pick and choose the section and the page.
| | 00:53 | But maybe you want Email Messages
to go to a Default Location.
| | 00:56 | You can click the dropdown for Email Messages
and always have it go to the Current Page,
| | 01:02 | or to a new page that gets created in the current
section, or you could select a default location,
| | 01:07 | it could be in the Notebook that's opened,
it could be your Quick Notes if you wanted to,
| | 01:12 | so they always go to your Quick Notes, you
could pick a section, you could pick an actual
| | 01:17 | page, click OK, and that
will be the new default.
| | 01:22 | But if you prefer to be prompted, just go back to
the dropdown and select Always ask where to send.
| | 01:28 | Just want to let you know that for Email Messages,
Meeting Notes, Contact Notes, and your Tasks Notes,
| | 01:33 | that is the default, but each one of them can
be changed to your specific desired needs.
| | 01:39 | All right, next let's go to Advance, because here there
is an Email section as well as we scroll down.
| | 01:45 | For any Email Sent from OneNote, you can
see the current defaults. For example,
| | 01:50 | Attach a copy of the Original Note
as OneNote file is not selected.
| | 01:54 | But if you wanted to, if you're sending something
from one of your pages, and you want it to
| | 01:58 | be sent as OneNote file every time, you
can click this check box. I prefer not to.
| | 02:05 | Also Embedded Files, you can attach embedded
files to the Email Message as a separate file.
| | 02:11 | So, if you're working with a section in the
page that has an embedded file, it can also
| | 02:15 | be sent as a separate file that is the default.
| | 02:19 | And then also you'll notice when sending
Email directly from OneNote, there's going to be
| | 02:23 | a signature line attached and created at the
bottom, created with Microsoft OneNote 2013.
| | 02:30 | Now you can turn that off if you want to
or leave it on and change the message.
| | 02:35 | I am going to choose Created by
David Rivers with Microsoft OneNote 2013.
| | 02:42 | And when we click OK, we've
made changes to those settings.
| | 02:47 | We can always go back and change them back
if we want to, but that's where you go, under
| | 02:51 | your File tab and Options to change your
Outlook and Email options here in OneNote 2013.
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| Password protection| 00:00 | One handy feature in OneNote 2013,
especially when you're collaborating with others
| | 00:05 | and sharing Notebooks is the ability to
password protect sections of the Notebook.
| | 00:09 | That's what we're going to look at now, including the
password protection default options you have access to.
| | 00:15 | First, let's go to a section that maybe not everyone should
have access to unless we provide them with the password.
| | 00:21 | Let's go to Project X here.
We'll select that section by clicking the tab.
| | 00:27 | If we wanted to, we could go to the Review
tab on the ribbon and click Password from
| | 00:32 | here or we could right-click a section and
choose Password Protect This Section from here.
| | 00:38 | Either way, we're going to see the Password
Protection pane open up on the right-hand side.
| | 00:42 | And here's where we go to set a
password for this section only.
| | 00:47 | When we click Set Password, we just need to type it
in twice and click OK and it's password protected.
| | 00:54 | Let's do that.
| | 00:55 | You can type in whatever password you want,
tab down to the Confirm Password field and
| | 01:00 | type in the exact same thing, click OK.
| | 01:04 | So it's now password-protected, I know that,
because I can come over here to change the
| | 01:08 | password or totally remove the password.
| | 01:12 | Look down below, you'll notice once you unlock
Password Protected sections, they stay unlocked
| | 01:16 | for a while, that's a default
setting that can be changed.
| | 01:19 | And we also have the ability using the keyboard
shortcut Ctrl+Alt+L, or clicking the Lock All
| | 01:24 | button to lock all sections right now, and
all that means is people won't have access
| | 01:30 | to the Notebook if we need
to temporarily disable access.
| | 01:33 | All right, let's see what happens now if we
go to another section and come back to Project X
| | 01:38 | and try to make a change.
