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Learn MoreMicrosoft OneNote 2013 Training Tutorial
Rating: 4.3 out of 54.3(52 ratings)
551 students
What you'll learn
- Video Lessons
- Includes Classroom Instruction Manual
- Creating and Formatting Notes
- Working with Microsoft Outlook
- Tables
- Stationery and Templates
- Sharing Notebooks & Collaborating
- Changing OneNote Options
- Much More!
Explore related topics
Course content
16 sections • 68 lectures • 4h 34m total length
- The OneNote Environment8:59This lesson shows the initial screen when you start the OneNote application. When you start OneNote for the first time, the program opens a sample notebook called Personal. In the future when you start the application, the notebook you worked on last will open instead. The OneNote storage structure resembles that of a tabbed notebook. The beauty of OneNote is that you can customize the organization based on your personal tastes and needs. For example, you might have one notebook for personal information and one for work. Or, you might have one notebook for each project you work on. Each notebook you create is divided into sections and each section is then divided into pages. Learn this and more during this lecture.
- The Title Bar1:58The Title Bar is the bar that runs across the top of the window. The name of the notebook page that you are working on will be displayed here. At the right end of the Title Bar are three buttons in a button group: “Minimize,” “Maximize/Restore Down,” and “Close,” respectively. These buttons affect the display of the application window. Learn this and more during this lecture.
- The Ribbon6:53The main tool available for you to use in OneNote is the Ribbon. This object allows you to perform all of the commands available in the program. The Ribbon is divided into tabs. Within these tabs are different groups of commands. The commands in each group can be accessed either through the use of buttons, boxes, or menus that are available within the group. As we have mentioned, OneNote is different from other Office applications in that the Ribbon is collapsed, by default. If it is collapsed, you can display the Ribbon by simply clicking on the name of one of the tabs. To collapse the Ribbon, just click on the name of the active tab. Once collapsed, you can expand it again by clicking any tab. Learn this and more during this lecture.
- The “File” Tab and Backstage View2:33The “File” tab within the Ribbon replaces the functionality of the older “File” menu in earlier versions of OneNote. Basically, you can click the “File” tab in the Ribbon to open a view of the file called the “Backstage View.” In this view, you can perform all of your file management. This includes performing functions such as saving your file, opening an existing file, or creating a new file. Learn this and more during this lecture.
- The Quick Access Toolbar5:16The Quick Access toolbar is located above the Ribbon, by default. However, you can also place it below the Ribbon, if desired, by clicking the “Customize Quick Access Toolbar” button at the right end of the toolbar and then selecting the “Show Below the Ribbon” command. You can reset it to its default location by clicking the same “Customize Quick Access Toolbar” button and then choosing the “Show Above the Ribbon” command. Learn this and more during this lecture.
- The Scroll Bars1:08When viewing your notebook pages, scroll bars will appear both vertically and horizontally along the right and bottom sides of your notebook page whenever the content extends beyond your screen display. They have arrows at each end that point in the direction in which they will scroll the page when you click them. You simply use the scroll bars to scroll through your page’s content. Learn this and more during this lecture.
- The Mini Toolbar1:05Another tool in Microsoft OneNote is the Mini toolbar. When you select text within a page and hold your mouse pointer over it, you will see a small toolbar appear next to the selection (dimmed in versions prior to 2013). Learn this and more during this lecture.
- The Default “Personal” Notebook4:46By default, OneNote installs one notebook, named “Personal” which has one section, named “General.” That section contains four pages of information about OneNote and examples of the types of information you can collect, store and share in OneNote. Let’s take a closer look at this default notebook to further illustrate the different parts of the program. Keep in mind that if your organization or school has a personalized OneNote environment, the “Personal” notebook may not be available to you. If so, you can open any available notebook to follow along. Learn this and more during this lecture.
