Join David Rivers for an in-depth discussion in this video Launching OneNote and touring the interface, part of OneNote 2013 Essential Training.
Well, just before we use OneNote 2013 to create notebooks, we should look at different ways to launch the program as well as take a tour of the user interface. There are a few changes from previous versions of OneNote you need to be aware of. So, let's begin by launching OneNote here in Windows 8. As you can see tiles are created when you install programs like Office 2013, and there's one for OneNote 2013 right there. Clicking this tile will launch the program. Now, if I have used OneNote before, it will take me directly to the last notebook I worked on, in the last section, on the last page where I left off.
If you've never used OneNote 2013 before, you'll be taken to something called Quick Notes, a default area where things are sent to automatically and can be moved out of there into various notebooks. But we'll talk more about that later on. Another way to launch OneNote, if you're in a previous version of Windows, for example, you might have an icon on your desktop or you might need to go to your Start button down in the bottom left corner to find the program OneNote 2013. But we can also go to the actual notebook itself and launch OneNote from there.
On my Desktop is where I have my exercise files. You can navigate to yours. When you double-click this folder, you're going to see subfolders for each of the chapters and double-clicking Chapter 1 will reveal a folder named Notebook_Sample. Now, Notebook_Sample is actually the name of our notebook, but notice it doesn't appear as a file like you might be accustomed to in other programs like Word, for example. Instead we see this folder and double- clicking it, we're going to see each of the sections in this notebook, including an option to Open the Notebook from here.
Notice that this icon looks a little bit different than the others which represent sections in our notebook. So, double-clicking Open Notebook, for any notebook that's created will actually open this particular notebook, of course, launching OneNote 2013 in the process. So, let's double-click Open Notebook. All right, that takes us right into OneNote 2013 where we left off. If it's your first time opening up this notebook, though, you'll see the very first section of the very first page and all of that information appears on our user interface which we're going to tour quickly right now.
Across the top, you're going to see information on the title bar. This is the name of the page you're looking at in OneNote. Off to the left-hand side, the quick access toolbar like other Office programs. From here, we have navigation buttons for moving back, for example, through various pages you've gone to. There's an Undo button, and we also have this little icon for docking OneNote to the Desktop which is a handy feature, if you want to run other programs simultaneously and move things from those programs into OneNote. We'll talk more about that later as well.
There is also a dropdown for Quick Access toolbar or you can customize what appears on the Quick Access toolbar, what does not as well as other options that we'll talk about later on in this title when we talk about customizing OneNote. For now, we'll just leave it as is. After the right-hand side of the title bar we have some buttons, our Help button, F1 on your keyboard is still the shortcut. There is also this little guy which is an option for customizing your ribbon, how it behaves.
We'll talk about that when we look at the ribbon in a moment. There is a Minimize button, a Maximize or Restore button, and your Close button for closing down the program. Also down below, if you're already locked into Microsoft account, you'll see your account name, and mine as you can see is David Rivers. Clicking this dropdown is where I can go to do things like change my photo, adjust settings, even switch to a different account. If you're not already logged in, you can login from here as well. I just click off to the side to close that up. Next, we're going to see a number of tabs, starting with the File tab.
Now, this is the ribbon but as you can see we're only seeing tabs. It's kind of collapsed right now. So, if you were to click file, for example, we go into our backstage view. We'll click the Back button at the top. Next, we have the Home tab. Now, this expands our ribbon to display the Home categories like Clipboard, Basic Text, Styles, et cetera. Click Insert to go to Insert categories, inserting files, images, links, and so on. And then as you can see as we click these tabs, we see the various related categories down below.
Now, this is expanded while we're using it. When we go back down into our page and click, you can see it's collapsed. That is the default view. If we go up to the top right-hand corner again, back to that little icon representing our ribbon, give it a click, and you'll see some different options. Show Tab is selected as a default. That's why we're only seeing the tabs until we go to those tabs to use the ribbon. There is also Auto Hide which will hide the entire ribbon, including the tabs. Or, if you prefer to see the tabs and all of the commands at all times, you would choose this third option.
I'm going to leave it at Show Tabs. We'll talk more about customizing as I mentioned later on in this title, so just click anywhere on the page again to go back there. Now just below our ribbon tabs, we'll see the name of our notebook, Notebook_Sample. We can click the dropdown to get some options related to our notebook like adding new notebooks, pinning it right here will allow us when you have multiple notebooks to always see the ones that are important to us on this list. We can open other notebooks which allow us to go browsing for other notebooks.
And there's Quick Notes, something I mentioned earlier. Quick Notes is where by default things are sent to OneNote when you choose the Send To option. So, you can go into your Quick Notes to find things that have been sent to OneNote, grab them, and put them into your various notebooks. Let's just click on the page again to close that up. Next, we have the various tabs as representing the sections in our notebook, and you can have as many sections as you like in a notebook, and within those sections, if we were to click Travel, for example, you'll see pages, and those appear over here on the right-hand side in our Navigation Pane, you can see we can add new pages from here.
We can access pages as well as Subpages. By clicking a Subpage, you can see the contents. And over here, we'll also see the ability to collapse pages, so if we click the little icon to the right-hand side to collapse, our West Coast Trip appears at the top, and now we have our East Coast Trip down below, all part of our Travel section. So, if you want collapse that as well, it's the same button. It allows you to focus a little bit better on the pages that are important to you while you're working in this particular section.
So, as we go through the various tabs across the top, you can see the sections, and then lastly, there will be a tab with a Plus sign. And here's where we go to create new sections. We can move those sections around. We'll talk about that little later on as well. Right now we're just getting comfortable in our new user interface. Lastly, this little icon here allows us to switch to full page view, shortcut to going to the View tab on the ribbon and choosing Full-Page View which will expand our page to cover the entire screen, and we can go back so we have access to our ribbon sections, et cetera.
By clicking another icon that appears at the top, here it is, back to normal view. Those are the two different views, the Normal View being the default. So, that's a quick tour of the user interface. Now, you should be feeling comfortable in your new OneNote 2013 environment and ready to start working with notebooks.
- What is OneNote?
- Copying and pasting content
- Creating, moving, and deleting sections
- Adding images, audio, and video
- Formatting text
- Searching notebooks
- Sharing and moving books
- Using templates
- Creating tables
- Converting handwriting to type text