Work Smarter with Microsoft OneNote

Work Smarter with Microsoft OneNote

by Connie Clark
Released April 2022
Publisher(s): Packt Publishing
ISBN: 9781801075664

Read it now on the O’Reilly learning platform with a 10-day free trial.

O’Reilly members get unlimited access to books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.

Start your free trial

Book description

Organize work and home life using notes from your phone or computer to supercharge your productivity with this OneNote manual

Key Features

  • Learn how to store notes that include images, audio, videos, links, files, emails, and web clippings
  • Unleash the magic of tags to make notes stand out and become more searchable
  • Discover the power of shared notebooks with your team or family to ensure everyone is in the loop

Book Description

Do you want to take your information and note organization to a new level? This book will show you how to use Microsoft's organizational app, OneNote, to store endless amounts of information in a productive and organized way, including solutions for creating your notes and then sharing them easily with your team or department.

You'll be guided through everything you need to set up a notebook and customize it to suit you or your team. The book will show you how to navigate through OneNote and search for virtually anything, as well as save time with all the shortcuts. You'll discover that inserting information into your notebooks goes far beyond text, images, and videos, and also includes emails, links to documents, and clippings from the web. But it doesn't stop there. Integration with other Microsoft products is key for making your experience successful, and this book demonstrates how to use OneNote with Microsoft Outlook, OneDrive, SharePoint and Teams. Beyond instructions and essential topics, this book also provides you with the motivation you need to make OneNote a habit as well as real-life examples of notebooks you can use.

By the end of this book, you'll be able to use OneNote for everything and from every device. Even if you start a notebook on your laptop and continue it on your phone, you'll find working with the app seamless.

What you will learn

  • Understand how to create and organize notes in your notebooks
  • Discover how to turn handwritten notes into typed text
  • Explore how to access your content from anywhere even if offline
  • Uncover ways to collaborate with your team or family and stay in sync
  • Understand how to insert your emails, documents, or articles from the web
  • Find out how to integrate with other Microsoft products such as Outlook or Teams

Who this book is for

If you save notes on your phone, wear out more spiral notebooks than you can count, or if you're a Microsoft 365 user and need to keep track of information, then this book is for you. Beginner-level experience with OneNote is required to get the most out of this book.

