OneNote 2010 Essential Training

OneNote 2010 Essential Training

with David Rivers

 


In OneNote 2010 Essential Training, instructor David Rivers demonstrates how OneNote can be used to take notes, organize thoughts, do research, and collaborate with others on projects. This course shows how to quickly add rich content to notebooks, format the content with OneNote's new formatting and styles capabilities, organize information to suit individual needs, and retrieve information effectively. It also shows how to take advantage of the robust OneNote 2010 sharing and collaboration features like Outlook integration, change highlighting and page versioning, wiki-style linking, and the OneNote web applications. Exercise files accompany the course.
Topics include:
  • Adding content to notes, including screen clippings, images, audio, and video
  • Searching notebooks
  • Tagging notes
  • Organizing information in notebook sections
  • Working with Outlook events and tasks
  • Creating tables
  • Converting handwriting to typed text
  • Using templates
  • Printing notes and selections
  • Sharing and syncing notebooks

show more

author
David Rivers
subject
Business, Productivity, Note Taking
software
OneNote 2010
level
Beginner
duration
4h 10m
released
Jun 29, 2010

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Introduction
Welcome
00:04Hi, and welcome to Microsoft OneNote 2010 Essential Training. I'm David Rivers.
00:09OneNote is known for giving you the ultimate place to store and share your
00:12information in a single easy to access location.
00:16We'll begin with a tour of an existing notebook in OneNote 2010, browsing
00:21through the various sections, pages and subpages to get you up and running and
00:26feeling comfortable with the types of content you can store in the OneNote
00:29notebook, while exploring best practices for staying organized.
00:33With OneNote, you can share your notebook and simultaneously take and edit notes
00:38with other people, even access your notes from multiple computers.
00:42Then it's onto the user interface, which receives a full makeover to the new
00:46Ribbon, and a new docking feature that allows you to keep track of your notes
00:51and where they come from.
00:52We'll explore techniques for organizing a notebook.
00:55And then it's on to adding content, which could be as simple as typing a note or
01:00as advanced as recording your own audio or video.
01:04Staying organized in OneNote 2010 is simple.
01:07So we'll explore features like Fast Search functionality, Wiki Linking and Quick
01:13Filing to help with importing information.
01:16So with all these topics and so many more to cover, let's get started.
Collapse this transcript
Using the exercise files
00:00If you're a premium subscriber with lynda.com, you'll have access to
00:04the Exercise Files.
00:05The Exercise Files allow you to follow along with me step by step.
00:09And if you plan on using them, I highly recommend placing the Exercise Files
00:13folder in a convenient location, such as the Desktop here, and double-clicking
00:17this folder will reveal subfolders for each of the chapters in this title and
00:22double-clicking one of those subfolders will reveal additional subfolders
00:26representing each of the lessons in that chapter.
00:30But just know that if you're following along with me from the beginning of the
00:33chapter right through to the end, you'll be able to use the same notebook.
00:37You won't have to jump around from folder to folder opening up the next version.
00:41However, if you do jump around from lesson to lesson, you'll be able to go
00:44directly to the appropriate subfolder, double-click and open up the notebook
00:49right from there and be all caught up.
00:51Notice that OneNote notebooks also appear to be subfolders themselves, containing
00:55the various sections of a notebook.
00:58So now that you know how to work with the Exercise Files, it's time to get started.
Collapse this transcript
1. Getting Started
What is OneNote?
00:01Before we really get started diving into the powerful features and functions of
00:04OneNote 2010, it might be a good idea to explore what OneNote is and what it can
00:09do to improve your life.
00:11We'll begin by opening up a couple of different notebooks
00:14so we have something to look at.
00:16We do that by going to the Backstage View.
00:19Click the File tab to do that.
00:21Then click Open and click the Open Notebook button.
00:25Now this allows you to navigate the various locations on your computer or
00:28network for any notebooks you might want to open.
00:31In this case, we're going to use Exercise Files.
00:33We're going to double- click the Chapter 1 folder.
00:36Then double-click the 01_01 subfolder.
00:39Now there appears to be a couple of additional subfolders in there, titled
00:43Office and Home Projects.
00:44But these are actual notebooks in OneNote.
00:47So let's start by double- clicking the Office notebook.
00:50This displays some content.
00:52But we really don't have to select anything at this point. Just click the Open button.
00:56You'll notice the file name
00:57now that's automatically selected by default is Open Notebook here.
01:01So when we click Open, we've actually opened up our notebook.
01:03And we're ready to work with it.
01:05Let's open up one more.
01:06We'll go back to Backstage View, clicking the File tab.
01:09Then click Open and click the Open Notebook button again.
01:13Let's navigate back to the 01_01 subfolder, double-click Home Projects, and click
01:18Open to open up that one.
01:20Now we've got a couple of different notebooks opened to work with and we're
01:23ready to talk about what OneNote really is.
01:25Well, in a nutshell, OneNote provides a way to not only take notes and
01:30gather information, but to then easily find the info you need and to share it with others.
01:36So if you've carried a notebook or a binder around for taking notes and
01:39collecting information, you know it can take some time to then try to find the
01:43information you need.
01:44And it can be difficult to share your content with others, let alone
01:48collaborate on that content.
01:50Well, OneNote addresses all of those needs.
01:53Firstly, you can be working on multiple notebooks.
01:55You can have them opened at the same time.
01:58Now here you'll see that I've got two open, one called Two Trees, at least
02:01that's the display name for a notebook called Office.
02:05The other one is Home Projects.
02:07And to switch between the two notebooks is very simple.
02:10All you need to do is click the name of the notebook and it appears open.
02:14The other one closes up automatically.
02:16Now just like a real-life notebook, you can organize your content into sections
02:20or tabs and create as many pages and sub-pages as you like.
02:25For example, in our Two Trees, you can see we've got several tabs.
02:28And to move from section to section, we just click those tabs.
02:32You'll also notice that many of the tabs or sections are broken up into
02:36pages with subpages.
02:38So you can navigate through the various content that way.
02:41And you can also do it from the Navigation pane on the left-hand side.
02:46Now what's really nice about using OneNote as opposed to a real paper-based
02:49notebook is the types of content you can store.
02:52For example, if you go down to the Bird Watching section of our Home Projects,
02:56you'll notice that we've got many pages and sub pages here for the various birds.
03:02With the Cardinal page selected, you can see we've got text. We've got notes.
03:08We've got Video, Audio, pictures.
03:11And if we go to the Insert tab on the Ribbon, we see all of the different types
03:15of content that can be added to your pages in a notebook.
03:19Ranges from tables to links to various files or websites.
03:25You've also got symbols and equations that you can enter using the Symbol
03:29section here on the Ribbon.
03:32Now content can also be sent from anywhere else.
03:35For example, if you have a spreadsheet in Microsoft Excel, maybe you want to
03:39send that to OneNote.
03:40Well, you do that by going to Print, and for the printer you would select
03:46Send to OneNote 2010.
03:47Make sure you have your Settings selected properly.
03:50And when you go to print, you actually send that to OneNote.
03:53And when you switch back to OneNote, you'll see a message here waiting in the
03:57dialog box indicating that you've sent something here.
04:00Now you get to choose where it's going.
04:02Now of course, the spreadsheet doesn't belong in our Home Projects notebook and
04:07it doesn't belong in any of those pages.
04:09But we can go to our Two Trees notebook.
04:12And we can go to our Revenue section and select the appropriate page.
04:17We could also type in what we're looking for at the top and it'll take us
04:20directly to the page as well.
04:23So it's very easy to get content from other locations and have it stored in the
04:27appropriate location in your notebook.
04:30Maybe it's on the Web.
04:31In Internet Explorer, you could do the exact same thing.
04:34If you wanted to select content that would be useful in your notebook, you could do that.
04:39And just as if you're going to print it to your printer, you would go through
04:42the print process, but this time of course choose the Send to OneNote driver,
04:46which isn't installed automatically when you install the software.
04:50And then you would just send that to OneNote by printing it.
04:53Again, you switch back to OneNote.
04:55The dialog box is waiting for you to choose where you want to put that.
04:59So in this case, it's about the speaker.
05:01So as I type-in speaker at the top, you can see it takes me to Speaker List
05:05page, part of the Two Trees/ AGM section of my notebook.
05:10When I click OK, it's inserted there for me just like that.
05:15Now even better, you can share all of this with others, even allowing multiple
05:20authors to contribute to the notebook.
05:22Multiple people can even be working on the same content at the same time.
05:26And OneNote will know to update the notebook to include all of the changes from
05:31each and every contributor.
05:33From the Share tab on the Ribbon, you'll see a number of options for
05:37sharing your notebooks.
05:39You can also go to Backstage View.
05:41And there's a Share section here where you choose the notebook you want to
05:44share and where you want to share it.
05:47Whether it be over the Web, on the Network Location for example.
05:50And if you choose Network Location, you can browse to that location and make it shareable.
05:56Then anyone with access to the network will have access to your notebook and
06:00the pages they're in.
06:02Syncing can be done on the fly as well when you're connected or can be done
06:06after the fact, allowing you to work offline when needed.
06:10So now that you have an idea about what OneNote is and what it can do, it's time
06:15to explore the powerful functions and features of OneNote 2010.
Collapse this transcript
Launching OneNote and touring the interface
00:01In Office 2007, Microsoft decided not to focus on upgrading the OneNote
00:05user interface to the new Ribbon-based interface found in other programs in the Suite.
00:10Instead, they focused on making it easier to share and collaborate on
00:14notebooks in OneNote 2007.
00:17Well, here in OneNote 2010, we finally see an upgrade to the new user interface.
00:22So let's take a quick tour now.
00:24Right at the very top we still have our title bar where you'll see the name of
00:28the content you're looking at.
00:29In this case in OneNote we're looking at a page titled Baba Ghanoush.
00:32And we're using our Two Trees or Office notebook.
00:36And you also see the name of the application or program you're using,
00:40in this case, OneNote.
00:42In the top right-hand corner, you'll see your Minimize, your Restore
00:46and Maximized button, as well as the Close button for closing down the entire program.
00:51We see our first change there when we move to the far left of the title bar.
00:55This is known as the Quick Access toolbar.
00:58And by default you're going to see a number of buttons here that give you quick
01:01access to some more popular commands.
01:03For example, when you're navigating through the various pages in your notebook,
01:07you might want to move back, just like you might navigate using a web browser.
01:11You've got a Back button.
01:12There's an Undo button.
01:13And then there are some View buttons.
01:15There's a new view called the Dock to Desktop view.
01:18This button toggles it on and off.
01:20And we also have a button for going to our Full Page View.
01:24Now these are just the default buttons.
01:25You'll notice a little drop-down button just to the right where you can click
01:29to customize what appears on the Quick Access toolbar.
01:32Now there are a number of predefined commands that you can choose from.
01:36Notice that anything with a checkmark currently appears on the Quick Access toolbar.
01:40Other options without checkmarks can be added by simply clicking them.
01:43So if you wanted to add the Forward button as well, you can see it's now added.
01:47When we click the drop-down, it now has a checkmark next to it.
01:51And you'll see there's a list of predefined commands to choose from here.
01:54But if there's a command that you like that does not appear here, you can
01:58actually go down to More Commands.
02:00And now we open up the OneNote Options, which is accessible from the Backstage View.
02:05I'll show you that in a moment.
02:06Notice the Quick Access toolbar is selected.
02:09And you've got Popular Commands showing up by default and there's quite a long list.
02:13And you can actually get to every single command possible by clicking the
02:17drop-down and choosing something like All Commands for example.
02:21You'll see an alphabetical listing of every possible command.
02:24So if there was something that you wanted to add, like the Delete button for
02:27example, you simply click to select it.
02:30Click the Add button.
02:31It gets added over to the right-hand side with the others.
02:34This is the set of buttons that will appear in the Quick Access toolbar.
02:37The other nice thing about customizing here is that you can rearrange
02:41your buttons as well.
02:42For example, the Forward button should go right next to the Back button.
02:46So we'll select it by clicking.
02:47And then we'll just bump it up using the up arrow here on the right-hand side
02:51until it's next to the Back button.
02:53Of course, here's where we go to Remove buttons as well.
02:56If you decide, no, I don't use the Delete button, there's no point in it
02:59showing up in the Quick Access toolbar, taking up space, select it by clicking it,
03:03and click the Remove button to remove it.
03:05And of course, at any time by clicking the Reset button, you can reset to
03:10the default settings.
03:11These are the settings that we saw when we first launched our
03:14OneNote application.
03:16When you're done though, just click OK and we're back to our Quick Access
03:20toolbar here in the top-left corner with our new button appearing there.
03:23And at any time we can go back here to customize it as we need.
03:26Now just below the Quick Access toolbar is the Ribbon.
03:31And in the far left-hand corner of this Ribbon, you'll see the File tab. It's colored.
03:36And here is where we access Backstage View.
03:39So we'll click that and you'll notice that Backstage View is a container of
03:44mostly file-related commands for working with notebooks, so information about
03:48notebooks that we're working on, such as their locations.
03:51You can see we've got an Open option for opening notebooks, creating new ones,
03:57sharing, saving, sending, printing, and we can also go back to those options
04:01from Backstage View by clicking the Options button.
04:04Here's our OneNote Options.
04:05And if we want to go back to that Quick Access toolbar, this is just
04:08another route to get there.
04:10We'll click Cancel.
04:12Next to the Backstage View tab or File tab are the other tabs that appear on the Ribbon.
04:17Now the Ribbon is organized into these tabs logically.
04:22So you'll spend less time searching for a command and more time actually
04:24getting your work done.
04:26Also it's contact-sensitive.
04:26So if we go to Insert, you'll see all of the different types of things that can
04:30be inserted into a OneNote notebook.
04:33If we go to Share, you'll see sharing options.
04:36All organized logically so it's easy to find things. Drawing, reviewing and so on.
04:41Now sometimes you'll see commands that are grayed out, so they're not available.
04:46If there's nothing to cut copy or paste in this case, those are not accessible.
04:51But as soon as we go inside and we click and drag say over a paragraph, you'll
04:55notice that the Cut and the Copy buttons are now available to us.
04:59So it's very smart that way.
05:01It won't let you select commands that are not usable.
05:04Over on the left-hand side by default, you're going to see this navigation bar.
05:09And so you'll see the list of notebooks that you're working with.
05:12You'll see little buttons for collapsing them.
05:14So if you don't want to look at the contents of the notebook, you can collapse.
05:18This provides more room for other notebooks.
05:21At anytime you can expand them.
05:23And the entire navigation bar is also collapsible by going to the Collapse
05:27button at the very top-right of the bar. Click that and it gives you a little more
05:31room to work with, and at anytime you can come back and expand it.
05:36Same goes for what appears on the right-hand side, your page tabs.
05:39Now here's where we go to create new pages as well as subpages and templates.
05:44You can see them when we click the drop-down button.
05:47This entire bar is also collapsible.
05:50So we can click that little button.
05:51Now as you can see the beginnings of the contents of the pages.
05:54And we can move between the various pages just by clicking them here.
05:58You can see we're moving around through the various pages.
06:02And at anytime, if we want to see the full-page tabs, we can expand by clicking
06:07the same button. It toggles it to collapse and expand our page tabs.
06:12Sometimes you'll see scrollbars if there is no content lower than what we can
06:16see here in the page, we won't see a vertical scrollbar, but it does appear that
06:21we need to scroll horizontally by clicking and dragging the scrollbar here or
06:24using the buttons to scroll left and right when there's more content off to the
06:29right-hand side of the page that we can see.
06:31Now you'll also notice, aside from the Navigation bar where we can navigate
06:35through the various notebooks as well as the sections in our notebooks.
06:38They appear as tabs. You'll also see those tabs across the top of your screen.
06:42So you can click those tabs to move between the various sections in a
06:46notebook just by clicking.
06:48All right, now that we know our way around OneNote 2010, it's time to
06:53start using it.
Collapse this transcript
Opening, closing, and saving notebooks
00:01Working with OneNote notebooks is very different from working with traditional
00:04file such as Word documents in Microsoft Word or Excel spreadsheets for example.
00:10The first thing you need to know is that any changes you make are
00:14automatically saved in OneNote.
00:16So you really don't need to update or save changes you make to a notebook.
00:21That could be deleting or inserting new pages and content and so on.
00:26So here we are in OneNote with our two notebooks open, our Office notebook as
00:30well as our Home Projects, and I just want you to see what happens here if we
00:35move to a different section.
00:36For example, we will click Budgets under Office here and now we're simply going
00:41to shut down OneNote.
00:42So we will go to the top right-hand corner and click the Close button.
00:45So we've shut down OneNote.
00:48We are not prompted to save anything.
00:49As I mentioned, everything saved for you automatically on the spur of the moment.
00:54So if we go down to our Start button in our Windows orb and we launch OneNote by
00:58typing in One and selecting Microsoft OneNote,
01:02you will notice that OneNote launches but the two notebooks that were open when
01:07we shut it down are right back down front of us and in fact, we're looking at
01:11the section and the page where we left off when we shut down OneNote.
01:16So this can be very handy if you work with the same notebook or multiple
01:19notebooks on a regular basis. You really don't need to close them up, just shut
01:24down OneNote next time you come back, you're right where you left off.
01:27But there are occasions where you do want to close them up.
01:30For example, if you're sharing notebooks, you might want to just close it down
01:35before you shut down OneNote.
01:36If you work with different notebooks and you mix it up on a daily basis,
01:40you don't want to be opening up a notebook that's already open when you launch OneNote.
01:44For example, you can end up with multiples, so let's talk about closing down our notebooks.
01:49So with the Office notebook open, you see the icon shows the open book.
01:53One option is just to right click and choose Close This Notebook.
01:58So it's going to close it up and we're left with our other notebook here, our Home Projects.
02:02Another option is to go to Backstage View.
02:05When you click the File tab, you'll see the Settings button for any open notebooks.
02:09In this case just our Home Projects.
02:11So when we click Settings, you'll notice we have options here, including Close.
02:16So click Close and it closes it up, and now we don't have any open notebooks,
02:20so we are left with our unfiled notes and that happens to be blank at this point as well.
02:25Now to open them up.
02:27Well, there are a couple of different options for doing that.
02:30One is to go to Backstage View, click File, go down to Open and select that, and
02:37you may see your recently closed notebooks here.
02:40So you can quickly go back to any of them just by simply clicking them.
02:43Let's do that for our Office. Click that one.
02:47It's opened back up and there we are in the very first section on the first page.
02:52Now another option is to open up a notebook directly from the folder where it resides.
02:57So for example, if we go down to our Windows orb, and we go to our Windows
03:02Explorer, you can do that by clicking something such as Documents.
03:06In my case, I want to go to the Desktop.
03:08That's where the Exercise Files are.
03:10We will go in there and in Chapter 1 folder, in the 01_03 subfolder,
03:16you are going to see what appears to be a couple of different subfolders.
03:20In fact, these are your notebooks.
03:23So you can see our Office one as well as our Home Projects.
03:26We will go in there.
03:27Go see what's inside that notebook and you'll see the different sections.
03:31Each one of the sections ends with the extension one or 1.
03:35And you may also see a Table of Contents.
03:38The fact is you can go directly to a section by double clicking any one of
03:42these, including the table of contents, and when you do the entire notebooks
03:46will be opened up, but you'll be looking at the section you've double clicked.
03:50In this case, let's go to Bird Watching and double-click.
03:54So you can see it opens up Home Projects and takes us to our Bird Watching
03:59section on the very first page.
04:01In this case, Local Birds on Record.
04:04So different ways to open up your notebooks, different ways to close them down,
04:08and of course, keeping in mind anytime you make a change to any content on any page,
04:14in any section of a notebook, it's automatically saved for you.
04:18This is particularly important when you're sharing notebooks with others.
04:21If many of you are working on the same notebook at the same time, all of your
04:25changes are saved in synced up automatically for you.
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Creating new notebooks
00:01If you're just starting out with OneNote, one of the first things you're going
00:03to do is create a brand-new notebook.
00:06Now it doesn't really matter if you have a notebook open when you go to do this.
00:11You can see in this case we're working with a couple of notebooks, our Office
00:14and our Home Projects notebooks.
00:15But maybe we need a third notebook.
00:17Well, in that case it's very simple.
00:19We just go to the Backstage View by clicking the File tab and click New.
00:23Now on the right-hand side, you can see we've got three options for where we are
00:27going to store this notebook.
00:29So right from the get-go, we can decide whether or not we're going to be
00:32sharing this notebook.
00:34A couple of different options include sharing it via the Web.
00:37So people can actually use their browsers to access the notebooks. Or you might
00:41be storing it somewhere on a network.
00:43When you click Network, you are going to need to name your notebook as well as
00:46choose a location, and it has to be a network location where other people have
00:51access to that notebook.
00:52What if it's just for your own personal use?
00:54You might select My Computer.
00:56In this case, you choose a name and your location. This time it's not
01:00necessarily a network location.
01:02It can be anywhere such as your Documents.
01:05So let's just choose My Computer and in the Name field we will just click there
01:09and we will type in the name of our new notebook.
01:14So let's say we have a project on the go for the User Conference for the year 2010.
01:18That might be a good name for our notebook.
01:20Once we've got it typed in, you can choose your location and there is a default
01:24location for new notebooks.
01:25That's what appears in the Location field.
01:27All I have to do now is click Create Notebook.
01:30And you'll notice we have a third notebook that's been open, and it's the one
01:34that's currently available to us in the open position.
01:37You can see the icon looks a little bit different for this notebook.
01:40It's open while the other two are closed up.
01:43You are presented with a brand-new section.
01:46It's blank and if we look over at the page tabs on the right-hand side,
01:49you can see there is one new untitled page ready for you to type in the title at the very top.
01:55So the next step in the process of creating a new notebook, of course, will be
01:59creating the new sections, pages, and even subpages in your notebook.
Collapse this transcript
Creating, moving, and deleting sections and pages
00:01When you create a brand new notebook like we did with our User Conference 2010
00:05notebook that we see in front of us here,
00:07automatically a new section is created for you.
00:10It's automatically named New Section 1 and a brand new untitled page also
00:15appears in that section and the cursor is flashing in the title area waiting for
00:19you to name the page.
00:21So we need to discuss now how to create sections, rename them, and then start
00:26talking about creating and even deleting pages and sections.
00:30So here we are in our brand New Section 1.
00:32The first thing we are going to do is rename it just something meaningful.
00:35Something that is going to give us an idea about what content is going to be
00:38hidden in this section.
00:40So the best way is to go to the tab itself at the very top and just right click.
00:45You'll see a pop up menu with many options including right at the top, Rename.
00:49When we select that it highlights New Section 1 and by the way double clicking
00:53the tab will do the same thing.
00:55We can just change the name by typing over what's there.
00:57Let's type in the word Facility.
00:59So this first section will deal with everything related to the facility for our
01:03User Conference in 2010.
01:05When you press Enter on your keyboard, it's locked in.
01:08You've renamed the section.
01:09It appears on the tap at the top, as well as the tabs that you see in
01:13your navigation bar.
01:15Notice there is a little tab just to the right off our new facility tab.
01:18It's got a star, this is where we go to create a brand new section.
01:22So click once and it becomes New Section 1 and we can type right over that.
01:27Let's give it a more meaningful name such as Schedule, and when you press Return,
01:32you now have a brand new section called Schedule.
01:34You'll also notice that there is untitled page here as well.
01:38Notice the color coding too.
01:39So you can always tell which tab or section you're in.
01:43In this case our schedule is a pinky color.
01:46You see that all the way around the outside as well over here where our page tabs appear.
01:50When we go back to Facility, you can see this one is blue. So is the area over
01:55here on the right hand side.
01:57Let's create another section.
01:58We will click the Create New Section.
01:59You'll notice it's automatically added to the end even though we were on the Facility tab.
02:03We will just add one more. We will call it Speakers and press Enter.
02:08So there we go, we have got three sections.
02:10Now it's time to start talking about creating the pages.
02:13So for our speakers, for example, we might have many speakers coming to the User
02:18Conference and we should organize some into their own pages.
02:21Well, the first page is already created for you.
02:24It's an untitled page, but the cursor is flashing waiting for you to type in a name.
02:28So let's just type in Keynote.
02:31And when you press Enter here, that locks it in and automatically OneNote is
02:35trying to create a brand new note on the page for you.
02:38You got that little frame area where you can start typing in notes about
02:41the keynote speaker.
02:43Let's go to create another new page though.
02:45Now you'll notice with Keynote selected, when we click New Page, a new page is
02:49automatically added underneath.
02:51It's untitled, but the cursor is flashing in the title area, so all we have
02:55to do is type it in.
02:55Let's type in your own name.
02:57I am going to type in my own name and press Return.
03:00And now we'll add one more new page by clicking the New Page button again, there it is.
03:05It's untitled.
03:06We will add our third speaker for now and we'll press Return.
03:11Now of course, we can always go back to these and add information such as the keynote.
03:15If we don't have a keynote speaker at the time, just leave it as Keynote,
03:19but when we do get a name, just come in here and we will add that name, maybe
03:22put a dash in there and we will type in whoever our keynote speaker is, and when
03:29you press Return it's locked in.
03:31You rename the page just by changing up the title a little bit.
03:34And what if you want to rearrange things?
03:36Let's say we want to rearrange these sections.
03:38Maybe Speaker should come before the Schedule.
03:41All you do is go to the tab itself. Just click and drag.
03:44You'll see that little black triangle in between the tabs.
03:47So if you want it at the beginning, go all the way to the left, still dragging.
03:51Let's go between Facility and Schedule and release.
03:54Now, it's just been reordered.
03:56You'll see it's reordered over here in the navigation bar in the left-hand side as well.
04:00Same goes for our pages. That makes sense of the keynotes at the top here, but if
04:04we go to David Rivers, just click and drag down.
04:07In this case you see a black bar.
04:09So we want to bring it down below Karen Corey and release. There we go.
04:13We have reordered the pages, simple as that.
04:16If there is a page you don't need,
04:18let's Karen Corey is dropping out,
04:20you can go to Karen Corey here, right-click the page and you'll see a pop up
04:24menu with a number of options, including right at the top Delete.
04:28So when you click Delete, the Karen Corey page is gone, everything collapses
04:32together so it's a nice and organized, and we are ready to continue.
04:36So creating your sections and creating your pages, we will be talking about
04:40subpages a little bit later on, will help you to stay organized, making it easy to
04:44find the content once you get it in there.
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Working with sub-pages
00:00Keeping your information organized is the best way to make it simpler for you
00:05down the road to find the content you're looking for.
00:09Well, in OneNote 2010 that involves creating sections, pages, and even sub-pages
00:15in a notebook and we're going to talk about that now.
00:18We'll start by going to our Office notebook and we will click the Recipe
00:21section. It takes us directly to the Recipe section of a notebook and you may be
00:26looking at any of the pages or sub-pages in this notebook.
00:30If we go up to the A-D section, you can see we actually have links to the
00:34various recipes that fall under the heading A-D.
00:38And if we go to M-P, we really don't anything.
00:42Well, each of these is a page, A-D, E-A, I-L, Q-Z, and M-P is a page
00:48that contains nothing.
00:50The others have sub-pages.
00:51So how do we add a sub-page?
00:53We know if we go up to the New Page button with M-P selected, we're going to get
00:58another page that appears down below.
01:00We don't want another page.
01:01We want another sub-page.
01:03So we'll click the drop-down next to New Page and choose New Sub-page and
01:08because we had M-P selected, a new Untitled sub-page appears underneath that.
01:13We are ready to start typing in what it is we want to add to our recipes.
01:18So let's just type in Meat Lasagna and press Return.
01:23We now have a brand new sub-page.
01:24Let's say we have another one know that belongs here in the M-P category.
01:28Notice as we move from Page to Sub-page, there is a little icon that appears
01:32over to the left-hand side.
01:35Well that little New Page icon is going to create either a new page or a new
01:38sub-page, depending on what's selected.
01:40If we go next to a sub-page and we click this button, we are going to
01:44get another sub-page.
01:45So I'll give it a click.
01:46Notice it's untitled and we are ready to start typing in the next recipe.
01:50So let's type in Pepper Marinade and press Return.
01:57So that falls under the category. We got a new sub-page.
01:59It's as simple as that, and we realize we should be more specific with this
02:03recipe, so we're going to change the name to Red Pepper Marinade.
02:07All of a sudden it doesn't fit the category anymore.
02:09We need to move it down.
02:10Well that's very simple to rearrange your sub-pages.
02:13You just move to the page you want to change its location from, click, and drag
02:18to the location where you want it.
02:20In this case we want it right before Tomato Basil Pasta. When we release,
02:25we just moved it to a totally different section, in this case our Q-Z page.
02:29So we have our Red Pepper Marinade in the right spot, ready to start adding its content.
02:34Maybe we decide, well, we don't really have a recipe for that.
02:37So the other option is just to delete it.
02:39Now with it selected you could hit your Delete key or just right-click and
02:43Delete appears at the very top.
02:44In this case we're deleting a sub-page, so we will do that by clicking. There we go.
02:49And we are taken directly to the next recipe, in this case our Tomato Basil Pasta.
02:53Now another option is to create a sub-page from an existing page.
