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Using Microsoft OneNote 2010

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Using Microsoft OneNote 2010


  • Sorry, this book is no longer in print.
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  • Copyright 2012
  • Dimensions: 6" x 9"
  • Pages: 432
  • Edition: 1st
  • Book
  • ISBN-10: 0-7897-4292-6
  • ISBN-13: 978-0-7897-4292-6


Get comfortable with the various tasks you can accomplish with OneNote. Don’t just read about it: see it, hear it, with step-by-step video tutorials delivered through the free Web Edition that comes with every USING book. For the price of the book you get online access anywhere with a web connection--no books to carry, updated content, and the benefit of video learning. Way more than just a book, this is all the help you’ll ever need…where you want, when you want!

  • Show Me Video walks through tasks you’ve just got to see
  • The Web Edition of USING Microsoft OneNote, which includes the media files, is available online anytime and anywhere once you’ve registered your book at quepublishing.com/using.

USING Microsoft OneNote includes FREE step-by-step video tutorials to help you quickly master the material. You’ll learn how to:

  • Become familiar with the OneNote workspace
  • Take, format, organize, search, and share notes
  • Capture and insert information with screen clippings
  • Protect and back up important sections and notebooks

Sample Content

Table of Contents

Introduction      1

How This Book Is Organized      1

Using This Book     2

Special Features     3

About the USING Web Edition     3

Chapter 1: Introducing Microsoft OneNote     4

What Is OneNote?     4

What Can You Do with OneNote?     5

OneNote at Home     6

OneNote at Work     7

OneNote at School     8

Other Benefits of Using OneNote     9

Getting Started     10

Creating Your First Notebook     10

Creating a New Notebook     12

Chapter 2: Upgrading from a Previous Version     14

Upgrading from OneNote 2003     14

Upgrading from OneNote 2007     15

Converting a Notebook to the OneNote 2007 Format     16

Converting a Notebook to the OneNote 2010 Format     18

Additional File Conversion Considerations     18

Chapter 3: A Tour of the OneNote Workspace     19

The Ribbon     20

The Quick Access Toolbar     21

The Backstage View     22

The Navigation Bar     23

Section Tabs     24

The Search Box     25

Page Tabs      26

The Editing Pane     27

Chapter 4: Notebooks, Sections, and Pages     28

Working with Notebooks     28

Creating a New Notebook     29

Closing a Notebook     30

Opening a Notebook     31

Deleting a Notebook     32

About Sections and Pages      33

Working with Notebook Sections     33

Naming and Renaming a Section     34

Creating a New Section     34

Changing the Color of a Section Tab     35

Deleting a Section     35

Moving a Section Tab to a Different Location     36

Working with Notebook Pages     36

Adding a Page Title     37

Changing a Page Title     38

Deleting a Page Title     38

Creating a New Page     39

Changing the Appearance of a Page     40

Changing the Size of a Page     41

Changing the Date or Time Stamp on a Page     41

Moving a Page Tab to a Different Location     43

Quickly Minimizing or Maximizing Page Tabs     43

Manually Changing the Size of Page Tabs     44

Deleting a Page     45

Working with Subpages     45

Creating a New Subpage     46

Demoting a Page to a Subpage     47

Promoting a Subpage to a Page     47

Collapsing a Group of Subpages     48

Using Page Templates     50

Applying a Template to a New Page     50

Applying a Template to an Existing Page     52

Automatically Applying a Template to All New Pages     53

Customizing an Existing Page Template     54

Creating Your Own Page Template     55

Downloading Additional Page Templates      56

Chapter 5: Taking and Formatting Notes     57

Taking Notes     57

Typing Notes on a Page     57

Copying and Pasting Text     59

Changing the Default Paste Option     61

Creating More Writing Space in the Middle of a Page     62

Creating More Writing Space at the End of a Page     64

Checking the Spelling of Your Notes     65

Saving Notes     66

Taking Audio and Video Notes     66

