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OneNote 2010 Essential Training
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Tagging notes


From:

OneNote 2010 Essential Training

with David Rivers

Video: Tagging notes

When you work with large notebooks in OneNote 2010 with many sections and many pages of content, an option for staying organized so you can easily locate content is to use tgs. Tags can be applied to anything. Let's take a look now. We're still working with our Personal2 notebook. We're on the Local Birds on Record page in our Bird Watching section. We just finished up adding a Wiki Link here and you'll notice that one of our birds is actually highlighted in yellow. If we go up to the Ribbon with the Home tab selected in the Tags group, you can see we've got a drop-down here to display all the various tags that are set by default for us to use.
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  1. 2m 26s
    1. Welcome
      1m 21s
    2. Using the exercise files
      1m 5s
  2. 30m 27s
    1. What is OneNote?
      6m 20s
    2. Launching OneNote and touring the interface
      6m 55s
    3. Opening, closing, and saving notebooks
      4m 29s
    4. Creating new notebooks
      2m 4s
    5. Creating, moving, and deleting sections and pages
      4m 47s
    6. Working with sub-pages
      3m 51s
    7. Creating a note on a page
      2m 1s
  3. 34m 10s
    1. Working with unfiled notes
      4m 12s
    2. Copying and pasting content
      4m 14s
    3. Adding screen clippings
      2m 34s
    4. Adding audio and video files
      5m 24s
    5. Adding pictures
      3m 1s
    6. Recording audio and video
      4m 25s
    7. Adding files
      1m 45s
    8. Adding math equations to notes
      4m 14s
    9. Sending to OneNote
      4m 21s
  4. 17m 17s
    1. Formatting text
      3m 49s
    2. Using styles from the quick gallery
      2m 14s
    3. Using bullets and numbering
      4m 8s
    4. Checking spelling
      7m 6s
  5. 29m 51s
    1. Organizing the user interface
      5m 20s
    2. Creating new windows
      2m 33s
    3. Searching a notebook
      3m 39s
    4. Creating links to pages with wiki linking
      2m 42s
    5. Tagging notes
      7m 40s
    6. Working with sections
      4m 26s
    7. Using section groups
      3m 31s
  6. 8m 14s
    1. Inserting Outlook meetings
      2m 38s
    2. Sending page information by email
      1m 39s
    3. Working with Outlook tasks
      3m 57s
  7. 15m 19s
    1. Creating a table
      3m 47s
    2. Working with rows and columns
      3m 21s
    3. Formatting tables and data
      5m 45s
    4. Moving tables and data
      2m 26s
  8. 11m 53s
    1. Working in Pen mode
      5m 29s
    2. Manipulating written notes and drawings
      4m 39s
    3. Converting handwriting to type
      1m 45s
  9. 12m 18s
    1. Using templates
      5m 44s
    2. Saving as a template
      2m 52s
    3. Choosing a default template
      3m 42s
  10. 10m 47s
    1. Setting paper size and margins
      4m 46s
    2. Changing page background options
      2m 53s
    3. Adding a background graphic
      3m 8s
  11. 8m 15s
    1. Printing notes and selections
      4m 57s
    2. Modifying print options
      3m 18s
  12. 27m 48s
    1. Saving to other formats
      4m 20s
    2. Saving OneNote content to PDF or XPS
      4m 19s
    3. Creating a shared notebook
      4m 24s
    4. Inviting others and syncing notebooks
      4m 18s
    5. Sending pages in various formats
      3m 1s
    6. Sharing notebooks on the web
      7m 26s
  13. 10m 5s
    1. Knowing who wrote what with author indicators
      3m 27s
    2. Locating newly added content with highlighting
      3m 2s
    3. Seeing past versions quickly with versioning
      3m 36s
  14. 13m 8s
    1. Automatically linking your notes to what you're viewing
      6m 22s
    2. Using the Research pane
      3m 54s
    3. Translating text with the Mini Translator
      2m 52s
  15. 18m 2s
    1. Setting display options
      6m 27s
    2. Changing email options
      4m 37s
    3. Protecting passwords
      4m 1s
    4. Setting backup options
      2m 57s
  16. 18s
    1. Goodbye
      18s

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OneNote 2010 Essential Training
4h 10m Beginner Jun 29, 2010

Viewers: in countries Watching now:

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
Subjects:
Business Productivity Note Taking
Software:
OneNote
Author:
David Rivers

Tagging notes

When you work with large notebooks in OneNote 2010 with many sections and many pages of content, an option for staying organized so you can easily locate content is to use tgs. Tags can be applied to anything. Let's take a look now. We're still working with our Personal2 notebook. We're on the Local Birds on Record page in our Bird Watching section. We just finished up adding a Wiki Link here and you'll notice that one of our birds is actually highlighted in yellow. If we go up to the Ribbon with the Home tab selected in the Tags group, you can see we've got a drop-down here to display all the various tags that are set by default for us to use.

When we click this, you'll see one of them involves this yellow highlighting. This is something we want to remember for later. So we had an empty page that needed to be filled. It has been filled now. So in this case, this is a tag that we want to remove. We can do that too from this long list of tags. You'll see down at the bottom, one option is to Remove Tag. Before we can do that though, we need to go inside of our note. Click and drag over the tag itself. In this case, the entire word was tagged. Now when we go back to the drop-down for our tags, you'll notice Remove Tag is available to us at the bottom.