02:58Let's say, for example, you have the Q- Z section selected and you went up and
03:03you clicked New Page because you wanted a new sub-page.
03:06Notice that an untitled page is created for you.
03:10But when you right click the untitled page, you do have an option to make it a sub-page.
03:14In this case it's going to be a sub- page under the existing page, which is
03:18in this case our Q-Z.
03:18It's still untitled, but it's now a sub-page.
03:21So we could come in here and type in the name of our sub-page, and then pressing
03:29Return or Enter on your keyboard locks it in, and we can rearrange things just
03:33by clicking and dragging like we did a moment ago.
03:37When you click on any of these new pages or sub-pages you will notice that a
03:41brand-new frame is created for you to start typing in your notes.
03:45Logically that is the next step when creating a notebook here in OneNote 2010.
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Creating a note on a page
00:01Well this maybe the shortest lesson in this entire title.
00:04It's about creating new notes on pages in an OneNote notebook.
00:08Well, automatically we've seen as we create new pages and new sub-pages in a
00:13section, new note frames are created for us.
00:16You'll see a flashing cursor inside one of those frames as soon as you title one
00:20of your pages or sub-pages.
00:22Such as we have here with our Red Pepper Marinade, which is part of the Recipes
00:26section of our Office notebook.
00:29Well, with your cursor flashing, you are ready to start typing. So let's do that.
00:34Type in Ingredients first, and we'll hit Enter a couple of times, and you can see
00:39that the frame is expanding to accommodate whatever it is we enter here.
00:43And you can go to this frame anywhere on the boarder. You'll see the double
00:46arrow up here on the right hand side here and then down at the bottom, you
00:50don't see that double arrow, because it will expand vertically as we enter more content.
00:55Over here on the left-hand side we have the four-sided arrow for moving this
00:59thing around, if we wanted to.
01:00You can also do it from the top.
01:02You can see it's a way to place the note exactly where you want it on your page.
01:06Now I am just going to go to the right hand side, you can follow along with me
01:09when you see the double arrow just drag it out to the right a bit, so we have
01:13lots of room horizontally for the content.
01:16Now, it's time to type in the rest of this recipe.
01:20I happen to have it handy here, and you can see that nicely this box or frame
01:25has opened up to allow me to type as much as I need into this note.
01:30Now that's a brand new note that was created for us, an empty note as
01:34we created the page.
01:35If you need to create your own notes, watch how difficult this is.
01:39Click anywhere on the page and you've just started a brand-new note.
01:43You'll see a flashing cursor, but watch what happens when you start typing.
01:49Here is that frame, and it will expand to accommodate your brand-new note.
01:57So that's all there is to creating notes on pages in an OneNote notebook.
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2. Adding Content to Notes
Working with unfiled notes
00:01If you have been following along, you know by now that OneNote is all about
00:04gathering information, content, organizing that content, and then perhaps even
00:09sharing and collaborating on that content with others.
00:12So we are going to talk about the types of content that can be added to a notebook.
00:15Starting with something known as an unfiled note.
00:18This is a note that you create that's not attached to any specific notebook.
00:23And the quickest and easiest way to create an unfiled note is to use a keyboard shortcut.
00:28Here's a possible scenario.
00:29You're in a meeting, you don't even have OneNote running, maybe you're in a
00:32class at university, and you need to take a note quickly.
00:36Instead of launching OneNote, going to the notebook, the proper section page or
00:40subpage, you can quickly add an unfiled note using this keyboard shortcut.
00:45Hold down your Windows key at the bottom- left corner of your keyboard and while
00:49you're holding back down, type the letter N as a new.
00:52Automatically you are creating a new unfiled note in OneNote, and you're going
00:57to see this mini window up here for you to do that.
01:00It's an untitled page, your cursor is flashing, and you start typing.
01:03So, let's just add some content, Q4 revenues expected to double in next quarter.
01:15So, there's a quick note.
01:16We're able to add it using this unfiled note.
01:19But what you may not realize is we've actually launched OneNote and we're in a
01:23specific view for adding these unfiled notes.
01:27So if you look at the Quick Access toolbar, where we have a number of
01:30shortcut buttons, the last one by default is the Full Page View button and it is selected.
01:35F11 is the keyboard shortcut to turn that on and off, or you can click the button.
01:40It is a toggle.
01:41So, if we click the Full Page View button, it will turn it off and you see
01:45we've actually our full ribbon.
01:47We can see parts of the navigation bar and so on.
01:50So, let's maximize this window.
01:53Now it fills our entire screen.
01:55We got our new unfiled note.
01:57The title is the beginning of the note itself, Q4 revenues here.
02:02And you'll also see the notebooks that were opened when you last used OneNote,
02:06just before you shut it down.
02:07So, in my case, I had a few notebooks opened and running, but I'm looking at the unfiled Notes.
02:13The keyboard shortcut we used actually takes us to this Unfiled Notes that
02:16appears at the very bottom of your navigation bar, and a new page or
02:21unfiled note was created.
02:23We can click anywhere on this page.
02:24If we wanted to add additional content here, we can create more unfiled notes
02:29using the same keyboard shortcut, even with OneNote running.
02:32So hold down your Windows function key, press the letter N simultaneously, and
02:36you can see that we've got an additional new note.
02:38Now if we just close this window, you'll notice a little message pop-up saying
02:43that a new side note, which is an unfiled note, has been created.
02:46And you'll see the untitled page does also appear over here under our page tabs.
02:51We can click there to see the empty note.
02:53Of course, we can right-click that to delete it if we don't need it.
02:57And on our Q4 revenues note, this probably belongs in our Office notebook.
03:03So, we're going to take this and move it there.
03:06Easiest way to do that is just to cut it and paste it, so let's do that.
03:11Click anywhere on the border and you'll see the entire note is selected.
03:15Now, we can use the Cut command.
03:17If we wanted to, we go out to the ribbon here, in the Home tab of the ribbon,
03:20click Cut, Ctrl+X is the keyboard shortcut, you can right-click.
03:25And now I'll go to our Revenues section here of our Office notebook, with
03:29the Income Statement.
03:30Just right-click anywhere in an empty spot here and choose Paste.
03:35You will have different paste options.
03:36If you want to keep the formatting, Merge Formatting.
03:39Let's just go to Keep Text Only and when we do that, there's an unfiled note or
03:44side note, as it used to be called, and it now appears in the correct section of
03:49the correct notebook.
03:50We can always go back to our unfiled notes at any time, and if you prefer to
03:55take notes that don't actually belong to a notebook this is where you'll go to
03:58do that, but always remember you've got that keyboard shortcut to quickly take
04:02you to your unfiled notes, if you need to add something that's not specific to a
04:06notebook or you just don't have time to watch the entire application and go to
04:10the appropriate page.
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Copying and pasting content
00:01Typing a new note into a OneNote notebook is just one option for getting
00:04content into a notebook.
00:06Quite often though, you'll be getting content from elsewhere, maybe a Word
00:10document, from the Web, for example.
00:12Existing content can be copied or cut and pasted into your notebook and there
00:17are a number of Paste options we need to investigate.
00:20We're going to start with this document here in Microsoft Word called Spaghetti,
00:24and you can see I've got a spaghetti recipe and it has it's own formatting.
00:28This is something to consider when we take this and move it into our OneNote notebook.
00:32So first, we need to copy it.
00:34The quickest way to select everything in a document in Microsoft Word is to use
00:39the keyboard,. Hold down Ctrl and press the letter A simultaneously as in all.
00:44That selects everything and we're ready to copy that. Ctrl+C is the keyboard
00:48shortcut or click the Copy button on the Home tab of the Ribbon, or you can
00:53right-click to select the text and choose Copy from there.
00:55However you get it copied, we're ready to paste it now in OneNote and that's
00:59where we're going next.
01:01Now, in our TwoTrees notebook here in OneNote, we do have a section for Recipes.
01:06So, we'll click that section.
01:08And you can see we've got a number of pages as well as sub-pages to help us
01:13organize these recipes.
01:15And we are kind of growing our recipe library at this point.
01:17Well, the one that we were going to be adding is Spaghetti.
01:21So it belongs in the Q-Z section here.
01:24You can see in our page for Q-Z, there's really nothing on it, but there are subpages.
01:29And really, we want it to appear after our Red Pepper Marinade before Tomato Basil.
01:34So, all I've to do is move to the left, where we see that New Page icon,
01:38make sure the black bar appears between Red Pepper Marinade and Tomato Basil Pasta, and click.
01:43And there's our brand-new untitled page.
01:46Now, we don't want to a paste the entire contents of what we just copied
01:49into this title area.
01:51So, we're just going to click down below the blank title, we'll leave it blank
01:53for now, and this creates a new note on our page and we're ready to paste.
01:57Now, you could simply click the Paste button and accept the default.
02:02And the default is the first option we see by going down here to the Paste
02:06drop-down, and when you click that you'll see four options.
02:09One is to keep the source formatting.
02:11So, it's going to look exactly like it did in our word document.
02:15The other option is to merge out formatting with our current formatting.
02:18Sometimes that's a great option if you want to keep some of the formatting that
02:22you already have set up here in OneNote.
02:24We don't have anything on this blank page.
02:25So it's really not a good option.
02:27Next, we have Keep Text only.
02:29So, you're going to see no formatting.
02:31You're just going to see stripped-down content.
02:33It's going to be plain old text that you can format after the fact.
02:36Or if you prefer, you can take the copied contents and paste them as a picture.
02:40In that case, you're going to see a picture of what was copied, something you
02:44won't be able to go into and edit like would the text here in our recipe.
02:47So, that's not a very good option here.
02:49Let's just keep the source formatting.
02:51We'll choose the first button.
02:53When we click, you'll notice that the entire recipe has been added for us.
02:57All of the formatting appears just as it did in our Word document.
03:01We've got a numbered list and everything and this looks pretty good.
03:05The only problem is we've got our title showing-up in the note and really it
03:08belongs up here in the title.
03:10Even though, if we look over to our page tabs, it's smart enough to know that
03:14title should be the name of our page, but we'll see no change over here on
03:18right-hand side if we take this title and put it in the appropriate place. So, let's do that.
03:22Just click-and-drag over the title, Spaghetti with Olive Oil and Garlic, and
03:27we're going to cut this.
03:28So, Ctrl+X on your keyboard or click the Cut button to remove it.
03:32Now, we'll click inside the Title area and we'll paste it there.
03:35Again, you have the option, clicking the drop-down, keeping the formatting or
03:39not, and all of those four options appear.
03:41Let's keep the source formatting, and there it is.
03:43It appears in the Title area where we want it.
03:46Notice the name over here in our page tab is still Spaghetti with Olives.
03:51It's kind of getting cut off there but that's exactly what we want to see on the
03:54right-hand side to help us stay organized, and it's in the right place.
03:58And when you scroll down and you click inside a note area, you can go in
04:02here and start making changes if you need to because it was pasted as text
04:05and not the picture option.
04:07So, there is just a number of options to keep in mind when you're copying or
04:10cutting and pasting content here in OneNote 2010.
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Adding screen clippings
00:01One option for gathering content to be placed in an OneNote notebook is to
00:04take a screen clipping.
00:06That is to capture all or part of another screen on your computer.
00:10We're going to work with our TwoTrees notebook here.
00:14Let's say for example, we wanted to take something of the Internet and add it to our notebook.
00:19The first step is to go find that information.
00:22So in Internet Explorer, if you're following along with me, we're going to go to
00:25the author page for David Rivers here at lynda.com.
00:28We might already have some of this information in our notebook and we want to
00:32get the picture, so a piece of the screen in this case.
00:35Well, we go back to OneNote, and go to the appropriate location.
00:39In this case, we want the AGM section, Annual General Meeting.
00:44We want to go to the Speaker List page.
00:46Here we do see we've got some text information on David Rivers.
00:49What we don't have is the image.
00:51So we're just going to click anywhere above that text, where we want to place the image.
00:55You'll see a flashing cursor.
00:58Now it's time to insert the screen clipping.
01:00To do that, we go up to the Insert tab on the ribbon.
01:03You'll see in the Images group something called the Screen Clipping.
01:08Now as you hover over that, you do see a little bit of information.
01:11So you can copy part of the screen into OneNote as an image.
01:13Notice the keyboard shortcut is Windows and the S. So the Windows function key
01:17plus a letter S is the same as clicking this button. Let's do it.
01:20You can see it kind of hides our OneNote screen and takes us to what was
01:25open in the background.
01:26In this case, Internet Explorer with our current page.
01:29You can also see this crosshair.
01:32Now it's time to click-and-drag over the content you want to capture.
01:35In this case, we're going to go to the image, click-and-drag across and down
01:39until we get all of the image that we want, and release. So it captures it and
01:45it pops it into our flashing cursor location in our Speaker List page here
01:49of our AGM section.
01:51You can see it right there it's kind of its own note.
01:53But there is added information.
01:55It's not just the image. You can see that's there.
01:58But down below, we've also got where it came from.
02:00So you're going to see the hyperlink that will take you directly to that spot.
02:04You'll also see the date and time when it was captured.
02:07If you wanted to, you can make some changes like let's size that up a little bit.
02:10We don't want it to be too blurry.
02:14We'll click anywhere outside just to see the finished product.
02:17In this case, we see the image, plus we're going to keep all of the info.
02:20If you didn't want the info, no problem, just click inside there.
02:23You can take that information out if you wanted to, click-and-drag, press your
02:27Delete key to remove it.
02:28Now we've just got the image.
02:29It's totally up to you what you keep from that screen clipping.
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Adding pictures
00:01Aside from copying and pasting, or using a screen clipping to grab content to
00:05be inserted into our OneNote notebook, you can also insert files directly, such as picture files.
00:11That's what we're going to do right now.
00:12First, let's move to the appropriate section.
00:15We'll go to the Revenues tap.
00:18Make sure the Cash Flow Statement page is selected.
00:20Here we've already got some content.
00:22We've got a piece of what looks to be an Excel spreadsheet.
00:26We've got a link to the actual file here.
00:28What we don't see is a graphical representation.
00:30Let's say we do have an image that shows our Cash Flows from Financing.
00:34We want to insert it here next to our spreadsheet.
00:37Well, in that case, we make sure the Insert tab is selected on the ribbon and in
00:42the Images group we'll click Picture.
00:45Now we can navigate to the location of our picture.
00:47In this case, in the Exercise Files if you've got them, in the Chap02 folder, in
00:51the 02_04 sub-folder.
00:53We've got one here, which is a JPEG called CFChart.
00:56This is our cash flow chart.
00:59But you'll notice down in the bottom right corner where it says All Pictures.
01:02That's what we're seeing here, a listing of all of the picture type files.
01:07As we hover over this button, you'll see there is quite an extensive list.
01:10You can also click this button to narrow it down.
01:13If you only wanted to see, for example, the JPEG files, you'd come down to JPEG
01:18File Interchange Format, select it, and that's what you're going to see.
01:22Click the drop-down if you want to see all of the GIF files,
01:25Graphics Interchange Format.
01:27Well, there aren't any in this case.
01:29Let's click this one more time, and look at the extensive list.
01:32There are a lot of different picture files that can be inserted directly into
01:36your notebook, even WordPerfect and CorelDraw graphics.
01:40So we're going to go back here, and make sure All Pictures are selected. There is our JPEG.
01:45We will click once to select it. The name appears in the File name field.
01:48Now it's time to click the Insert button to insert it.
01:52It's going to go to where the flashing cursor was.
01:55So if you hadn't click anywhere specifically in your notebook page, you might
01:59see part of it or you might see all of the image. That's okay.
02:02We can make adjustments.
02:04Click the image anywhere to select it.
02:06Now you'll see handles in the corners, and at the midway points on the sides.
02:11As you move your mouse pointer over the edge where you are not on a handle,
02:14you'll see the four-sided arrow.
02:16So you can click-and-drag to move it.
02:18Now you might want to size it as well.
02:21So you can go to those handles.
02:22I like to go to a diagonal handle, because then I can adjust the height and the
02:26width simultaneously, while keeping its proportions.
02:30If you need to, you can move it again from the center.
02:33You don't have to be right on the border to see that four-sided arrow.
02:37If you need to, use the scroll bars to get the big picture.
02:40Once you've got it sized and placed as needed, just click anywhere outside the
02:45selected graphic to deselect it.
02:46You get a good shot of what that's going to look like.
02:50So keep in mind, if you've got images and you want to add them to your pages in
02:54a notebook, just go to the Insert tab on the ribbon. You have a wide range of
02:59picture types to choose from.
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Adding audio and video files
00:01Unlike a traditional notebook in the paper world where you can simply write down
00:05your text and maybe even paste in the odd picture,
00:08a OneNote notebook allows you to insert many other types of files, including
00:12audio and video files.
00:13That's what we're going to do right now.
00:15We're going to switchover to our Personal notebook and go directly to the
00:18Bird Watching section.
00:20Here we have a number of pages for various types of birds.
00:23We're going to click the Cardinal page to go directly to that page where we do
00:27see some text and some pictures of the Cardinal.
00:31We also have some text over here on the right such as the title here, Audio.
00:34This is a good spot for us to insert an audio clip of a cardinal.
00:38Wouldn't be nice to be able to hear the songs so we can recognize it in the real world?
00:42Little further to the right, we actually have a cardinal video clip already
00:46inserted into this page.
00:47But let's start with the audio.
00:49We'll just click anywhere underneath the Audio heading there.
00:51This is where we want our audio clip to show up.
00:53That's why we're clicking here.
00:55To insert it, just like any other file, we go to the Insert tab on the ribbon
00:59and click Attach File.
01:01Then we simply navigate to the location of our Northern Cardinal Call. There it is.
01:05It's an MP3 file.
01:07Click once to select it and then click Insert.
01:10The audio clip is inserted right where your cursor was flashing.
01:13Now this is a little icon.
01:14It's an object that you can click and move around if you want to position it.
01:19When you click it to select it, you then, have the ability to control that audio clip.
01:24You may have noticed when we switched to this page, because there was a video clip
01:27here already and now there is an audio clip.
01:29Just above the Playback tab here on the ribbon, you see Audio & Video highlighted.
01:33The Playback tab only shows up when it's needed.
01:36For this page, it's very useful, because we do have an audio and a video clip.
01:40Click the Playback tab.
01:42You'll notice that we've got all of our control buttons for playback.
01:45Play, there is a keyboard shortcut Ctrl+ Alt+P. We've got Pause, Stop, Rewinding,
01:49and Fast Forwarding buttons as well.
01:51Let's just take a listen to our Northern Cardinal by clicking the Play button.
01:55(Birds chirping.)
02:01This is a fairly short clip.
02:03We can see in the timecode here it's only five seconds.
02:07The neat thing is when you're playing back recordings or even if you're
02:10recording on the fly, you can be taking notes as you listen.
02:14OneNote does a very good job of remembering where in the timecode you took those notes.
02:19If you want to see where those notes were taken, the See Playback button allows
02:24you to see any linked notes while the recording is being played.
02:27Now in this case, it doesn't apply.
02:30Audio & Video Settings are also accessible here from the Options group on the ribbon.
02:33If we give that a click, here is where you can go to manipulate some of the
02:38Audio & Video Settings.
02:40For example, when you're playing linked audio and video files, you can rewind
02:44from the start of the paragraph by the following number of seconds.
02:47You can see the default is set to 5, but you can increase or decrease that
02:50number if you needed to.
02:52Also, under Audio recording settings, you can see the Device that's being used.
02:57The Input can be controlled from your Master Volume on your computer. That's a default.
03:02Codecs, Formats as well.
03:04Notice that my Format here is mono.
03:07Click the drop-down. You can choose from other options that are available on your computer.
03:10You may even see some stereo options, depending on your settings.
03:14Video recording settings are also sometimes available.
03:17Then down at the bottom this is a cool.
03:19We're going to talk about later on. Audio Search.
03:21This enables you to search audio and video recordings for specific words.
03:25So when you're searching for a word, it might appear in the audio or video clip.
03:30It will be found there. OneNote will tell you exactly where and at what time it shows up.
03:34I'll just click Cancel here.
03:36We'll leave the Settings as a default.
03:38Take a look at the video now.
03:39We'll just click that video icon for the Cardinal.
03:42Something else happens when you click these items.
03:45You may see it start to appear just to the top right.
03:48These are the control buttons.
03:50So if we click the Cardinal video, and just move up and over to the right,
03:53you'll see your Play button, Pause, Stop, Rewind and Fast Forward buttons as well.
03:58So you can access them from here.
03:59You don't have to go to the Playback tab on the ribbon. Just click Play from here.
04:04You'll see your video.
04:05Ctrl+Alt+P still is the default.
04:07Now it does open up in its own window.
04:11So you click the Close button to close that up.
04:14You may not be seeing the video unless you're doing it on your own computer.
04:18You might not see it in our recording here, because we're actually recording
04:22while we're playing back.
04:23But that's how it works.
04:25If you want to insert your own video, it's very simple.
04:27Just like inserting the audio clip.
04:29Let's go to the Pileated Woodpecker page.
04:32Here we have a spot for video for the Pileated Woodpecker.
04:35You can click right underneath that.
04:37That's where we want the video to go.
04:39Again, Insert > Attach File.
04:42In the same folder, we've got our Pileated.
04:44Notice this is a Windows Media Video file.
04:46So we'll select it and click Insert.
04:48You can put in other types of video as well if you've got them. MPEGs for example.
04:54There is our Pileated icon for our Pileated Woodpecker.
04:59Another option if you want to just go right into playing is just
05:01double-click the icon.
05:02This opens up the window.
05:04If you want to, you can use your control buttons to Pause.
05:09You may not be seeing this, but you will on your own computers.
05:12Stop when you're done.
05:13It closes up the window.
05:15You can also close the window yourself, if you need.
05:17So that's all there is to adding audio and video clips to your page is here in
05:22a OneNote notebook.
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Recording audio and video
00:01One very cool feature here in OneNote 2010 allows you to record audio or video
00:05files on the fly, while you're taking notes in your notebook.
00:09The audio or video clip will be stored on the page.
00:12Any notes that you take will be time coded to a spot in the audio or video clip
00:17so you can quickly go back and research.
00:20Let's explore this now using our TwoTrees notebook.
00:22We'll go directly to the Budgets section.
00:25Let's say you're going to be seating in on a budget speech and you want to take
00:28some notes and record the speech simultaneously.
00:31Well, first we'll go over here to the right-hand side and click New Page
00:34to create a new page.
00:36We'll title it our Budget Speech.
00:39Down below, it's where we want the recording to go.
00:42So we'll be taking notes while we record.
00:45I'll just create a little space here for the note.
00:48We'll go up to the Insert tab on the ribbon.
00:51Instead of actually attaching an audio or a video file, you'll notice there is a
00:54Recording group here for recording audio or recording video.
00:59When we record audio, it's instantaneous.
01:02When you click this button, you start recording.
01:04So of course, you're going to have to have either a mike built into your
01:07computer, or plugged into your computer to follow along with me.
01:11I'm going to be giving the speech while I take some notes. So here we go.
01:16Let's click the Record Audio button.
01:18Ladies and gentlemen, today I present Budget 2010, the next step forward on the
01:22road to renewed prosperity for the Two Trees Olive Oil Company.
01:26As our CEO, Karen Corey has already announced in her speech from San
01:31Francisco three weeks ago.
01:37This new budget builds on our Q4 momentum and sets the foundation for
01:41the company we want.
01:42Not just 5 or 10 years out, but for generations that follow.
01:47We've come through an unprecedented global economic downturn and although it
01:51will take time, we are on a way to recovery. All right.
01:55So we click the Stop button when we want to stop recording the audio.
02:00You'll notice that we now have a Windows Media file here, an audio file.
02:06We also have our notes.
02:07Something happens inside this note when we hover over these things.
02:10When we hover over the icon, first of all, we do see some information about that audio file.
02:16It's called Budget Speech.
02:17That's from our title on the page.
02:19You can see when it was Last Modified, the Size, and over here on the left-hand
02:23side a little Play button.
02:24We can go here to playback the audio file. Let's do that.
02:28(Recording: Ladies and gentlemen, today I present budget 2010, the next step forward on the
02:33road to renewed prosperity for the Two Trees Olive Oil Company.)
02:36All right, so we'll just click Stop.
02:38So you can always go there to playback the audio file.
02:41You can also use your control buttons on the ribbon.
02:43But as we move a little further down next to our notes, you'll notice that each
02:47line has its own Play button.
02:49That will allow us to play a certain portion of the audio file beginning
02:54where we took the note.
02:55So if we go down to Long term plan and click Play there.
02:58(Recording: Not just five or 10 years out, but for generations that follow.)
03:02So you can see there that it actually started playing the audio clip from the
03:09point, actually a little bit before, where we started typing in our notes.
03:13That's thanks to the Audio & Video Settings that appear on the ribbon here
03:16in the Options group.
03:17We'll give that a button a click.
03:19You'll see right at the top, When playing linked audio and video, rewind from
03:22the start of the paragraph by the following number of seconds.
03:25So, when we click that little Play button.
03:26We're actually started playing the audio clip
03:285 seconds before we started typing that note. It's time coded and it remembers.
03:33This is fully adjustable of course.
03:35Just click Cancel there.
03:37Now the same thing applies to video.
03:40If you have let's say a camera built into your laptop or notebook computer, or
03:45you've got your own video camera plugged right in and focused in on the person
03:48giving the speech, you can be recording the video clip.
03:52Notice here from our Playback tab, we also have access to Audio and Video.
03:56When you record video, it automatically starts recording what the camera sees.
04:00And any notes that you take will be time coded to the spot in that video clip
04:04where you took them.
04:05It works very similar to the audio, except that you can see what it is
04:09you're listening to.
04:10So this is a very cool feature, very handy feature.
04:14If you're accustomed to sitting in meetings or maybe lectures where you need to
04:18take notes, you can also be recording what you're hearing, even what you're
04:22seeing with audio and video.
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Adding files
00:00These days, the information you need is often scattered about in different
00:04documents, maybe it's in an email or on the Web.
00:07The nice thing about a OneNote notebook is you can centralize that information
00:11by gathering it and inserting it directly into the notebook.
00:14That includes actual files, text files, for example.
00:18Let's do that using our TwoTrees notebook, but we'll go to the Recipes section,
00:23and let's say we want to add a new recipe here for Salmon Steaks with Lemon.
00:27I'm going to go in the Q-Z group of pages here, right below our Red Pepper Marinade.
00:33So, to add a new page here, we just want to make sure that the little page icon
00:38and the black bar appears under Red Pepper Marinade, before we click it.
00:43This adds a new untitled page, but we can start typing Salmon Steak with
00:48Lemon, just like that.
00:50Now, down below is where we want that recipe to go, but let's say we've already
00:54got it in a document.
00:56Well, in that case, we go to the Insert tab on the Ribbon here and attach the file.
01:01We'll click Attach File and navigate to the 02_07 subfolder here where we do
01:06find our LemonSalmon.txt file.
01:09So, it is a text file.
01:11With it selected, click Insert and you'll see an icon for the LemonSalmon.
01:14Now, if at any time we need to access that recipe, we just simply double-click
01:20and it opens it up in its native application.
01:22In this case, it's Notepad, because we're working with a text file.
01:25Of course, if we needed to, we could copy and paste any of this information
01:30if we wanted it right on the page, or just simply access it the way we just
01:34did, closing up the Notepad when we're done viewing the recipe, and we'll
01:39always have access to it here as an inserted file, right on the page here in our notebook.
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Adding math equations to notes
00:01If you need to write mathematical equations in any of your notebooks in
00:04OneNote 2010, you'll be happy to know there's an equation editor built right
00:08in to give you a helping hand.
00:10We're going to take a look at it right now, but we're going to start with this text file.
00:13We're just going to click-and-drag across the entire bit of text in this Notepad
00:18document, and copy it, Ctrl+C, or you could go to the Edit menu and choose Copy
00:23from there, right-click and choose Copy, however you like to copy content.
00:27Once you've got a copy, we'll switch over to OneNote and we'll make sure in the
00:31TwoTrees notebook we've got the Budgets tab selected.
00:35Over on the right-hand side, we're going to click right on 10/11 Budget tab.
00:39That selects the page so we can add a subpage by clicking the drop-down, New
00:43Subpage, and now we're ready to paste our content.
00:46First let's type in the title, Compound Interest.
00:50Down below we'll just click once, and Ctrl+V is your keyboard shortcut for
00:54pasting, and now we're ready to add the equation just off here to the right.
00:59So, when you click to the right, you'll see your flashing cursor and you're
01:02ready to start entering your equation.
01:03Now, if you only have the regular keyboard, you'd be missing out on a lot of
01:06symbols and structures and so on.
01:08So, when you go to the Insert tab on the Ribbon, you'll notice in the Symbols
01:12group here, we've got something for creating equations.
01:15Now, there is a button right at the top, which will insert a blank equation,
01:20when you're ready to start typing and using some of the tools.
01:22If you want a head-start though, you can go to the drop-down, click there,
01:26and you'll see a whole bunch of predefined equations that will give you a
01:31nice little head-start.
01:32For example, as we scroll down, if you wanted to add a quadratic formula, you've
01:37got a sample right here.