Creating an Audio Recording     67

Playing Back an Audio Recording     68

Exporting an Audio Recording     69

Creating a Video Recording     69

Playing Back a Video Recording     71

Exporting a Video Recording     71

Enabling Searching in Audio and Video Recordings     72

Taking Notes in Your Own Handwriting     72

Handwriting and Drawing Notes     73

Displaying Additional Pens and Highlighters     74

Customizing a Pen or Highlighter     75

Choosing a Handwriting Mode     76

Selecting Handwriting or a Drawing on a Page     77

Creating a Custom Selection from Handwriting or from a Drawing     78

Changing the Formatting of Handwriting or a Drawing     79

Converting Handwriting to Text     80

Erasing Specific Parts of Handwriting or a Drawing      81

Erasing an Entire Selection of Handwriting or a Drawing     82

Scrolling Through Ink Selections on a Page     82

Formatting Text     83

Setting the Default Font     83

Changing Basic Text Formatting     84

Using the Styles Gallery     85

Inserting Symbols and Special Characters     87

Copying and Applying Formatting with the Format Painter     89

Clearing All Formatting from Text     92

Formatting Paragraphs     93

Creating a Bulleted List      93

Creating a Numbered List     94

Aligning Text on a Page     95

Changing Paragraph Spacing     95

Indenting Text on a Page     97

Creating a Hierarchical Outline in Your Notes     98

Chapter 6: Collecting and Researching Information     103

Meet the OneNote Screen Clipper and Launcher     104

Turning the Screen Clipper and Launcher On or Off     106

Keeping the Screen Clipper and Launcher Permanently Displayed      107

Inserting Pictures and Screen Clippings     109

Inserting a Picture from a File     110

Inserting Pictures into Notes     111

Inserting a Picture from a Scanner     112

Inserting a Screen Clipping on the Current Page     114

Inserting a Screen Clipping with Quick Filing     116

Collecting All Future Screen Clippings in One Place     118

Formatting Pictures and Screen Clippings     120

Resizing or Scaling a Picture     120

Restoring a Modified Picture to Its Original Size     122

Moving a Picture to Another Place on a Page     123

Rotating Pictures on a Page     124

Overlapping Multiple Images on a Page     125

Copying Text from Pictures     128

Entering Alternative Text for an Image     129

Setting a Picture as the Page Background     131

Working with Links      132

Creating a Link from Typed Text     133

Creating a Link from Selected Text     134

Creating a Link from a Picture     135

Modifying a Link in Your Notes     136

Removing a Link from Your Notes     137

Inserting Documents and Files      138

Inserting a Copy of a File on a Page     138

Inserting a File Printout on a Page     141

Inserting a Scanner Printout on a Page     143

Doing Research with Side Notes     144

Creating Side Notes     146

Reviewing Side Notes     148

Moving Side Notes to Your Existing Notes     150

Doing Research with Linked Notes     151

Beginning a Linked Notes Session     153

Ending a Linked Notes Session     155

Viewing Linked Notes     156

Disabling or Reenabling Linked Notes     158

Using the Research and Translate Tools     158

Setting Options for the Research Task Pane     159

Searching with the Research Task Pane     160

Adding Research Services     161

Translating a Word or Phrase with the Research Pane     162

Setting Your Preferred Mini Translator Language     163

Translating Text with the Mini Translator     164

Chapter 7: Organizing and Searching Notes     166

Organizing Items on a Page     166

Merging Note Containers on a Page     167

Organizing Notes Chronologically     169

Using Rule Lines and Gridlines to Organize Objects on a Page     170

Using Tables to Organize Information     171

Creating a Table     172

Inserting a New Row in a Table     175

Inserting a Line Break Within the Current Table Row     176

Inserting a New Column in a Table     176

Resizing a Table Column     177

Selecting an Entire Table     178

Selecting a Column in a Table     179

Selecting a Row in a Table     179

Selecting a Single Cell in a Table     180

Aligning Text Within a Table Cell     180

Showing and Hiding Table Borders     181