- Opening, Saving and Closing Notebooks5:58By default, OneNote will open the notebooks you were working on when you last closed the program. Of course, you can open a notebook that isn’t already opened. To do so, click the “File” tab in the Ribbon and then click on “Open” in Backstage view. If the notebook is stored in the cloud, then you can click the “Sign In” button to login with your Microsoft account and retrieve the notebook. If the notebook is stored on your computer, then you should instead select “Computer” under “Open from other locations” and then click or tap the “Browse” button. In the “Open Notebook” dialog box, navigate to the location of the desired notebook. It should be stored in the “Documents” folder on your local machine (but again, this could vary depending on your organization’s setup and installation). Each notebook is represented by a folder in “DocumentsOneNote Notebooks” folder. Learn this and more during this lecture.
- Creating New Notebooks2:49You can have as many notebooks as you wish in OneNote. For example, you might have one notebook for work and one for home. But, you can create a notebook for any purpose you want. To create a new notebook, click on the “File” tab in the Ribbon to open Backstage View and then click “New” at the left-hand side of the screen.Learn this and more during this lecture.
- Creating, Moving and Deleting Sections and Pages5:39OneNote notebooks contain sections, section groups, pages, and even subpages. How do you know which one to create and when? The answer is, it’s completely up to you and depends on the nature of the information you are collecting and your organizational style. In order to effectively use OneNote, you must be able to easily locate the information you have stored (as must others if you are sharing notebooks). You can create a storage structure that is unique to your needs. Learn this and more during this lecture.
- Creating, Moving and Deleting Subpages5:27Subpages are simply pages you create and insert into your notebook’s organizational structure so that they are related to a broader page. For example, you might have a notebook for work with a section titled “Meetings.” Within that section, you might have pages for “Weekly Staff Meetings,” “Quarterly Meetings,” “Annual Meetings” and “Client Meetings.” You might then create a new page for each week’s staff meeting. For better organizational purposes, it would be best in this example to create each weekly staff meeting as a subpage of the “Weekly Meetings” page. You could even name each of the subpages with the date of the meeting, or some other descriptive name. In this way, you will be able to glance at the “Meetings” section of the your notebook and quickly locate the information. Learn this and more during this lecture.
- Creating a Basic Note2:49You can store virtually any type of electronic information in a notebook, including text, graphics, photos, web pages, audio clips, video clips, Excel spreadsheets and hyperlinks. When you insert content into your notebook pages, each piece of information exists within a note container. A note container consists of a frame with a move handle and a resizing handle. Each object you place within the note container (such as your text or images) has an object selector. The frame of the active note container will be visible, but the frames around the other containers on the page are not. Hovering your mouse over a container will display its frame. Hovering your mouse over the content of a note container will display the object’s selector, which we discuss later. Learn this and more during this lecture.
- Quick/Unfiled Notes3:27Quick Notes (called Unfiled Notes in version 2010) is a holding area for content that you haven’t yet put into an organizational structure and also for content that you send to OneNote from other programs. Therefore, a Quick Note is not attached to any particular notebook, section or page. The Quick Notes section is part of the OneNote application itself and is shared by all your notebooks, so any content you add there will be stored until you move it. Learn this and more during this lecture.
- Copying and Pasting Content3:11Typing a new note into OneNote is just one option for getting content into a OneNote notebook. Existing content from other sources (such as the web or Microsoft Word or Excel) can be copied or cut and pasted into your notebook. We will have some different paste options that we will examine as well. Learn this and more during this lecture.
- Screen Clippings4:04Another option for adding content to your OneNote pages is to take a screen clipping. You can use the Screen Clipping tool to capture an image of anything that is visible on your computer screen and then insert it into a OneNote page. Learn about his and more during this lecture.
- Adding Pictures5:45You can also insert picture files into your OneNote pages. To do so, first navigate to the page into which you wish to insert an image. Click the “Insert” tab in the Ribbon and then select the “Pictures” button in the “Images” group to display the “Insert Picture” dialog box. Navigate to the location of the image on your computer that you want to insert. Note that just to the right of the “File Name” textbox in the “Insert Picture” dialog box, there is a drop-down menu that allows you to filter the types of files displayed in the window. The default is “All Pictures” but if you are in a folder with several different file types, this can be a handy way of isolating the image files to more quickly locate the image you wish to add. Click on the desired image to select it and then click the “Insert” button to insert the picture. Learn this and more during this lecture.