01:38Click once and it's inserted right there where your cursor was flashing and
01:42you're ready to start manipulating this, making changes as necessary.
01:45Notice on the Ribbon, the Equation tools are highlighted on the Design tab.
01:49So, you've got a number of options. You can go back to that drop-down for
01:52equations if you wanted to change it up, or if you prefer, start working with
01:57some of the symbols that are available to you, and if you expand this you'll
02:01notice there's quite an extensive list. Or you could go over here to the
02:04Structures area and you can see we've got Fractions and Scripts and we've got
02:08Operators over here and Matrices.
02:10So, lots of different options for creating very complex mathematical
02:14equations if you need to.
02:15But we're just going to click on the border here with the four-sided arrow.
02:19Press Delete to delete that.
02:21We'll click again in an empty space off to the right here and we'll try another
02:25method for creating an equation.
02:27We'll go to the Insert tab again, but this time we'll click directly on the
02:30button itself, not the drop-down.
02:32It's the Pi symbol.
02:33When we click, you can see it just says "Type equation here."
02:37Again, we've got all of our tools, so you can start from scratch here, inserting
02:41different structures and accessing the symbols.
02:44Another cool option is to use Ink. So if you're on a tablet PC, for example, or
02:50if you've got a tablet attached to your computer, you can do an Ink Equation.
02:54When we click here, it opens up our Insert Ink Equation dialog box and we're
02:58ready to start writing.
03:00So, in this case, if you've got a tablet, you're ready to start going.
03:03So, let's write a couple of things here.
03:04I'll do a capital P. Now, it may not look perfect to begin, but it's pretty
03:10smart at figuring out what these codes are supposed to be, what these symbols are.
03:16You can see it's starting to take shape here. Let's do a round bracket and
03:20we'll do the number 1, plus R divided by N, and there is our round bracket.
03:30Then we'll do an N and a T up here.
03:35You can see it's getting close, so we might have to come down here and erase
03:39some things if we want it very neat, just click to erase it.
03:41Then go back to the Writing tool and try to fix that up with an N. Looking better.
03:49Once it looks the way you want it, just go down to the Insert button, click
03:52there, and it's inserted for you, so you're able to actually write the equation
03:56using a tablet and the Ink technology that's built into OneNote here.
04:01So, if you do need to create equations in OneNote and you need those complex
04:07symbols and structures, they're all at your fingertips, thanks to the equation
04:11editor here in OneNote 2010.
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Sending to OneNote
00:01One excellent way for gathering content for a OneNote notebook is to send it
00:05directly from its destination source.
00:07In other words, if you've got a Word document, you can take the content from
00:11that document and send it directly to OneNote.
00:13Same thing, if you're browsing the Internet, for example.
00:16Let's look at these two scenarios using our TwoTrees notebook with the
00:19Recipes section selected.
00:20We're going to go just past the last recipe in the A-D section here.
00:25When we see the New Page icon and the black bar below the last recipe beginning
00:30with C, we're going to click it to create a new page.
00:33Let's say we have a Caesar Salad recipe that we want to send to this page.
00:37So, we're setting up the page ahead of time.
00:41This is important because of something called Quick Filing that allows you to
00:44choose where you're going to send the content to.
00:47We actually want it to go down here below our title.
00:51Now let's go to Microsoft Word, and if you've got the Exercise Files, this is the file.
00:55It's called CaesarSalad.
00:57And instead of highlighting everything, selecting it and copying and pasting,
01:01we can send it directly to OneNote by going through the process of printing.
01:05So, we'll go to Backstage View by clicking the File tab, click Print, and for
01:10the printer, you'll want to change from your default printer to the driver for
01:14Send To OneNote 2010.
01:16This is installed automatically with the Office suite, so it's a selection.
01:20Once it appears as your printer, click the Print button.
01:23It's actually sent to OneNote.
01:25But OneNote's flashing away down here, because something needs to be done at the other end.
01:30So, I'll switch back to OneNote, and you'll see this dialog box open up.
01:34This is the Quick Filing feature that's new to OneNote 2010 allowing you to
01:37select the location where you want to send that content to.
01:41So, you don't have to go to your Unfiled Notes and then later on manipulate
01:45that content to the appropriate location.
01:47In this case, we've already got the page set up under Recent Picks.
01:51Because it's a new page, you'll probably find Caesar Salad there.
01:54If you don't see it, no problem, just go down to All Notebooks here, click the
01:58Expand button next to Recipes, and in the A-D section you'll see your new
02:02page for Caesar Salad.
02:04Either way, as long as it's selected, when you click OK that entire content is
02:09sent directly to the appropriate page.
02:11Now we've got our Caesar Salad here in our notebook.
02:14How about doing it from web browser like Internet Explorer?
02:16Well, in this case, I highly recommend creating the page ahead of time, if you
02:21don't already have it.
02:22In this case, we're going to put one in here after our Veggie Lasagna, the very last recipe.
02:27We'll click the New Page icon with the black bar showing up under Veggie Lasagna.
02:31We'll just type in Ziti like so, and this is where we want that to go.
02:34We'll flip over to your Web browser.
02:37In this case, I'm using Internet Explorer.
02:38I've gone to a site called FreeCookingRecipes.net with the Pasta category selected.
02:46I can see right here there's one With Fresh Tomato-Olive Sauce.
02:49So, Ziti With Fresh Tomato, I'm going to click that recipe.
02:53I really don't want everything I see on the page here. All I want is the recipe.
02:57So, I'm going to select it in this case. Just click-and-drag from the first
03:01ingredient to the very end of the instructions.
03:05If you right-click selected text in your browser, you might see Send to
03:08OneNote right there.
03:10That's an option, or you can go right through the print process by clicking the
03:14File menu, selecting Print, or Ctrl+P is the keyboard shortcut.
03:18In this case again, you'll want to make sure that you select Send To OneNote
03:222010, where it says Select Printer, and make sure that it's just the selection
03:27you're sending. You don't need the entire page or range of pages.
03:31With that selected, you can click Print, which will send it to OneNote.
03:35Again, OneNote's busy down here doing something. We'll flip over.
03:39There's our Quick Filing dialog box for selecting a location.
03:42In this case, we want to send it to that new Ziti page. So it might be a Recent
03:47Pick because we just created it.
03:48It's the current page as well.
03:50When you click OK, that content then shows up right there.
03:54You can see it on the appropriate page.
03:57Now, coming from a Web browser, there might be some fixing up to do, but when
04:01you double-click you'll notice that you can't really get in there. It's an object.
04:05So, you can make that text searchable, but it's still an object, so you can't
04:09get in there and start cleaning things up unfortunately.
04:12You've got the object, but it was a quick way to get it from your
04:15Web site directly to OneNote, because of Quick Filing and the Send To
04:19OneNote 2010 option.
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3. Formatting Notes
Formatting text
00:00Well, it's one thing to get content into a notebook here in OneNote 2010.
00:04It's another thing to make it look good.
00:07So, we're going to focus now on formatting text.
00:10We're going to start with our Office1 notebook, and you can see I'm in the
00:13Recipes section here with the Red Pepper Marinade recipe selected in my page
00:19tabs on the right-hand side.
00:21Here we have some very plain text and we're going to start with the title.
00:24When we click up here at the top in the title, we can actually see some of the settings.
00:30For example, if we look up here on the Ribbon under Basic Text, you can see the
00:35font that's being used, you can see the size, and if any of these attributes had
00:40been applied, they would appear selected.
00:42So, let's play around a little bit with this title.
00:45First, we'll select the entire title by clicking-and-dragging across the top.
00:49Now, with the entire title selected, we can go in here and do things like
00:53change up the font.
00:54If you want to choose something that stands out a little more, such as Arial
00:58Black, for example, you can see that that's a much thicker font.
01:02It really stands out.
01:04If we click anywhere on the blank page, we can really see the effect.
01:06Well, let's go back in here and make some additional adjustments.
01:10Click-and-drag over that title and let's go to change the color now.
01:15In the same group on the Ribbon, we can change the font color by clicking the drop-down.
01:19You can see Automatic.
01:21It's black, but if we want to change it to a nice dark blue, for example, we
01:25could go down in the blue column here, choose Dark Blue, and then deselect by
01:30clicking anywhere on the page, so you can see the actual effect here.
01:34So, that looks pretty good.
01:35Let's experiment a little bit more now.
01:37We'll go down here inside the recipe itself and just double-click Ingredients. That selects it.
01:43Now we could go back up to the Ribbon, but when you select something like we have,
01:47you start to see the beginnings of this mini toolbar, and as you move up and
01:53over to the right with your mouse, the toolbar becomes accessible.
01:57Notice we can see things like the Font, the Font Size, and there is
02:00those attributes as well.
02:02We can change to Quick Styles.
02:03We'll be talking about that in the next lesson.
02:06All kinds of formatting and we've also got some other options for applying
02:10flags and tags and so on.
02:12But let's just make a simple change here. We're going to bold this and underline it.
02:17We can do it all from this mini toolbar.
02:19We'll click anywhere in the recipe to deselect that selected text to see the end
02:24result a little clearer.
02:26Let's try that again over here on the right-hand side with Best Served with.
02:29Even though we haven't added that information, this little title, we could do
02:33the exact same thing. Bold, underline, deselect, and that looks pretty good.
02:37So, that's some simple formatting.
02:40Let's get into the recipe again down below where we have the instructions for
02:45combining all ingredients, etcetera.
02:47We're going to click-and-drag over each of those lines, so we get the entire
02:51group of instructions selected.
02:53We're going to try something different now.
02:56Let's go up to the styles.
02:58Now we do have a Styles group here.
03:00We click this little drop-down button to see all of the various styles.
03:04You can see we've got number of Headings. There's one for Page Title,
03:07Citations, Quotes, Codes.
03:09Normal is probably what's been selected.
03:12You can see as we hover over, these are keyboard shortcuts, like Ctrl+Shift+N
03:16to go back to Normal.
03:17Let's go up to the Citation and we'll select that one with a click, and you can
03:21see the end result on our selected text down below.
03:25The only thing I don't like about this, I like the effect, but I don't want the size, [00:03:289.15] so we can go right back up to the Ribbon and change the Font Size.
03:32Let's bring it back up to 11 with a click.
03:35We'll deselect by clicking outside.
03:37There, that adds a little pizzazz to our recipe.
03:40So, those are just some of the simple formatting commands when it comes
03:43to working with text.
03:45In the next lesson, we'll get a little bit deeper into those styles.
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Using styles from the quick gallery
00:00Formatting text in OneNote notebook can really add some pizzazz to your notes, so
00:05information stands out and looks appealing.
00:08But there are some shortcuts as well, and in this lesson we're going to talk
00:11about using Quick Styles.
00:13We're still working with our Office1 notebook and we're in the Recipes section
00:17here, looking at a recipe for Red Pepper Marinade.
00:20We applied some formatting on our own.
00:22This time though, we're going to use styles.
00:25It is a little bit quicker.
00:26We're going to start with the title.
00:27We'll just click-and-drag across the top and we know we can go to the Ribbon
00:31with the Home tab selected, in the Styles group here, click that drop-down, and
00:35you'll see a number of different options.
00:37Now, Page Title is currently selected even though we've applied our
00:40own formatting to it.
00:41Let's try another one, such as Heading 1.
00:43When we select that, you can see how it changes.
00:48Styles are a great way to add consistency to your notes.
00:52So, if we have many pages, like we have many recipes here, we can make them all
00:56kind of consistent and looking the same, but all looking interesting at the same time.
01:02So, let's go down to another Recipe here. We'll go to the Salmon Steak with
01:07Lemon and all we have here is an attached note, but let's go back up to this
01:11title here. We'll just click-and-drag across it.
01:14This time though we're going to access Quick Styles by going to the mini toolbar.
01:18So, when we've got text that's been selected, we can move our mouse just up and to
01:23the right, and you can see that mini toolbar starts to appear.
01:26Then we've got our font case as well as the font size. The next button over is
01:31the Quick Styles button.
01:32So, you can click the drop-down and see those same Style options.
01:36For example, we want this to be Heading 1, we select it, that's been applied.
01:40Deselect by clicking anywhere outside, and we've got that consistency.
01:44Let's try one more time by going to Spaghetti with Olive Oil and Garlic.
01:48This one's been formatted.
01:49So, we'll click-and-drag across there, and however you like to do it. You can
01:53use the mini toolbar, or go to the Styles group, and click Heading 1.
01:57Now we're creating that consistent look and feel.
02:02So, even though each of these styles has many formatting options being applied,
02:08they're applied all with one click of a button, thanks to our Quick Styles now
02:11available in OneNote 2010.
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Using bullets and numbering
00:00When working with text in OneNote, you may need to put items in a list. Maybe
00:05they are points that would look better if they are bulleted, or maybe their steps
00:09that need to be numbered.
00:11Instead of doing this manually, you can take advantage of list functionality
00:15built-in to OneNote 2010 to have those bullets or those numbers appear in the
00:20right order, no matter what you do with the list.
00:22Let's take a look at both of those options.
00:25Still using our Office1 notebook in the Recipes section here, looking at the
00:29Spaghetti with Olive Oil and Garlic recipe.
00:32As we scroll down towards the bottom of this page, we see the steps involved in
00:36creating this recipe and they are numbered.
00:39When we click anywhere in this list, go ahead and do that, you'll notice
00:43something happen on the Ribbon in the basic text group here of the Home tab.
00:47The Numbered List button appears highlighted.
00:50Here's where we can go to change up the list or apply the formatting.
00:55So the first thing we're going to do is make sure that it's the entire list that is affected.
00:59Right now, because our cursor is flashing in a single line, only that line would be affected.
01:04So let's start by clicking and dragging.
01:06I like to go from the very bottom right-hand side, click, and drag up to select every line.
01:11Notice that the numbers don't get selected.
01:13They're applied automatically by OneNote.
01:15Now, if we didn't want this to be a list, we simply go up to the button and click.
01:20Numbering is then turned off. Click again, and it's turned back on.
01:26But using the default format, which actually looks a little bit better with this list.
01:30So if you bring in a list from somewhere else, you might want to change up the
01:34formatting with this simple option.
01:36Click once to turn it off, click again to turn on the default, or if you want to
01:40try something different, click the drop- down and you'll see number of different
01:43items. Maybe you want them to be letters in lowercase.
01:46You can select that and you can see how it's changed automatically for you.
01:50Click the drop-down again, and try something different.
01:53Maybe Roman Numerals is what you like with Round Brackets.
01:58So there's a different way of showing that list, but at the same time keeping the order.
02:04Now, watch what happens if we take out a step.
02:06Maybe we don't want the Fried Garlic in there.
02:08So we'll simply click-and-drag across that entire line and press the Delete key.
02:14As soon as we delete it, notice that the previous item number 6 becomes number 5.
02:19The numbering always stays in order for you and that's the advantage of using
02:24this functionality over numbering it yourself.
02:27As soon as you start to add lines or remove them, you'll need to renumber
02:30manually if you don't use this functionality.
02:33Let's try another one.
02:35Let's try going to a different recipe here such as our Veggie Lasagna.
02:40In this case, you can see the ingredients are listed here and it looks like
02:43we've got bullets next to them.
02:45And if you click anywhere inside that list, you'll see indeed if we go to
02:49the basic text group on the Ribbon, it's the Bullet button that appears to be highlighted.
02:54So again, we're going to select the entire list.
02:57If you want to turn that off, just click the Bullets button. The bullets are gone.
03:01Click it again and the defaults will be applied.
03:04In this case, it looks a little bit neater.
03:07But if you want to change it up, click the drop-down, and you will have many
03:11different bullets to choose from in the Bullet Library.
03:14So as you move down through these, you can try them out.
03:17Let's go with some arrows maybe.
03:20You can see that looks pretty good. Try something different.
03:23The other option is just to choose None.
03:28So you can toggle on and off or simply choose None and they're removed.
03:33So go back and choose a bullet that you like and then deselect by clicking
03:39anywhere outside the list, and you'll see the full effect of what you've done.
03:43So when it comes to lists, if you want to add some interest, if the items don't
03:47need to be in any specific order, a bulleted list is nice.
03:50If there are steps in a list where you want numbering, no point in numbering
03:54those items yourself manually because as soon as you need to add or remove
03:58items, you'll have to renumber manually.
04:01Use the bumbling functionality built in to OneNote 2010, and you'll save
04:06yourself some hassles.
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Checking spelling
00:00Anytime you use a program that involves working with large amounts of text like
00:05OneNote 2010, it's important that text be spelled correctly.
00:09So we're going to look at the Spellchecking feature that's built into OneNote now.
00:13We're still using our Office1 notebook but we're going to move to another recipe.
00:17In the Recipes section, we'll go to the very top where we see our Anchovy Sauce.
00:22The first thing you're going to notice is a feature that's turned on by default
00:26that will check spelling as you go.
00:29So whenever you see a word with this red squiggly line under it, it means
00:33there's an error of some type.
00:35So if we move to the word Anchovy in the title and click once, we get our
00:40flashing cursor inside.
00:42Now, quickly you can simply right- click and this will pop open a menu where
00:47you'll see right at the top the correct spelling of Anchovy.
00:51So the quickest thing would be to simply select it here.
00:54It automatically replaces the incorrect spelling with the correct one.
00:58But just before we do that, notice that there are some other options here.
01:01You can choose to ignore that and that will eliminate that red squiggly line,
01:06and leave the word spelled as it is.
01:08In this case incorrectly.
01:09The other option is to add to the dictionary and we don't want to do that
01:13because if we ever spell it incorrectly again, it won't appear as an error.
01:17You can also go to the full spelling functionality by clicking Spelling
01:21down here on this menu.
01:22But because we want to fix this quickly, we'll simply select Anchovy at the top.
01:27It replaces the incorrect spelling with the correct one, and see we have a
01:31similar error appearing down below in our instructions.
01:34Now, in this case, let's just run the Spell Checker, and we can do that from the
01:38Ribbon by clicking the Review tab, and you'll see Spelling appears here in the
01:42Spelling group. F7 or Function key 7 on your keyboard is the shortcut.
01:48Let's click Spelling.
01:49Right away, it jumps to that word with the red squiggly line and you'll see that
01:53a pane is opened up over on the right-hand side, the Spelling pane.
01:56Down below, you can see salads.
01:58That's the current spelling, and the suggestions down below.
02:02So salads with one L and we have some other options here that are not really
02:07what we're looking for.
02:08So the most likely change would be to simply leave salads selected here in the
02:13Suggestions and choose Change.
02:15Now, when we do that, we'll be changing to the highlighted or selected
02:19suggestion and right away, the Spell Checking says it's completed. You can click OK.
02:25So you'll notice that it's actually only checking the page that we're on.
02:29If we go to the next recipe, Baba Ghanoush, you can see we have some
02:33similar errors here.
02:35Let's go to that title, Baba Ghanoush, and just right-click on Ghanoush.
02:40Now, you can see the suggestion here at the top, the only one that appears, is
02:43not really what we want.
02:45So we can either choose to ignore that or simply add it to the dictionary.
02:49We'll click Add to Dictionary.
02:51It's no longer appearing with the red squiggly line because it's actually in the
02:55dictionary now and we can spell this as many times as we want the way we see it
02:59here and it will never appear as an error again.
03:03Keep in mind that we're using the same dictionary that's being used by the other
03:06applications in the Office suite.
03:08So if you're going into Microsoft Word, we fixed it up there, as well as Excel and so on.
03:14Now, just to take a look at some of the options we'll go to Backstage View by
03:18clicking the File tab and then down to Options.
03:22Now, down the left-hand pane, we're going to go to Proofing, third option down.
03:28Here's where you'll see some things like When correcting spelling in Microsoft
03:31Office programs, certain options are being ignored, so uppercase, for example.
03:38Things can be spelled in uppercase.
03:39They won't appear as errors unless you deselect this checkbox.
03:43So if that's something that you want popping up as an error, you can simply
03:45click the checkbox to deselect it.
03:48I'm going to leave mine checked.
03:50You're going to ignore words that contain numbers.
03:52Often they will appear as errors.
03:53But if you do it on purpose, well, with this checked off, it will not appear as an error.
03:58Same thing goes for Internet and File Addresses, repeated words will be flagged.
04:03So if you accidentally type the same word twice, that will appear as an error
04:07unless you turn it off here.
04:09You've got a French option for accents.
04:12Suggestions can come from the main dictionary only.
04:15Now, you can see there is an option for Custom Dictionaries here and then
04:20you've also got some different language modes.
04:22Down below the checkmark next to Check spelling as you type is the default I was
04:26telling you about that displays that red squiggly line.
04:29So if you don't want spelling to be checked as you type, you simply want to get
04:32everything in there, not see any red squiggly lines, and then check spelling on
04:37your own, you would deselect this checkbox.
04:39You can also choose to hide spelling errors, so they don't appear.
04:42Even though they're still spelled incorrectly, you don't want to see those red
04:45squiggly lines all over the place.
04:47You can simply check this box and they won't. Something else that happens is AutoCorrect.
04:53Things are automatically corrected for you as you type them.
04:56When you click the AutoCorrect Options button, you'll see some examples here.
05:00For example, if you accidentally hold down the Shift key when you're typing,
05:03you get two initial capitals at the beginning of a word or sentence.
05:08It'll automatically bring the second character to lowercase for you so you don't
05:12have to go back and fix that.
05:14You can see some other capitalizing options as well.
05:17Then down below you'll see a great big long list of things that are being replaced.
05:22If you type-in certain characters like the lowercase C in round brackets, you'll
05:27see the copyright symbol appear.
05:29So automatically replace for you.
05:31There's quite a long list of items here, including some very often misspelled words.
05:37So as we scroll down for example, there's the word ceiling.
05:40If it's spelled incorrectly, i.e. first, it'll automatically be fixed for you,
05:44and there's a whole list of words in here that will automatically be replaced.
05:49So sometimes you're typing away, you know you made a mistake, you go back to fix
05:52it and it's already fixed. This is why.
05:55You can even add your own.
05:57Notice there's a Replace and a With field here.
06:00So if there's something that you type incorrectly on a regular basis, you can
06:03have it replaced with the correct spelling.
06:06So in my case, I often hold down the T too long, so tthe really should be the.
06:13Oh, it's already there.
06:14So I don't have to add that.
06:16You can see there is a lot of them there, just click-and-drag over that.
06:20Maybe you've got a long name or I used to work for the Children's Hospital of
06:23Eastern Ontario, CHEO.
06:24If I type that in, I can have it replaced automatically with Children's
06:30Hospital of Eastern Ontario.
06:35So I'll never have to type in all of those words together again.
06:37I simply type cheo in lowercase, which would never be used on its own.
06:41When I click Add, it gets added to the list and at anytime if I want to take any
06:46of these out, I just simply select them and click Delete.
06:49I'm going to leave that one there and click OK and click OK again to close
06:53up this dialog box.
06:54So a lot of cool spelling functionality built right into OneNote 2010 will help
06:59you to make sure that the content of the text that you have in your notebooks
07:04is spelled correctly.
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4. Viewing and Organizing Information
Organizing the user interface
00:00With OneNote 2010, you have a number of different view options to help you stay
00:04organized and focused when working on content.
00:07We're going to work with two notebooks in this lesson, our Office2 notebook as
00:12well as our Personal2 notebook.
00:13We're going to start over here in the left-hand side of this screen with
00:16our navigation bar.
00:17We're going to start by collapsing the various sections that appear
00:21underneath the notebook name.
00:22You'll notice a Collapse button that appears to the right of the notebook name. Click that
00:26and you'll see all of those little tabs disappear.
00:30They're collapsed into the notebook, giving you extra space here in the
00:33navigation bar for additional notebooks.
00:35Now, when you're focused on the notebook that's open, you can move between
00:38the various sections by clicking them here or across the top of your screen, of course.
00:42Now, when you want to collapse this, you can do the same thing, even though
00:46it's still open, and just use the tabs across the top to move between the various sections.
00:51Now another option is to collapse the entire navigation bar.
00:55If you need additional workspace, this is a great option.
00:58You'll notice a Collapse button next to notebooks. Give that a click.
01:02You'll still see the names of your notebooks, but you won't be able to expand
01:05them to view the sections.
01:07You'll have to use the section tabs that appear across the top of your screen.
01:10If you still need additional space, you can go over to the right-hand side.
01:14You'll notice with our page tabs here there's also a Collapse button.
01:18Give that a click and you've just given yourself a little extra space.
01:21You can still see the beginnings of each of the pages, so you can move through
01:25your different pages in a section that way.
01:27Let's expand that back, so we can see the full page names.
01:31We'll expand our navigation bar as well.
01:34Now we're going to go up to the View tab on the Ribbon, because there are a
01:37number of different options here as well.
01:39First of all, you'll see in the Views group that we're currently in the default
01:44view, which is Normal View.
01:45Normal View does give your navigation bar, your page tabs, the full Ribbon, but
01:50there is another option called Full Page View.
01:53This gives you the ultimate amount of workspace.
01:55F11 is the keyboard shortcut.
01:57Let's give it a click.
01:58So, here you can see now that we've got no navigation bar, we've got no
02:02page tabs on the right-hand side, but we've got all of the workspace we
02:06could possibly use.
02:08To switch back, we can simply turn Full Page View off by clicking it again or
02:12click the Normal View button to go back to that view.
02:15That's the default so that's what we see when we turn off Full Page View.
02:19Another great option is the Dock to Desktop View.
02:23So, if you're working on multiple applications or programs, you're gathering
02:28content say from the Web in a web browser.
02:31This is a great option, Dock to Desktop, we'll give it a click, moves OneNote
02:36over to the right-hand side.
02:37It's a condensed view.
02:40Whatever else is open now appears docked to it.
02:43You can see it's resized as well, so the two fit perfectly on your screen.
02:47Now it's just a simple matter of getting what you need and dragging it over to your notebook.
02:53Now, Dock View also appears up here on the Quick Access toolbar.
02:57So, you can click that to turn it off and return to Normal View.
03:01You may need to use your scrollbars if you're not seeing all of the information.
03:05They appear on your screen as well.
03:08So, those are the three different views that you can choose from and you do
03:11have from the Quick Access toolbar access to that Dock to Desktop View, as
03:15well as Full Page View.
03:16So, they can be toggled on and off from here as well.
03:19You don't have to go to the View tab here in the Ribbon.
03:21There are some other options for staying organized, such as, as you can see
03:25here, we can change page color.
03:26So, if you want to color-code your pages, you can do that.
03:30Maybe for our Income Statement here we want a light blue.
03:34That's just a background color.
03:35It's kind of hard to see, but you can see the contrast here with our table.
03:40You can also add lines, rule lines.
03:42There are many different options to choose from here as well.
03:45If you're going to be drawing shapes and things, when you click the Rule
03:48Lines drop-down, you'll see all of the different options including the
03:51default rule lines.
03:52You also have some grids down below.
03:55So if you wanted to create a grid, that could be very helpful with drawing
03:59shapes and getting the right proportions and measurements.
04:02At any time, you can turn that off just by simply clicking it to toggle it off.
04:07Another option is to hide page titles.
04:09That gives you a little bit of extra space but beware, you might be
04:12deleting those page titles.
04:13Let's give it a click.
04:15There's the dialog box warning saying that the current page title, date, and
04:18time, all of this information you see at the top will be deleted.
04:22Are you sure you want to remove this?
04:23We're going to say No.
04:24We're going to keep that, because it is important in this case.
04:28Now, another View option is your zoom level.
04:31So, currently, we're looking at 100% or actual size.
04:34But if you have a lot of content, you can zoom out, for example, by clicking
04:38the Zoom Out button.
04:40You can see now, as we click this, we zoom further and further out.
04:43You'll see the value in the Zoom field here.
04:46Of course, we can change our zoom levels from here as well by typing in the
04:50desired zoom level or clicking the drop-down if we want to go back to 100%.
04:53We can also use the Zoom In to zoom in past 100%.
04:57You can zero in on a section of your content.
05:01We'll zoom back out, takes this back another 25%.
05:03You also have these quick options to go quickly to 100% or 75%, kind of like that.
05:11So, with all of these different View options and choices for the way you
05:14view your content here in OneNote, you should be able to find the setup that
05:18works best for you.
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Creating new windows
00:00When you need to view the contents of separate notebooks at the same time, even
00:04separate sections in the same notebook at the same time, you can take advantage
00:08of opening up multiple windows.
00:11We're going to do that right now and we're going to be working with our
00:13Office2 notebook here.
00:16Let's say we wanted to view different sections of the same notebook and maybe
00:20even not just view those sections, but share content between them.
00:24In that case, we want to open up a separate window.
00:27When we go up to the View tab on the Ribbon, you'll notice in the Window group
00:31we have an option here to create a new window.
00:33Ctrl+M is the keyboard shortcut.
00:36When you click this button, it really doesn't look like a whole lot has happened.
00:40In fact, what you're doing is looking at a duplicate of the same notebook on the
00:45same page in the same section.
00:48So, here's where a Windows 7 feature comes in handy.
00:51First thing we're going to do is go up to the right-hand corner and restore this
00:54down by clicking the Restore button.
00:57Right away, you can see that we've got both notebooks open at the same time.
01:00Let's do the same now for our other notebook.