Deleting an Entire Table     182

Deleting a Column in a Table     182

Deleting a Row in a Table     183

Using Keyboard Shortcuts to Modify Tables     184

Navigating Notebook Content with Links     184

Creating a Link to a Specific Notes Page     185

Creating a Link to a Specific Notebook Section     186

Creating a Link to a Specific Notebook     187

Creating Wiki-Style Links to Other Locations in Your Notebook     188

Organizing the Pages and Sections in a Notebook     190

Displaying the Hierarchy of a Notebook on the Navigation Bar     191

Moving or Copying a Notes Page     193

Moving or Copying a Notebook Section     194

Merging One Notebook Section into Another     195

Combining Multiple Sections into a Section Group     195

Deleting Unwanted Pages or Sections     197

Prioritizing and Categorizing Notes with Tags     198

Applying a Tag to a Note     199

Using the To Do Tag     201

Search for Tagged Notes     201

Removing a Tag from a Note     203

Customizing Note Tags     203

Searching Notes     205

Turning Audio Search On or Off     206

Turning Text Recognition in Pictures On or Off     207

Searching for Text on the Current Page     208

Searching for Text with Instant Search     209

Searching for Text with the Search Results Task Pane     211

Troubleshooting Problems with Search     212

Chapter 8: Security Features in OneNote     216

Keeping Private Notes Private     217

Locking a Notebook Section with a Password     217

Unlocking a Protected Section     220

Locking All Protected Sections in a Notebook     221

Changing the Password for a Protected Section     222

Removing the Password for a Protected Section     223

Setting Password-Protection Preferences     224

Backing Up Your Important Notes     226

Selecting a Backup Location     227

Changing the Automatic Backup Time Interval      229

Changing the Number of Backups to Keep     230

Immediately Backing Up All Changed Files     232

Immediately Backing Up All Notebooks     233

Copying Your Notebooks to a USB Drive     233

Restoring Notes from a Backup     234

Opening a Set of Notes from a Backup Folder     235

Restoring an Entire Section from a Backup     236

Restoring Selected Pages from a Backup     237

Chapter 9: Sharing Notes with Other People     239

Printing Your Notes     241

Previewing Notes Before Printing     241

Printing Notes     243

Sharing Notes in E-mail     244

Requirements for Using E-mail Features in OneNote     244

Sending Notes in an Outlook Message     246

Sending Notes as an Outlook Attachment     247

Sending a Copy of One or More Pages in an E-mail     248

Sending a Copy of a Section in an E-mail     249

Sending a Copy of an Entire Notebook in an E-mai     251

Publishing Your Notes Online     252

Saving Notes as a Web Page      252

Saving Notes as a PDF or XPS File     253

Saving Notes as a Microsoft Word File     254

Collaborating with Others in Shared Notebooks     255

Creating a New Shared Notebook     257

Sharing an Existing Notebook     259

Adding or Changing Notes in a Shared Notebook     260

Inviting Others to Your Shared Notebook     261

Synchronizing a Shared Notebook     264

Working Offline in a Shared Notebook     268

Showing or Hiding Author Information     269

Catching Up on Unread Notes      272

Searching Shared Notes by Author     273

Viewing Recent Edits in Shared Notes     274

Viewing and Managing Multiple Versions of a Changed Page     275

Viewing the Contents of the Notebook Recycle Bin     277

Closing a Shared Notebook     279

Sharing Notes in the OneNote Web App     280

Creating a Free Windows Live SkyDrive Account     280

Creating a SkyDrive-Based Shared Notebook     282

Opening a SkyDrive Notebook in the OneNote Web App     288

Allowing Others to View or Edit Your SkyDrive Notebook     290

Downloading a Copy of Your SkyDrive Notebook     293

Deleting a SkyDrive Notebook     294

Displaying Content from Features Not Supported by the OneNote Web App      294

Chapter 10: Using OneNote with Other Programs     296

A Quick Note About Interface Differences     297

OneNote Integration with Windows     298

Printing from Any Windows Program to OneNote     299

Using the OneNote Screen Clipper and Launcher in the Windows Notification Area     301

