Microsoft Office
Microsoft
Office
OneNote 2013
OneNote 2013
Courseware # 3259
Lesson 1: Getting Started
Microsoft Office
OneNote 2013
Lesson Objectives
• identifying screen elements
• customizing the working
environment
• customizing the page setup
• setting properties
• creating a new OneNote
notebook
© CCI Learning Solutions Inc.
• recognizing various page layout
options
• using containers
• working with simple lists
• opening or closing notebooks
2
Microsoft Office
OneNote 2013
Introducing OneNote
• Gather notes from variety of sources in undefined manner and then organize
into pages or sections
– Notes can be handwritten or typed, and can contain pictures, drawings audio or
media files
– Can share information with others and collaborate using OneNote notebook to
store everyone’s contributions
• Common uses for OneNote include:
–
–
–
–
journal to keep notes on a trip
schedule things to do, link to additional pages for information on tasks
research project
place to keep notes from meetings, lectures, studying, or exam preparation
© CCI Learning Solutions Inc.
3
Microsoft Office
OneNote 2013
Looking at the Screen
Quick Access Toolbar
Ribbon
Navigation Tab
Section Tabs
Search Field
Page Title
Page Tabs
Page Content
© CCI Learning Solutions Inc.
4
Microsoft Office
OneNote 2013
Looking at the Screen
File Tab
Click to display Backstage view where you can select commands for a file; particular commands
may include tabs with sub-commands to manage file.
Quick Access
Toolbar
Gain quick access to frequently used commands. This toolbar is customizable.
Title Bar
View name of page currently displayed on screen.
Ribbon Display
Options
Minimize ribbon to display more of notebook contents, display only ribbon Tabs, or display full
ribbon.
Help
Display Help window to obtain latest help on feature; Microsoft’s Help option links to Microsoft
web site for latest information.
Ribbon
Gain quick access to commands through collection of tabs.
Ribbon Tab
Gain access to commands grouped on tabs for specific purposes.
Ribbon Group
Gain access from within tabs, each of which contains a group of related commands for editing,
formatting, or enhancing items in notebook.
© CCI Learning Solutions Inc.
5
Microsoft Office
OneNote 2013
Looking at the Screen
Navigation
Tab/Pane
View available notebooks on panel or tab at left side of screen; when expanded, displays
other open notebooks and option to create Quick Notes.
Section Tabs
Display name of each section in colored tabs to indicate different content for that page; can
rename tabs to match content
Search Field
Use to search for content on individual pages, in sections, or in notebooks.
Page Tabs
Create new pages or subpages.
Page Title
Name or title of the page; can also rename or hide title, as needed.
Page Content
Display all notes, pictures, and links in this area.
Quick Notes
Click at bottom of the Navigation Tab to create notes that may not be related to notebook
currently in use. Create a new page to enter information quickly, and then later, file with its
appropriate notebook.
© CCI Learning Solutions Inc.
6
Microsoft Office
OneNote 2013
Using the Quick Access Toolbar
Undo
Back
Customize Quick Access Toolbar
• Use last button to customize toolbar:
– Click Customize Quick Access Toolbar, then click button from list or
click More Commands; or
– click File, click Options, and then click Quick Access Toolbar; or
– right-click ribbon, click Customize Quick Access Toolbar, and click
button from list or click More Commands.
• To move Quick Access Toolbar to below ribbon:
– Click Customize Quick Access Toolbar and click Show Below the
Ribbon; or
– right-click ribbon and click Show Quick Access Toolbar Below the
Ribbon
© CCI Learning Solutions Inc.
7
Microsoft Office
OneNote 2013
Using the Ribbon
• Help find commands quickly
– Commands grouped on tabs with each tab relating to a type of activity
– Customize ribbon to display commands used frequently, or to add/remove
commands
• To reduce screen clutter, contextual tabs appear only when applicable
© CCI Learning Solutions Inc.
8
Microsoft Office
OneNote 2013
Using the Ribbon
• Button in different color or has outline is active
– Many de-activate when you click same button again or click another
choice
• When feature displays arrow, active item appears in list
– Click arrow to display full list for selection
– Change selection for feature by clicking same arrow and clicking
another item
• Each tab on ribbon contains groups with similar commands
© CCI Learning Solutions Inc.
9
Microsoft Office
OneNote 2013
Using the Ribbon
• If group of commands accompanied by scroll bar, click button
below bottom scroll button, called More button, to display full
list of options for that command
• When clicked, More button displays gallery with additional
options
– Current selected option highlighted with box around it
– To apply any other selection, simply click it
© CCI Learning Solutions Inc.