01:04What you can do in Windows 7 is simply go up to the title bar, click-and-drag
01:08off to the side, and it'll automatically snap into half of the screen.
01:12We can do the same with the other window, dragging it to the left.
01:15And now they both take up the same amount of screen space.
01:18We're still looking at the same exact notebook, same section, same page, but
01:24here's where some of those View options come in handy.
01:26We're going to collapse the notebooks, so we have a little more workspace.
01:30On the right-hand side, let's just go to our Orders/Forecasts page.
01:34We'll use our scrollbars, because we're not looking at the full width of the page.
01:39Let's say from our Income Statement over here we want to borrow the Foreign
01:43Exchange Rate note here.
01:45So, we'll just click on the border.
01:47In fact, we can drag it over.
01:49Since we clicked-and-dragged this over, you'll see the little plus sign there,
01:52meaning we're about to copy it.
01:53When you release, you've just copied that over to a different section of the
01:57same notebook, simple as that.
02:00When you're done, you simply close up the window.
02:02Click the Close button as if you're closing down OneNote, but you've still got
02:05your original opened.
02:07Let's expand our navigation bar.
02:10You may need to scroll over to see those contents.
02:13All you've done is use a second window to not only view contents from the same
02:19notebook, different sections, but to share information as well.
02:22So, imagine if you're working with multiple notebooks, you can have multiple
02:25windows, representing each of the notebooks in OneNote, viewing content
02:29simultaneously, even sharing it if you need to.
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Searching a notebook
00:00As you can imagine over time, when you start building your notebooks, adding
00:03sections, adding pages and content, it could take some time for you to zero in
00:09on specific content if you need to go back and find it.
00:12Well, you should know that in OneNote 2010, there are some lightning-fast search
00:16capabilities built right in that we're going to take a look at right now, using
00:20our Office2 notebook.
00:21You can see I'm looking at the Recipes section here with my top page, the A-D page,
00:27currently selected.
00:28Right above the Page tab zone, you'll see we've got a Search field here for
00:32searching all notebooks.
00:33That's the default.
00:34You've also got the Search icon, so you can open up the Search pane and this
00:38little drop-down to change your search scope.
00:41We're going to look at all of this, but we're going to start with a quick
00:43search, just by simply clicking in the field and starting to type what it
00:47is we're looking for.
00:48Let's type in the word lemon.
00:50You can see as we start to type lemon that our list gets narrowed down for us.
00:55It's going through all of the various notebooks.
00:56It's looking at Recent Picks.
00:59You're also going to see where the title contains lem.
01:03You're also going to be able to find any pages where lem could be found as well,
01:09like Caesar Salad, for example.
01:09Let's just continue typing the entire word lemon. There we go!
01:14We'll go to our Baba Ghanoush recipe and you can see lemon is even
01:17highlighted here for us showing us exactly where our search criteria shows up
01:22on the page itself.
01:23So, that's just a quick search.
01:25And you can see how fast it was for us to find exactly what we're looking for.
01:29But we can also expand this.
01:31Look at the bottom of our search results here.
01:34Open Note and Audio Search results pane.
01:36Alt+O is the keyboard shortcut.
01:38That opens up the Search pane where you can see we can narrow down what it is
01:42we're searching through.
01:43In this case, All Notebooks is the default, but you can narrow it down to just
01:46this notebook if you wanted to.
01:47You can also sort your results, sort by the date, but if you click the
01:52drop-down, you could sort by section and title as well.
01:55Also, another thing that happened with our current search in there, lemon,
01:58you can see the various pages are highlighted for us, the page tabs where lemon appears.
02:03So, we can quickly jump between the various recipes containing lemon.
02:07It's highlighted in all of those pages as well.
02:10So, let's change it up a little bit here, where it says Search All Notebooks.
02:13We'll just click in there.
02:14Let's type in the word prosperity.
02:19I happen to know for a fact that this word does appear in one of our audio contents.
02:25So, we've got a speech in there for a budget where that is going to appear.
02:29And down below, we'll click Open Note and Audio Search Results.
02:32All it does is it changes here where we can click here to view matches.
02:38Prosperity is the word. Look at this!
02:39We've got our Budget Speech.
02:42You can see when it was created.
02:43And you can see where the word prosperity shows up in that audio file, 9 seconds in.
02:48We can go directly to it just by clicking.
02:50(Male speaker: And this is of course for the Two Trees Olive Oil company?)
02:56So, it takes us right to that word in the speech and starts playing it for us. Really cool stuff!
03:01Now, you have to have that feature turned on, which does slow down search
03:05results a little bit.
03:06Let's check it out.
03:06We'll go to Backstage View by clicking File and we'll go down to Options.
03:11Next, you're going to choose Audio & Video.
03:14Here's the little checkbox, Enable searching audio and video recordings for words.
03:19Just as you hover over this, you'll see a little message indicating that it will
03:23slow down your search performance a little bit, if it has to go searching
03:26through audio and video files.
03:29So, we'll leave that selected.
03:30Click Cancel to close this up.
03:32That's how you can find content in your notebooks, lightning fast here
03:36in OneNote 2010.
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Creating links to pages with wiki linking
00:00One feature that's new to OneNote 2010 is the ability to create links on your
00:05pages to other notebooks, or other sections and other pages in a notebook.
00:10It's called Wiki Linking.
00:12You can see that if we open up our Personal2 notebook here, and click the Bird
00:16Watching tab, selecting the very top page, Local Birds on Record, we have a
00:21number of items here that appear as links.
00:25That's because Wiki Linking has been applied here.
00:27For example, if we want to go directly to the Loons page
00:31we can click it here in the list, and this is just a bulleted list where the
00:34text has been setup as a link.
00:36So if we click Loons, we're taken directly to the Loons page.
00:40Let's click the Local Birds on Record page to go back there.
00:44You'll notice one of them has a dotted underline. It's highlighted.
00:48That's because that page has nothing on it.
00:51So, you can easily see links that take you to empty pages.
00:55If we click Chickadee, it takes us to the page.
00:57There is nothing there.
00:58If we click anywhere on the page and start to type a note, so that we do have content,
01:03let's just enter something here. There we go.
01:11Now we've got some content.
01:13If we go back to that page, Local Birds on Record, you'll notice now that it's
01:17got a solid underline.
01:20One of these items doesn't have anything.
01:21So we're going to set up a link.
01:23Look at the Woodpecker here.
01:24If we go to the Woodpecker page, which we can, the Pileated Woodpecker, there is
01:28actually something there.
01:29There is some text, and we've even got some video.
01:32So let's go back to our original page, and select the text for Woodpecker.
01:37You can double-click or click and drag.
01:39Now it's time to create the link and we do that from the Insert tab on the Ribbon.
01:44Click the Insert tab and then click Links.
01:46Now here is where we can set up all kinds of links.
01:48It could be a link to a Web Address where we could type it in right here, or it
01:52could be to another file, another document we can browse to.
01:56But the new part is the ability to come down here and pick a location in OneNote.
02:01So it could be another notebook or it could be the same notebook and a
02:05different section or page.
02:07In this case, we want to go to the Bird Watching page.
02:09Double-click the Expand sign here, the symbol for expanding our section.
02:15We'll go down to the Pileated Woodpecker page.
02:18Click once to select it. Then click OK.
02:21You can see what happens. It's highlighted.
02:23That means that it's a new link and it also means, because it's underlined with
02:29a solid underline, there is content there.
02:31When we click, we're taken directly to the page.
02:33It's as simple as that to set up something known as Wiki Linking or Wiki Style
02:38Linking here in OneNote 2010.
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Tagging notes
00:00When you work with large notebooks in OneNote 2010 with many sections and many
00:05pages of content, an option for staying organized so you can easily locate
00:09content is to use tgs.
00:12Tags can be applied to anything.
00:14Let's take a look now.
00:14We're still working with our Personal2 notebook.
00:18We're on the Local Birds on Record page in our Bird Watching section.
00:23We just finished up adding a Wiki Link here and you'll notice that one of our
00:26birds is actually highlighted in yellow.
00:30If we go up to the Ribbon with the Home tab selected in the Tags group, you can
00:34see we've got a drop-down here to display all the various tags that are set by
00:38default for us to use.
00:40When we click this, you'll see one of them involves this yellow highlighting.
00:44This is something we want to remember for later.
00:46So we had an empty page that needed to be filled.
00:50It has been filled now.
00:51So in this case, this is a tag that we want to remove.
00:55We can do that too from this long list of tags.
00:57You'll see down at the bottom, one option is to Remove Tag.
01:01Before we can do that though, we need to go inside of our note.
01:04Click and drag over the tag itself. In this case, the entire word was tagged.
01:10Now when we go back to the drop-down for our tags, you'll notice Remove Tag is
01:14available to us at the bottom.
01:16So we'll click that.
01:17Now we'll deselect by clicking anywhere on the page.
01:20You can see that tag has disappeared.
01:23All that happened there was a highlighting.
01:25We don't know if it was actually highlighted by hand, if it was a tag, until we
01:29actually get in there and look at it.
01:31But before we examine tags in detail, let's try adding a tag.
01:35Let's go to our Office2 notebook.
01:38We'll go up to the Revenues section here, where we see Foreign Exchange Rates at the top.
01:44This is on our Orders/Forecasts page.
01:48We do have a Web site in here.
01:50So let's see what happens here if we just get inside that node and select
01:54the entire address.
01:57So this is actually a Web address we want to be able to visit.
02:01Let's go up to our Tags.
02:02Click the drop-down.
02:03Check out the list.
02:04We've got To Do items, things we want to tag is Important, and as we go down
02:08this list, you'll see there is one here, Web site to visit.
02:12So we'll click that and it just tags it.
02:14You see this little icon here. It looks like a globe with a chain link.
02:18That's exactly what it is.
02:19It's a link or a Web site that we want to visit.
02:22You can see that now shows up here in our Quick View.
02:26So I'll just deselect by clicking anywhere.
02:28Nothing changes as far as the content goes, except that it's now been tagged.
02:33How do we gather these tags together?
02:35All we do is click the Find Tags button next to our list of tags.
02:40When we click here, you can see this opens up our pane on the right-hand side.
02:44Down below, you can see what's happening here is a search for tag names.
02:49So it looks like we do have one important one, Must book room, and if we click
02:53that link, it takes us directly to the section and page. There is the tag.
02:58You can see the little star.
02:59It's an important one.
03:01Down below, we've got a number of tags for Lemon.
03:04This looks like a custom one.
03:05We'll talk about that in a moment.
03:07Under To Do, you can see we've got the exact same thing.
03:10The book room is also a To Do tag.
03:13There down below, Web site to visit is the one we just selected.
03:17If we click that, it takes us directly to the page.
03:20So if we want to click the link, it'll launch our Web browser and we can visit the page.
03:24Let's just click anywhere outside.
03:27That's just the notebook we're in.
03:28Down below in the Search, you can see we can click that drop-down and
03:32choose All Notebooks.
03:33When we do that, suddenly we see a longer list of tags.
03:36As we scroll down, there is a number of To Dos.
03:39You can see we've got some To Dos here for Aeration and Dethatching.
03:43When we click these, it takes us directly to that particular tag and you can see
03:48these are all To Do type tags.
03:50That's why you see the checkbox next to them.
03:53When one is done, all we have to do is click the checkbox.
03:56It'll appear in our tags as checked off as well the next time we launch this.
04:01Down below there is our Web site as well.
04:03So we're seeing all of our tags from both of our notebooks and if we had
04:06additional notebooks opened, we'd see them as well.
04:10Let's just click the Close button to close up the pane itself.
04:15We'll go back to our Tags drop-down.
04:18Here is how we create a custom tag, like we saw for our Lemons there.
04:23Click Customize Tags.
04:25You'll see all of your tags.
04:26Now you can change the order that these appear.
04:28Let's say we want Important at the top.
04:30We'll select it and move it up.
04:31So now it's at the top of our list, and when we see the list from the top, that
04:35will be at the very top of our list.
04:37You can see we've got all of these down here that can be modified as well.
04:41Web site to visit, if we click there and choose Modify Tag,
04:45we can change the text, and we can change the icon, the font color, and so on.
04:50So let's change this to Important Web Sites, and if you wanted to, we
04:58could change the color.
04:59I'm going to go to that dark bluish color.
05:02That's kind of what we're used to seeing for links to websites.
05:05We could do highlighting if we wanted to as well.
05:07But let's just click OK.
05:09Now it's called Important Web Sites and it's changed color.
05:12We kept the same icon.
05:14To add a new tag, we click the New Tag button.
05:17Let's say all of the recipes using olive oil.
05:20I'll just type in Olive Oil for the display name.
05:26That's the Preview down below.
05:28If we wanted to add a symbol, we could.
05:30Click the Symbols drop-down and there are quite a large number of symbols to choose from.
05:35So finding one that relates to Olive Oil might be a little bit tricky.
05:39Well, let's go to this green sun over here, select it.
05:44We'll leave the Highlight Color as nothing, None.
05:47But you've got a number of different colors to choose from there. We'll click OK.
05:51So now we've got a new one on the list.
05:54All we have to do is select any text with Olive Oil in it to tag it. Let's try out.
05:59We'll click OK.
06:02We'll go back to our Recipes in our Office2 notebook.
06:06Let's just go to our Caesar Salad.
06:08So there is one where lemon has been tagged.
06:11That was one of the customs.
06:12If we wanted to, we could try to find the olive oil.
06:15Hopefully, in the Ingredients here, we can find oil.
06:19There it is right below lemon, olive oil.
06:21All we have to do is get inside there to select it. Wait a second.
06:24This is an item that is actually an object. It's not text.
06:28So what do we do?
06:29Well, we can't get in there and select the text, but we can select the object.
06:33So with the entire object now selected.
06:35You can see the four-sided arrow.
06:37We'll just click the Olive Oil tag and this object has been tagged as an olive oil recipe.
06:43So you can select the entire object or you can select text itself.
06:47For example, if we go down to Veggie Lasagna here.
06:51Here we have Ingredients.
06:52And in this case, this is text that's in a note.
06:55It's not an object.
06:56So all we have to do is find the actual oil here.
07:01Select it and click the Olive Oil tag.
07:05There is our little symbol off to the left.
07:07You can see why sometimes you don't want symbols.
07:09You wouldn't use symbols.
07:10So just appears highlighted like this.
07:12Now we've got our Olive Oil tags.
07:15If we go to Find Tags, you're going to see we've got our new one here.
07:19There is Olive Oil.
07:20There is the entire object.
07:23As we scroll down a little bit further, there is just the text.
07:25So we can quickly go to that object or to that text in our list by clicking.
07:32When we're done, we'll just close up the pane and deselect.
07:36So that's how tags work in OneNote 2010.
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Working with sections
00:00Notebook sections are at the heart of staying organized in an OneNote notebook
00:04and there are a number of customization options when working with sections.
00:08So we're going to look at those now with our Office2 notebook
00:12that currently has a number of sections already.
00:14You can see from Revenues all the way to the AGM and there is also a group of
00:18sections that we'll talk about in detail in the next lesson.
00:22So really, the last section here is our AGM section.
00:25Then there is a tab for creating another new section.
00:27Let's just do that quickly.
00:28We'll click the tab. Create New Section.
00:31We'll simply type over the highlighted text that appears there by default New Section 1.
00:35Let's type in Departments.
00:37When you press Enter, it's created.
00:39It's color coded for you.
00:41You've got one blank untitled page here waiting for you to type in a title.
00:45Let's just type in the name of an actual department.
00:49We'll do Accounting and click anywhere on the page.
00:52There is our first department in our Departments section.
00:55Now let's talk about rearranging our sections.
00:58For example, maybe Recipes belongs at the end.
01:01We'll click and drag it to the end and you'll see a little black arrow
01:04appear after Departments.
01:06Release and now we've reordered them.
01:09Let's bring AGM after Departments too.
01:11It really doesn't belong there.
01:13We can also color code our sections as well.
01:16Automatically, colors are applied for us when we create them.
01:19But you'll notice AGM and Revenues are really the same color.
01:22So if we click the AGM tab to select it then right-click, you'll notice at the
01:27bottom we can change the section color.
01:29You'll see the currently selected color has got that border around it, but let's
01:32choose something different.
01:33Let's go down to Teal for example, there.
01:35That really stands out and looks different from the rest.
01:40So color coding is just another option at your fingertips.
01:44If you plan on sharing notebooks with others in collaborating on projects,
01:48there might be sections in a notebook that you don't want people to access.
01:52In that case, you might consider password protecting it.
01:55Let's go to our Budgets tab.
01:58Let's say this is information that only a few people need to have access to.
02:03So we'll right-click and you'll notice there is an option here to Password
02:06Protect This Section. Click there.
02:10This opens up our Password Protection pane over here on the right-hand side,
02:13where we can set up our password.
02:15So we'll click Set Password and we need to type one in.
02:19So I'll just type in a password.
02:20You don't see what you're typing, so you'll need to confirm that by typing the
02:23exact same password again in the Confirm Password field.
02:28When you click OK, Password is applied.
02:33Now we're still accessing this section.
02:34It hasn't been locked and it will stay unlock for a period of time.
02:39But you can lock it up anytime you want by going over to the pane and clicking
02:43the Lock All button.
02:44So all our password-protected sections will be locked. Let's do that.
02:48There. This section is password protected.
02:50It says click here or press Enter to unlock this section.
02:53So when we do that, you'll notice we see the Protected Section dialog box open
02:58up and we need to enter the password to get in.
03:03This is very handy, especially when you're collaborating with others and sharing notebooks
03:07and there are certain sections you need to keep private.
03:10If at anytime, you don't want this section to be password protected, just
03:14click the Remove Password button, but you will need to type in the password to remove it.
03:21When you click OK, it's no longer password protected.
03:25We know that when we look over here and see the Remove Password button
03:28is unavailable to us.
03:30All we can do now at this point is set the password.
03:33We'll close up the pane, knowing that at any time we can protect any section in
03:39any of our notebooks.
03:41If over time, you realize you're creating many, many sections and you no longer
03:45actually need a specific section in your notebook, you can remove it.
03:49Let's go back to Departments.
03:50We really don't have much in here, just an Accounting page.
03:53We'll right-click and you'll see that Delete is an option from this pop-up menu.
03:58We'll click the Delete option.
04:00We need to confirm that we really want to send this to the Recycle Bin.
04:03So it is there where we can access it if we make a mistake, but let's click Yes.
04:08That removes the section.
04:09You can see it's gone now.
04:10We're back to our original sections.
04:12They've been reordered a little bit, but we've got all of our original
04:15sections at our fingertips.
04:17So, sections will help you to stay organized in a notebook, but it's good to
04:21know there are a number of options when it comes to working with those sections.
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Using section groups
00:00To create layers and layers of organization in a OneNote notebook you have
00:04ability to create section groups.
00:07These are almost like having a binder within a binder.
00:10So you can have a group of sections kept separate from the rest of the notebook
00:14that you can access when needed.
00:16And it helps you to stay focused on the material or content that you're
00:20working on at that time.
00:22We are going to work our TwoTrees2 notebook.
00:24So you can open that one up if you've got the Exercise Files.
00:27You'll notice in the navigation bar on the left-hand side we do have a section group.
00:31It looks a little bit different than the rest of the section.
00:34The tab looks like multiple tabs and there is an icon here to either collapse
00:39or expand the group.
00:41So when you click this you can see here in the navigation bar that those
00:44subsections kind of disappear.
00:46You can expand them back to see them.
00:49And of course, you can also access them from across the top of your screen.
00:52After the very last section and the tab for creating a new section will be
00:56your section groups.
00:57In this case, our Miscellaneous Internal.
00:59So we can click that to open up that group.
01:02Notice that the rest of the sections are kind of hidden away for us, so we
01:06can focus in on these sections as part of our Miscellaneous Internal group of sections.
01:11And if you ever want to go back up a level, you can use the navigation button
01:15here to go back to the parent section group.
01:18In this case our TwoTrees2 notebook.
01:20When you go back into a section group simply by clicking it you'll notice you
01:24can have as many sections as you like.
01:26You can even have another section group within a section group if you needed to.
01:30And that would create those layers and the layers of organization I was talking about.
01:35Now when we go back up to our top level, our Two Trees2 notebook, to create your
01:40own section group is really quite simple.
01:42There is a couple different ways to do it.
01:44One option might be to right-click any one of the sections that you have at the
01:49top of your screen and choose New Section Group.
01:52That's going to create a New Section Group outside of this section.
01:55So you would see it over next to Miscellaneous Internal here.
01:58Of course, we could right-click up here as well.
02:01So you don't have to be on a section.
02:02You can right-click anywhere at the top here and choose New Section Group.
02:06And when you do, a New Section Group is created for you.
02:10It's called a New Section Group, but it's highlighted or selected so you can
02:13type right over it, whatever it is you want to call this section.
02:20So let's say we have a partner program that we are going to keep separate from the rest.
02:23When you press Enter, you now have your new group.
02:26So when you click that group you're going to see that there are no sections in this notebook.
02:30And now it's time to start creating new sections.
02:33You can do that by clicking the New Section tab or right from this blank screen,
02:37Click here to create a new section.
02:39You'll notice that that new section appears under the Partner Program that
02:43we've just created. It's a subsection.
02:46That can help you stay organized by collapsing all of these and focusing in on
02:50the content you want to work on.
02:52Let's go back up to the parent by clicking the Navigation button.
02:56And to remove a group, in this case our Partner Program, maybe it fell through.
03:00There is nothing in there that we need to keep.
03:03So just go up to the tab itself, right-click, and choose Delete.
03:08When you click Delete you will see this confirmation window indicating you are
03:11about to send it to the Recycle Bin.
03:13That's good to know if you want to get it back.
03:15But in this case, yes, we want to remove it.
03:16So we'll click Yes and it's gone.
03:18We are back to our single section group here along with our regular sections in our notebook.
03:24So if you need to stay organized and you want to keep certain content separate
03:27from other content, you might consider using a section group.
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5. Interacting with Outlook
Inserting Outlook meetings
00:00If you use Microsoft Outlook and OneNote 2010, you'll be glad to know that there
00:05is a tight integration between the two applications.
00:09For example, if you set up meetings or appointments in your own calendar in
00:14Microsoft Outlook, you can then use OneNote 2010 to track those.
00:17Let's check it out right now.
00:19You can see here I'm already in Outlook in my Calendar View.
00:22And I've got a meeting set up for later in the day.
00:26Now we are going to switch over to OneNote 2010.
00:29Now if you want to follow along with me you are going to need to have your own
00:32meeting scheduled in your Calendar.
00:33Here we are with the TwoTrees5 notebook.
00:36That's where we are working with right now.
00:38And we are in the Revenues section.
00:40All we are going to do is add a new page to the bottom and this is going to
00:45be our meetings page.
00:46So we will just type in Meetings and here is where we track them.
00:50So I'll just click down below and instead of going over to Outlook and copying
00:53the details of that meeting and then pasting them over here, we can do it all in one step.
00:58With the Home selected on the Ribbon you'll notice there is an Outlook group
01:02over here at the end.
01:04Also, the very last button says Meeting Details.
01:07When you click this button you're going to see at the very top of this
01:10list, Today's Meetings.
01:11If you don't have any meetings today, you can actually Choose a Meeting from Another Day.
01:15But you'll always see the current day.
01:17And there it is, Revenue Meeting (Boardroom A), and when we click we
01:20actually insert the meeting.
01:22So imagine that we are now at the meeting with OneNote.
01:25We've already got the meeting details showing up for us automatically and our
01:29cursor is flashing right after the heading Notes, so we can start taking notes
01:32during this meeting.
01:33Let's try something different.
01:35If you have an appointment or a meeting set up on another day, here is how we go find it.
01:39First we will switch over to our Personal5 notebook and we will go to the
01:43Bird Watching section.
01:45And just anywhere here where it says Local Birds on Record, we are going to add a meeting.
01:50We are going to add it down below our list of birds here.
01:52We'll go to the same button, Meeting Details, but this time we are going to click
01:56Choose Meeting From Another Day.
01:58This allows us to browse through the various days.
02:01Notice we've got navigation buttons to move forward and back through the various days.
02:06We've also got this little calendar icon if you prefer to actually go to a
02:09specific date without having to click these navigation buttons.
02:12But I'm just going to click forward to the Next Day.
02:14It's a Saturday morning.
02:16It looks like there is a bird watching expedition happening.
02:19So we are going to select that by clicking and insert those details.
02:23You can see they get inserted down below our list of birds.
02:26So if you've got meetings already scheduled in your calendars in Outlook, there
02:30is no need to duplicate efforts.
02:32You can bring those meeting details directly into your OneNote notebook here
02:36in OneNote 2010.
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Sending page information by email
00:00Because OneNote 2010 integrates closely with Outlook, you can send information
00:05on a page in one of your notebooks directly to another person or persons via email
00:10without leaving OneNote at all.
00:12Let's do that now using our Personal5 notebook.
00:14We are in the Bird Watching section.
00:17And we left off on the Local Birds on Record page where we added some
00:21appointment information directly from our Outlook calendar.
00:24Let's say we want to share this page with somebody else.
00:26Well, we'll go up to the Home tab of the Ribbon in the Outlook group and the
00:30very first icon in this group is E-mail Page.
00:33So we can send a copy of this page by email.
00:36So when we click this, it takes us directly to a brand-new email message in Outlook.
00:41And look what else has happened here.
00:42First of all, the Subject is Local Birds on Record,
00:45the name of the page that we are sharing.
00:47Attached is an MHT file, and you may see the page as part of the actual email message.
00:54It all depends on e-mail settings here in OneNote.
00:57Something we are going to talk about in the last chapter of this course.
01:01All we need to do is type in an address of somebody we want to send it to.
01:06So the cursor is flashing there. All we have to do is type it in.
01:13You can send it to a group of people.
01:15You could use the Cc and Bcc fields if you needed to.
01:19All of your Outlook functionality is here at your fingertips.
01:22Once you've got the recipients in there, just simply click the Send button and off it goes.
01:28So that person is going to receive the information that we see here on our
01:31page as an attachment.
01:33Double-clicking will open up the attachment and they'll be able to see
01:36everything we see here in OneNote.
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Working with Outlook tasks
00:00Well we already know that if you've got meetings scheduled in Outlook using your
00:04calendar that meeting information can be brought directly into a OneNote
00:09notebook. Well, if you work with tasks there is good news there as well.
00:13You can create tasks right in your OneNote notebook and they'll appear here in
00:16Outlook in your Tasks.
00:18Now if you are working with Outlook and you've got it launched,
00:21let's go to Tasks and you can see I don't have any tasks here.
00:24You may have some tasks that are scheduled for today or in the future.
00:28But it's all going to change when we flip back to OneNote.
00:31Let's go back to OneNote here.
00:33And we are going to start with our Personal5 notebook.
00:36And here in our Local Birds on Record page in the Bird Watching section we are
00:40going to click down below where it says Notes.
00:42So there are some things that we need to do here.
00:45But instead of just typing in what we need to do to prepare for this excursion,
00:49let's make it an Outlook Task.
00:51And when we click the Task button here in the Outlook group on the ribbon with
00:55the Home tab selected, you can see we can create tasks for Today, Tomorrow, This
00:59Week, Next Week, no date at all, so just a task that generally needs to be done,
01:04or a custom task if you want to be able to customize the details.
01:07Notice all the keyboard shortcuts as well. Ctrl+Shift+1-5 for all of these
01:12different versions and Ctrl+Shift+K for a Custom.
01:16Let's do a task for tomorrow.
01:17We'll click Tomorrow.
01:19And you can see under Notes here we now have a flag showing up next to whatever we type.
01:23So let's just type in some information here.
01:26Pack Camera, Field Glasses, probably need some bug spray, and Jacket.
01:40So that information is actually appearing in our note.
01:43It's instantaneously saved.
01:45Let's just click outside the note to see what that looks like.
01:47There is the little flag next to it indicating it is a task.
01:50If we flip over to Outlook again and take a look, look at that.
01:54We've got a brand-new task in here and when we click it we will see the details
01:58over here on the right.
01:58In this case, the subject is a OneNote link in the task body.
02:03So we have to click for details.
02:05In this case, we are going to go here to our Link to Task in OneNote. It's .ONE file.
02:10And we double-click. We can open it up.
02:12And you can see it takes us right back and highlights the information in our OneNote page.
02:19So that's automatic.
02:20Now we don't see the details here necessarily in Outlook, but double-clicking
02:25the icon allows us to see those details in OneNote.
02:28Let's try it again.
02:29Let's go back to OneNote here.
02:31And we'll go to our TwoTrees notebook this time, clicking the Revenues tab,
02:36because we do have a meeting here as well.
02:38And this is in the Meetings page of our Revenue section.
02:42Underneath Notes, let's just add some notes here, but make it a task for today.
02:46So I'll click the Outlook Tasks > Today.
02:48This meeting is later on today, so let's finalize numbers on June and Q3 spreadsheets.
03:02Press Enter, just drop down a line.
03:04Bring rev generation ideas. There we go.
03:11So we've got some information that's just been added to OneNote.
03:15Now we are going to close the notebook.
03:16So we'll right click TwoTrees5 and we'll click Close This Notebook.