Table of contents

  1. Work Smarter with Microsoft OneNote
  2. Contributors
  3. About the author
  4. About the reviewer
  5. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
    4. Download the color images
    5. Conventions used
    6. Get in touch
    7. Share Your Thoughts
  6. Section 1: The Anatomy of OneNote
  7. Chapter 1: OneNote - How and Where to Use it?
    1. Why use OneNote as your digital notebook?
      1. Advantages of choosing OneNote
    2. Differences between OneNote and OneNote for Windows 10
      1. OneNote for Windows 10 version
      2. OneNote version
    3. Exploring notebook storage options
      1. Location of your notebook
      2. Account associated with the notebook
    4. Accessing your notebooks from different devices
      1. Opening OneNote from a different device/computer
    5. OneNote web application
    6. Summary
  8. Chapter 2: Exploring Screen Layout and Toolbars
    1. Understanding the layout of the OneNote screen on a computer
    2. Understanding OneNote toolbars on a computer
      1. The Home toolbar
      2. The Insert toolbar
      3. The Draw toolbar
      4. The View toolbar
      5. The Help toolbar
    3. Exploring OneNote's right-click menus
      1. Right-clicking a notebook name
      2. Right-clicking a section name
      3. Right-clicking a page name
      4. Right-clicking within a notebook page
      5. Right-clicking on Add page or Add section
    4. Understanding the layout of the OneNote screen on mobile devices
      1. The Settings screen for OneNote on your iPhone
    5. Understanding the layout of the OneNote screen on an iPad or Galaxy tablet
    6. Summary
  9. Chapter 3: Creating Notebooks, Sections, and Pages
    1. How to create a notebook
      1. What to consider before creating your notebook
      2. Should you make a notebook or a section?
      3. Should your notebook be shared?
      4. How to create a notebook on your computer?
    2. How to create sections in your notebook
      1. Renaming a section in a new notebook
      2. Creating a new section
    3. How to create pages in your notebook
      1. Renaming an existing page in a new section of your notebook
      2. Adding a new page
    4. Summary
  10. Chapter 4: Entering Information into Your Notebook
    1. Understanding how OneNote uses containers to capture information
      1. What does a container in OneNote contain?
      2. Where you click first makes all the difference
    2. Giving yourself space
    3. Handwriting in OneNote
      1. Handwriting in OneNote on your computer
      2. Handwriting in OneNote on your tablet
      3. Handwriting in OneNote on your smartphone
      4. Using the Eraser or undo feature
      5. Converting handwriting into typed text
    4. Arranging your notes so they work well and look good
      1. Basic text formatting
      2. Highlighting text in your notebook
      3. Using styles in OneNote
    5. Customizing the look of your notebook and creating notes faster
      1. Changing the page color of your notebook page
      2. Adding rule lines to your notebook page
      3. Setting up a default template
    6. Summary
  11. Section 2: Navigating, Searching, and Shortcuts within Notebooks
  12. Chapter 5: Best Practices for Creation and Easy Retrieval of Notes
    1. How moving or copying in OneNote behaves differently
      1. Copying the entire container
      2. Moving pictures to a better spot
      3. Moving information to different pages, sections, or notebooks
      4. Using OneNote on the smartphone or tablet to cut, copy, and paste
    2. Keeping the end in mind
      1. Don't be afraid to push the boundaries of your notebooks
    3. Creating a system of best practices for sharing
    4. Summary
  13. Chapter 6: Categorizing and Searching Notes
    1. Understanding the importance of tags in OneNote
    2. Using tags, creating tags, and tag shortcuts
      1. Applying tags to your information in OneNote
      2. Creating tags in OneNote
      3. Tag shortcuts
    3. Working with tags – finding them, removing them, and completing them
      1. Working with checkbox tags
      2. Removing a tag
      3. Finding your tags
    4. Searching for notes in OneNote
    5. Accessing your recent notes quickly
    6. Summary
  14. Chapter 7: Organizing and Easily Working with Pages, Sections, and Notebooks
    1. Moving, copying, renaming, or deleting a section or page
      1. Changing the sections in your notebook
      2. Changing the pages of your notebook
    2. Creating page or section groups
      1. Creating a section group
      2. Grouping pages together
    3. Accessing your notebooks
      1. Opening a notebook on another device
      2. Closing a notebook
    4. Password protection
    5. Working with colors and sorting within OneNote notebooks, sections, and pages
      1. Colors within OneNote
      2. Sorting sections and pages
    6. Getting to a page, section, or notebook without opening OneNote first
    7. Summary
  15. Section 3: Inserting Information and Links into Your Notebooks
  16. Chapter 8: Adding Shapes, Videos, Web Pages, and More to Your Notes
    1. Using the Draw menu to create shapes, do math, and highlight
      1. Creating shapes
      2. Doing math in OneNote
      3. Highlighting with the highlighter pens
    2. Inserting tables into your notebooks
      1. Creating a table using the Insert toolbar
      2. Creating a table using the Tab key
      3. Using the Table toolbar
    3. Inserting pictures, videos, or audio clips into your notebooks
      1. Inserting pictures
      2. Inserting videos
      3. Inserting audio
    4. Dictating is much better than typing!
    5. Referencing a website with a touch of a button
      1. Installing the Clip to OneNote extension
    6. Summary
  17. Chapter 9: Inserting Links and Attachments into Your Notebooks
    1. Creating paragraph links in your notebooks
      1. How to copy links from a paragraph
    2. Creating section and page links in your notebooks
      1. How to copy a link from a section
      2. How to copy a link from a page
    3. Editing your links and best practices for linking successfully
      1. Best practices for creating links
    4. Inserting documents or spreadsheets
      1. Inserting a file from your computer
      2. Linking to SharePoint files
      3. Linking to files in Microsoft Teams
    5. Summary
  18. Chapter 10: Outlook and OneNote Belong Together
    1. Sending emails from Outlook to OneNote
      1. Using the Send to OneNote button
      2. Dragging an email into OneNote
    2. Using me@onenote.com to create a new note using email
    3. Sending a copy of a OneNote page via email
      1. Sharing a notebook link via email
    4. Connecting Outlook appointments to OneNote
    5. Summary
  19. Section 4: Integrating OneNote with Other Microsoft 365 Apps
  20. Chapter 11: Using OneNote Online with OneDrive, SharePoint, or Teams
    1. Working with your notebook on OneDrive
      1. Viewing your notebook file on OneDrive
      2. Renaming your notebook
      3. Sharing your notebook
      4. Deleting your notebook
      5. Moving your notebook
    2. Working with your notebook on SharePoint
      1. Creating a notebook in SharePoint
    3. Adding a notebook to Microsoft Teams
      1. Renaming a notebook in Teams
      2. Understanding where your notebook in Teams is saved
    4. Working with your notebook in Teams
      1. Connecting sections of a notebook to a team channel
      2. Showing changes by changing the view in your notebook
    5. Summary
  21. Chapter 12: Printing and Sharing with OneNote
    1. Printing your notebooks is a different experience
    2. Printing any document to OneNote
    3. Sending information to OneNote from your smartphone
      1. Sharing with OneNote from an iPhone or iPad
      2. Sharing a picture or web page with OneNote from Android devices
    4. Understanding the sharing of notebooks stored in Teams, SharePoint, or OneDrive
      1. Sharing notebooks in Teams
      2. Sharing notebooks in SharePoint
    5. Summary
  22. Section 5: Making Lasting Changes with OneNote
  23. Chapter 13: Making OneNote a Habit
    1. Making OneNote a habit
      1. Getting others on board with OneNote as a habit
    2. Replacing other methods
      1. Starting with one thing
    3. Moving to unconscious competence
      1. Unconscious incompetence
      2. Conscious incompetence
      3. Conscious competence
      4. Unconscious competence
    4. Summary
  24. Chapter 14: Customizing OneNote Settings
    1. Settings for your notebooks on your computer and other devices
      1. Settings in OneNote on the computer
      2. Accessing the OneNote settings on your smartphone or tablet
      3. Accessing the settings in the OneNote web application
    2. Activating the Class Notebook
    3. Working with Sticky Notes and Quick Notes
      1. Understanding Sticky Notes in OneNote
      2. Understanding Quick Notes
    4. Summary
  25. Chapter 15: Real-Life Examples of OneNote Notebooks
    1. Exploring examples of notebooks used at work
      1. Small business notebook
      2. Project notebook
      3. Professional Development notebook
      4. Programs notebook
      5. Board Member notebook
      6. Making a TOC for your notebook
    2. Touring my personal notebook examples
    3. Summary
    4. Why subscribe?
  26. Other Books You May Enjoy
    1. Packt is searching for authors like you
    2. Share Your Thoughts

Product information

  • Title: Work Smarter with Microsoft OneNote
  • Author(s): Connie Clark
  • Release date: April 2022
  • Publisher(s): Packt Publishing
  • ISBN: 9781801075664