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Jenny’s Top 10 Tips for Microsoft OneNote

April 18, 2012 by in category Archives tagged as , , , ,
by Jenny Hansen

I’m a software trainer by day so I have several “true loves” in the software realm. But as a writer, my hands down favorite lately is OneNote 2010.

I. Heart. OneNote.

What is it, and where do I find it?
OneNote is a planner and note taking software. Capture text, images, video and audio notes, and keep important information readily available. If you’re the organized type, it’s likely that you have a binder with all of the research information and pictures for your book. You’ll find OneNote in your START menu (Start\Programs\Microsoft Office\OneNote 2010).

OneNote allows you to keep this information in the same format electronically so it’s searchable.
I could do several posts on the topic (and I probably will) but when I stopped to think about what I use the MOST in the program, it was pretty easy to come up with my Top Ten fave features.
#10 – ToDo Lists

OneNote allows you to insert handy checklists. You just check off the item when you’re done and you can keep it for posterity or edit the list as you move to a new day.

How to do a check list:
Click to type in your OneNote notebooks page (top tabs are sections, right side tabs are pages) and type “Ctrl+1”
  1. In the top middle of your Home ribbon in OneNote, there is a “To Do” button
  2. Type your To Do
  3. Hit Enter
  4. Use the Ctrl+1 shortcut key again to add more checkboxes

Note: You’ll see lots of keyboard shortcuts through this document and for once, the Mac users are out of luck. OneNote is a PC only product. Incidentally, my favorite shortcut is Ctrl +PageDown to “flip thru” the pages in any section of your notebook.

Some bigger gurus than I have recommended that Mac users try using Office Web Apps as a OneNote solution: http://office.microsoft.com/en-us/web-apps/

#9 – Tag and Find Important Items
Why is this exciting? One Note has a series of Tags that you can add to any page that are easy to search by with the “Find Tags” button on the ribbon. I’m copying and pasting a screen shot of the Tags drop down to the right but there are even more than are listed. This feature makes me SQUEE!

#8 – Sync up OneNote between your phone and computer
Yes, you heard me! If you have a smart phone, it can synchronize with the OneNote on your computer. Sign me up!!Note: You need to first set up the app on your smart phone and you must also set up your SkyDrive, which is helpful to do anyway.
Note: SkyDrive is only available with OneNote 2010! It will not work with the older versions.Tips on setting up your SkyDrive in OneNote and getting the iPhone app are here (along with a ton of other amazing OneNote answers).

#7 – Tables and Charts (which can be sent to Word or Outlook!)
Who doesn’t love a good table…perhaps you need one listing scene elements? You can create tables and charts directly on a OneNote page and then:
  • Copy and paste it to Word
  • Email it.
  • Right click on your OneNote table and choose “Copy Link to Paragraph” to embed it in a document anywhere else on your computer. (If you haven’t set up SkyDrive, the One Note file and the file where you pasted the link must be on the same computer!)
#6 – Hyperlinks to anywhere
You can copy or create hyperlinks from any page, anywhere, and put it in your notebook page. I’m thinking of keeping an active writing notebook with tabs for each topic to store the amazing links that I run across in my web surfing. My bookmarks tend to get lost because there’s so many.

#5 – Print to OneNote
When researching, you can send a whole page or part of a page directly to OneNote. Click Ctrl +P on your keyboard (or you can choose File –> Print) and your page is sent to an unfiled note in OneNote, which can be moved to any section or page.
Note: You’ll see your “Unfiled Notes” tab at the top of your OneNote screen.

#4 – Send whole or part of any page to OneNote
When researching, as I said in #5, you can send a whole page or part of a page directly to OneNote. Ctl +P and your page is sent to an unfiled note in OneNote, which you can move to any section or page.
Imagine surfing the web and pulling up a side note by either pressing the Windows logo button + N or clicking the N(OneNote) icon button in the task bar (down by the time) and being able to jot down your notes to keep in your book’s OneNote binder.

Again, this shortcut automatically files it in the Unfiled Tab in OneNote, which you can move around.

#3 – Audio and Video Files
OneNote will also add audio or video files to your notebook pages. It can even record the same right into a page! Now that we’re in conference season, I’ve made the goal of adding my meeting and class notes into OneNote, and then recording those extras things that I didn’t get down in my notes.

#2 – You can attach files to any page in OneNote.
Can you writers say character charts? Photos? I thought of moving this higher on the list, it’s so sublimely amazing.

From your Windows Explorer, click and drag any file onto a OneNote Page. You will get the following dialog box:

You can insert a hyperlink, or choose the second option to have an icon on your page that you double-click on to open the file. But the last choice (to insert the file as a printout)? LOVE IT! I used this with a chapter meeting handout to make my notes next to the speakers content. It saved me a ton of time.

And my #1 FAVORITE thing in OneNote is:

OneNote doesn’t have a Save button. OneNote automatically saves your work on an almost constant basis in the background. This means I don’t lose work, even if forget to save.
p.s. If you want to save your notebook with a new name you can use the Save As feature located under the File menu. Also, if you’re using the SkyDrive sync feature, you need to be sure to sync before you go on the road. OneNote auto-saves, but it doesn’t auto-sync!


Helpful Links:
Does OneNote sound like it would be helpful to you? Do you have questions, or shortcuts you’d like to share? I’d love to chat with you in the comments!

Jenny

About Jenny Hansen
Jenny fills her nights with humor: writing memoir, women’s fiction, chick lit, short stories (and chasing after her toddler Baby Girl). By day, she provides training and social media marketing for an accounting firm. After 15 years as a corporate software trainer, she’s digging this sit down and write thing.

When she’s not at her blog, More Cowbell, Jenny can be found on Twitter at jhansenwrites and at her group blog, Writers In The Storm. Every Saturday, she writes the Risky Baby Business posts at More Cowbell, a series that focuses on babies, new parents and high-risk pregnancy.
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