- Adding Audio and Video Files5:37OneNote allows you to insert many other types of files, such as audio and video files. The process for inserting both audio and video files into your OneNote pages is the same. First, navigate to the page and click in the area where you want to insert the file. Click the Insert tab in the Ribbon and then select the “File Attachment” button (“Attach File” in 2010) to launch the “Choose a file or set of files to insert” dialog box. Navigate and click on the file that you want to insert to select it and then click the “Insert” button. An icon representing the file will be inserted onto the page in the location where your cursor was blinking. The icon is an object on the page and can be moved to a different location by clicking and dragging. Learn this and more during this lecture.
- Recording Audio and Video Files5:07One exciting feature of OneNote is the ability to record both audio and video files while taking notes in your notebook at the same time. The audio or video file will be stored on your page and any notes you take will be time coded in the clip for easy reference. Of course, in order to record an audio file, you will need to have a working microphone on your computer and a working camera in order to record video. Learn this and more during this lecture.
- Adding Other Types of Files2:26You can also add other types of files into OneNote for easy access later. For example, you might have a Word document that you want to insert without having to copy and paste all of the information out of the Word document directly into OneNote. Learn this and more during this lecture.
- Embedding an Excel Spreadsheet or Visio Diagram3:54OneNote 2013 introduced the embed feature to support both Microsoft Excel and Visio files. You can attach just about any computer file to your notebooks, which stores a copy of the file in your notebook. Now, you can also create or embed an Excel spreadsheet or a Visio drawing in a OneNote notebook and see content previews from your notebook. When you make a change in Excel or Visio, the preview is automatically updated. You can also edit and update the data or drawing from the OneNote application itself. Learn this and more during this lecture.
- Adding Mathematical Equations6:50OneNote provides an “Equation Editor” to assist you in entering mathematical equations into your notebook pages. To enter an equation, first navigate to the page and click in the area where you want to insert the equation. Click the Insert tab in the Ribbon and click on the “Equation” drop-down, just under the “Equation” button in the Symbols group of the Ribbon. In the drop-down choices that appear, you can choose one of the many pre-defined equations by clicking to select it. OneNote will insert the equation into your page and also display the “Design” tab in the Ribbon with various equation tools for your use. From there, you can manipulate the equation and make any desired changes using the tools in the Ribbon. Notice in the “Symbols” group that you can click the “More” button at the bottom-right corner of the group to display more available symbols. You simply use any drop-downs in these groups and click to select your choices. Learn this and more during this lecture.
- Quick Filing – Sending Information to OneNote5:36Another way to gather information in your notebooks is to send it directly to OneNote from its destination source. For example, if you have content in Microsoft Word or that you come across on the internet, you can send that information directly to OneNote without having to go through the steps of copying and pasting, etc. Learn this and more during this lecture.
- Basic Text Formatting4:13In OneNote, you can apply formatting to the text you add to your pages. In order to apply formatting to text within a note, you must first click into the text within the container on the page and then select the text to which you want to apply text formatting. Learn this and more during this lecture.
- Bullets and Numbering4:53OneNote can automatically apply simple bullets and numbering to the lists in your notebook pages as you type. You could also simply type your list, select it, and then apply bullets or numbering afterward. You can also change the appearance of the bullets and numbers that you use. Learn this and more during this lecture.
- Checking Spelling4:52OneNote provides you with the ability to quickly identify and correct misspelled words in your notes. The “Spelling” feature works by identifying words in your notes that it thinks are misspelled and then comparing the words within the note to an internal dictionary. As you type, you may notice that a red wavy line appears under some words in your note. These are words that Microsoft OneNote thinks may be misspelled. Learn this and more during this lecture.