03:20So it's not even open.
03:21It takes us back to our Personal5 notebook.
03:23Let's go over to Outlook.
03:25Looks like we've got a brand-new one here under Today, Finalize numbers. You can
03:29see on the June and Q3 spreadsheet.
03:32So that first line of text becomes the subject.
03:34If we need the details we can double- click the OneNote icon and we can open it.
03:41And it takes us directly to our TwoTrees notebook, which is reopened now.
03:45So although we've closed it, it's reopened and you can see that our task is highlighted.
03:50So it takes us directly to the information we need, right at our fingertips
03:54from Outlook to OneNote.
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6. Working with Tables
Creating a table
00:00When you need to organize text on a page in a OneNote notebook the best option
00:04is to create a table.
00:06Sometimes tables are created for you.
00:09We saw in a previous lesson in our Bird Watching section here of our Personal6
00:13notebook, when we used Outlook to bring Meeting Details onto a page in a
00:19notebook that it automatically creates a table for us.
00:21In this case you can see we've got two columns and four rows.
00:25This was created for us automatically.
00:27We see the Subject, Date, Location etcetera down the left-hand side and we see
00:31the contents on the right-hand side.
00:33That's as an example of a table created for us.
00:36But let's talk about creating your own tables now.
00:39Let's move to a different notebook.
00:40We will go to the Two Trees6 notebook.
00:42We will go to the AGM section with the Agenda page selected.
00:48We've got nothing on this page.
00:50Let's say we want an overview of the agenda for our Annual General Meeting.
00:54All we have to do is click anywhere on the page where we want it to go.
00:58You'll notice that a little note border appears.
01:02Let's just stretch it out a little bit.
01:04This may become necessary later on as we modify our table and its width and so on.
01:09To create a table, you have two options.
01:12Let's go to the Insert tab, and on the Ribbon you'll see a group here for Tables.
01:17This Table button is actually a drop-down, so you have two options when you click this.
01:21You can simply move across and down to the number of rows and columns you need,
01:25or you can go down to the very bottom and click Insert Table. Let's do that.
01:30You'll see this little dialog box where you can type in the number of rows and
01:34columns that you need for your table.
01:36Well, let's click Cancel because a faster way is to go back, click this button,
01:41and just simply hover over the number of squares.
01:44You can see as we go to the edge, the biggest table we can create here is 10x8.
01:48So the Insert Table option at the bottom is great for table greater than 10x8.
01:54So let's say we just need 2 columns and 4 rows. 2x4.
01:59Once you see that highlighted or selected, just click, and the table is created for you.
02:03You'll see 2 equal columns and 4 equal rows.
02:07Now we are ready to start typing content.
02:09So let's just type-in Day, press your Tab key, moves you to the next cell.
02:15If there is contents there, it gets highlighted, so you can type right over it.
02:18These are empty cells, so all we have to do is type in... Let's do Speaker.
02:23Let's say we want Speaker Name.
02:24It's not quite wide enough.
02:26When you hit the Spacebar to continue and start typing Name, notice that the
02:29column stretches out for you to accommodate the widest entry.
02:33Now we are ready to just tab again, move down to the next cell.
02:36We can start typing in for example Day 1 and it looks like we are missing the time.
02:43So that's something we can tackle a little bit later.
02:45Right now though I want you to see what's happening.
02:48Up at the top on the Ribbon we see the Table tools automatically, because we
02:51are inside a table.
02:53So whether you create a new table or go back to modify an existing table, these
02:58Table tools will show up in the Layout tab of your Ribbon.
03:01You've got a number of options for selecting tables, columns, rows, and cells.
03:05Same thing for deleting and inserting rows and columns.
03:09You've got Border options and Alignment options for the content itself.
03:13So for example if we click here where Day 1 appears, the number 1, that should
03:18maybe be right aligned.
03:19We will click the Align Right, and you can see now it's over here on the
03:22right-hand side of the column, and now we could type-in a speaker name.
03:26Let's go ahead and type-in your own name there, and we are ready to continue.
03:31So we've got all of these options for modifying our table.
03:35Well, once you've created your table, and you know exactly what's going to go
03:39in there, you can start entering your content and always know you can go back
03:43and make modifications.
03:44That's what we are going to do next.
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Working with rows and columns
00:00When you create a table here in a OneNote notebook, odds are pretty good
00:04you are going to have to come back and make some modifications, such as changing the
00:08number of columns or changing the number of rows.
00:11And that's what we are going to do right now.
00:12We are going to use our AGM section here of our Two Trees6 notebook.
00:17On the Agenda page where we've started a table we realize we need another column
00:21here where we show the time.
00:23So we are going to have speakers throughout the day at different times.
00:27And we need to add a column for those times.
00:30So what we are going to do is click anywhere in the table.
00:33So if you click on the right-hand side you know you need to insert a column to the left.
00:36If you click in the first column, you'll need to insert a brand-new column to the right.
00:41And any time you click inside a table you'll see on the Ribbon just above the
00:45Layout tab the Table tools.
00:46So you can click there to see all those options.
00:49Now over here we've got Select, Delete and then the Insert group.
00:54And here is where we can insert both rows or columns.
00:57And you can see because I've clicked in the first column I need to insert a new
01:00column to the right.
01:01And that's the last button in the group, adds a new column, so I will click.
01:05And there is our brand-new column.
01:07You can see that the contents are empty although those blank cells are selected.
01:12That means we can continue to work with this column.
01:14But we are just going to click in the very top row here of our new column and type in Time.
01:19Now we'll just click below that and we will type in 9am.
01:24If you need additional rows, maybe we need a new row after that header row
01:30where we see Day, Time and Speaker Name, just to leave a space between it and
01:34the contents below.
01:35So with our cursor flashing here on the second row, we can insert a brand-new row,
01:40in this case above our flashing cursor.
01:43So we'll go to the Insert group once again, Insert Above and you can see rows
01:47are highlighted, just click once and there is your brand-new row.
01:51And you could do this as many times as you need for as many rows as you need.
01:54Same thing goes for deleting.
01:56We don't need that last row, so we click anywhere in the last row.
01:59And we can delete a row by clicking Delete Rows or Delete Columns, entire tables.
02:05Let's click Delete Rows and that last row is gone.
02:08So we've got Day 1, 9am, David Rivers.
02:10We don't need to put a 1 in here again in the Day column.
02:14We'll just change it to 1 pm, tab over and type in a new name here. Let's do Karen Corey.
02:22And maybe we need an additional column here.
02:24We got the Speaker Name. How about who they are, like what their title is?
02:28So in this case let's say I add another column after our current column.
02:32So in this case when we go to the Insert. We want to insert to the right. Give it a click.
02:38And there is our new column.
02:39Notice it's the same width as our first two columns.
02:42The only one that's a little bit wider was made wider automatically as
02:45we enter content.
02:46So it always accommodates the widest entry.
02:49And we'll just type in Title here.
02:53And let's add some titles, CEO, and for Karen Corey, let's put her in as the VP of Marketing.
03:01And you can see it stretches out the column for us.
03:04So inserting and deleting rows and columns is really no problem at all.
03:08You can always modify your table after the fact, because the odds are pretty
03:12good that when you create a table, you are not going to get the exact number of
03:16rows and columns right the first time.
03:18We'll always be able to come back and do this.
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Formatting tables and data
00:00When you create a table here in a OneNote notebook and start adding content you
00:04realize you may want to reformat that content, even reformat the table itself
00:10to make it stand out.
00:12That's we are going to do right now with our TwoTrees6 notebook.
00:15In the AGM section, right on the Agenda page here at the front, we started our table.
00:20We've got some content in here and now it's time to spruce it up a little bit.
00:24We are going to start with the column widths.
00:27Automatically, you get the default column widths like we see here in the first two columns.
00:31And in this case our content fits okay within those column widths.
00:35Other columns stretch out automatically to accommodate the widest entry.
00:39But you can also control the width of those columns yourself.
00:43And that's we are going start out doing here with the Title.
00:46First of all, we'll just go to the edge of the table and when you move to the
00:49right edge you see this double arrow.
00:51When your cursor changes to the double arrow you can click, hold your
00:54button down, and drag out to the right or to the left if you wanted to
00:57squeeze it together.
00:58But we want to make it a little wider so we are going to go out to the right.
01:02Notice the width of your note itself.
01:04Don't worry about that.
01:05Let's go to the Speaker Name now and stretch that one out as well.
01:08So we are on the border between the Speaker Name and the Title here.
01:12We'll click-and-drag out to the right as well.
01:15Now we are approaching the border of the note.
01:16And look what happens when we go past it.
01:18It just stretches it out for us.
01:20So it's always going to accommodate our table.
01:22Let's stretch out the Day and Time a little bit as well.
01:25We'll click-and-drag each of those borders so that it's a little more spaced out for us.
01:32So that's the table itself.
01:33We can do the same with the rows.
01:35Now when you move to a border between the row, you'll notice you don't get that double arrow.
01:40But if you need more space, for example, for our header row here, as we'll
01:44call it, you can click inside any one of those and just hit Enter or Return on your keyboard.
01:49And that creates the extra line.
01:51If you wanted to, you could go up to the top here, let's say at the beginning
01:55of Day and hit Enter.
01:57You can see what happens there.
01:59It just moves the entire table down.
02:01So if you want to create space within the note you can do that as well.
02:05Now let's talk about the contents themselves.
02:07For example, this entire first row which we are calling the header row,
02:10let's format the contents.
02:12To do that, and when you click anywhere in a table again, once again you see the Table tools.
02:17You can click up there on the Ribbon.
02:19We have some options for selecting rows and columns over here in the Select group.
02:23Let's start by selecting the entire row.
02:26Because we are flashing away there in the first row,
02:29we can click to select the entire first row.
02:32Now we are ready to start formatting.
02:35And we can do that by going back to the Home tab.
02:37We've got a number of text formatting options here in the Basic Text group.
02:41Let's bold and underline the contents.
02:45And we can also change the alignment right from here.
02:47Instead of left alignment, go to center to see what that looks like.
02:51That looks pretty good.
02:52You can change the size.
02:54Maybe make it a little bit bigger. Let's go up to 14.
02:57When we go back to our Table tools we also have the ability here to change the
03:01alignment of our content in the Alignment group.
03:03So you'll notice Center is now selected here as well.
03:06Down below let's go down to the Day and let's say we want to select a group of cells.
03:10We can just click-and-drag over the cells.
03:13Now when you try to go down notice what happens. You can see selecting that's
03:17going on in the cells to the right.
03:19As we move a little further down, we are not able to just select anything in this
03:23column, but we are also selecting the cells to the right.
03:27So that's not going to work for us if we wanted to just format the cells
03:31underneath the Day column here.
03:33So in this case we might want to select the Day column itself.
03:37And we can do that by going to Select Columns.
03:40Now we do get the entire column selected. All we are going to do is change the
03:44alignment to Center for everything.
03:45And it's already set that way for the title Day. So that's okay.
03:49We will just click Center and everything gets centered that way just in that column.
03:54Everything else looks okay the way it is.
03:56You may want to change things like the fonts, the font face itself, the size
04:00we've already changed.
04:02All of those options when it comes to formatting text are available to you
04:05here inside the table.
04:06It's just a matter of selecting the right content.
04:10Now if we click after the last entry here, VP of Marketing right after the GN Marketing,
04:15we have no further rows.
04:16Now we can insert new rows.
04:18Let's see what happens when we press the Tab key on our keyboard.
04:21A brand-new row is created for you, so you can start typing in
04:25additional content here.
04:27Keep in mind though that the formatting may not exist for that new row, because
04:31it wasn't there when we were doing our formatting.
04:33So if we type in Day 2 for example, notice the 2 is on the left-hand side.
04:38But we can center that easy enough by clicking the Center button.
04:42Now we could continue typing in additional content here.
04:48Each time you press Tab at the very last row in the table, a brand-new row
04:52is created for you.
04:54When you are done with your content and your formatting, you get a good idea
04:57of what that's going to look like just by clicking anywhere outside the note itself.
05:02Notice the table borders are visible here.
05:04That's the default.
05:05If you don't like seeing those borders, no problems.
05:07Just click anywhere inside the table.
05:10Again, your Layout tab has Table tools that are displayed for you.
05:14You'll notice one here to hide borders.
05:16And when you click that, the borders are gone.
05:18Click outside the note and you can see everything is still nicely organized in
05:22columns and rows, but we don't see those table borders.
05:26You can only do it for the entire table, for the whole thing or none of it.
05:30So if you prefer to see those borders, click anywhere inside the table and
05:34toggle that off by clicking the same button for Hide Borders.
05:37It will display the borders and you've got them back.
05:40So that's how we format our tables and the content within those tables.
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Moving tables and data
00:00When you create a table in a OneNote notebook, you may want to move that table
00:04around and you may even want to move the contents of the table around.
00:08So that's what we're going to do right now with our TwoTrees6 notebook in the
00:11AGM section with the Agenda page selected.
00:14We start at this table.
00:15We're going to start with the content, where we see Day 2 and the Time, the
00:21Name and the Title.
00:22Maybe we want to move that content.
00:25We know that we can click anywhere in the table.
00:27We're going to see our Table tools on the Layout tab.
00:30So if we want to select a row for example, you might be thinking okay, I want to
00:33cut this and maybe paste it in an empty row down below.
00:37So we leave a little space between days.
00:40That's an option but there's a faster way.
00:42You may notice when you start moving around the various rows in your table,
00:46there's this little icon that appears off to the left-hand side.
00:50That allows you to select an entire row.
00:53So for example, if we go down to the row, for Day 2, 9am, Winston Barry and
00:58click on that icon, you notice that the entire contents are selected.
01:02With our mouse still over the icon, we can click-and-drag down and watch what happens.
01:07The contents move down to the next row.
01:10When we release, we've easily moved the data down to the next row, thus leaving
01:15an empty row between days, simple as that.
01:19Cutting and pasting is obviously going to work as well.
01:21There are just more steps involved.
01:22Now, to move the table around, well we don't actually select table.
01:26If we go to select the table, you'll notice what's really happening is all of
01:30the contents in the table are being selected.
01:33So we could do things to the contents like change the formatting, if you want a
01:36different font for example. That's great.
01:38If we want to actually move the table, we move the note itself.
01:41So you see the border the around the note.
01:43It doesn't matter if the contents are selected or not.
01:46We can move this table wherever we want, and then just click outside the note
01:51itself to see what that's going to look like on the page.
01:54If you don't like it, just move it to the appropriate location and deselect again.
01:59Notice that when you do click the border at the top here for a note that
02:02contains a table, the entire contents are selected within that table as well.
02:07So it's another way if we want to change formatting, maybe change the font for
02:11example to something different.
02:13Let's go to Arial maybe.
02:16You can see the end result there looks pretty good.
02:18So that's all there is to moving your table around on the page and moving
02:22contents within your table.
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7. Using Writing Tools
Working in Pen mode
00:00Over the years tablet PCs have grown in popularity.
00:03They allow you to be mobile.
00:05You don't need a mouse and a keyboard.
00:06You simply use a pen and you write or draw directly on the screen of your tablet PC.
00:12You could even have tablets connected to a PC if you prefer to use
00:16something known as Pen Mode.
00:18OneNote 2010 is perfectly compatible with those devices.
00:22You can use Pen Mode to create your own drawings, even write your own notes in
00:27your own handwriting.
00:28So let's do that using our TwoTrees7 notebook.
00:31We're in the AGM section using the page titled Room Setup.
00:35Well, we've already got some ink here.
00:37You can see some shapes were drawn, but also some freehand shapes were drawn
00:41here, the various rows for our seating.
00:43Let's start with our mouse just clicking- and-dragging down towards the bottom of
00:47the page to create some extra space.
00:50Let's say we want to draw some addition rows here.
00:53Now you'll need a tablet connected to your PC or you'll need to be using a
00:57tablet PC in Pen Mode.
00:59How do we get to Pen Mode?
01:00Well, all we need to do in OneNote is go to the Draw tab of the Ribbon, click
01:05there, and you'll see that we've got a number of different Pen tools to choose
01:10from which will take us into Pen Mode.
01:12But there are different Pen Modes to discuss.
01:14First though, notice that the current tool that's selected is called Select & Type.
01:20That's because when we move our mouse around the page, you can see, we can
01:23actually click and drag over text to select it.
01:26You can click to start typing.
01:29This is our default tool, Select & Type.
01:31But if you want to go to Pen Mode, you'd choose one of the pens.
01:35Now there are Built-In Pens to choose from with various colors.
01:39Click the drop-down to see a full list of the Built-In Pens, even highlighters.
01:44There are More Colors & Thickness Options.
01:48If we go to the very bottom of this menu, notice that Pen Mode appears and there
01:52are several different Pen Modes.
01:55The default Pen Mode when you select one of these pens is to Create Both
01:58Handwriting and Drawings.
02:01So if you want to be able to write and create drawings, this is the perfect mode for you.
02:06If you only want to use Pen Mode for drawings or for handwriting, you have
02:09those options as well.
02:11You can even use your pen as a pointer like a mouse.
02:14So you can point and click on things and so on just by tapping your screen.
02:18We want to keep Both Handwriting and Drawings turned on for Pen Mode.
02:21So make sure that's selected.
02:23All you have to do is select a pen to move into that Pen Mode. So let's do that.
02:28It looks like we need some black lines here, thick enough.
02:31So we'll click the drop-down.
02:33We've got Built-In Pens.
02:34Let's go to the middle here for 1 millimeter thickness for a Black Pen.
02:38We'll click that to select it.
02:39Now we're in Pen Mode.
02:41Notice Select & Type is no longer selected here in the Ribbon and as you move
02:45your mouse around, it's turned into this little dot.
02:48That dot is your pen.
02:50You can use your mouse, but it's a little bit awkward.
02:53If you do have a pen or a tablet, it's time to switch to that now.
02:56That's what I'm going to do.
02:57We're just going to move over the pad or tablet and we're going to draw that last line.
03:03So just push your pen down and slide it across the screen or the tablet to
03:10draw that forth line.
03:11Now it does look a little bit thinner than the others.
03:15So there are ways for us to select and modify things that we write or draw.
03:19First of all, we need to move back to Select & Type Mode.
03:23So I'll click that on the Ribbon.
03:26Now we need to select what it is we want to modify.
03:28Let's go to the right-hand side here and anywhere on the line itself click to select it.
03:33Notice that we've got in the Insert Shapes area here of our Ribbon, a Color
03:37& Thickness button.
03:38So we can click that to change colors, lots of different colors to choose from
03:42or just simply change the Thickness.
03:45So we'll do 1.5 millimeters and click OK.
03:47Now you can see that's much thicker and matches better with the previous seating.
03:53Let's do it again for the one on the left.
03:54We'll click once, but this time, notice the mini toolbar shows up and the Color
03:59& Thickness button appears there as well.
04:01So we can go directly to it from here.
04:03One click, choose the appropriate thickness and click OK.
04:08We can also modify the shapes. If we went a little bit too far off to the right
04:11there, we can use the handles to bring it in a little bit.
04:15We can move the entire thing, if we want to move the back a little bit.
04:20So it goes for any of these shapes.
04:22You can change their sizes. Go to about there.
04:28That looks good and deselect just by clicking anywhere on the page itself.
04:33Now because our Pen Mode also allows us handwriting, we can go back to any one of our pens.
04:38Let's go to a thinner one this time, .5 millimeters.
04:42Now we'll use the pen to do some handwriting.
04:45I want you to go underneath Person Responsible and just simply write your own name here.
04:50So I'm going to write my name.
04:52You can imagine if you were taking notes, you can use your own handwriting.
05:01Something you'd be able to read, simple as that.
05:07So we've got both Drawings and Handwriting enabled in this particular Pen Mode.
05:11So that's all there is to switching to Pen Mode and using your tablet PC or a
05:17tablet that's connected to your PC.
05:20But of course, there's much more that we can do with Pen Mode with drawings and with writing.
05:25So in the next lesson, we'll talk about making modifications.
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Manipulating written notes and drawings
00:00When working in Pen Mode here in OneNote 2010, especially if you're new to it,
00:05odds are pretty good
00:05you're going to have to make some modifications to your drawings, even your
00:08handwriting, if it doesn't turn out perfectly the first time.
00:11So we're going to talk about some options, some tools in Pen Mode for
00:15manipulating your drawings and your writing.
00:18We're still working with our TwoTrees7 notebook in the AGM section here in
00:22the Room Setup page.
00:23And we're in Pen Mode, so we've got this little dot that's following us around
00:27with our pen or if you're using your mouse, it can be in Pen Mode as well.
00:30But let's just switch over to the Select & Type Mode.
00:34So up here on the Ribbon in the Draw tab, we'll click Select & Type.
00:37This is our default mode.
00:38This is where we see our actual I-beam pointer.
00:42So as you move around your page, you see the I-beam for selecting and typing text.
00:46But we also use it for manipulating text.
00:49So if we want to move some of these things around like the last row here, if we
00:52need to move it up, we can click and drag.
00:55Same thing goes for the handles.
00:57We have to be in this mode to be able to change the size.
01:00If we click on a shape like our rectangle here, we can make the table a little
01:04bit wider by going to those handles.
01:07When you see the double arrow, click and drag with your mouse, as simple as that.
01:10And we can move the seats around.
01:13Spread them out just a little bit. There we go.
01:18Even size them up if we want them to match a little better.
01:22So once we're in this mode and even though we're not in Pen Mode, we're working
01:26with things that were created in Pen Mode, they're just like objects.
01:30And we'll get them all looking nice here.
01:32We can also make modifications not just to sizing and moving things around,
01:37but if we wanted to change the color for the head seat here for example, we've
01:41got Color & Thickness. We'll go there.
01:43Let's just change the color to a nice bright red.
01:46So our keynote will be sitting in the red seat, so I can see it's changed color now.
01:51Let's just deselect by clicking anywhere outside the selected object.
01:55Same thing goes for handwriting.
01:57You can see when we click on parts of our handwriting, each of the characters.
02:03You can see in this case the capitals at the beginning are separated from
02:06the rest of our text.
02:08But we can select them if we want to manipulate them, move them around.
02:11There are some other options though for selecting, like the Lasso tool.
02:16In this case, if we want all of our name, both beginning and last name, we could
02:20go to the Lasso Select.
02:23And in this case, we'd just click and drag, encircling both names.
02:29And they're both selected like one object, and now we can move this around.
02:32So when you move to the border for example or inside anywhere, see the
02:35four-sided arrow. You can move it around.
02:37You can resize it as well, make it bigger or smaller.
02:44And that's how the Lasso Select tool works.
02:46We could do that for example if we wanted to select just the last row.
02:50Watch what happens now when we go around the last row here, both sections left and right.
02:54You have to encompass the entire object.
02:58If we get halfway through a row, notice it doesn't get selected. That's good.
03:02It's until we've encompassed the entire object that it's selected.
03:06Now we can move the entire last row, over a little bit and back maybe, just like that.
03:13Once you've got it in the right spot, you can deselect just by clicking anywhere
03:17outside the selected object.
03:19So that's the Lasso Select.
03:20What about erasing?
03:21Maybe we want to take off a little bit off the edge here of our back row,
03:25even some of the other rows.
03:26We do have a number of Eraser tools.
03:28When you click the drop-down, you've got a Small, Medium and Large Eraser or a
03:32Stroke Eraser, which will erase the entire stroke.
03:35So let's start with the Medium Eraser.
03:38And we'll just come off to the edge here.
03:40You can see the size of the Eraser, a little square.
03:42And we'll just click and drag over the edge.
03:45You can see how it takes off the edge. There we go.
03:48So you could do the same thing for any of these, just to smooth them out a little bit.
03:57That looks better.
03:59And I'll come down in the middle here and just create a little more space, more of
04:03an aisle down the middle, just like that by clicking and dragging.
04:08So you could do it with a smaller or bigger eraser, smaller for more detailed
04:11areas, or the Stroke Eraser, which will again remove the entire stroke.
04:15Let's say we don't want that last row anymore.
04:17Click the Stroke Eraser.
04:18All I have to do is click once and the entire stoke is removed.
04:22Do the same for the other side. And there we go.
04:24We're back down to three rows.
04:27So not much really to it. Once you've got the hang of each of these tools for
04:32selecting and erasing, you can manipulate any of your objects including
04:36handwriting here in OneNote 2010.
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Converting handwriting to type
00:00To me one of the coolest things about Pen Mode in OneNote 2010 is the ability to
00:05convert any text that you've written either into text itself as if it were typed
00:12or even into math equations.
00:15So we're going to use our TwoTrees7 notebook.
00:16Still working in the AGM section with the Room Setup tab where we do have some
00:20ink on our page including our names.
00:23So if you were following along, you maybe wrote your own name in Pen Mode here.
00:27And we're going to convert that into text.
00:30So the first step is to select it.
00:32Let's use our Lasso Select.
00:34We'll just click-and- drag around the entire text.
00:39So we get it all selected.
00:40And you may have noticed here with Draw tab selected on the Ribbon that we've
00:45got a Convert group over here at the very far right.
00:48One of the options is to convert Ink into Text.
00:52So if we click there, look what happens.
00:54It's right underneath the title Person Responsible.
00:57It's spelled perfectly.
00:58It was my own handwriting, but OneNote was clever enough to convert that into
01:02typed text to say David Rivers.
01:05We'll go back to Pen Mode here.
01:07Just click anyone of the Pen tools and let's move down underneath our name and
01:14we'll just write CEO.
01:20In this case we're printing.
01:21Let's put the periods in between and at the end.
01:26And let's use the Lasso again to select that, because each of these is a separate object.
01:33And let's see what happens when we convert that Ink to Text.
01:36CEO, the dots are removed.
01:38So it looks like a title.
01:39I love this feature in OneNote 2010.
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8. Using Stationery and Templates
Using templates
00:00OneNote 2010 includes a series of templates to help you stay organized and add
00:06some interest to the pages in your notebook.
00:08We're going to work with our TwoTrees8 notebook now.
00:11We are going to start by creating a brand-new section.
00:14So we'll click the very last tab to create a New Section.
00:16We'll call this our User Conference.
00:18We have a project coming up, our User Conference for this year, and since we
00:22create that new section and type in the name, we're left with a new page, which
00:28is untitled as well.
00:29Now when you're applying templates to a page in OneNote, it has to be to a new
00:34page as opposed to an existing page.
00:36Now I'm not just talking about changing the color of the background, adding rule
00:40lines and so on. We saw in an earlier lesson,
00:43if we go up to the View tab, we have the ability under the Page Setup group to
00:47add page colors, different types of rule lines and so on, but that's just the
00:52background, sometimes known as stationary.
00:55Some of the templates available to us in OneNote are like stationary or
00:59just adding some interest to the page, but other templates will help you stay
01:04organized providing placeholders for certain types of content and so on.
01:08So let's explore those now.
01:10To access our templates we'll go up to the New Page drop-down button.
01:14So where we see to New Page, we'll just click the drop-down. You'll see at the
01:17very bottom something known as Page Templates.
01:21If you've used Page Templates before, you might see a list of previously used
01:25once here, but click Page Templates to open up the task pane here with templates
01:29showing up and you'll see the different categories.
01:32We've got Academic, we've got a number of blank ones, Business,
01:35Decorative, etcetera.
01:37The page that was created when we created our new section is a blank page and
01:41that's actually a template.
01:43So there's a certain shape and size,and look and feel to this template, which is very plain.
01:48If we click the Blank drop-down button to expand this, you'll see that we've got
01:52the Default at the top.
01:54There is Letter, etcetera.
01:56And when we click these, we're actually creating new page using that template.
02:01Let's try another one such as Statement.
02:05You can see that that's a little bit different in shape.
02:07It's still blank, but it's differently sized than the rest.
02:11So let's just close that up.
02:12We will collapse it by clicking the arrow and check out some of the other ones.
02:17Keep in mind that we're creating a User Conference section here and we might
02:21want something to help us stay organized with this project.
02:23So let's go down to Planners and click that to expand it.
02:26Notice here we've got a Project To Do List.
02:29That might be a good page to at be right at the front of our section.
02:32When we click that, you can see how different this is.
02:36First of all, the pages titled To Do List.
02:38It's not just an untitled page anymore.
02:40To Do List appears in the title area.
02:43We've also got Project 1, Project 2, with a number of tasks, and we've
02:47got checkboxes here.
02:49Of course, all of these can be changed and modified including the name of the project.
02:54We've got an area for notes next each on the right-hand side.
02:57Check out the background. We've got the pushpins and we've got that blue
03:00background up in the corner.
03:02Let's just collapse Planners for a second and go up Business and expand that one.
03:07Here you are going to see a number of different templates for meetings but the
03:11very first one is a Project Overview.
03:13Maybe that would be a better for this page for this section.
03:16So we will select it.
03:17And sure enough, you can see our new page is called Project Overview.
03:21Here we have templates and placeholders for adding the name.
03:25You can see the Description down below, Goals, Resources, and as we scroll down,
03:30there is quite a long list.
03:31So this is a very long page.
03:32It's formatted that way. Plus we get all of the placeholders and a little bit of
03:36formatting happening in the background.
03:38Now if you don't care for the placeholders, all you care about is making it look
03:42snazzy, you can choose from a number of decorative templates as well.
