Customizing the OneNote application can help you be more productive with note-taking. This video shows how to customize the tabbed ribbons and the Quick Access Toolbar by adding the commands you use most frequently.
- [Instructor] If you were to look around your office or home, you might notice you have a certain way that you organize things like tools, utensils, and files. Most likely, you have these arranged in a way that makes it easy for you to locate and use. I'm going to show you how to customize the ribbon and Quick Access Toolbar to save time. There's a couple of ways that we can customize the ribbons. The ribbons that we currently see in view are Home, Insert, Draw, History, Review, and View. Within these tabbed ribbons, we have groups like the Clipboard, Basic Text, Styles, and Tags within the Home ribbon.
But what if you're not always using these groups or these commands? Well, we can rearrange the order of those. Now, we can customize this tabbed ribbon by going to the File backstage area and then selecting Options. But instead of doing that, I'm going to show you a shortcut that I like to use for this. While viewing any of the tabbed ribbon areas, by placing your mouse in that ribbon area and right clicking we can get to that Customize the Ribbon. Now, within Customize the Ribbon, we have two columns.
What we see on the left is a list of the popular commands that you'll find within those ribbons. On the right is actually how we're currently viewing that ribbon, how it has been designed for you to use. Now, I'm going to move this OneNote Options window just down here a little bit, so that we're able to see those tabbed ribbons. Now, these tabs that we see on the right in this list from top to bottom is that left to right order. So, what if you don't use the Review ribbon very much? Well, we can uncheck that to hide it from the Ribbon view.
And maybe you use Draw and History quite a bit. Well, let's move those to the left, next to Home. So, we're going to select Draw and use that arrow to reposition it, and let's do the same thing for History. If you really want to get specific as far as ordering the groups on your ribbons or which commands you're working with, well, we can actually expand that group and actually take a look at those commands, or maybe even reposition how those groups are working within that ribbon. With the changes we've made so far, let's go ahead and click OK and take a look at the update.
Great, now, you can see that the Review ribbon is hidden and the Draw and History tabs have moved in left position next to Home. Well, if you like these types of shortcuts with your ribbon, you might actually like the toolbar feature I'm going to show you next. It's a way for you to actually add all of the tools that you use to a customized toolbar. This is above the ribbon in the upper left corner. Now, there's only two things that come with this toolbar by default. You can see that we have Back and Undo.
The arrow to the right is the way that you can customize this Quick Access Toolbar. Again, the checkmarks that we see here are what is currently active in this toolbar. If we'd like to add a couple of others like maybe Redo, there you can see we've got the Redo arrow displayed, and maybe quick Print to your default printer. And let's go back and maybe even add a Favorite Pen for marking up those pages. Now we have all of these commands that we can quickly use. If you need to see an expanded list, we can see that as well from this drop-down arrow if we go to More Commands.
Now, within the More Commands, on the left, we're seeing a list of the more popular commands, right? It's expanded a bit more than the 10 we were initially seeing. But if you're like me, you probably remember where those commands reside within the tabbed ribbon that you use. So, if I need to maybe take a look at the History tab, and find or hide authors, I can find those shortcuts and add those to my Quick Access Toolbar as well. Over to the right, this might look familiar. As we were setting up the ribbon, you'll remember from left to right is top to bottom position in this list.
So, if I'd like to move the Favorite Pen, I'll go ahead and do that. Now that we made some customizations for this, let's go ahead and click OK. And here is our customized Quick Access Toolbar. But as you're making these notes within your page, instead of moving the mouse all the way up to this top left corner to make a selection, why not move this toolbar closer to the working area? We're going to do that again by selecting the drop-down arrow to customize this toolbar and we're going to say Show Below the Ribbon.
Now it's not above the ribbon. You'll notice that it's between the ribbon and the working area for your notes, and it also gives you a lot more room to add as many commands as you want going all the way across the space that's available. Now you have a customized space for the tools you use most frequently. Let the productive note-taking begin.
- Using shortcuts
- Customizing the canvas view
- Merging content containers to consolidate ideas
- Password protecting notebook sections
- Taking meeting notes directly in an Outlook meeting
- Converting handwritten text to typed text
- Converting hand-drawn shapes to polished symmetrical shapes
- Importing content from other apps
- Sharing notes in a Skype for Business meeting
- Marking up web pages and saving to a notebook