- Setting Default Proofing Options5:48You can customize many features of the “Spelling” tool. You can view the “Proofing” options for Microsoft OneNote by clicking the “Spelling options” link at the bottom of the Spelling pane. You can also access the “Proofing” options by clicking the “File” tab in the Ribbon and then clicking the “Options” button and then selecting the “Proofing” category from the option category list at the left side of the window. Learn this and more during this lecture.
- Inserting Outlook Meetings3:10If you use Microsoft Outlook’s calendar features, you’ll be glad to know that OneNote and Outlook are integrated well together. For example, you can use OneNote to track meetings and events that you keep in your Outlook calendar. In order to insert your meetings into OneNote pages, you’ll need to make sure your meetings are setup in Outlook first. If you don’t know how to use the calendar features of Outlook, you can learn how in TeachUcomp, Inc.’s “Mastering Outlook Made Easy” course. Learn this and more during this lecture.
- Sending Notebook Pages via Microsoft Outlook1:53Another feature of the integration between Microsoft OneNote and Outlook is the ability to send notebook pages directly from OneNote through Microsoft Outlook. To send a page from OneNote, first navigate to the page you wish to send. Click the “Home” tab in the Ribbon and then click the “Email Page” button in the Ribbon. A new Outlook message screen will appear. Outlook will have populated the “Subject” field with the title of the page being sent (which you can change in this screen, if you like). The message will either appear in the body of the email, or it may be attached as a file that can be opened and viewed as a web page. This will depend on your default settings, which we examine in more detail later in the course.Learn this and more during this lecture.
- Working with Microsoft Outlook Tasks3:45As you are taking notes in OneNote, you can assign and send tasks directly to the “Tasks” section of Microsoft Outlook. For example, if you were taking notes in a meeting and a task you will have to accomplish in the future comes up, you can send the task directly to Outlook from the OneNote application. Learn this and more during this lecture.
- Creating a Table3:26Tables are a great way to help organize the information in your OneNote pages. A table in OneNote is essentially a container for information. It consists of a series of intersecting vertical columns and horizontal rows, creating “cells” where information is stored. Some functions in OneNote automatically insert a table for you. For example, if we insert a meeting from Outlook, OneNote creates a table in the note to store the information such as the subject and date and time. Learn this and more during this lecture.
- Working with Columns and Rows2:12Once you have created a table in OneNote, you may find that you want make changes to the number of columns and rows in the table. To make adjustments to your table, first click inside of the table and then select the “Table Tools/Layout” contextual tab in the Ribbon. Within the “Insert” group, you will see two buttons for inserting a new row: “Insert Above” and “Insert Below.” Learn this and more during this lecture.
- Formatting Tables and Table Data8:52You can manually adjust the width of any of the columns in your table, or even of the table itself. Hover your mouse over the right edge of the table until your cursor turns into a double-sided arrow. When it does, click and drag to the right to expand the width of the table and release your mouse in the desired location. The same thing can be accomplished with individual columns. Hovering over the lines between the columns will again turn the cursor into a double-sided arrow which you can use to adjust the width of the columns. If you need to adjust the height of a row, just click into the row at the end of any content within the cell and then press “Enter” on your keyboard. OneNote will add a line to the row, thereby adjusting its height. Learn this and more during this lecture.
- Moving Tables and Table Data1:39Once you create a table in OneNote, you may find that you want to move the table (or even contents of the table) around on the notebook page. If you want to move the entire table to a new location, just select the table by hovering your mouse over the top edge of the note container that contains the table until your mouse turns into a four-sided arrow. Then, just click, drag and release your to place your table in the desired location. Learn this and more during this lecture.