Let's change it to Project X Overview.
| | 01:44 | No problem, so it's still unlocked,
it's unlocked for a while.
| | 01:49 | And that's because one of the default settings.
| | 01:51 | You can access those settings by going to
Password Options down below in this pane.
| | 01:57 | But if the pane is not open, you can also go
to a File tab, down to Options, click there,
| | 02:04 | and in the Advanced section you'll find a
Passwords Section here as we scroll down, there you go.
| | 02:11 | So there is at information that
Ctrl+Alt+L will lock all sections now.
| | 02:15 | But check out the option with the check mark.
| | 02:18 | Lock password protected sections after I've not
worked in them for the following amount of time.
| | 02:24 | So when we move to another section, the
section that was password protected stayed Unlocked
| | 02:30 | for 10 minutes, that's the default.
| | 02:33 | If you don't like that, here's an option,
Lock password-protected sections as soon as
| | 02:37 | you navigate away from them.
| | 02:39 | That means going back to our section that
was password protected, to make a change we
| | 02:43 | would have needed the password.
| | 02:46 | Now another option is to
choose a different amount of time.
| | 02:49 | From as quick as 1 minute all the way up to a Day.
| | 02:53 | I'm going to leave it at 10.
| | 02:55 | Also if there any add in programs being
used to access Password Protected sections, you
| | 03:00 | can see that is Enabled when they are
unlocked, not while they are locked.
| | 03:06 | All right, so these are options that can be adjusted
as you need to click OK to save any changes you've made.
| | 03:13 | That's a quick look at Password Protection.
| | 03:15 | I'm going to take out
the X for Project Overview.
| | 03:17 | I'm going to remove the password, I
no longer need to protect this section.
| | 03:22 | So clicking Remove Password will not just
simply remove it until I provide the password,
| | 03:28 | so I know that not anyone can just simply
go in here and remove the password, they need
| | 03:32 | to know the password to be able to do this.
| | 03:34 | So we type that in, press Enter or click OK,
and you can see that it's been removed because
| | 03:41 | the buttons changed to Set Password. Let's close
up this pane and return to our Meetings tab.
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| Setting backup options| 00:00 | The Last set of default options we're going to
take a look at now deals with saving and backing up.
| | 00:06 | You may not be aware that your Notebooks are actually being
backed up at a certain interval to a default location.
| | 00:13 | I'm going to take a look at those now.
I have the NO_Chapter 12 Notebook open.
| | 00:18 | But at this point it really
doesn't matter what you're looking at.
| | 00:21 | We're going to go to the File tab
and click Options down at the bottom.
| | 00:24 | Next, we're going to go to Save and Backup.
| | 00:29 | And from here you're going to see in the Save
section, for example, the Quick Notes default location.
| | 00:34 | For me it's--as you could see--on live.net.
In other words, it's in the cloud.
| | 00:40 | There is also a Backup folder, and as you
click that you can see exactly where it is.
| | 00:45 | You'll probably see your own hard drive here, and you
can see it's in the Microsoft OneNote subdirectories.
| | 00:53 | So obviously, there is a Backup Folder. That
would mean that my Notebooks are being backed up.
| | 00:59 | Well, if we click Modify we can change the
location, but it's down below, where we see
| | 01:04 | that our Notebooks are automatically getting
backed up at the following interval, every week.
| | 01:11 | Now if you prefer to have them backed up in
a different interval, just click the dropdown,
| | 01:16 | and you could go to as short as 1 minute,
all the way up to 6 weeks down at the bottom.
| | 01:25 | I prefer to have my Notebooks
backed up pretty much every day.
| | 01:29 | So I'm going to click 1 Day and change that option.
| | 01:33 | We can also choose to have any Notebooks
that we have on SharePoint backed up as well.
| | 01:37 | But typically SharePoint has its own backup
options, and that's why this check box is not selected.
| | 01:43 | Notice there is also a Number of
Backup Copies that can be kept.
| | 01:47 | The default set to 2.
| | 01:49 | So I could go back as far as 2 Days
worth of Notebooks if I needed to.
| | 01:55 | If I wanted to backup any changed
files, I can do that right now from here.
| | 02:00 | And I can choose to backup all my Notebooks
right now by clicking this button as well.
| | 02:04 | So you can backup at any time.
| | 02:06 | You can also set up the interval where automatic backups
happen and exactly where those backup Notebooks will show up.
| | 02:14 | When you're done, just click OK
to save any changes you've made.
| | 02:18 | Notice one or more of the settings that I
changed might not take full effect until
| | 02:23 | the next time I start OneNote.
| | 02:25 | So to see the effects immediately, you
should be exiting OneNote and re-launching it.
| | 02:31 | I'm not too worried about that right now.
I'll wait 'til the next time I close up OneNote
| | 02:35 | and re-launch, knowing that my
new changes will take effect then.
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ConclusionNext steps| 00:00 | Congratulations, you've reached the
end of OneNote 2013 Essential Training.
| | 00:04 | You should now be feeling comfortable with
this power-packed note-taking software and
| | 00:08 | ready to start creating, organizing, and
sharing your Digital Notebooks with others.
| | 00:13 | Thanks for watching, and I hope to see you
again soon in another title from lynda.com.
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