OneNote Integration with Internet Explorer     302

Displaying the OneNote Command Buttons in Internet Explorer 8     302

Displaying the OneNote Command Buttons in Internet Explorer 9     303

OneNote Integration with Word     305

Saving Notes as a Word Document      305

Sending a Notes Page to Word as a Printout     306

Creating a Blog Post from Your Notes with Word     306

OneNote Integration with Outlook     308

Sending Notes in an Outlook Message     308

Inserting Outlook Meeting Details into Your Notes     309

Flagging Important Notes as Outlook Tasks     311

Archiving Outlook E-mail Messages in OneNote     313

Linking Outlook Meetings to OneNote Meeting Notes     315

Linking Outlook Contacts to OneNote Pages     316

OneNote Integration with PowerPoint     318

Printing a PowerPoint Presentation to OneNote     318

Chapter 11: Using OneNote on Your Mobile Phone     320

OneNote Mobile on Windows Phone 7     320

Starting OneNote Mobile on Windows Phone 7     321

Exploring the OneNote Mobile Guide     322

Creating a New Note     322

Correcting Text in a Note     323

Formatting Text in a Note     324

Creating Lists in a Note     325

Adding a Picture to a Note     327

Adding an Audio Recording to Your Note     328

Sending a Note in E-mail     328

Synchronizing Your Notes with SkyDrive     329

Searching Your Notes      331

Deleting Notes     331

Checking for Updates     332

OneNote Mobile on iPhone     332

Downloading OneNote Mobile for iPhone     333

Starting OneNote Mobile for iPhone     334

Creating a New Note     335

Creating Lists in a Note     336

Adding a Picture to a Note     336

Sending a Note in E-mail     337

Synchronizing Your Notes with SkyDrive     337

Searching Your Notes     338

Deleting Notes     339

Checking for Updates     339

Chapter 12: Customizing OneNote 2010     341

Setting Display Preferences     343

Showing or Hiding the Ribbon     343

Changing the Current Page View     344

Displaying Rule Lines or Gridlines on All New Pages     345

Zooming the Page Display     347

Opening Additional OneNote Windows     348

Displaying a New Docked Window     349

Docking New Side Notes to the Desktop     350

Keeping OneNote Visible over Other Windows     351

Displaying Page Tabs on the Right or Left     352

Turning the Floating New Page Button On or Off     352

Displaying the Navigation Bar on the Left or Right     353

Displaying the Vertical Scrollbar on the Left or Right     354

Changing the Microsoft Office Color Scheme     354

Turning the OneNote Taskbar Icon On or Off      355

Turning Screen Clipping Notifications On or Off      356

Turning Linked Notes Thumbnails On or Off     357

Customizing or Hiding the OneNote E-mail Signature     359

Changing How Tagged Notes Are Displayed on a Tags Summary Page     360

Customizing the OneNote Workspace     361

Changing the Location of the Quick Access Toolbar     361

Adding or Removing Quick Access Toolbar Commands     362

Exporting Your Quick Access Toolbar Customizations for Use on Other Computers     365

Resetting Your Quick Access Toolbar Customizations     366

Adding Commands to the Ribbon     366

Removing Commands from the Ribbon     369

Renaming Ribbon Tabs or Groups     370

Exporting Your Ribbon Customizations for Use on Other Computers     371

Resetting Your Ribbon Customizations     372

Setting Preferences for Editing and Searching     372

Setting the Default Font     372

Changing the Default Measurement Unit     373

Turning Note Containers On or Off     373

Showing or Hiding the Mini Toolbar when Selecting Text     374

Turning Automatic Spell Checking On or Off     375

Viewing or Editing the Word List in Your Custom Dictionary     375

Setting AutoCorrect Options     376

Showing or Hiding the Paste Options Button when Pasting     377

Including or Suppressing Source Links when Pasting from the Web      378

Automatically Applying Numbers or Bullets to Lists     379

Automatically Calculating Mathematical Expressions in Notes     379

Enabling or Disabling Automatic Wiki Link Creation     380

Disabling Linked Notes Creation in a Docked Window     381

Removing Links from Linked Notes     382

Turning the Scratch-out Gesture On or Off     383

Turning Pen Pressure Sensitivity On or Off     383

Automatically Switching Between Inking, Selecting, Typing, and Panning     384

Enabling or Disabling Text Recognition in Pictures     385

Enabling or Disabling Word Recognition in Audio and Video Clips     385

Adjusting OneNote Performance Settings     386

Modifying the Default Location of New Notebooks      386

Modifying the Location of Unfiled Notes     387

Modifying the Location of Your Backups     387

Modifying the Default Locations of Notes, Outlook Items, and Screen Clippings Sent to OneNote     388

Changing Office Language Preferences      388

Optimizing OneNote for Laptop Battery Life     389

Customizing OneNote Installation Options     390

Personalizing Your Copy of OneNote 2010     390

Changing OneNote 2010 Setup Options     390

Repairing Your OneNote 2010 Installation     392

Checking for OneNote 2010 Software Updates     392

Setting Preferences for the OneNote Taskbar Icon     393

Displaying OneNote 2010 Version Information     394

Thank You!     394

Index     397


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