So we'll click that. Now we'll deselect by clicking anywhere on the page. You can see that tag has disappeared. All that happened there was a highlighting. We don't know if it was actually highlighted by hand, if it was a tag, until we actually get in there and look at it. But before we examine tags in detail, let's try adding a tag. Let's go to our Office2 notebook. We'll go up to the Revenues section here, where we see Foreign Exchange Rates at the top. This is on our Orders/Forecasts page.

We do have a Web site in here. So let's see what happens here if we just get inside that node and select the entire address. So this is actually a Web address we want to be able to visit. Let's go up to our Tags. Click the drop-down. Check out the list. We've got To Do items, things we want to tag is Important, and as we go down this list, you'll see there is one here, Web site to visit. So we'll click that and it just tags it. You see this little icon here. It looks like a globe with a chain link.

That's exactly what it is. It's a link or a Web site that we want to visit. You can see that now shows up here in our Quick View. So I'll just deselect by clicking anywhere. Nothing changes as far as the content goes, except that it's now been tagged. How do we gather these tags together? All we do is click the Find Tags button next to our list of tags. When we click here, you can see this opens up our pane on the right-hand side. Down below, you can see what's happening here is a search for tag names.

So it looks like we do have one important one, Must book room, and if we click that link, it takes us directly to the section and page. There is the tag. You can see the little star. It's an important one. Down below, we've got a number of tags for Lemon. This looks like a custom one. We'll talk about that in a moment. Under To Do, you can see we've got the exact same thing. The book room is also a To Do tag. There down below, Web site to visit is the one we just selected. If we click that, it takes us directly to the page.

So if we want to click the link, it'll launch our Web browser and we can visit the page. Let's just click anywhere outside. That's just the notebook we're in. Down below in the Search, you can see we can click that drop-down and choose All Notebooks. When we do that, suddenly we see a longer list of tags. As we scroll down, there is a number of To Dos. You can see we've got some To Dos here for Aeration and Dethatching. When we click these, it takes us directly to that particular tag and you can see these are all To Do type tags.

That's why you see the checkbox next to them. When one is done, all we have to do is click the checkbox. It'll appear in our tags as checked off as well the next time we launch this. Down below there is our Web site as well. So we're seeing all of our tags from both of our notebooks and if we had additional notebooks opened, we'd see them as well. Let's just click the Close button to close up the pane itself. We'll go back to our Tags drop-down. Here is how we create a custom tag, like we saw for our Lemons there.

Click Customize Tags. You'll see all of your tags. Now you can change the order that these appear. Let's say we want Important at the top. We'll select it and move it up. So now it's at the top of our list, and when we see the list from the top, that will be at the very top of our list. You can see we've got all of these down here that can be modified as well. Web site to visit, if we click there and choose Modify Tag, we can change the text, and we can change the icon, the font color, and so on. So let's change this to Important Web Sites, and if you wanted to, we could change the color.

I'm going to go to that dark bluish color. That's kind of what we're used to seeing for links to websites. We could do highlighting if we wanted to as well. But let's just click OK. Now it's called Important Web Sites and it's changed color. We kept the same icon. To add a new tag, we click the New Tag button. Let's say all of the recipes using olive oil. I'll just type in Olive Oil for the display name. That's the Preview down below. If we wanted to add a symbol, we could.

Click the Symbols drop-down and there are quite a large number of symbols to choose from. So finding one that relates to Olive Oil might be a little bit tricky. Well, let's go to this green sun over here, select it. We'll leave the Highlight Color as nothing, None. But you've got a number of different colors to choose from there. We'll click OK. So now we've got a new one on the list. All we have to do is select any text with Olive Oil in it to tag it. Let's try out. We'll click OK.

We'll go back to our Recipes in our Office2 notebook. Let's just go to our Caesar Salad. So there is one where lemon has been tagged. That was one of the customs. If we wanted to, we could try to find the olive oil. Hopefully, in the Ingredients here, we can find oil. There it is right below lemon, olive oil. All we have to do is get inside there to select it. Wait a second. This is an item that is actually an object. It's not text. So what do we do? Well, we can't get in there and select the text, but we can select the object.

So with the entire object now selected. You can see the four-sided arrow. We'll just click the Olive Oil tag and this object has been tagged as an olive oil recipe. So you can select the entire object or you can select text itself. For example, if we go down to Veggie Lasagna here. Here we have Ingredients. And in this case, this is text that's in a note. It's not an object. So all we have to do is find the actual oil here. Select it and click the Olive Oil tag.

There is our little symbol off to the left. You can see why sometimes you don't want symbols. You wouldn't use symbols. So just appears highlighted like this. Now we've got our Olive Oil tags. If we go to Find Tags, you're going to see we've got our new one here. There is Olive Oil. There is the entire object. As we scroll down a little bit further, there is just the text. So we can quickly go to that object or to that text in our list by clicking. When we're done, we'll just close up the pane and deselect.

So that's how tags work in OneNote 2010.

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