10
Microsoft Office
OneNote 2013
Using the Ribbon
• Occasionally when you select feature, it will open dialog box or task pane
offering further selections
– With dialog box, can type in entry, select item from list, use arrow with list box to
display more choices for that list, or click command to turn feature on or off
• May also display preview of changes to guide choices
– Task pane usually offers options specific to feature
© CCI Learning Solutions Inc.
11
Microsoft Office
OneNote 2013
Using the Ribbon
• Collapse ribbon to show more of document or hide ribbon:
–
–
–
–
Click
at far right of ribbon; or
double-click any ribbon tab; or
right-click ribbon and click Collapse the Ribbon; or
press CTRL+F1
• To display ribbon again, use or any of the previous methods
• Can also access ribbon using ALT or F10 key
– Press key for appropriate feature to display next
set of keys to select for command or feature
© CCI Learning Solutions Inc.
12
Microsoft Office
OneNote 2013
Using the Ribbon
• Can use keyboard to:
–
–
–
–
Access another tab, with the ribbon active, press LEFT or RIGHT to move to tab
Change highlight or focus from active tab to search field, press F6
Display shortcut menu for selected command, press SHIFT+F10
Move from tab to command in first group, press TAB
• Continue pressing TAB to move to next command, or SHIFT+TAB to move to previous command
– Activate selected command, press ENTER
– Exit or cancel selection at any time, press ESC
© CCI Learning Solutions Inc.
13
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
• Files created are notebooks that can consist of:
– individual pages
– sections that may contain pages and subpages
– section groups that may contain sections, pages, and subpages.
• Can view and work on only one notebook at a time
– Cannot have multiple sessions of OneNote open
• Use Backstage to manage notebooks
– Here you configure how and where notebooks are saved, and set default options
for all notebooks
© CCI Learning Solutions Inc.
14
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
• Personalizing OneNote
– OneNote appears with default
settings for working environment
which can be changed to suit
preferences
• Click File tab and then click Options
© CCI Learning Solutions Inc.
15
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
General
Select color schemes, font colors, etc.
Display
Specify how notes or features display on screen.
Proofing
Set options for proofing your document. Use AutoCorrect Options to set automatic
proofing features.
Save & Backup
Specify how OneNote saves and backs up your note files. Many options can help
recover files using backups that OneNote makes. Can also change cache location for
notebooks.
Send to
OneNote
Set default locations for applications to integrate or automatically insert into OneNote.
Audio & Video
Set options for how OneNote records or plays audio or video files.
© CCI Learning Solutions Inc.
16
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
Language
Set default language, or add other languages for translation purposes.
Advanced
Choose editing options and features that will help you input and manage your notes.
Customize
Ribbon
Add or remove commands on any tabs of the ribbon, including contextual ribbons that
only appear when a specific item exists in notebook.
Quick Access
Toolbar
Add or remove buttons, set up keyboard shortcuts for accessing commands, and
determine location for toolbar.
Add-Ins
Check which add-in programs have been set up for your system or use Manage to set
or customize other features.
Trust Center
Determine how you will protect computer and your files.
© CCI Learning Solutions Inc.
17
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
• Creating a New Notebook
– Can be created any time
• If starting for first time, OneNote opens automatically in Backstage view
© CCI Learning Solutions Inc.
18
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
SharePoint
Web application platform installed on company network to provide file storage
and access to anyone with valid account on company network, available
automatically with subscriptions to Office 365. Documents on SharePoint can
be accessed anywhere with authorized access to company network.
OneDrive
Access notebook from anywhere in world, or share with others located
anywhere by storing notebook in this location. People who want access to
notebook must sign in with Microsoft Account, provided you granted other
users permission to view or make changes to notebook directly.
My Computer Store notebook in location on computer, either local system or network drive.
OneNote displays recently accessed locations allowing you to quickly navigate
to these areas, or use Browse button to move to another location.
© CCI Learning Solutions Inc.
19
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
• Enter new file name and click
Create Notebook
– If creating on SharePoint, you
will be prompted for name of
notebook as first step
• OneNote then displays new page
and section
• To create new notebook at any time:
– Click File and then New; or
– click Navigation Tab and then click Add Notebook; or
– right-click in blank area of Navigation pane and click New Notebook
© CCI Learning Solutions Inc.
20
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– Configuring the Notebook Settings
• Tools to help identify contents of each notebook or to help share its contents
• Use File tab to open Backstage and click Settings to set up tools
Share or Move
Choose from options for sharing notebook on a network or Web.
Close
Close this notebook
Properties
Change settings for selected notebook to
identify specific types of notebooks by color
or location to easily find them again
Use Properties to convert OneNote 2013
notebook to earlier OneNote format.