- Pen Mode5:23You can use Pen Mode in OneNote to activate and use a stylus pen with a tablet PC to insert drawings and hand-written notes into your notebook pages. To use Pen Mode, first select the “Draw” tab in the Ribbon. At the far-left of the “Tools” group, notice the “Type” button (“Select & Type” in 2010). When that button is selected, the pen is turned off and you can select text and type on a keyboard, as we have been doing throughout the course. To enter Pen Mode, click to select one of the available pen or highlighter buttons in the Tools group of the Ribbon. You can click the “More” button in the lower-right corner of the Tools group to expand the group and choose any of the available writing instruments. You can also select “Colors and Thickness” button (“More Colors and Thickness Options” in 2010) to open the “Color and Thickness” (“Pen Properties” in 2010) dialog box, where you can switch between pen and highlighter, choose a thickness and color and then click “OK.” At the bottom of the expanded Tools group in the Ribbon, you can hover your mouse over the “Pen Mode” command at the bottom. A side menu will appear where you can click to choose how you want to use the pen tool. You can select to “Create Both Handwriting and Drawings,” “Create Drawings Only,” “Create Handwriting Only” or “Use Pen as Pointer” which allows you to use your pen like a mouse to “click” on your tablet by tapping the screen. Learn this and more during this lecture.
- Formatting Written Notes and Drawings7:14There are several tools for use in formatting the hand-written notes and drawings that you create in OneNote. In order to format your objects, you must first select them. Click the “Type” button in the Ribbon (“Select & Type” in 2010) to switch to that mode. As you move your mouse, it will look like an eye beam. To select an object, click anywhere on the edge of the note or drawing until you see a dotted line appear around the object. Learn this and more during this lecture.
- Converting Handwriting to Type1:20One of the great features of OneNote is its ability to convert handwritten notes into type, as though they had been typed on a keyboard. For example, you might use this feature if you took hand-written notes on your tablet during a meeting and then wanted to convert those notes to typed meeting minutes to distribute to attendees afterward. While not a perfect technology, it can be useful and save time by not having to re-type notes. Learn this and more during this lecture.
- Organizing the OneNote Interface8:10There are a number of different options to help organize the OneNote interface and also provide you with more room to view active pages, when needed. If you are using version 2010, you can give yourself more workspace on your notebook pages simply by collapsing both the Navigation Bar and the Page Tabs Bar. The small arrow next to each of the names of these areas will allow you to both collapse and expand them, quickly providing more space when needed. If you are using version 2013, you can click the “Full Page View” button in the upper-right corner of the Content pane (just to the left of the Page Tabs Bar) which will hide everything other than the Content pane. Just click the button again to switch back to Normal view. Learn this and more during this lecture.
- Creating New Windows2:29There may be times when you want to view the contents of separate notebooks at the same time, or even separate sections of the same notebook at the same time. In these cases, you can use OneNote’s “New Window” feature. This feature allows you to open one window of the OneNote application, side-by-side with another, each displaying different contents. Click the “View” tab in the Ribbon and then the “New Window” button in the “Window” group. You are now looking at a duplicate of the same notebook on the same page and in the same section. Next, click the “Restore Down” button in the upper-right corner of the application window (just to the left of the “X”). That will display both notebooks that you have open at the same time. Learn this and more during this lecture.
- Searching Content in a Notebook5:42OneNote has some great search functionality that makes it easy to locate content you have placed in your notebooks. Just above the Page Tabs Bar is the “Search” field. The default search in OneNote is to search “All Notebooks.” If you click into the “Search” field and begin typing, you will perform a “Quick Search.” As you type, OneNote will search all of your notebooks for text that matches what you type. OneNote will narrow down the list of available locations that match your search criteria, including “Recent Picks” (recent pages that you have viewed) as well as instances where either the title or body of the page contain the word(s) you entered. You can click on one of the listed pages and OneNote will take you directly to that page and even highlight the text on the page that matches your search criteria. Also, note the small drop-down arrow to the right of the “Search” field. Here, you can select one of the available options to narrow your search even further. Learn this and more during this lecture.
- Wiki Linking5:06OneNote 2010 first introduced the feature called “Wiki Linking,” which allows you to create links in your notebooks to other notebooks or pages or sections in a notebook, similar to hyperlinks in a webpage. To create a wiki link, first highlight the text that you want to turn into a link. Then, click the “Insert” tab in the Ribbon and then again on the “Link” button in the “Links” group. Learn this and more during this lecture.