03:47First, we will collapse the Business section and expand Decorative and down
03:51below you will see there is quite a long list of decorative templates to choose from.
03:56Now this is more like stationary.
03:58So for example, if we go to Buildings.
04:01You can see that it's a blank page and in fact it's an untitled page.
04:05So you have got a blank canvas to work with here.
04:08The only difference is what you see in the background. And that goes for all of
04:12these Decorative ones.
04:13Let's try another one. Flowers and Hearts, for example.
04:15And we will try one more.
04:19Let's go down to Sparks. It's kind of cool.
04:22None of these are really applicable to our User Conference project.
04:26So let's go back up here now and as we scroll up near the top, we will
04:29collapse Decorative and we will go back to the Business group and choose our Project Overview.
04:34That's ideal for the first page here in our User Conference section.
04:38So now that we have got that, we don't really need that first Untitled page.
04:42So we will just right-click Untitled page, and choose Delete from the pop-up menu.
04:45Project Overview becomes our very first page.
04:48Now we can come in here and start typing in the information.
04:51So we will click next to Project Name, we will type in User Conference 2010.
04:59Company Name. Two Trees Olive Oil Co.
05:07And Presenter Name, we will type in our names here and you have got the idea.
05:11Now Description down below, you can take out the text that's here but the text
05:15is actually descriptive.
05:16Here it says, "Describe the project in non-technical terms."
05:19So in this case, we would actually highlight this and type right over it
05:24the actual description of this project.
05:27Now when you want to add another new page or new sub-page, you can use
05:30these templates as well.
05:31And each time, you create a new page, remember, you have all of these
05:34templates to choose from.
05:36Of course, it's more than what we have just seen here that we can do with
05:39templates, such as customizing your own.
05:41We will cover that in the next lesson.
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Saving as a template
00:00So we now know that OneNote 2010 contains a number of templates that are
00:04built-in for us to choose when creating new pages in a notebook.
00:09You can also create your own and even access others from Office Online.
00:15Here we are in our TwoTrees8 notebook.
00:17We've created a new section called User Conference and you can see we've got
00:21our brand-new page called Project Overview and it's using the Project Overview template.
00:25We start to fill in some of the information.
00:28Let's make a few changes though here.
00:30We'll double-click the word Project and change it to Conference.
00:33This will be a nice template for us to use each year when we create our project
00:40for the User Conference for that year.
00:43Down below, you can see we've got information in here already, User Conference 2010.
00:48Let's just take out the 2010, so we can add that as needed.
00:52The name of the company will stay the same.
00:55The presenter name should stay the same.
00:57So we made a couple of changes here.
00:58Let's go up to the Title, and let's just change the color of that.
01:01So we'll select it, we'll go to the Home tab, and change the Font color from the
01:06Basic Text Group here to an even darker blue, so I'll just go a little darker.
01:12So we've made some changes to the actual template itself.
01:16Maybe we'd like to save this as a template that we can use in the upcoming years
01:21each time we get ready to create the User Conference project.
01:25Well, in that case, with our Templates task pane still showing here--
01:29And by the way if you've closed yours out by clicking the Close button, you simply
01:33get it back by going to the New Page drop-down and selecting Page Templates, just like that.
01:39Down below though, you're going to see something that allows you to creating
01:43new template and right below that, there's only one link, Save Current Page as a Template.
01:49So when you click this, you just have to give it a name.
01:52Let's call it Conference Overview as opposed to Project Overview.
01:57You can even set this as the default template, so every time you create a new
02:00page this is what you're going to get.
02:02That doesn't make sense to us right now.
02:03So we'll simply click Save and it's now in a new category that gets created
02:09called My Templates.
02:11You'll always see all of your custom templates together in the My Templates group.
02:14So when you expand this, you'll be able to select it for any new pages.
02:19As soon as I click this, you can see I've got a brand new page and it's
02:22identical to the page that we just modified.
02:26Let's right-click that second page and delete it.
02:29We don't really need it at this time, but we will need it next year when we go
02:32to create our User Conference Project for 2011.
02:37So it's really simple to create your own, and remember, you can do all kinds of
02:41things with the page, changing the look and feel, the contents,
02:44the placeholders, and just simply go to the very bottom of the Templates task pane
02:49to save your current page as a template.
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Choosing a default template
00:00Well, by now you know that OneNote 2010 includes a number of built-in templates
00:04to choose from, not only to change up the look and feel of the background of
00:08your page, but to even add placeholders and sample content.
00:12The other option you have is to set up a default template.
00:15The default template is applied to each section of a notebook, so you can have
00:20different default templates for each of the sections in your notebook.
00:23For example, here on our Two Trees8 notebook with our User Conference section
00:28selected, we've created a custom template.
00:31A custom template was based on an existing template that had this blue bar
00:36down the left-hand side, and you can see the coloring of our content as well.
00:41Well, maybe we want all of the new pages in this section to have a
00:44similar look and feel.
00:46We don't need the placeholder content for our Conference Overview on every new
00:50page, but maybe the same look and feel.
00:53So in that case, we want to make sure that our Templates task pane is opened up.
00:57If yours is not, just click the drop-down next to New Page and click Page Templates.
01:01That will open it up.
01:03And down near the bottom, you'll see we can choose a default template.
01:07Down below that, you'll see the drop-down button where it says No Default Template.
01:12When No Default Template is selected, you just get that blank page. Let's try it out.
01:16I'll click New Page, there's our new blank page, and you can see there's no
01:20formatting whatsoever.
01:22Let's go up to the Undo button in the Quick Access toolbar here and undo that.
01:26Let's try something different.
01:29Let's go to our Decorative group here.
01:32Let's scroll way down near the bottom of this group.
01:35You're going to see something that might work.
01:41When we click Side Stripes, you'll notice it looks very similar to our custom
01:46template for our Conference Overview.
01:48We may need to scroll over to see it all.
01:52So that would be ideal if we could use that as our default template.
01:56So let's go down to the Default Template drop-down and you're going to see an
02:00alphabetical listing by category.
02:02So remember, we got this from the Decorative category.
02:05So we'll go down until we start seeing some of the decorative ones, there they are.
02:10We're going to scroll way down until we see Side Stripes - Decorative and select that.
02:16Every time we create a new page in this section only, we'll see a similar look
02:21and feel, and it will give us a consistent feel as well.
02:24So let's go up to our untitled page, we'll just right-click and delete that.
02:29Now, every time we go to create a new page in this section, let's click the New Page button.
02:33You can see it's an untitled page but it's got that similar look and feel to our
02:39Conference Overview template that we had in the previous page.
02:44Now, if we go over to Revenues, a different section in our notebook,
02:46you'll notice that there's no default template set up for this particular section either.
02:51So you might have an untitled page there.
02:53As we go through the different pages, really there's no special formatting.
02:58So in this case, we would set up a new default template.
03:01That could be anything.
03:02So if we click this drop-down and we'll just go to one of the Decorative options again.
03:08Let's try Black and Green Title.
03:12Every time we create a new page in this section, we'll be using that custom template.
03:17You can see it's got a nice kind of feel for in this case our Revenue section.
03:22Go back to User Conference and you see that we still have our Side Stripes -
03:26Decorative as our default template for that section.
03:29So it's a great way to stay organized. The various sections in your template can
03:34have their own special look and feel.
03:37It'll help you to remember what section you're in, and it will also allow for
03:40a consistent look.
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9. Formatting Pages
Setting paper size and margins
00:00Working with pages in an OneNote notebook is very different from the pages you
00:04might work with, in a word processing application like Microsoft Word.
00:08When you've reached the bottom of the page as you're typing, you're automatically
00:11taken to a second page and so on.
00:14Not true here in OneNote. You have an infinite page.
00:17Meaning you can continue typing down the page as far as you need to go and out to the right.
00:22It's infinite in space, which is great if you're working electronically.
00:27But what if you plan on printing any of this content?
00:30You want to be cognizant of the various margins and paper size.
00:35So, in this lesson, we're going to use our TwoTrees9 notebook in the User
00:39Conference section, working on the Conference Overview page here, which was
00:43based on a template.
00:44But all we've got is formatting and a look and feel.
00:47We don't have a defined paper size.
00:51So, it might be handy as we're taking notes for example or adding content to see
00:55where the bottom of the page is, or the right-hand side of the page, so we can
00:59start a new page and continue from there.
01:01Well in that case, we want to change the paper size.
01:04So, we'll start by going to the View tab on the ribbon. Clicking there opens up
01:08this section of the ribbon and you'll see a group called Page Setup containing
01:12a button for Paper Size.
01:14So, we'll click there which opens up the task pane on the right-hand side,
01:18displaying Paper Size.
01:19And here's why. We have an infinite page.
01:23The default size is set to Auto.
01:25That means as you continue typing down the page it grows with you.
01:30Same thing, if you have a long note to go that goes out to the right.
01:33So you could be scrolling out to the right and down forever with the Auto size selected.
01:38If you plan on printing content, you want to match up the paper size here to the
01:43paper that's in your printer, so you can see the edge of the paper on the
01:46right-hand side and at the bottom.
01:48So, let's click the drop- down to see the presets.
01:51Well, Letter is a very popular one, 8.5x11. There's Legal as well.
01:55A4 very popular in European countries.
01:58We have even got Postcards, Index Cards, and so on.
02:02And if you need to, you can create your own custom paper size as well.
02:07Let's go to Letter.
02:08Now, since we do this, something happens on our page.
02:11First of all, at the top, you're going to see the edge of the paper and a gray
02:15border in the background.
02:17You may need to scroll over to the left to see the very left edge of the paper,
02:21 but as you scroll off to the right, you'll see the right edge of the paper as well.
02:27Same thing, as we scroll down towards the bottom of the page.
02:30You'll see the bottom of the paper and you'll also get a good idea of where your
02:35notes are going to be cut off.
02:37So in this case, we might want to take part of this list here, starting maybe
02:41with Related Documents and just cut that off of this page and put it on to a new page.
02:47The other option is to work with the note itself.
02:50For example, we have a lot more room off to the right-hand side here where we
02:54can stretch out the border of our note.
02:56As we move-in towards the note with our mouse pointer, we see the border.
03:00So let's just move to the right border, and when you see the double arrow, just
03:02click and drag it out to the right.
03:04And you can see that gives us a little width, which means we might have a little
03:08more room on our page now.
03:10As we scroll down, that's still getting cut off just slightly.
03:15So, in that case, we might want to fiddle it a bit with the margins.
03:19And you'll also notice in the Paper Size task pane that we do have print
03:23margins that are adjustable here as well.
03:26The default set the Top and Bottom being half an inch and on the Left and the
03:30Right side of your paper one inch.
03:32So, these are just defaults and can be changed.
03:34Let's change the left and right.
03:37We'll double-click in the left-hand field here, on the one to highlight it, and just type 0.5.
03:41Now we'll press Tab to move to the next field.
03:45It highlights the contents so we can type 0.5 and press Enter.
03:50And that will lock it in.
03:51You can press Tab as well to move to the next field.
03:54You can see we're still not quite getting all of our content onto a single page
03:58and that's the advantage of setting up your paper size.
04:01So, in this case I'm considering now putting different paper in my printer.
04:04I might want to use Legal.
04:07So, in this case, I'm going to go to the Size where it says Letter and choose Legal.
04:12And now I've got 8.5x14 inches, all of my margins stay set, and as I scroll down
04:16towards the bottom, you can see everything fits nicely on the page.
04:20You can scroll pass by using the scroll buttons to see the bottom of the paper
04:25and in fact, we've got plenty of room at the bottom and off to the right-hand
04:29side for the contents of our notes.
04:32So, setting up your paper size and your print margins can be very important
04:39if you plan on printing the contents of a page here in one of your OneNote notebooks.
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Changing page background options
00:00In OneNote 2010, you have a number of options for formatting the background of
00:04your page, sometimes to add visual interest, sometimes for color coding, or even
00:09to help you stay organized.
00:11We're going to use our TwoTrees9 notebook here
00:14in the User Conference section.
00:16And our Conference Overview page is currently selected which has a plain white background.
00:21Let's go to the next page, which is an untitled page.
00:25And you see it has the same template.
00:27We've got that image down the left- hand side, but it's the same blank page.
00:31And let's just give it a title.
00:32Let's type in Notes.
00:34So, here's what we're going to take some freehand notes.
00:37We click down below and we might want to start typing our notes, but let's say
00:41we want to use Pen Mode.
00:42In that case, it might be handy to have rule lines like we'd see in the notebook
00:47that we are writing on.
00:48In that case, we go up to the View tab on the ribbon and in the Page Setup
00:52section, we're going to go to Rule Lines.
00:54Now, if we just click the button, you're going to get the default.
00:57Let's go ahead and click it and you can see this is a fairly wide rule.
01:01Go up to the Undo button and just undo that.
01:04And this time, we'll go to the Rule Lines drop-down just below the button to
01:08see the other options.
01:09And you can see we've got some like narrow rules, so if you want more lines,
01:14you can choose that one, or if you want the college-rule, go ahead and click the second one.
01:21Or maybe you're going to use this page for creating drawings, not notes at all.
01:27In that case you might want grid paper and there are grid lines to choose from.
01:31Small, then you can see we got medium, large, and extra large here.
01:34Let's go to the medium grid, and there's your rule lines.
01:38In this case, they're grid lines and this will be great for trying to maintain
01:42scale in a drawing, for example.
01:43You can also work with these lines, if you want to change the color.
01:47Right now, they're very light blue.
01:49Let's go to the drop-down for Rule Lines and change the Rule Line Color.
01:54There it is, the default with a checkmark, Light Blue.
01:57But we can go to something different, maybe Red for example.
02:00And when we choose that it changes the lines, and in this case let's just type
02:05in Drawings instead of Notes for the title of this page.
02:09Now, we can also change the page color itself.
02:12The color in the background behind those grid lines is still white.
02:15Let's go to the Page Color drop-down and you'll see a palette here of a number
02:20of different colors. They're all faded so that they're not going to be too dark
02:24and you'll be able to see what you type.
02:26But as you hover over these, you'll see the name of the color and we've got Red
02:30already for our grid lines. So let's go to a nice light blue here, the very
02:34first one in the top left corner is Blue and has a very light blue shading, but
02:38it does adds some interest to the page, and it might be useful too in color
02:43coding your pages so you know exactly what you're working on.
02:46So, just part of the page background involves rule lines, grid lines, and
02:51changing your page color.
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Adding a background graphic
00:00In OneNote 2010, you can take an image and put it in the background of your
00:05page, so that it becomes part of the page and it's not then an image that can be
00:09moved around or edited.
00:11That's something we will see when we use a template.
00:13For example, here on our TwoTrees9 notebook, anywhere in the User Conference
00:17section here, you can see we've got this image down the left-hand side.
00:21If we go to the Conference Overview, same thing here.
00:24If we try to click on that image, we can't.
00:26It's not an image that is selectable or changeable.
00:29At this point, it's part of the page background.
00:32So, how do we create an image that's part of the background?
00:35Let's go to our Recipes section, and we'll just go to the I-L(s) here.
00:42By clicking the I-L page, we don't really have anything on this page.
00:45We have a sub-page.
00:47But on this page, maybe we want to add an image that's going to be part of the background.
00:51So, in this case, we'll go up to the Insert tab. We'll choose Picture.
00:57There's some olives right there in our 09_03 subfolder.
01:01Select that and click Insert.
01:02And now, we have the image sitting here but notice that it's inside a note and
01:08that's not really what we want in this case.
01:10So, we're going to click the image itself.
01:12It's now selected but we still the note border.
01:15Let's just drag it down, so it's no longer inside a note and release.
01:20And you can see we've still got the handles around the outside, so it's selected.
01:24Now, we can size it.
01:26Maybe size it down a little bit.
01:28Move it to the appropriate location, maybe one in the top-right corner of our page.
01:33Now, to put it in the background so it's part of our page, we simply right-click
01:38anywhere on the image and choose Set Picture as Background.
01:42When you do that, you can see now it's trying to start a brand-new note up here
01:45because that's where we left off.
01:47The image itself, if we try to click on it, we can't.
01:50We can't select it.
01:51We're just creating a new note, every time we click.
01:55So, that's how we set it into the background.
01:57This might give you a little bit of a hint on how to create your own template.
02:01So, if you wanted an image to be part of that template page, just simply add
02:05it to the background.
02:06If we want it to remove this or modify it, we'll go back to the image itself,
02:10right-click and this time, we'll see a checkmark next to Set Picture as
02:14Background because it is part of the background, but when we click Set Picture
02:18as Background, it's brought to the foreground.
02:21It's no longer a part of the page.
02:23So, now you can move it into the right location.
02:25Maybe it really belongs over here underneath our title, and we can set it back
02:30to the background, maybe size it down just a little bit, right-click, Set
02:34Picture as Background, and it's now back to being part of the background and we've
02:37got our new notes ready to go.
02:40Again, if you wanted to remove it altogether, you'd first have to right-click
02:43the image itself so it's selected.
02:47Where it says Set Picture as Background, I'm going to click to deselect it and
02:51then press your Delete key with the selected image. It's gone.
02:54It's no longer part of the page nor the background.
02:57But at any time if there's a graphic image that you want to be part of your
03:01page, you can set it to the background, just like we did.
03:04You could even take it to the next level and create a template from that page.
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10. Printing
Printing notes and selections
00:00At some point the need may arise to print some of the content in OneNote
00:04notebook and we're going to look at a couple of different methods in this lesson
00:08using our TwoTrees10 notebook.
00:11Let's start by going to the Recipes section.
00:15Here's a great example of content that we might want to print out to share with
00:18someone else, or it could be from the Revenue section, going into a Revenue
00:23meeting and you've got handouts.
00:25Either way, here in OneNote there's a couple of different ways for selecting
00:28exactly what it is you're going to print.
00:31So here with our A-D page selected, which also contains a number of sub-pages,
00:36remember this is called a page group. This will come in handy when we start to print.
00:40Let's go to the traditional method we've used other programs, Microsoft Word,
00:45PowerPoint, etc, other applications. Click the File tab to go to Backstage View,
00:51click Print, and then click the Print icon and typically this is where you're
00:56going to go to do printing in most other applications.
00:59Notice here we get to choose our printer. You'll see the default printer with
01:02the checkmark. You've also got the ability to select preferences, print ranges.
01:08Now notice the Print Range is the same as what we'd see in any
01:11program, Word, PowerPoint, Excel. We can print all, just a selection, if we
01:16selected content, pages, or the current page if we had the ability to select
01:20Current Page here, which we don't.
01:22We can also choose the number of copies from here and collating or not.
01:25So this is all standard Print dialog stuff.
01:28Let's click Cancel and look at another method, a method I would prefer to
01:32use when using OneNote.
01:35We'll go back to Backstage View, we'll go down to Print, but this time
01:38select Print Preview.
01:42Here we get a preview of the current page and notice for the Print Settings,
01:47when we go to the Print Range,
01:48we see examples that fit an OneNote notebook better.
01:52So Current Page is selected by default perhaps, but you've also got the ability
01:56to print a page group.
01:58A page group is a page and all of its subpages.
02:02So in this case, with our Print Preview, we can use the navigation buttons to go
02:06through the various pages in this page group, and you'll notice when we get to
02:10the end of Caesar Salad here, we can't go any further.
02:13That's the last aubpage of our page group.
02:16If we go up and change the print range to Current Section, well then we can
02:20continue on through every page and aubpage in the entire Recipes section.
02:26You can see we can go on way past Page 6.
02:28Now we can also change the paper size. Letter is the default, so you want
02:33to match this up with the paper that's already in your printer, waiting to be printed on.
02:38Scaling content to the paper width is automatically set in OneNote. Because we
02:42have an infinite width when working in a notebook, you may want to scale it
02:47down so it fits the width of the paper that's going to be printed on, and then
02:51down below you can choose your orientation.
02:53You can also choose whether or not a footer,
02:55that's information about the section and the page numbers, etcetera, will appear
02:59at the bottom of each page. By default, you'll see the name of the section and
03:03the page number itself.
03:06So if we click the drop-down, you'll see there are some other options.
03:08Just the page number, just the name of the section or no footer at all. Let's click None
03:14and you can see it disappears from the bottom of our Preview.
03:17Now when you're ready to print and you've made all of these selections, look
03:21what happens when you click the Print button. Notice the three dots or the
03:24ellipses that appear after the word Print.
03:27That means we're going to go back to another dialog box. There we go, you can
03:30see the pages are selected for us according to our selection, which was to print
03:34the entire section, and we still have access to the various other options like
03:39the number of copies and the printer we want to send this to.
03:42Clicking Print will actually send them off to the printer according to your selections.
03:46So let's click Cancel here, unless you really want to print this entire section.
03:52The other option is to print just selected content.
03:55Let's go to Baba Ghanoush and let's say we want to print just the instructions here.
04:00So we'll click inside the note, click and drag across and down, so we select all
04:05of the instructions, and now when we go up to File and Print, again I prefer
04:11always to go to Print Preview first.
04:13You'll notice here that we've got the Current Page selected. If we click the
04:18drop-down, we can change it to any of those other options again, but when we
04:23click Print, we get to choose Selection, which is already there for us actually,
04:28because it knows that content has been selected.
04:31So when we click Print this time, we're only printing the information that was selected.
04:36Go ahead and click Print if you want to print that out and deselect just by
04:39clicking anywhere outside the note.
04:42So when it comes to printing content in your OneNote notebook, I highly
04:45recommend going through Print Preview so you get a chance to see what it's
04:48going to look like for one, but you'll also have access to those OneNote options
04:52that pertain to working with the notebook here in OneNote 2010.
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Modifying print options
00:00When printing content from an OneNote notebook, you may also want to consider
00:04some other options when printing. Those are the options that pertain to your
00:07specific printer, and we're going to take a look at those now.
00:10Still using our TwoTrees10 notebook in the Recipes section, looking at the Baba
00:14Ghanoush page here, let's say we want to print this page.
00:17It has some color, it has an image, and it has some text.
00:21So we'll go up to our File tab to go to Backstage View and click Print.
00:25My order of events usually involves going to Print Preview first, so I can see
00:30what it's going to look like with the current settings and then click Print,
00:34and from here is where we can select the actual Preferences or properties for
00:39our specific printer.
00:40Depending on what printer you have, you're going to see different
00:42properties than me, but we're going to go through them right now by
00:45selecting the appropriate printer here in the Select Printer section and
00:49then click Preferences.
00:50Now when you click Preferences, you're accessing the preferences for your
00:54printer. These are not necessarily the OneNote or page preferences.
00:58So you're going to see some tabs perhaps, in my case I'm looking at Printing
01:02Shortcuts and I've got different settings here for those shortcuts. They'll set
01:06up my printer preferences for me.
01:08If there is a photo in there, I might want to include Photo Printing and when I
01:13do that, you're going to see all of these options over here change a little bit.
01:17I'm using the letter size paper, the paper type is plain, print quality is
01:21normal and you can see my orientation is set to portrait.
01:25If I was just printing out photos, Photo Printing-Borderless, you can see when I
01:28click that, there's some information here about my particular HP printer and how
01:33I should handle the tray with photos. I'm going to close this up, and look at
01:38all the different changes that have happened over here on the right-hand side.
01:41You can see the size has changed, the paper type definitely changed, same with
01:46the quality, and so on.
01:48As we scroll a little further down, let's try another one.
01:52Let's go to Fast/Economical Printing.
01:55In this case you can see the quality has changed to Fast Draft.
01:58Now these are all things you can change manually, but these are just Shortcuts
02:02for my particular printer.
02:04The one thing that can be very important, no matter what printer you're using,
02:07is whether or not you choose to print in color.
02:10You may not want to use up your color ink in an Inkjet printer or maybe it's
02:14already running out and when you go to print something, because the color ink is
02:19running out, you get a poor quality.
02:21So you only want to use the black ink. In that case you're going to try to
02:24find the Color option.
02:26It may be a button.
02:27It may be a tab like I have here.
02:29You can see printing in color is what happens for me automatically.
02:32Now if you wanted to print in black and white, you choose Print in grayscale,
02:37but then you still have some additional options.
02:39You can see there's a little Preview icon over here. Click the drop-down and you
02:43can choose black ink only.
02:46Now sometimes even though you're printing in high quality grayscale, it's going
02:49to use the color cartridge to achieve that high quality.
02:53If you only want to use the black ink, that's a great option, Black ink only.
02:56Click OK and now you've setup your options, you're ready to print the page.
03:00Ib this case, I want to print Page 3 and when I click print, off it goes to my
03:06printer. I won't be able to see any of this highlighting in yellow, my image
03:09will be grayscale, but I'll only be using the black ink in my printer, which by
03:13the way is the cheaper ink when it comes to economics.
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11. Sharing Notebooks
Saving to other formats
00:01In most programs, when you want to pass a file on to somebody else, they need to
00:04have the same program you have to view that file.
00:08Over here in OneNote, you can share notebooks with other people who have
00:12OneNote, but if they don't have OneNote, what do you do?
00:14Well, we're going to talk about saving to different formats using our
00:18TwoTrees11 notebook and let's start by just going to a specific page.
00:22In the Recipe section, we'll select the Veggie Lasagna.
00:26You have the ability here in OneNote to save a single page or section or an
00:30entire notebook to a different format.
00:33To do this, all we have to do is go to Backstage View by clicking the File tab
00:37and then down to Save As.
00:39When you click that, you'll notice that you have the ability here to Save
00:42the Current Page, the entire section, or the entire notebook, and depending on
00:48what you select here,
00:49you'll see different options here on the right-hand side.
00:52For page and for section, if you click section, you'll see the same options.
00:56You can save it to another section, an OneNote 2010 section.
01:01If the person you want to give access to this file to only has OneNote 2007,
01:06you can convert it back to one of those formats. Or maybe they don't have OneNote at all.
01:12In this case, the most popular word processor in the world, Microsoft Word,
01:16might come in handy.
01:17You can save your page or section to a Word document, even to older Word formats.
01:23We're going to be talking about PDF and XPS a little later on.
01:26You also have the ability to save your content to a Single File Webpage.
01:31In this case you can see it's a .mht file, so there's some HTML involved.
01:35People will be able to view it in their browser and this can come in handy too
01:39if you wanted to post any of your content to a web site.
01:43By the way, when you email content to somebody, this is the default format
01:47that's created, when you email a page or a section.
01:50So let's say the person that we want to give this file to, this content to, only
01:55has Microsoft Word and all we need is page selected in this case.
01:59We're going to click Word Document and you have to keep in mind what version of
02:03Microsoft Word they're using.
02:05If they've got the latest version of Word, Word 2007 or even Word 2010
02:10that's just coming out, you would then be able to save to a Word document
02:13with the .docx extensions.
02:15So let's select that.
02:17When you click this it's selected, it's highlighted, and all you have to do now
02:20is click the Save As button down below, and you get to give it a name, and you
02:25get to choose where you're going to do this as well.
02:27Let's just put it on the Desktop.
02:29Notice the name is Veggie Lasagna.
02:31That's the name of the page, so you see it right there and it's automatically
02:35getting a .docx extension.
02:37Now if you want to change your mind at this point, you can just click the
02:41drop-down and you'll see those options again from the drop-down list.
02:44So I maybe realize they have an older version of Microsoft Word.
02:47Then you would choose Microsoft Word Document with the .doc extension, there you
02:52go, there's the new extension.
02:53You also have the ability to change your selection here as well.
02:56We have Selected Pages, so that in this case it's our current page, the
03:00Veggie Lasagna page, but you could choose the Current Section or even the
03:03Current Notebook from here.
03:04But let's just click Save and that saves up this page in its on Word document
03:10and now we could email that off as an attachment or just send it to them on a
03:14memory stick, whatever.
03:16Now let's look at another option here. When you go back to Backstage View and
03:19click Save As, and this time select notebook. Remember you're going to be saving
03:24entire sections within a notebook and all the pages.
03:28Your Select Format drop-down has a very limited number of options here.
03:34The option at the very top is an OneNote Package and this is a package then that
03:38would be opened up in OneNote. Someone else would have to have OneNote to open
03:42up your package, but they get to see all of the sections in your notebook.
03:45They get to see all of the pages in those sections and instead of having a file
03:49folder system like we have, you get this one file that's a packaged file.
03:54When they open up the package, they get all of the folders for each of the sections
03:57and subsections and so on.
03:59You also have the other two options of PDF and XPS when you select an
04:03entire notebook, and that's something we're going to be talking about in the next lesson.
04:07So we'll click the File tab to close that up and here we are back to our
04:11TwoTrees11 notebook, knowing that we are able to select any of the content from
04:15this notebook and save it to another format to share with someone else.
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Saving OneNote content to PDF or XPS
00:01If you have content in a notebook, maybe it's a single page, maybe it's an
00:05entire section or even an entire notebook that you want to share with somebody
00:09else and you're not sure if they have OneNote, and in fact you're not sure of
00:12what programs they're using, you might consider saving to a format that's
00:17universal, such as PDF or XPS.
00:20Let's explore this now using our TwoTrees11 notebook and you can be looking at
00:25any section. I've got the Recipe section here looking at Veggie Lasagna and
00:30when we go to Backstage View and click the File tab and go down to Save As,
00:34we already know we have a number of options when working with pages and sections.