© CCI Learning Solutions Inc.
21
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
• Applying Various Page Layouts
– Set options to customize how pages set up
– Changes can be made in Page Setup group of View tab
– Be careful not to use too many features, as these can be distracting and make it
difficult to read notes
© CCI Learning Solutions Inc.
22
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– Choosing the Page Size
• To change page size, click View tab and click Paper Size in Page Setup group
© CCI Learning Solutions Inc.
Paper size
Select size from list, change orientation, or set specific
width or height for custom paper size.
Print margins
Set margins to fit contents on page for paper size.
Margins determine amount of white space from edge
of paper to where content begins on page.
Save current
page as a
template
Set changes made to paper size and print margins to
apply to future notebooks. By saving as template, can
select from list of templates.
23
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– Choosing the View
Normal View
Display different areas of screen including ribbon and navigation tabs; this is
default view.
Full Page
View
Display page to width and height of screen, providing focus for page
contents.
Dock to
Desktop
Dock or leave OneNote window open on Desktop; provides flexibility to work
with other applications and insert or edit items for notebook quickly by
clicking page of OneNote window.
© CCI Learning Solutions Inc.
24
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– Choosing a Page Color
• New page inserts with no page color
• Can add color of choice or for company standard
• To change page color, click View tab and click Page
Color in Page Setup group
© CCI Learning Solutions Inc.
25
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– Displaying Rule or Grid Lines
• Provide visual guide for where to insert notes or
items on pages, or select type of paper to use
– Rule lines: horizontal lines on the page
– Grid lines: both horizontal and vertical lines
• To add or remove rule or grid lines on individual
pages:
– Click View tab and in Page Setup group, click
arrow for Rule Lines; or
– Press CTRL+SHIFT+R
© CCI Learning Solutions Inc.
26
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– Setting the Page Title
• Rounded rectangular box at top left of page is Page Title area
– Enter name for page, which also appears in Page Tabs area and Navigation pane if expanded
• To set Page Title, click in Page Title box and type
© CCI Learning Solutions Inc.
27
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– Hiding the Page Title
• Click View tab, and in Page Setup group, click Hide Page Title
– Hiding the title deletes it from the page
• To reset Page Title area, turn off Hide Page Title feature
© CCI Learning Solutions Inc.
28
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– Using Templates
• Can download from Office web site to
assist with creating various types of
notebooks
– Some have background images applied
to match theme of notebook
» Can be accessed from Page Templates
command in Pages group of Insert tab,
or saved for future use
• Can also create own templates by adding
images or specific text attributes for
page
© CCI Learning Solutions Inc.
29
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– Working with Containers
• Text held in container and can be placed anywhere on page
• When ready to insert text or another item onto page, click on page where to insert item
Move Handle
Size Handle
– Can then type text to be included in container, or insert item
• Remember the following points about note containers:
– Use move handle across top of container to move it to another location on page; point at bar to see
and then drag container to another location
© CCI Learning Solutions Inc.
30
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
• To resize container width, point at right border of container and when you see
, drag to
required width
• Height of container adjusts with contents of container
• Press BACKSPACE to remove one character at time to left, or press DELETE to remove one
character at time to the right
• To move insertion point to beginning of line, click at beginning of line or press HOME
• To move insertion point to end of line, click at end of line or press END
• Containers can have one or multiple groups of items
© CCI Learning Solutions Inc.
31
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
• To select text in container, click and drag to select text characters
• To select entire line of text, position at left of text to see
and then click to select entire text
• To select all note containers on page, point above top left of topmost note container and drag
to last note container
– Marquee or selection box appears to show which items included in selection, or press CTRL+A
• To change something inside container, click in location and make appropriate changes
• Can delete container if selected
– Can undo deletion if realize action immediately
© CCI Learning Solutions Inc.
32
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
• To merge information from one notes container to another, press SHIFT as you drag container
to merge into another notes container.
– As you drag, do not release mouse until notes from merging container in appropriate location
• To place two note containers side by side without merging, press ALT to drag one container
next to other one
© CCI Learning Solutions Inc.
33
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– Working with Lists
• Enhance list by adding bullets or numbers to show this text as list
– Bullets denote no priority of list items
– Numbers indicate order to be followed
• To add bullets to selected line of text:
– On Home tab, in Paragraph group, click (Bullets), or
– click arrow for Bullets and click bullet style from list
© CCI Learning Solutions Inc.
34
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– To add numbering to selected line of text:
• On Home tab, in Paragraph group, click (Numbering), or
• click arrow for Numbering and click style from list, or
• click arrow for Numbering and click Customize Numbers
© CCI Learning Solutions Inc.