- Tagging Notes8:20As you create more notebooks and add more content to your notebooks, it becomes increasingly important that you keep your material organized and easy to locate. Another feature that OneNote provides to help you achieve these goals is tagging. Tags are visual identifiers used to identify content that fits into specific categories. Tags help you organize your content, remember important tasks and even locate specific content based on the tags attached to it. You can attach tags to any content in OneNote for categories such as “Highlight” (to highlight important content), “Password” (to identify where passwords appear in your notebooks) and “Schedule Meeting” (to remind yourself to schedule a meeting around certain content). OneNote includes several built-in tags. You can modify any built-in tag and even create your own custom tags. Learn this and more during this lecture.
- Working with Sections4:20Earlier in the course, we looked at sections and what we can do with them. Let’s take a closer look at customizing the sections of our Notebook. You can easily create a new section by clicking the “Create a New Section” tab in the Notebook Header. The name of the tab will be highlighted, where you can just type in a new name and press the “Enter” key on your keyboard. Learn this and more during this lecture.
- Section Groups2:21nother organizational technique available in OneNote is the use of Section Groups. You can create a group of sections that are kept separate from the rest of the notebook. Section Groups appear in the Notebook Header along with other sections, but the icon looks like three small section tabs stacked upon one another. Learn this and more during this lecture.
- Applying Templates and Stationery3:11OneNote provides several templates that you can apply to your pages that help you stay organized, create visual interest and even add continuity to your notebook pages. It’s important to know that templates can only be applied to new, blank pages and not to existing pages with content. Learn this and more during this lecture.
- Custom Templates1:44You can create your own templates from pages you create or from existing templates that you modify. To create a new template, navigate to the page that you want to use to create the template. Access the “Templates” pane by clicking the “Page Templates” button in the Ribbon in version 2013 or by clicking the “New Page” drop-down button in the Page Tabs Bar in version 2010. Learn this and more during this lecture.
- Choosing a Default Template2:07You can set a default template for each section in a notebook, which can be helpful by adding continuity to pages within a section. When you do, each new page that is created in that section will use that template, by default. The default you select will apply to that section only. Learn this and more during this lecture.
- Defining Paper Size and Margins2:37The default paper size in OneNote is “Auto” which means the pages are created with no pre-defined size. As you add content, the OneNote page will automatically grow indefinitely both downwards and to the right to accommodate new content. While this may meet your needs for on-screen viewing, paper size is an important consideration if you plan on printing your pages. Learn this and more during this lecture.
- Formatting Page Backgrounds2:46OneNote provides a number of options for formatting the backgrounds of your pages, which allows you to add visual interest and stay better organized. To change the settings of a selected page’s background, first click the “View” tab in the Ribbon. You can change the background color by clicking the “Page Color” drop-down in the “Page Setup” group and clicking to select any of the available colors. If a color has been applied that you want to remove, select “No Color” at the bottom of the drop-down list. Learn this and more during this lecture.
- Adding a Background Graphic2:00You can add an image to the background of a page to add more visual interest. The image then becomes part of the page and is not editable, similar to when we use some templates. Learn this and more during this lecture.
Requirements
- OneNote software recommended for practice.
Description
Learn Microsoft OneNote 2013 with this comprehensive course from TeachUcomp, Inc. Mastering OneNote Made Easy features 67 video lessons with over 4.5 hours of introductory through advanced instruction. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your learning with the text of our printable classroom instruction manual, additional images and practice exercises. You will learn all about creating and formatting notes, organizing information, researching with OneNote, sharing and collaborating on notebooks and much more.
Whether you are completely new to OneNote or upgrading from an older version, this course will empower you with the knowledge and skills necessary to be a proficient user. We have incorporated years of classroom training experience and teaching techniques to develop an easy-to-use course that you can customize to meet your personal learning needs. Simply launch a video lesson or open the manual and you’re on your way to mastering OneNote. This course also includes bonus material for versions prior to 2013, making an upgrade from earlier versions a breeze.
Who this course is for:
- Anyone wanting to learn Microsoft OneNote.