00:39They include Word documents and web pages, but if we go down to notebook,
00:44the options are limited to a package as well as, there it is, PDF and XPS.
00:50Now one is an Adobe product, one is a Microsoft product, but both of them are
00:54read-only files that get created and in this case if we choose PDF, you can open
00:59it up with a free Adobe Reader. Most computers have the Reader installed and if
01:03you don't have it's a free download from adobe.com.
01:07Same thing goes for an XPS file, but in this case you're using Microsoft
01:10products to look at it or a Preview application for example.
01:14So let's save this entire notebook to a PDF file.
01:18So we'll click PDF and then we'll choose Save As.
01:23You'll notice what's happening. We're going to be saving it to whatever
01:25location we want here.
01:27I'm going to choose the Desktop, so it's easy to look at in a moment.
01:31The name is going to be the same as your notebook, TwoTrees11, but the
01:34extension is going to be PDF and again, if you wanted to change any of your
01:39selections, you can.
01:40Right from the drop-down for example, if you want to go to the XPS option
01:44instead, you could choose it right from the drop-down list.
01:47I'm going to leave it at PDF.
01:48If you want to change what you're saving to PDF, you could do that as well by
01:53choosing Selected Pages.
01:54In this case it would be the current page, because we've only got one page
01:57selected here, or the Current Section, but let's leave it at Current Notebook.
02:02The entire notebook is going to be saved to a PDF file.
02:05All we have to do is click Save.
02:07It might take a moment depending on the size of your notebook. This one has a
02:10lot of content including some video and audio. We'll have to see how that turns
02:15out in our PDF file here in a moment.
02:17So let's just give it a minute to wrap up and then we'll open it up using our
02:21free Adobe Reader program.
02:24To do that, we'll just simply minimize OneNote and there's our PDF file on the
02:29Desktop. We'll double-click it, and you can see it opens up in Adobe Reader,
02:34and we're at the very first page and at the very top you can see there's 59 pages altogether.
02:40So we're not going to see the nice organization that we get in an OneNote
02:43notebook with the various sections, pages and subpages.
02:46We just see a very long document, a PDF file here, and as we scroll down we'll
02:52be going through the various pages, from the very first section down to the very last section.
02:57Let's go back up for a second here to the page with the Budget Speech.
03:03You can see it looks like we've got that WMA file right there and when you
03:07click on it, it becomes selected or highlighted. Right-click and you can
03:11see it's just an image.
03:13It's not actually an audio file inserted into our PDF.
03:16So don't be fooled by that.
03:18Same thing goes for video.
03:19Let's continue scrolling down through our document.
03:22We'll go down to those Recipe sections and you can see the content looks exactly
03:28like it did in our OneNote notebook, but here we are now in PDF file and the
03:34nice thing about PDF and XPS is if you want to share content, but you don't
03:38want people messing with that content, in other words you don't want them to be
03:41able to make changes to it, this is a great option.
03:44Both of these formats are read-only.
03:47So we can go in here and we could highlight text and select it and maybe copy it
03:51if we wanted to put it somewhere else, but we cannot go in here and start making
03:54changes to this content. It is read-only.
03:58When you're done, just click the Close button in top right-hand corner and
04:01we'll go back to OneNote.
04:03So at any time if you need to share content with someone you're not sure what
04:07programs they use on their computer, you've got these read-only formats where
04:11you can share the content, they'll be able to open them up with free viewers, and
04:15they will not be able to make changes to that content.
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Creating a shared notebook
00:01By now you know that OneNote 2010 is an excellent tool for organizing content,
00:05making it easily accessible and easy to find, but the big advantage to using a
00:10program like OneNote is the ability to share your content.
00:13So many people can be accessing the same notebook, even updating that notebook
00:18at the same time, everything saved automatically for you.
00:21But first you need to be able to know how to share a notebook and that's we are
00:24going to do right now.
00:25We are going to share a new notebook and an existing notebook.
00:28So let's start with the new one.
00:29We will go up to the File tab to access Backstage View and click New.
00:33Now as soon as you click New, you have got some options for storing your
00:37notebook and choosing where.
00:39One option is the Web.
00:40If you got a Windows Live account, you will see down below for the Web
00:43location Windows Live.
00:45And if you don't have a Live account you can sign up for Windows Live.
00:49And there is something called SkyDrive there where you'll be able to upload
00:52anything you need, including a OneNote notebook, and be able to access it from
00:56any computer thatt's connected to the internet, or even use a browser with
01:00the OneNote Web App.
01:02Another popular option is to use a network.
01:05If you're connected to a network, all you have to do is type in the name.
01:09Let's use Trade Shows 2010 and then type in the network location.
01:14Or you can use a Browse button to browse your network.
01:17What you'll see in the left hand side of this Select Folder dialog box is a list
01:21of networks you're connected to.
01:23You simply select it and the location, and I am going to go to Public,
01:30Documents, that's the folder name, click Select, and Trade Shows 2010 will then
01:36be created in that location.
01:38Anyone who is connected to this network will have access to the notebook that I am creating.
01:42So let's click Create Notebook.
01:45Now as soon as you do that, you can see the notebook is being created here but
01:48there is a dialog box that the notebook is created.
01:51It's accessible to anyone with permissions for that network location.
01:54Do you want to e-mail someone about the notebook?
01:57So at this point, if you were to choose E-mail a Link, you'll be able to access
02:01your default mail application.
02:03In this case, Microsoft Outlook for me.
02:05And e-mail out the link to that location, to that notebook, to anyone who has
02:10permission to access it.
02:12So let's click No, Thanks and we can do that ourselves.
02:14Notice that Trade Shows 2010 now shows up as one of our open notebooks and
02:18it looks different than our TwoTrees notebook that we've been using in this chapter.
02:23It's got this little icon indicating that it is shared.
02:26This is something that is shared and will be synchronized.
02:29So if many people are accessing it at the same time, even the same page at the
02:34same time, those changes will all be synchronized and you'll never have to
02:37update or save those yourself.
02:39So you got a new blank section and you are ready to go.
02:42What about an existing notebook though?
02:44Like our TwoTrees notebook.
02:45We will switch back to that one by clicking it.
02:47Notice the book is open now and the Trade Shows book appears closed, if we look at the icon.
02:52But we don't see that Sync icon there so we need to share this.
02:56And to do that we go to Backstage View again by clicking the File tab.
03:00This time though we are going to click Share.
03:03Now from here you'll see the name of your current notebook and if you want to
03:07change it you could.
03:08Any open notebooks appear on this list, but we are going to leave it at TwoTrees11.
03:11Where do you want to share it?
03:13Again, you can go to the Web using your Windows Live account or choose a network
03:17location and when you do that, you can type in the location or click the Browse
03:22button to browse to the appropriate network.
03:25So let's go to the same location and you can choose your own location as well.
03:31Once you have got the folder, click Select and then click Share Notebook.
03:37Again, you're going to see the same message appear.
03:39If you needed to e-mail anyone to tell them about this, you could use E-mail a
03:43Link or choose No, Thanks if you want to do it yourself.
03:47You can see what's happening now.
03:48This little icon appears next to the name of the notebook.
03:51So all of that information that appears in the various sections of your notebook
03:55is being uploaded to that location and it will be accessible to anyone who has
03:59access to that area of the network.
04:02Eventually it will be done syncing and you see little checkmark indicating that
04:05it has been synced and it's ready to be accessed by anyone who can connect to
04:10that network location.
04:12So taking a new notebook and sharing it very simply you do it along the way, as
04:16you're creating it or you can take any notebook you have and simply share it by
04:20going to Backstage View and using the Share option.
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Inviting others and syncing notebooks
00:01When you decide you're going to share a notebook here in OneNote 2010, you have
00:04the opportunity to invite people to share the notebook, a link is sent out via
00:09email, but at anytime you can go back and send out those email links as needed
00:14and we're going to talk about synchronization as well.
00:17As changes are made to a notebook, no matter how many people are accessing it,
00:20those changes are saved and synchronized automatically.
00:23So we're going to look at the settings and how we can adjust them.
00:27Let's start by working with a notebook that's already shared, in this case, our
00:31TwoTrees11 notebook, and if you've been following along you may have shared
00:35this notebook already.
00:36If you're jumping to this lesson, you'll need to go through the process from
00:40Backstage View of sharing this notebook, either by placing it on the network or
00:44using a Windows Live account for example.
00:47You know it's shared when you see this little icon for synchronization.
00:51This icon is very useful and I'm going to talk about it in a moment, but right now,
00:55let's say there are others out there who need to have access to this notebook
00:58and they're just not aware of the location and even that they have access to it.
01:03We're going to send out email invitations by going to Backstage View, so you can
01:06click the File tab. With Info selected, you're going to see each of the
01:10notebooks that you have open listed here and you'll also see a link to invite
01:14people to the notebook.
01:16So let's click that.
01:18It takes us to the Share section now, for that particular notebook and down
01:22below, click the E-mail others about the notebook link and it's going to
01:26launch your default mail application. In my case, Microsoft Outlook. I've got
01:30a brand-new message here.
01:31So I've already got the subject, Invitation to OneNote notebook called
01:34TwoTrees11, and this is a link that they'll actually be able to click to
01:39access the notebook. Who?
01:41Well, whoever we type in the To field.
01:43So you can use your To button to go to your contacts or just type in some
01:47addresses here. I'm going to type in a dummy address and click the Send button.
01:53So it sends out the message. You may have to login, if you haven't already, and
02:01the message is sent out with the link and the person receiving that message will
02:05be able to click the link to access the notebook, in this case, on the network.
02:10Of course they'll need access to that network, but if they've got permission,
02:13they'll have no problem opening it up.
02:16Now let's just talk about synchronization. As I mentioned the default is as
02:20changes are made they're automatically saved. Notebooks are synchronized.
02:24So if multiple people are accessing a notebook at one time, all of those changes
02:28are updated on the fly.
02:30Well, we already saw when we went to Backstage View by clicking the File
02:33tab that for any of our notebooks we can view the Sync Status over here on the right.
02:40When you click View Sync Status, you're going to see there's dialog box open up.
02:45Notice that the default, Sync automatically whenever there are changes.
02:49That's the default. There's a Sync Now button, so you can synchronize
02:53notebooks immediately.
02:55And then down below you're also going to see Sync Progress for any of
02:58your notebook locations.
03:00I'll just click Close for a second because there's a faster way to get there.
03:04Each notebook has its own icon and as you hover over the synchronization icon,
03:08you'll see the status. In this case our notebook is up to date, and we can click
03:12it to view the sync status and those settings.
03:14So click this and it'll open up the exact same dialog box we just saw.
03:18Now, if you prefer to do the synchronization yourself, you can choose to work
03:22offline. By clicking Work offline you'll see the No sign appear over those icons
03:27and at any time you can click the Sync Now button to create the synchronization.
03:33And of course anytime you can switch back to have those synchronizations
03:37done automatically.
03:39Down here on the list, you might see flashing green bars as synchronization
03:43takes place, and you can click any of these to sync them as well. Sync the
03:47Selected notebook, and if you wanted to go to any of these notebooks to sync
03:52them up automatically.
03:54Now the Sync Now button will automatically sync all of your shared notebooks.
03:58This is the way that you go to select a specific notebook to be synchronized.
04:03So with automatic synchronization on, we can click Close and just know that no
04:07matter how many people are sharing our notebook, working on it at the very
04:10same time, even the same page, those changes will be synchronized
04:15automatically on the fly for us.
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Sending pages in various formats
00:00If you need to send specific pages in a notebook to others via email, or simply
00:06to other programs so you can work on them, OneNote offers a number of send
00:10options that we're going to talk about right now, using our TwoTrees11 notebook.
00:15We'll go to Backstage View with our TwoTrees11 notebook in the Recipes section
00:20looking at our Veggie Lasagna recipe, and let's say we want to send that off to somebody.
00:25The quickest way to send a single page is to go down to Send and you'll see
00:29a number of Send options for the current page only, Veggie Lasagna. So we can email the page.
00:35When you choose E-mail Page, your default email application launches a brand-new message.
00:40And I just want you to see the attached file is in a .mht format, and that
00:45means they'll be able to view that content in their standard web browser.
00:49Now if the recipe appeared as part of the body of the message by default for you,
00:54it's based on one of the email settings that we're going to talk about
00:58in the last chapter.
01:00If you want to try it out by double- clicking the link and then clicking Open,
01:03and you can see it launches your default browser and there's the page or the
01:08content, a great way to share single page with someone.
01:11We'll close that up and close up the message.
01:14We'll go back to backstage view and click Send.
01:17This time, we'll look at E-mail Page as Attachment.
01:20Now, it seems that it was an attachment a moment ago, an mht file, but in this
01:25case we're going to get two attachments.
01:26So click E-mail Page as Attachment.
01:28Again, it's going to launch Outlook is that's what you're using.
01:32Not only are you going to get the mht file, but you'll also get a .one file.
01:36So this is an actual OneNote page that people will be able to pop into their own
01:41notebooks if they wanted to, or use OneNote to simply view it.
01:45Let's close that up and go back to Backstage View, because when you click Send,
01:51you'll see there's some other options, like E-mail Page as a PDF, so the
01:55attachment in this case becomes a portable document format and they would use
02:00Adobe Reader to launch the file and open it up and access it. Again, it's going
02:04to be Read-only format.
02:06If you want to send content to a program where you can work on it, like
02:10Microsoft Word, that's the next option.
02:12Let's click Send to Word.
02:15When you do that, Microsoft Word will launch. You can expand it to fill the
02:18entire screen and you're going to see all of that content in a Word document.
02:22It's a brand-new document, Document1, but you can come in here, you can start
02:27making changes to it, save it, print it, and you've got a Word document in the end.
02:32Let's just close up Word without saving any of those changes.
02:37The last option, from Backstage View when I'm clicking Send, is Send to Blog.
02:42Now you have to be set up as a blogger with a site. When you click Send to Blog,
02:46you'll be able to access that site and send the content right from your OneNote
02:50notebook, the entire page to a blog entry, simple as that.
02:55We'll click the File tab to leave Backstage View and return to our notebook.
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Sharing notebooks on the web
00:01One of the best new ways of sharing a notebook in OneNote 2010 is to make use of the Web.
00:06If you have Windows Live account, you can use your SkyDrive to store the
00:10Shared notebook, allowing you to access it from any computer that's connected to the Internet.
00:14You don't even need OneNote installed.
00:17You can use your web browser.
00:18Let's take a look at all of these using our TwoTrees 12 notebook.
00:22If you've even following along with me in this chapter, you can close up any
00:25shared notebooks, and open this one up.
00:27It's not shared, but we're going to share it.
00:31You can create a new shared notebook using your Windows Live account, or you
00:36can share an existing notebook, like we're going to do with our TwoTrees12 notebook here.
00:41Just click the Share tab.
00:42You'll notice the button for creating a new shared notebook.
00:45You'll just have to enter the name of your new notebook before choosing the Web.
00:50In this case, though we're going to share an existing notebook.
00:52So we're going to click the Share This Notebook button, which takes us to the
00:56Share section in Backstage view.
00:59We see the name of our existing notebook.
01:01We don't have to type anything in.
01:02With Web selected, you'll see some options down below.
01:06Now if you're not already signed in to a Windows Live account, you have the
01:10opportunity to launch your browser and sign in using Windows Live SkyDrive, the
01:15link that you see at the top of this section.
01:18If you don't have a Windows Live account, you can create one by clicking Sign up
01:22for Windows Live SkyDrive.
01:24Then you'll have somewhere to store your shared notebook.
01:26If you already have your account, and you don't need to launch your browser and
01:30get into it, you can simply click the Sign In button. Let's do that.
01:34Now of course, you will need a Windows Live account to be able to follow
01:37along with me here.
01:39You'll be prompted for the e-mail address and password you use to login to Windows Live.
01:43You'll need to enter those.
01:49When you click OK, you'll notice some changes here.
01:52With a Windows Live SkyDrive, you automatically get two folders.
01:56One called My Documents.
01:58That's shared just with yourself.
02:00So you have access to storing things on the Web, which means of course that
02:04no matter where you are in the world, if you're connected, you can get to those contents.
02:08You also have a Public folder by default.
02:11That's shared with everyone.
02:12So anyone can get in there.
02:14You can share your contents with anyone you'd like using the Public folder.
02:18You also have the ability though to create a new shared folder.
02:22So when we click New Shared Folder, you will be taken over to your Windows Live account.
02:29You may have to sign in.
02:30Here we are in our default browser.
02:34Then you'll be prompted for the name of your new shared folder.
02:37So let's just type in TwoTrees here.
02:41At this point, you can change, who the folder is shared with.
02:44We can see by default it's set to Just me.
02:48So you'll be able to share with yourself.
02:50But you can change that at any time and invite anyone you like to have
02:53access to this folder.
02:55But you can do that again at anytime, so let's just click Next for now.
02:59This will create the new folder. It's empty.
03:02That's what we're looking at right now.
03:03The contents of this new folder called TwoTrees. There it is.
03:08Again, the status, Shared with Just me, but we can click that link at any time if we want to change those permissions.
03:15But for now, let's just go back to OneNote and see what's going on over there.
03:19Something has changed right now.
03:21Under Web Location, you can see something has happened.
03:23There is a message here.
03:25When we create a new folder on SkyDrive, we have to click this Refresh button to
03:29update the folder list. So let's do that.
03:32Now we see the Documents folder, the Public folder, and the new one that we just created.
03:38This is where we want to store our newly shared notebook called TwoTrees12.
03:43So we select that and then Share Notebook.
03:47Now this is going to upload the notebook right to that new folder called
03:52TwoTrees in our SkyDrive on our Windows Live account.
03:56There is the same message we see when we share notebook, no matter where we share it.
04:00E-mail a link to people, we want to invite to access our notebook, or put it off
04:04by clicking No, Thanks.
04:07So we can do it manually, or at anytime we can send them an e-mail to give
04:11them access to the link.
04:12Notice what's going on here. Next to the name of our notebook
04:16now we see this little Sync icon, indicating that it is a Shared notebook.
04:20You'll also see as you hover over the name, the full path that takes you to that location.
04:26Now in this case, we have OneNote open.
04:28We're working with the shared notebook.
04:30But you don't even have to have OneNote to access a shared notebook that's
04:35been stored on the Web.
04:36You can use the Web app.
04:38So let's just go over to our Windows Live account.
04:40We'll flip back to the web browser.
04:43Let's just go back a step here.
04:45When you look at the path for your TwoTrees folder, I'll just go back to the Office.
04:51You'll notice your TwoTrees notebook in there.
04:54Anything else you might be sharing with people.
04:57Notice also to the right here, we've got icons for the Web versions.
05:02These are the Web apps for Word, Excel, PowerPoint, and there it is OneNote.
05:07Now these are not fully functional versions of these applications.
05:11There will be certain commands and functionality that's missing.
05:15But you really don't have to have anything installed.
05:18They're free applications.
05:19Meaning you can access your notebooks without even having OneNote installed on
05:23the computer that you're connected with.
05:25Now over here where we see TwoTrees, as we hover over the name, you'll notice
05:30we can edit right in our browser.
05:32This will open up that Web app I was talking about, allowing us to make changes
05:37to our TwoTrees notebook without even using OneNote.
05:40We can also go to Share here to change who we are sharing this with.
05:45Notice it's a little drop-down.
05:47You can edit the permissions right from here, even send that link when you're
05:50ready to send it to anyone you want.
05:53With the More drop-down, you can Download.
05:57So, additional contents, or access the properties for this notebook
06:01directly from here.
06:02Remember we're not even using OneNote to do all of this.
06:05We're using the Web app.
06:07So let's see what happens when we click Edit in browser.
06:11After a second, there it is.
06:13There is the page we were looking at in OneNote.
06:16There is our notebook called TwoTrees12.
06:18Notice it's on SkyDrive.
06:20We've got all of our sections down the left-hand side here, as well as the
06:24various pages in each section.
06:26So we can navigate through the entire notebook.
06:29You'll notice that we've got a version of the Ribbon
06:31you might be used to using in your full OneNote application.
06:35With a Home tab, and Insert tab for inserting things like pages,
06:39sections, pictures and so on.
06:41We've also got a View tab for changing the various views.
06:45So many of the features and functionality you are used to using in the full OneNote
06:49application are available to you right here from the ribbon.
06:52We'll go back to the Home tab.
06:54Notice at the very end
06:55there is something here that you open this OneNote.
06:58This is actually going to launch the actual application, if you've got it
07:01installed, where you'll have full functionality and full access to all of the
07:06features you're used to using.
07:07But here we are in the Web app working on our shared notebook.
07:11We don't even have to have OneNote installed.
07:13So if you do plan on sharing a notebook, and you want to be able to share it
07:17with anyone in any location, even with people who don't have OneNote, consider
07:22using a Windows Live account and SkyDrive.
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12. Collaborating on Notebooks
Knowing who wrote what with author indicators
00:01When you decide to share a notebook and collaborate with others on a project,
00:05you may have multiple contributors to a notebook.
00:08These are known as authors in OneNote 2010.
00:12There are some cool features that will allow you to track who is contributing
00:15what and will also allow you to find that content quickly.
00:19Let's use our TwoTrees12 notebook to take a look at this.
00:22We'll start with the Revenues section selected here on our Income Statement.
00:27We really don't see anything happening on this page.
00:30If we go to another section such as Recipes, and make sure the A-D page is selected,
00:37I'll see these little initials here off to the right in our note.
00:40As we move inside the note, you can see there is a bar kind of the same height
00:45as our last two links on this list.
00:46The first three, we don't see anything next to them.
00:49With authors, you're always going to see other authors' initials, if it's turned on,
00:54but you won't see your own.
00:55So in this case, I know that these are mine.
00:58If you're sharing a notebook and you've got other people contributing to that notebook,
01:03you'll see the same thing that I'm seeing here.
01:06So in this case, I see the initials KL.
01:08If you hover over the initials, you're going to see the full name, in this case,
01:12Karen L. This is the username they use to login to Windows.
01:16You'll also see when they made their last modification, the date and the time. So that's great.
01:21But if you've got a huge notebook, how can you find all of the contributions by this person?
01:25All you have to do is go up to the Share tab on the Ribbon.
01:28You'll notice here in the Shared Notebook group, we've got a couple of options
01:33for working with multiple authors.
01:35One is to Find by Author.
01:37Let's give that a click. It opens up our Search Results task pane.
01:41You can see automatically it's searching for the various authors.
01:44So you'll see this little Collapse and Expand buttons next to the name.
01:48You'll also see a list of all of the authors who have contributed to this notebook.
01:53In this case, there is only two.
01:54Myself and one other person.
01:56So when I expand any of those sections, I can see each of the pages where a
02:01contribution was made.
02:02There is our A-D page.
02:05If we go to Red Pepper Marinade, not only does it take us to the page, but it
02:10also highlights the contribution.
02:12You can see the initials here are next to that contribution.
02:15That's a great way to zero in on specific contributions by author.
02:20When you're done, just simply close the task pane by clicking the Close button.
02:24Now if you don't like seeing these initials, maybe it's a little bit too cluttered.
02:29It's not really important who has contributed what.
02:31You can always hide this information as well by going up to the same group here,
02:35the Shared Notebook group on the Share tab of the Ribbon. Click Hide Authors.
02:39That's going to hide those initials.
02:42It doesn't mean, we can't still find by author.
02:44If we go to the Find by Author button, we're still able to go to specific pages
02:50and see the highlighted content, but we don't see the initials.
02:54So the Hide Authors button is simply hiding the initials that you might find
02:58cluttering the screen.
02:59If you want them back, just simply click the same button. It's a toggle.
03:02To turn them back on, you're no longer hiding the authors' information.
03:05You're able to hover over and see the full information.
03:08Remembering that it's the username they used to login to Windows that appears
03:13there, as you hover over their initials.
03:16So a couple of cool little features to help you know exactly who is
03:20contributing what to notebook and also to be able to display that information
03:25right in front of your eyes.
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Locating newly added content with highlighting
00:01One of my favorite new features here in OneNote 2010 is the automatic
00:05highlighting that happens when you collaborate with others on a notebook.
00:09So if you have multiple authors, you will know exactly where changes have been
00:14made to the notebook.
00:16Here I am working with my TwoTrees12 notebook and if you've got the Exercise Files,
00:20you can open this up, but you really need to be sharing and collaborating with
00:24at least one other person to see this happen.
00:26Notice on the left-hand side here as I look at my sections, Recipes and User
00:32Conference appeared to be bolded.
00:34And if I look across the top, same thing with those tabs.
00:37That's telling me as a person who is sharing this notebook that changes have
00:42been made that I have not yet seen to those sections.
00:46So if I go to the Recipes section by clicking the appropriate tab and look over
00:50at the right-hand side of the page tabs, I'll see the exact same thing. Bolding
00:55for the various pages that I have not yet seen changes to.
00:58So in this case there is one called Experiment and Lemon Sage Chicken that both are bolded.
01:04The rest are not, meaning I've seen the contents of all of those pages and
01:07nothing has changed since.
01:08When I click Experiment, I am also going to see on the page highlighting.
01:12See the green highlighting across all the text that is new to me, in this
01:16case the entire note.
01:18The title is not shaded green.
01:20So the title was there.
01:21Last time I saw it, it was an empty page. All of this has been added since.
01:25Now, as soon as they take a look at it, it's no longer new and it will no longer
01:29be highlighted when I move on to another page.
01:32Let's go to Lemon Sage Chicken.
01:33Now in the case, you can see as I scroll down, just a small addition has been
01:38made to the very last line in the note.
01:40So the rest of this was here last time I checked but this is new.
01:44Also notice that the Experiment page is no longer bolded.
01:47And if I go to another recipe, notice that my Lemon Sage Chicken recipe is no
01:52longer bolded and in fact, the entire section now is no longer bolded if I look
01:57at the tabs to go to those sections.
01:59So right off the bat, I know exactly where changes have been made and I can
02:04quickly go and find them.
02:06Now it looks like User Conference also has something.
02:08When I go to that section and go to the Conference Overview page, I do see some
02:13highlighting there as well.
02:14So it's a great way to quickly find any updates that have been made since you
02:18last worked with the notebook.
02:19If at any time the highlighting does not disappear or you don't really care
02:26what's new and what's changed, you can always go to the notebook name itself,
02:30right at the top of the navigation bar over here in the left-hand side, and
02:33right-click and you will notice there is an option here to mark the notebook as Read.
02:38As soon as you do that, let's give it a click, none of the bolding will appear any longer.
02:43In OneNote's opinion, you've seen all of the changes at this point and it is now
02:48marked as though you've read every bit of content in this notebook.
02:52But it is a brand-new feature to OneNote 2010 that will help you zero in on
02:57anything that's been added or changed in your notebook since the last time you saw it.
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Seeing past versions quickly with versioning
00:01When you share a notebook and collaborate with others, you've got multiple
00:04authors contributing to the same notebook.
00:06The occasion may arise when you need to go back to a previous version of a page,
00:11or at least see what that previous version was and decide whether or not you
00:15need to revert back to it.
00:17Well, OneNote 2010 does have a Page Versions tracking feature and we are going
00:21to take a look at it now using our TwoTrees12 notebook.
00:25You can see here I am on the User Conference tab or section, looking at the
00:30Conference Overview page.
00:32Now this page appears to have another author who has made a contribution at this point.
00:37As I scroll down, it looks like the rest was done by me.
00:41But if we go up to the Share tab on the Ribbon, you will notice in the History
00:46group here we've got something known as Page Versions.
00:49Now if you just simply want to display the different page versions, you can
00:52click the top-half of this button.
00:54If you want to see the options, go to the lower-half and click the drop-down.
00:58Right at the top is the default page versions.
01:01So that's what will happen if you click the top-half of the button.
01:03Let's give it a click.
01:06Well, over here on the right-hand side we see our Conference Overview and then
01:09as we go back, you can see we have got previous versions as well.
01:13When we go to a previous version, we will see highlighting showing us exactly
01:18what was contributed by the various people and anything that's changed.
01:23So in this case, you can see all these green highlighting showing us what's changed.
01:28Let's go back up here.
01:29It looks like Karen L made a simple change to one line.
01:32You also see this message across the top of the page. "This is an earlier version."
01:37It will be deleted over time and if you want to restore or delete this version,
01:42you just simply click the message across the top.
01:44So let's give it a click and you will see a pop-up menu with several options.
01:48We can restore back to this version.
01:51We can delete this version, if we don't want it.
01:53We can even copy this page to another page.
01:57So we can create an actual page, not just a version of the page representing
02:01this previous version of our content.
02:04We can also delete all versions in this section or the entire notebook, if you wanted to.
02:09And if you don't want to track versions, Disable the History for This
02:12Notebook is there as well.
02:14And if you need to just simply hide it, keep it going but hide it,
02:17you have the opportunity at the very bottom of this menu to hide your page version.
02:21You won't see them until you come back here and decide to show them again.
02:25But let's just delete this version and you can see what happens over here on
02:28the right-hand side.
02:29Here is our final version right in front of us and we have only got two
02:33different versions now that we can look at and at any time, we can revert back.