35
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
• Saving a Notebook
– By default, OneNote automatically saves information and makes backup copy
based on frequency set in Save & Backup category in OneNote options
– If working on notebooks not shared or stored on another location, consider
having OneNote make backups automatically so you can recover or restore
notebook to previous point, as required
– To see where files are stored automatically,
use same category in OneNote options to
view these locations and then use Modify
to change, as required
© CCI Learning Solutions Inc.
36
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
• Opening and Closing Notebooks
– Do not require you to open notebook every time you start program
– Do not need to close notebook before you can open another one
• No limit to number of open notebooks at any one time
• Use or arrows to show more of less of each notebook in Navigation pane
– To open notebook:
•
•
•
•
Click File and click Open; or
press CTRL+O, or
click Navigation Tab and click Open Other Notebooks; or
right-click blank area of Navigation pane and click Open Notebook
© CCI Learning Solutions Inc.
37
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– Existing notebooks on computer,
network, or shared with you display at
top so you can synchronize notebooks,
ensuring latest version exists in these
locations
– To open notebook in another location,
click option from bottom portion of
Backstage, choosing location or
recently opened notebook
© CCI Learning Solutions Inc.
38
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– Using the Navigation Tab/Pane
• By default tab is collapsed to see more on screen
– Click to see menu with more options
– To view Navigation Tab contents all the time, click
screen
to pin menu to
• To switch between notebooks:
– click notebook in Navigation pane; or
– press CTRL+G and use arrow keys to select notebook
• To close notebook:
– Click File, ensure Info selected in left panel, click Settings, and click
Close; or
– right-click notebook in Navigation pane and click Close This
Notebook
© CCI Learning Solutions Inc.
39
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– To have particular notebook readily available to open, pin
it to list of Recent Notebooks in Backstage area
• Click File, click Open and in Recent Notebooks list, point at
notebook and click pin icon at right of required notebook; or
• in same list, right-click notebook and then click Pin to list
– Right-click notebook to perform other actions:
• Can be useful when no longer want notebook in list, or to clear
individual or
all unpinned items from list
– Quick Notes at bottom of Navigation pane
• Use to enter notes for topic not related to current page
© CCI Learning Solutions Inc.
40
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
• Using Quick Notes
– Write down quick note about
something not related to current
notebook, without having
OneNote or active notebook open
– To insert Quick Note with
OneNote active but no notebooks
open, click Navigation tab and
click Quick Notes
© CCI Learning Solutions Inc.
41
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– If first time using Quick Notes, feature opens with two pages of reference information
– Can add more pages to insert notes
– Once notebooks set, can move these pages into relevant notebooks, if applicable;
alternatively, keep the notes within the Quick Notes section to add more information
quickly or until they are no longer needed. In this mode, you also have access to various
formatting options that can be applied to text or images.
– Another method to access Quick Notes is to use Docked to Desktop option
• Click View tab and, in Window group, click New Docked Window or in Views group click Dock to
Desktop
• Enables you to have OneNote window open at all times to enter notes while working with other
applications
• Still have access to formatting options using Mini toolbar as you select text, or use keyboard
shortcuts
© CCI Learning Solutions Inc.
42
Microsoft Office
OneNote 2013
Managing OneNote Notebooks
– Using the Send to OneNote Tool
• Can access feature at any time if configured to start with Windows
• Can also activate Send to OneNote Tool feature from View tab in OneNote
• Click Start with OneNote checkbox to have this start every time you start OneNote
– Can then press corresponding letter for available options
– Can also press WINKEY+N to start this option at any time
© CCI Learning Solutions Inc.
43
Microsoft Office
OneNote 2013
Lesson Summary
• identifying screen elements
• customizing the working
environment
• customizing the page setup
• setting properties
• creating a new OneNote
notebook
© CCI Learning Solutions Inc.
• recognizing various page layout
options
• using containers
• working with simple lists
• opening or closing notebooks
44
Microsoft Office
OneNote 2013
Review Questions
1. Which buttons does the Quick Access Toolbar contain by default?
2. Why might you want to change the default font and size for a
OneNote notebook?
3. When you set rule lines to appear in the Display options, what
happens in the notebook?
4. Why use OneDrive as the location to save the notebook instead
of Computer?
5. When might you change the Auto default paper size to another
size?
© CCI Learning Solutions Inc.
45
Microsoft Office
OneNote 2013
Review Questions
6.
What is the difference between Full Page View and Dock to
Desktop?
7. What is the difference between rule lines and grid lines?
8. When you enter text for the page title, where else does the text
appear, if at all?
9. What is the main difference between bullets and numbering?
10. How can you merge two containers together?
© CCI Learning Solutions Inc.
46