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OneNote 2010 Essential Training
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Using templates


From:

OneNote 2010 Essential Training

with David Rivers

Video: Using templates

OneNote 2010 includes a series of templates to help you stay organized and add some interest to the pages in your notebook. We're going to work with our TwoTrees8 notebook now. We are going to start by creating a brand-new section. So we'll click the very last tab to create a New Section. We'll call this our User Conference. We have a project coming up, our User Conference for this year, and since we create that new section and type in the name, we're left with a new page, which is untitled as well. Now when you're applying templates to a page in OneNote, it has to be to a new page as opposed to an existing page.
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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

Using templates

OneNote 2010 includes a series of templates to help you stay organized and add some interest to the pages in your notebook. We're going to work with our TwoTrees8 notebook now. We are going to start by creating a brand-new section. So we'll click the very last tab to create a New Section. We'll call this our User Conference. We have a project coming up, our User Conference for this year, and since we create that new section and type in the name, we're left with a new page, which is untitled as well. Now when you're applying templates to a page in OneNote, it has to be to a new page as opposed to an existing page.

Now I'm not just talking about changing the color of the background, adding rule lines and so on. We saw in an earlier lesson, if we go up to the View tab, we have the ability under the Page Setup group to add page colors, different types of rule lines and so on, but that's just the background, sometimes known as stationary. Some of the templates available to us in OneNote are like stationary or just adding some interest to the page, but other templates will help you stay organized providing placeholders for certain types of content and so on.

So let's explore those now. To access our templates we'll go up to the New Page drop-down button. So where we see to New Page, we'll just click the drop-down. You'll see at the very bottom something known as Page Templates. If you've used Page Templates before, you might see a list of previously used once here, but click Page Templates to open up the task pane here with templates showing up and you'll see the different categories. We've got Academic, we've got a number of blank ones, Business, Decorative, etcetera. The page that was created when we created our new section is a blank page and that's actually a template.

So there's a certain shape and size,and look and feel to this template, which is very plain. If we click the Blank drop-down button to expand this, you'll see that we've got the Default at the top. There is Letter, etcetera. And when we click these, we're actually creating new page using that template. Let's try another one such as Statement. You can see that that's a little bit different in shape. It's still blank, but it's differently sized than the rest. So let's just close that up. We will collapse it by clicking the arrow and check out some of the other ones.

Keep in mind that we're creating a User Conference section here and we might want something to help us stay organized with this project. So let's go down to Planners and click that to expand it. Notice here we've got a Project To Do List. That might be a good page to at be right at the front of our section. When we click that, you can see how different this is. First of all, the pages titled To Do List. It's not just an untitled page anymore. To Do List appears in the title area. We've also got Project 1, Project 2, with a number of tasks, and we've got checkboxes here.

Of course, all of these can be changed and modified including the name of the project. We've got an area for notes next each on the right-hand side. Check out the background. We've got the pushpins and we've got that blue background up in the corner. Let's just collapse Planners for a second and go up Business and expand that one. Here you are going to see a number of different templates for meetings but the very first one is a Project Overview. Maybe that would be a better for this page for this section. So we will select it. And sure enough, you can see our new page is called Project Overview.

Here we have templates and placeholders for adding the name. You can see the Description down below, Goals, Resources, and as we scroll down, there is quite a long list. So this is a very long page. It's formatted that way. Plus we get all of the placeholders and a little bit of formatting happening in the background. Now if you don't care for the placeholders, all you care about is making it look snazzy, you can choose from a number of decorative templates as well. First, we will collapse the Business section and expand Decorative and down below you will see there is quite a long list of decorative templates to choose from.

Now this is more like stationary. So for example, if we go to Buildings. You can see that it's a blank page and in fact it's an untitled page. So you have got a blank canvas to work with here. The only difference is what you see in the background. And that goes for all of these Decorative ones. Let's try another one. Flowers and Hearts, for example. And we will try one more. Let's go down to Sparks. It's kind of cool. None of these are really applicable to our User Conference project. So let's go back up here now and as we scroll up near the top, we will collapse Decorative and we will go back to the Business group and choose our Project Overview.

That's ideal for the first page here in our User Conference section. So now that we have got that, we don't really need that first Untitled page. So we will just right-click Untitled page, and choose Delete from the pop-up menu. Project Overview becomes our very first page. Now we can come in here and start typing in the information. So we will click next to Project Name, we will type in User Conference 2010. Company Name. Two Trees Olive Oil Co.

And Presenter Name, we will type in our names here and you have got the idea. Now Description down below, you can take out the text that's here but the text is actually descriptive. Here it says, "Describe the project in non-technical terms." So in this case, we would actually highlight this and type right over it the actual description of this project. Now when you want to add another new page or new sub-page, you can use these templates as well. And each time, you create a new page, remember, you have all of these templates to choose from. Of course, it's more than what we have just seen here that we can do with templates, such as customizing your own.

We will cover that in the next lesson.

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