02:37This one, you can see it doesn't have a lot of information that's been added to it.
02:41If we go to the next version, there are a lot of content that's been added
02:46and this is our final version here and it looks like Karen Leslie is also presenting.
02:51We are going to go back to just David Rivers.
02:52So let's go back to this one and at the top, we will click and choose
02:57Restore Version this time and it becomes the last version and a new older
03:03version is created and let's say we just want to get rid of all the old
03:06versions now in this section.
03:08We will go to the Page Versions drop-down and we will Delete All Versions in this section.
03:13We have to confirm that by clicking the Yes button and when we do, they are all
03:18gone and we are left with the latest.
03:20So Page Versioning is a great option to not only take a look at past versions of
03:26a page, but if you need to restore those versions, bringing you back to an older
03:31version that maybe was more accurate before changes were made.
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13. Researching with OneNote
Automatically linking your notes to what you're viewing
00:00If you like to take notes in a OneNote notebook while you're researching content
00:04that exists someplace else, maybe it's a Word document or the most popular
00:08place, the Internet,
00:10you can automatically have those notes that you are taking linked to the
00:14original content, so you can quickly go back there as needed to reference the
00:19original content itself.
00:21We are going to try this out using our TwoTrees13 notebook in the Recipes
00:24section clicking the Meat Lasagna page. It's a blank page.
00:28We're ready to start creating our masterpiece here, but we're going to borrow
00:32content from other locations.
00:34Let's start by typing in Ingredients.
00:37We'll hit Enter a couple of times and now we're going to browse around
00:41looking for ingredients.
00:42Let's start with the most popular place, the Internet.
00:45So you might want to launch Internet Explorer.
00:48You do a search, here's one at ichef.com.
00:51We've got three recipes here and in the Beef Recipes category, in the Ground
00:56Beef Recipes, we've got one for Lasagna.
00:59You can see all of the different ingredients here.
01:02Let's go back to OneNote.
01:04Now, any notes that we take will automatically appear in our note, but they
01:08won't be linked unless we choose to automatically link them back to where we're
01:12getting them from, whatever we're viewing.
01:14In this case, a web site on the Internet.
01:17So let's go up to the Review tab on the Ribbon to turn on Linked Notes.
01:22Here is where we do it.
01:24The Linked Notes button is going to create a docked view so we'll be in the
01:29Dock to Desktop view.
01:30So whatever we're looking at on the left -hand side is what we'll be linking to
01:34as we take our notes.
01:36That could be another OneNote notebook.
01:38It could be another document or in our case a web site.
01:41So let's give it a click, and you can see what happens over here on
01:43the right-hand side.
01:44We've got a duplicate of our notebook now in the Dock to Desktop view.
01:49We've got this little Link icon appearing in the top-left corner of the page.
01:53We've got this dialog box prompting us to choose a location for our links.
01:58Where do we want them to go?
01:59In this case, we do want them right on the Meat Lasagna page, the page we just left,
02:03but you could choose any spot in your notebook.
02:06So you don't have to be on the page.
02:07If you want them to go to Unfiled Notes and then be able to go back there at
02:10anytime and get them, you can choose Unfiled Notes.
02:14But I am going to leave mine selected as Meat Lasagna, you can too, and click OK.
02:19Anything you type will be linked to whatever you see here on the left.
02:23In this case, we're seeing a duplicate of our notebook.
02:25That's not what we really want at this point.
02:27We want that recipe in our browser.
02:31So we'll open up our browser again, notice that it's automatically docked to our
02:35OneNote Docked View.
02:38Now when we click over here in our notes under Ingredients and start typing,
02:42let's do this, 2 tb(s), and we'll type Two Trees Olive Oil just to be
02:50specific, and press Enter.
02:53That little icon that you saw for Internet Explorer just disappeared.
02:57That's because we haven't started to type anything.
02:59Let's say we also want the garlic in there.
03:02So I'll type 2 each of the Cloves Crushed Garlic.
03:09Now, we can continue going to other content, other sites, other documents.
03:15As we're taking our notes, we'll always be linked back to what we see here on
03:19the left-hand side of our screen.
03:22When we're done, let's just minimize our browser and take a look at what happens
03:27here with our Linked icon.
03:29When we click this, you'll see a number of options.
03:32First of all, Linked Note Taking is automatically turned on.
03:36So when you go to Linked Notes, you're automatically taking linked notes.
03:40You don't have to come here to turn it on, but you can come here to Stop
03:44Taking Linked Notes.
03:46If you click this, you'll see the little No sign appear next to the link.
03:50This also happens when you leave the Dock to Desktop view.
03:54In fact, the entire link will disappear.
03:57So let's just click the drop-down again and start taking linked notes.
04:02Notice the No sign disappears and now anything we type will be linked to what we
04:06see on the left-hand side.
04:08Let's go up here to the Dock to Desktop and we'll click that.
04:12Notice that it automatically takes us back to full screen or the normal screen,
04:17and our link has the No sign again.
04:20So we can click this drop-down, and if we wanted to, delete any links on this
04:25page or if we want to see the linked files, go up here to Linked Files and
04:30you'll see there's our Lasagna Recipe link.
04:33We've also got the icon over here next to the note itself.
04:36Let's just click in the note anywhere and hover over the icon. There's our site.
04:41We see the actual address.
04:43If we click this, it's going to take us right back into our default browser and
04:47take us directly to that page. There it is.
04:52So we can always go back to the original content.
04:55I'll close that up.
04:56In fact, you can close your browser altogether.
04:59It'll take us back here to our notes in our Recipes section.
05:04Now at anytime, if you want to get rid of those links, no problem.
05:07You can go to this little drop-down, delete the links on this page, one at a time.
05:11So if you've got multiples, you can select them from the list or simply delete
05:15all the links on this page by clicking here.
05:19Now, links removed. In this case, 2.
05:21So we'll click OK, and notice the link is gone.
05:24We could have accessed the Link options from there, but we can go up to our
05:28Backstage View by clicking the File tab and select Options and you'll be able
05:32to go to your linking options from here as well.
05:36Let's click Advanced, and in the Linked Notes section, you'll see checkmarks
05:41next to Allow creation of new Linked Notes.
05:43That's automatically turning it on when we click that button.
05:46Save documents snippets and page thumbnails for better linking to the right
05:50place in the document. So you actually see those little thumbnails when we
05:54hover over the icons.
05:56You also have the ability to remove any linked notes by clicking this link, so
06:01all the links will be gone from the entire notebook if you click this link.
06:05But we don't really have any to delete.
06:07We've already deleted them, so we'll just click OK to return to our notebook.
06:12So keep in mind if you do a lot of research and you like to take notes here in
06:14OneNote 2010, you can automatically link back to the original content by
06:19turning on Linked Notes.
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Using the Research pane
00:00Research here in OneNote 2010 can mean several different things.
00:04You could be taking notes and you need to look up a meaning for a word or
00:08maybe a translation to another language or maybe you just need a thesaurus so
00:12you can find a synonym.
00:14All of these tools are available to you in one convenient location called the
00:17Research task pane and we are going to take a look at it now using our
00:21TwoTrees13 notebook in the Recipes section.
00:24If you want follow along with me click the Anchovy Sauce page.
00:27The first thing we are going to do is click in a word that we want to look up.
00:31Let's just click in the word Anchovy.
00:33Maybe you're not quite sure what an anchovy is.
00:36Well, in this case you can click anywhere in the word.
00:39You can even double-click it if you want to highlight the word.
00:41But what's important is that we open up the Research task pane and we do that by
00:45clicking the Review tab on the ribbon and then click Research.
00:49Now this opens up the pane on the right-hand side.
00:52You will see the word that you've selected, in this case Anchovy, and down
00:57below you'll see the selection that was used last if you've ever used the Research pane.
01:03For me, it was All Reference Books.
01:05So down below I'm seeing things like definitions from the Encarta dictionary.
01:10I've got English Assistance and Translation available to me down below.
01:14But we can be specific.
01:16If we just want a definition we can click the drop-down here and choose
01:20the Encarta dictionary.
01:21So it takes a moment and then it displays the word Anchovy, the noun, the
01:26pronunciation, and some definitions down below.
01:29You can see the silvery fish or anchovy as the food.
01:34If we go back to that drop-down, we have a number of other options as well.
01:37Now there are reference books like a Thesaurus for example.
01:40If you want to find another word. While there's no other word for the word
01:44anchovy, but if you click the drop- down you will see not only are there
01:48reference books, but they're also reference or research sites like Bing.
01:54There is a whole bunch here that we can choose from.
01:56Let's go to Bing and see happens.
01:58I bet you we get a lot of-- yeah, there it is.
02:01You can see we are viewing 1 to 10 of over 700,000 definitions here as we scroll down.
02:08We can learn everything we need to know about anchovies.
02:12And we can click this drop-down at anytime if you want access to all the
02:15reference books or all of the research sites.
02:18You can do that as well.
02:20Again, you'll be able to expand or collapse the things that you want to look at.
02:24Factiva iWorks, for example, we can click that.
02:27You are going to see a number of recipes here that involve anchovies. So that's cool.
02:32Those are expandable as well if you want to take a look at them.
02:36Then click a link to go there to view the article.
02:38Let's click that drop-down one more time and just zero in on a single, let's go
02:45to a research site like HighBeam.
02:48So there it is and you can scroll down, reading everything you need to know about anchovies.
02:52The nice thing is you've also got these navigation buttons.
02:55So you can go back.
02:55You can go back a page at a time or click the drop-down and go back to any of
03:01those things you've already used, any of the tools.
03:04Then you've also got the same button for moving forward through those options.
03:08Down at the very bottom, you've also got Research options.
03:11Click this link to open up your research options, so you can choose Languages for example.
03:16Here in Reference Books, we've got our dictionaries.
03:19You can select the one you want to use.
03:21We've also got the Thesaurus down below, Translation, and there is our Research Sites.
03:27So you can add additional sites just by clicking the appropriate checkboxes.
03:31And if there's something there you don't use, you can be deselect it by clicking
03:34the checkbox to remove the check.
03:36We will just click OK and there we go.
03:40We've updated our research tools.
03:42So when you're done, just simply click the Close button in the top-right corner
03:46and you can always access the Research task pane again if you need to from
03:50Spelling group here in the Review tab of the ribbon.
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Translating text with the Mini Translator
00:00If you're following along with me in the previous lesson you know that the
00:03Research pane allows you to translate content if you want to.
00:07There is also a new feature here in OneNote 2010 known as the Mini Translator if
00:11you need to get a quick translation.
00:12I am going to try it out with our Two Trees13 notebook in the Recipes section
00:17with Veggie Lasagna selected.
00:19Here in this note at the very top we have a paragraph.
00:23So let's just click-and-drag over the description of our Veggie Lasagna here,
00:27and let's go up to the Review tab, and without choosing the Research pane we can
00:32go directly to Translate and if we wanted to translate the selected text,
00:37this will launch our Research task pane and take us directly to in this case
00:42Translation and down below whatever language you have selected, you will see a
00:47translation for the selected content.
00:49In this case an entire paragraph down below.
00:51So you could actually, if you wanted to borrow this. You could copy it and
00:56create a bilingual document or a page here in your notebook.
01:00But what if you just want a quick translation?
01:02You don't need to actually borrow the content.
01:04Let's just close up our Research task pane and we will go to the Translate
01:08drop-down and here's the new feature.
01:10It's called the Mini Translator.
01:12You'll see the current language selected.
01:14In my case it's French.
01:16You can point to a word or select an entire phrase like we have here to see
01:20a quick translation.
01:21First of all, you might want to choose your desired language and that's right at
01:25the bottom of this menu.
01:27So if you want to choose a different language, maybe German for example, and
01:33click OK, now when you turn this on, everything will be translated for you from
01:38English to German, and German appears as the Mini Translator language.
01:44So when we click this, all we have to do is either hover over a word or select
01:48an entire group of words like we have here and you'll notice when you hover over
01:52the selection, a little window appears.
01:54It's dimmed, but when you start moving up towards it, you actually see the translation.
01:59There it is. You've even got buttons to the Research pane, a Copy button, and if you click
02:05Play, you're going to hear the English version of this and there is the
02:10German translation.
02:11So you can compare what you're hearing to what you're seeing in the desired language.
02:16When you move down below, just clicking any old word, you'll see just that word
02:21now is being translated.
02:22All you have to do is click to see a quick translation for a single word,
02:27the word you click in, or select an entire phrase, and with the Mini Translator,
02:32you'll be able to see a translation.
02:34When you're done with it, remember to go back to the Translate button and
02:37toggle this back off by clicking Mini Translator if you find it annoying that a
02:42translation shows up every time you move your mouse around.
02:45That's how you turn it off.
02:46So you go back there to turn it on when you need it.
02:49Brand-new in OneNote 2010.
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14. Modifying OneNote Options
Setting display options
00:00Here in OneNote 2010, you have full control over your display options.
00:05So if you need more space to focus on content, there are number of display
00:09options to help you with that and you can even customize things like your Ribbon
00:13and Quick Access toolbar.
00:16So really it doesn't matter what notebook you have opened at this point to
00:18following along with me.
00:19We are going to start with the Ribbon that appears across the top of the screen.
00:22And the Ribbon is quite thick.
00:25So it does take you some valuable real estate on your screen.
00:28If you need more space to work on content, you can simply minimize the Ribbon by
00:32clicking the Minimize Ribbon button or using Ctrl+F1 on your keyboard.
00:38Now this doesn't actually close up the Ribbon. It's still there.
00:41You can see the tabs and when you click a tab, it will temporarily display the
00:46various contents here from the Ribbon and if we go to View, for example, and you
00:50want to Hide Authors, you would select that button and look at that, the Ribbon
00:55kind of collapses on itself again.
00:57So it only shows you the groups when you select the tab.
01:01If you want that back,
01:03click the same button that collapsed it to expand it.
01:08Now another option is to simply go to Full Page View.
01:12I like view when I need to focus on the content.
01:14I don't need my navigation bar down the left and I don't need the page tabs on the right.
01:19I just want to focus on what's on my screen.
01:21Notice the real estate I have here.
01:23Lots of room to work with. And when I am done with Full Page View, I click the
01:27same button to toggle it off, just like that.
01:30You also have full control over your Ribbon and Quick Access toolbars and
01:34what appears there.
01:35Let's just go to Backstage view for a second.
01:38I will click the File tab, go down to Options, and here under Options, you will
01:43see Customize Ribbon and we have also got a link to the Quick Access toolbar.
01:48Let's click Customize Ribbon.
01:50When you choose Customize Ribbon, you can select any command possible in OneNote
01:54to appear on your Ribbon.
01:55And you can choose commands to appear in current sections of the Ribbon,
02:00current tabs, current groups or you can even create your own.
02:03Let's say we just want to see commands that are not in the Ribbon. We can choose
02:08that and get a list of all the commands that currently don't show up on the
02:12Ribbon and now we want to put some of them on the Ribbon.
02:15Now you can expand or collapse the various sections or tabs here on the Ribbon
02:19or if you wanted to, you can even create a new tab. Let's do that.
02:23We'll click New Tab.
02:24We will click New Tab and the new tab will appear just below the selected tab.
02:27In my case, it was the Home tab.
02:29And I can select it where it says New Tab and rename it.
02:32I am going to call it Daves and click OK.
02:37Now I have a Daves tab and down below it, there is a New Group.
02:41So you can have as many groups as you want by adding the New Group button and of
02:46course, you can rename those as well.
02:49When we click Rename, we see this little Rename dialog box and the display name
02:53is already highlighted where it says New Group.
02:56So let's just type Edit for one of the groups and if you wanted to, you
03:00can choose a symbol.
03:01Let's just use the text Edit and then we will select the second New Group
03:05and rename it as well. Let's do Insert.
03:10So these are common editing and inserting things that I might use altogether on my own tab.
03:16Now it's a matter of getting the actual commands over there.
03:18Let's go to Edit for example.
03:20I like to paste and keep the source formatting.
03:23So I don't want to have to select this every time.
03:25I just click here and add it to my Edit group.
03:28Maybe I want to paste as a picture too.
03:30That's something I use quite often.
03:32I will add that to the group and then let's go to Insert and then you can scroll
03:36up and down the list here of things that you might want to have show up on your
03:40Insert group on your own personal customized Ribbon, or maybe you just realize,
03:46"wait a second, I don't really need that at all."
03:48So let's go to Insert where we have just created this brand-new group and just
03:54choose to remove it.
03:56To remove it, let me click the Remove button and it's gone.
03:59So now we just have our one group.
04:01Click OK to see what that looks like.
04:03So there is Daves tab right there and my two buttons.
04:07If you realize, okay, maybe that belongs in a different location, or maybe you
04:12just need it any more, we will go back to backstage view by clicking the File tab,
04:16clicking Options, and Customize Ribbon.
04:20Now we could go through here deleting things but if it's all we have changed,
04:24a quick way is just to go back to the default settings.
04:28Down below, next to Customizations, we see a Reset button.
04:31When we click this, we can reset all customizations, click Yes, and we are back
04:38to our default settings.
04:39Let's click OK. Sure enough our Ribbon looks just the way it did the first time
04:44we launched OneNote.
04:46Same things goes for the Quick Access toolbar.
04:48You can click the drop-down and pick and choose which commands appear on the
04:52Quick Access toolbar.
04:53Maybe Print is something you use quite often.
04:55But from here, we can also go down to show More Commands.
04:58These are commands that are not available to us from the drop-down and we have
05:02them all here again.
05:03So you will see your current commands.
05:06Let's add Delete by clicking it and click the Add button and then you can move
05:11it around too, so it appears in the location that you want, maybe right after
05:14the Undo button and when you click OK, there is the change.
05:20You can see our Delete button right in the middle and there is our Print button.
05:23Now we can customize this too from backstage view by clicking the File tab and
05:28Options, choose Quick Access toolbar, and there we go.
05:32There is all those options again.
05:34Let's remove Delete or even faster, reset. Clicking Reset we can reset only the
05:40Quick Access toolbar or from here, all customizations and click Yes.
05:46The only other option with the Quick Access toolbar is to decide where it appears.
05:49You like it below or above the Ribbon and by default it's above the Ribbon.
05:53You can have it show up below the Ribbon by clicking the checkbox and clicking OK.
05:57Or you can go to the drop-down and change its location from this little menu.
06:02In this case, because it's below the Ribbon, the option displays as Show Above the Ribbon.
06:07So we will put it back up there where it belongs.
06:10So a number of options to help you with your display settings as you are
06:13working in OneNote.
06:15If you need more room, remember you can clear your screen
06:18of all the clutter, work in Full Page View, and you even have full control
06:22over what appears on the Ribbon and Quick Access toolbars themselves.
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Changing email options
00:00In OneNote 2010 you have full control over what is sent to OneNote.
00:05So, if you happen to be using the print drivers sent to OneNote from another
00:08application, let's say Microsoft Word for example, you automatically get
00:12prompted to choose where you want to send that content to, and that's one of the
00:18options that can be altered here in OneNote, as well as any of the integrated
00:21options with Microsoft Outlook.
00:23Let's take a look at them now.
00:24We're going to start with a Word document, and if you want to you can open up
00:28this Veggie Lasagna.
00:30And when we go up to Backstage View by clicking the File tab and we choose
00:34Print, we have the ability to change our printer to the Send To OneNote driver.
00:39It's automatically installed and when we click Print, we are then prompted to
00:44choose where that content is going to go.
00:47So if you wanted to, you could put it in any of the sections on any of
00:51the existing pages.
00:52Let's click Cancel for a second.
00:55Maybe you don't want to put it in an existing page.
00:57Maybe you'd rather have a new page created automatically in the current section.
01:01That's just one of the options you can alter.
01:03Let's go up to Backstage View here in OneNote by clicking the File tab and
01:07then down to Options, and we'll click the Send to OneNote option here on the left-hand side.
01:13Notice for Outlook items like messages, notes, contacts, tasks, all of these
01:19items, we see the same option here by default, Always ask where to send.
01:23Same thing goes for other content like printing to OneNote, what we just tried
01:27from Microsoft Word.
01:29Same thing for screen clippings and web content, but if you click the drop-down
01:33next to any of these, you can change it to the current page so it automatically
01:39go to current page that you're looking at in OneNote, a new page in the current
01:43section, or you can set a default location which could be any of the sections,
01:48any of the pages that already exist.
01:51Let's choose new page in current position here for print to OneNote and we'll click OK.
01:57And you'll see those same options for all of your Outlook items, as well as
02:01those other options for sending to OneNote.
02:05Let's go to our Word document and try it again.
02:07We'll go to Backstage View and select Print. With Send To OneNote already
02:12selected we'll click the Print button, and in this case you can see what
02:16happens. A new page is automatically created here in OneNote under Revenues and
02:22that's not really where we wanted to go.
02:24So we click undo and go down to our Recipes, in the Q-Z page here, group of pages.
02:33That's where we want our new page to go and again once we click File and
02:38Print, and click Print again, it just simply creates a brand-new page. This time
02:44it's under Recipes here, and we've got our Veggie Lasagna.
02:48All we need to do is give it a title.
02:50So that's just one of the options.
02:52There are also options for working with email messages and so on.
02:55For example, with our Home tab selected if we click E-mail Page, it's going
03:00to launch Microsoft Outlook and you'll see an attachment here.
03:04Let's close this up.
03:06Let's go to our Revenue section now and we'll click on the very top here, our
03:10Income Statement. This already has an attachment.
03:14If we go to E-mail Page now, you'll see a new message is created in Outlook and
03:20we've got the Excel file as well as the web page.
03:23So we'll close that up, and those are default options that can also be customized.
03:28Let's go to Backstage View by clicking File and then Options.
03:32This time we're going to choose Advanced and there is a section in here for
03:37e-mail sent from OneNote.
03:40We can attach a copy of the original notes as a OneNote file.
03:43For me that's not selected.
03:45If we click that, we'll actually send the OneNote file that could be opened in
03:48OneNote, to the person we're sending it to.
03:51Attach embedded files to the e- mail message as separate files.
03:55That's exactly what we saw happen.
03:57And we can also add the following signature to e-mail messages and web
04:00pages created in OneNote.
04:02You can see here it says created with Microsoft OneNote 2010 and a little bit of
04:07blur up there about OneNote, but you could have any signature you want in here
04:11just by selecting what's there and typing in your own.
04:16And of course, you can deselect any of these checkboxes to disable any of them,
04:21or enable the ones you want.
04:23When you click OK, those changes will be saved.
04:26So you have full control over how you integrate with Outlook here in OneNote
04:302010 and you also have full control over content that's sent to OneNote and
04:34where it's going to go.
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Protecting passwords
00:00Sometimes when you share a notebook, there are certain sections that are a little
00:04more sensitive than others and you may want to password protect them, allowing
00:08only people who know the password to access those sections.
00:11There are also password options we need to take a look at now.
00:14Let's experiment with our TwoTrees14 notebook here with the Revenues section selected.
00:20Here is a good example of data that might be sensitive and should only be
00:24viewed by certain people.
00:25Well in this case, we can password protect it just by going to the tab itself
00:29and right clicking. From the pop-up menu, we can choose to Password Protect This Section.
00:34That opens up the Password Protection pane over here on the right-hand side, and
00:39there is the button for setting the password.
00:40Let's just do that for this section and we'll type in a password.
00:44You won't be able to see what you're typing, so you'll need to confirm it by
00:47typing it exactly the same in the Confirm Password field here.
00:52And when you click OK, you'll be password protecting this section.
00:56Now you maybe prompted at this point about backups.
01:00If a backup is made on a section or an entire notebook in this case, backup
01:05sections may not be password protected, so you'll have the opportunity at this
01:09point to either keep them or delete any backups.
01:12So, that way people won't be able to look at the backups that are not password
01:16protected using this feature.
01:18So now there is another button available to us that allows us to remove the
01:22password and if we want to do that, we would have to know the password to remove it.
01:27At this point now, anyone you're sharing the notebook with, as soon as they try
01:30to go to the Revenues section, they will be prompted for password before they
01:33can see what's in there.
01:35Now you'll notice that if we move to another section, you can just click any
01:38section tab and go back to Revenues. It's not prompting you for a password, and
01:43that's because of one of the password options.
01:46Notice from the Password Protection pane over here, we can access those Password Options.
01:51Right at the very bottom there's a link.
01:54But if this pane isn't open you can always go to Backstage View by clicking the
01:57File tab, going to Options, and then clicking Advanced on the left-hand side.
02:02You'll be able to scroll down directly to the Passwords section here and that's
02:07what that link in the Password Protection pane will take you to.
02:10Notice that sections that are password protected will not be disabled until you
02:17have left them for 10 minutes.
02:18In other words, if you've navigated away from the Revenues section and it's been
02:2410 minutes at least, as soon as you try to come back you'd be prompted for the
02:27password but this is adjustable.
02:30All the way from one minute to a day, and in fact, let's just select 10 Minutes.
02:35We can also make it so that the moment we navigate away from a section
02:39it's locked by clicking this second checkbox.
02:41This way the time doesn't matter at all.
02:44Also add-in programs sometimes need to access sections.
02:48Do you want them to be able to access a password-protected section when it's unlocked?
02:54And you have to enable that by clicking the checkbox.
02:56It's checked off by default.
02:58If it's password protected, the add-in programs will not be able to access those
03:03sections. Only when they are unlocked. So there we go.
03:06There is our Password Options. We'll click OK.
03:10Notice there is also a button here to Lock All, and this is going to lock all
03:14password-protected sections, because as you know we've got that that 10 minute
03:18thing, but we just change the options.
03:19So if we go back to Revenues, notice that we don't go right into anymore.
03:23We're prompted to click over here to enter the password protected section.
03:28So we'll click right there, type in the password, press Enter or click OK, and you're in.
03:34At any time, if you need to you can remove the password.
03:38We'll click Remove Password, but again, you'll need to know the password to
03:41be able to remove it.
03:43Click OK or press Enter and it's no longer password-protected.
03:48So we can close up the Password Protection pane, and now we have full access to
03:53all of the sections in our notebook.
03:55So that's Password Protection and some of the Password Protection options you
03:58have here in OneNote 2010.
Collapse this transcript
Setting backup options
00:00One thing you may not be aware of as you work with OneNote 2010 is that the
00:04content you're creating in the various sections of a notebook is being backed up
00:08for you automatically.
00:10The interval that the backups happen is totally up to you.
00:14Let's check out the defaults now using our TwoTrees14 notebook.
00:17We will just go to Backstage View by clicking the File tab here and we
00:21will click Options.
00:22Now, down the left-hand side you will notice there is a Save & Backup section.
00:27So we will click that, and we will look directly to the Backup section here in this window.
00:32Notice the checkmark is there by default, automatically backing up your notebooks
00:36at the following time interval. Daily.
00:39When you shut down at the end of the day and you come back the next day,
00:43you actually have a backup of your notebook that's been made.
00:46The backups are important.
00:47For example, if you're password protecting like we talked about in the previous
00:50lesson, those backups that are created are not password protected, and if you're
00:55wondering where they are, take a look up here in the Save section. The Backup
00:59folder appears right there where you can go at any time to access those backups.
01:04That's a handy feature
01:05if something goes wrong with your notebook. You can always go to a backup and
01:09in our case using the default interval, you'll never have more than a day's
01:14worth of work to redo.
01:16We can change that interval as well.
01:18Just click the drop-down and you can see backups can happen every minute all
01:22the way down to 6 weeks.
01:25So quite a range there for backing up.
01:28The Daily setting is the default.
01:30I am going to leave mine at a day.
01:32You can also adjust the number of backup copies to keep.
01:35So in this case with 2 being the default. I'll never have more than 2 days of
01:40backups, but we can change that as well.
01:42You can come in here and click, drag over what's there, and type-in a number.
01:46And you may have noticed as you drag over that number, you can go all the way up
01:50to 99,999 backups or you can just use the arrows to bump it up or down.
01:58I am going to leave it at 2.
01:59You also have the ability right from this window to back up any changed files right now.
02:04So you don't want to wait for the end of the day for the 24 hours to pass, just
02:08click Back Up Changed Files Now, and a backup is made, and stored in the default folder.
02:14If you want to change that folder, you will notice all you have to do, we will
02:18click OK, is to select the folder, and then click Modify.
02:22You can choose anywhere you like.
02:23So it could be for example an external drive or it could be if you're on a
02:28network a network drive.
02:30You also have a button for backing up all your notebooks now, not just the
02:33one you're working in.
02:34So any open notebooks, any notebooks that you have opened down in the left-hand
02:38side can be backed up instantaneously from this button.
02:41Let's click OK to okay any changes we've made and return to our notebook.
02:47So now you know, backups are being made of your notebooks, and the interval
02:51that they are made is totally up to you, and the location where they're stored
02:55is also up to you.
Collapse this transcript
Conclusion
Goodbye
00:00Congratulations! You've reached the end of OneNote 2010 Essential Training.
00:04You should now be feeling confident and comfortable using many of the powerful
00:08features and functions of OneNote 2010.
00:11This is David Rivers saying thanks for watching and I wish you all the best as
00:14you move forward using Microsoft OneNote 2010.
Collapse this transcript


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