Join Gini von Courter for an in-depth discussion in this video Customize the team notebook, part of Business Apps for SharePoint Monthly.
- [Narrator] The majority of SharePoint sites have a OneNote notebook. It's listed here in the quick launch. Now I'll just click here to open it. And the OneNote notebooks automatically open in OneNote Online just as Word opens in Word Online. This is the built-in notebook and if I want to open it in OneNote, which I do, because I can't really customize it here, I'm simply going to choose open OneNote.
You may be prompted a couple of times to allow this the first time. And here is why my OneNote notebook opened in the desktop app. The benefit here is that I have access to more choices about what I might want to do with a particular notebook. For example, in our notebook, I would like to include some specific page templates, and I want to build sections.
So, first, I'll retitle this first section Project Overview, and I'm going to create another section which is Minutes, and another which is Notes. Now Notes we'll just allow to be an ad-hoc section that users can add pages to. But the Project Overview section I am going to insert a page template.
And the template that I want is in the business section, and it is Project Overview, right there. Notice new page, Project Overview. I'd also, in this section, like to include another page that is a project planner, the project To Do List. So now, in my Project Overview, I have an overview, a to do list... I like that, that's fine, and my untitled page I am simply going to delete, don't need it.
In my Minutes, then, I'm going to insert a Minutes template. And we use the ones that are Simple Meeting Notes. An agenda, attendees, and action items. And for Meeting Title, I'm going to put Informal Notes. OK.
Then I'm also going to insert another page and that is the Detailed Meeting Notes, much more formal. And the Meeting Title I'm going to put in here is Detailed Notes. And you have a couple places, you can rename this here or in the title. But this is Detailed Notes. Because this is my Minutes page, I'm going to actually change these so that they say "minutes" rather than "notes." So now I've added some templates that I have.
A Project Overview and a To Do List, I have a Minutes section that has two different types of minutes that people can use or duplicate, and I have a Notes section. We have some other choices that are simply different page sizes, different background colors. We have some decorative items, and you can also create your own templates, it's very easy, just lay out the template that you want and then save the current page as a template. Note also that if I wanted to separate my Minutes and my Notes, which I do, let's move these Informal Minutes to the Notes page.
Here are my Detailed Minutes, and I'm going to say whenever there's a new page added here in this section, most of what we'll be adding will be notes. There's Informal Minutes, and so I'm going to stay in this current section. If we add something I want to add those Simple Meeting Notes. So that any time there's a new page added, look it, I get the... That nice look of these informal notes, and if someone wants to add something different, they can easily do that.
I'm all done with this now so I'm simply going to close it. And close this pane first, if I wish, but I'm going to close this. And note I can resume editing here and check it out, what I've been building on my desktop now is readily available to me here. There's my Project Overview, my To Do List, and so on. The customizations that I can easily create in the desktop, then, are available in OneNote Online.