While creating or revising files like a PowerPoint presentation, a Word document, or an Excel workbook, linking notes to each area of the document may help give context to what you're describing. This video shows how to link notes to a document and select where the notes will be saved in the notebook.
- [Narrator] As you create new files or work in existing files like a PowerPoint presentation, a Word document, or an Excel workbook, you may want to link these files to related project notes in a notebook. I'm going to show you how you can build these connections. Let's get started by first locating where we would like to take these notes about a Powerpoint. Here within the OneNote notebook, and you can see that we're in the Leslie @ Landon Hotel notebook, we're in the Projects section, I have a new page that I've created, and I've titled this Presentation Updates.
This is where I would like to have the linked information that pertains to some PowerPoint slides that I'm working on. Now let's switch over to the PowerPoint slides and take a look at these and figure out how can we actually add those linked notes. Now we're looking at the Landon Hotel PowerPoint slides. You can see here that we have four slides that we're working with. We'd like to make some updates and include those in this OneNote notebook. Now to do that, the first thing we need to do is go to the Review tabbed ribbon. If you're usually on the Home ribbon, you'll need to go ahead and give that Review tab a click.
And within this Review tabbed ribbon, we're looking for the OneNote group. It's all the way over here to the right. The purple N is also going to be a great way for you to find this icon. Now, we'd like to take some linked notes, so we're going to go ahead and click on linked notes. Two things are going to happen when you do that. You're going to see a docked area for notes that's going to be to the right side of the PowerPoint application, and you're also going to see, overlaying the PowerPoint application, Select Location in OneNote. Since we were already working in the page where we would like to have these notes within that notebook, notice in the recent picks area it's showing the project section, current section within the notebook that we were in.
It already has that selected, so we really don't have to choose anything here unless we'd like to choose another place in that notebook or another notebook that you have open to place these linked notes. So we're going to go ahead and leave that with Projects (current section) and we're going to click OK. Now over to the right, we have what looks like a page where we can see a date and a timestamp and a blinking cursor for us to add a title to this linked area. But before we do that, let's just take a look around and get a little more familiar with what it is that we're setting up. Over to the right, we see what looks like a link, and it's letting us know that we have activated linking whatever we type here to the PowerPoint slide that we're currently on.
At any time if we'd like to stop taking those notes, we can click Stop Taking Linked Notes. So, let's go ahead and get started. I'm going to click just in the body area of this docked page, and I'm going to start typing some notes as it pertains to slide one that we're looking at here. I'd like to go ahead and say that we need to add some of the new locations. And as I'm typing Add new locations, you may see the PowerPoint icon appear to the left of that note container. That's acknowledging that it sees where we're currently working. And if I hover over that PowerPoint icon, in the thumbnail that pops up you can see a miniature version of the slide that we're looking at in PowerPoint as well as the text that it's picking up within that slide.
A great way for us to know that it's actually linking what I'm typing in the notes to that position of where we are within that application and in that document. Okay, so now I'm ready to actually move on. I'd like to take another note, but I'd like to move over to slide three and make some notes about maybe some of the new tube stops that we need to add to the map that we see here. Here we go. And if I hover over the PowerPoint icon that we see here, you'll notice that the thumbnail is showing slide three as well as the information, the text that it sees within that slide.
Now as I'm making these notes and I'm linking these to the PowerPoint slides that I'm on, if I need to actually work within this page and maybe update some settings, the ellipses that we see at the top will bring up the tabbed ribbon that you're familiar with in OneNote to make any of those changes. Once I click outside of that, that tabbed ribbon goes away. If I need to see exactly where is it placing these notes, if I really want to be reassured that it's placing them in the right notebook and in the right section, I'm going to click the double-headed arrow that we see in the upper right corner.
That's going to take this docked area and transition it back to what's known as the normal view which you're probably familiar with in OneNote. So now we've switched from a docked view to the normal view. We have all of the features that we can use within OneNote 2016. We can see that those notes that are linked are contained within a page that says Add new locations of the Project section in the Leslie @ Landon Hotel notebook. Great, now that you know how to link information to Powerpoints, Word documents, Excel workbooks, you're on your way to linking information and giving some context to those notes that you have in your notebooks.
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