Webinar - Microsoft OneNote for Beginners - 2016-06-09

Microsoft OneNote for Beginners
With Rosette Nguyen and Wes White, TechSoup
June 9, 2016

. © TechSoup Global | All rights reserved
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Presenters
Assisting with chat: Susan Hope Bard, TechSoup
Becky Wiegand
Webinar Program Manager
TechSoup
Rosette Nguyen
Strategic Communications
Director
TechSoup
Wes White
Program Manager
TechSoup

Learning Objectives
1. Gain some OneNote and notetaking “best practices,” dos and don’ts
2. Create a OneNote notebook, section, and page from scratch
3. Expand comfort with navigating different parts and uses of OneNote

The Need Is Global – And So Are We
TechSoup’s mission is to build a dynamic bridge that enables civil society
organizations and social change agents around the world to gain effective access to
the resources they need to design and implement solutions for a more equitable
planet.
Countries Served TechSoup Partner Location NetSquared Local Group
Where are you on the map?

www.TechSoup.Global

Our Impact
Together, we build a stronger, more
resilient civil society.
$5.4B
in technology products
and grants employed
by NGOs for the
greater good
35
languages used to
provide education
and support
100+
corporate and
foundation partners
connected with the
causes and
communities they
care about
6.2M
annual visits to
our websites
600,000
newsletter
subscribers
empowered with
actionable
knowledge
79%
of NGOs have improved
organizational efficiency
with TechSoup Global's
resource offering*
*Source: survey conducted among TechSoup members in 2013

Live Poll Question
How much do you currently use OneNote?
- Never (yet)
- Once a year or every few months
- Once a month
- Once a week
- Every day

. © TechSoup Global | All rights reserved11
Who Should Use OneNote
 Do a lot of note taking
 Want to write, store and search notes easily
 Need to integrate with Microsoft Office tools
 Share notes with others
 Take notes on multiple devices

• Looks like a digital notebook with tabs
• Extracts text from an image
• Drops files in as embedded objects
• Integrates beautifully with Microsoft
products
• If integrated with Windows, can create an
instant sticky note (Win + N)
• Tags parts of pages individually
• Includes writing and formatting tools
• Has rich collaboration features
• Exports notes in different formats
• Has simple user interface
• Saves image’s text as metadata
• More like a database – a digital file cabinet
• Clips web page intact, highlight parts of it,
specify which notebook it should go into,
add multiple tags to the clipping & reminder
• Creates, tags, and shares very quickly
• Better for collecting random information and
retrieving it later
• Mobile app more like desktop version
• Password-protect selected text in note
Conclusion: Not an “either-or” situation.

OneNote Structure and Design – Client Version

OneNote Structure and Design – Web App

Getting Started
• Open up OneNote
• Create a notebook, section, page
• Share notebook, section, page
• Sync notebook with others, on OneDrive, and on other devices (smart phone)

More Advanced Tips
• Send to OneNote from Outlook – send emails, attachments
• Add meeting detail from Outlook invites
• Embed Office files within OneNote
• Start a new text box anywhere
• Tag items within a page
• Toggle between personal and enterprise accounts and still have everything in one place
• Insert voice recording (record a meeting), video, photo, spreadsheet, etc.
• Create, view, hide subpages
• Add time dimension with a dating convention on page titles (e.g., 2016-06-09 OneNote
Webinar)
• See page versions
• Password protect a section or notebook

Poll Question
• Which device(s) do or would you mainly use to access OneNote?
• Personal computer
• Mac
• Tablet
• iOS phone
• Android phone
• Other ____

OneNote on PCs, Macs, Smart Phones
Device Differentiating Features
PC  Works beautifully with Windows
 With touchscreen devices, can write notes with stylus or finger
Macs  Fewer tabs (i.e., features) in ribbon across the top of the page
Tablets  Works beautifully with Microsoft Surface Pro 3
 Can write notes with stylus or finger
 Can hand-write an equation, Ink to Math Tool converts that to text
iOS phone  No major differentiator
 Allows for easy scribbling on the go
 Can toggle between personal and enterprise accounts
Android phone  Has numerous useful widgets
 Can access a list of notes or open a specific command – like drawing – from
the home screen
Windows phone  OneNote comes pre-installed

20
OneNote Demo
The following are screen shots
supporting the live demo and serve as
reference materials post webinar.

Open OneNote on All Your Devices

Create a Notebook

Create a Section and a Page

Share Notebook

Add Meeting Details

Add Meeting Info and Follow Dating Convention

Add Tags

Make or Promote Subpage

Password Protect a Section or Notebook

Download Web Clipper Plug In

Insert Excel Spreadsheet, Audio, Video, Attachments, etc.

Insert Visio Diagrams

Use Send to OneNote Feature to Make Screen Clippings

Use Draw Feature

Search

37
OneNote Donations and
Training Resources

Donated Microsoft Office
www.techsoup.org/microsoft-software-nonprofits

Office Training Resources
www.techsoup.org/skillsoft

Microsoft Philanthropies
www.microsoft.com/about/philanthropies/product-donations/

Questions?
Please type your questions in the chat window.

Additional Resources
• Microsoft OneNote for Nonprofits and Libraries
• What’s New in PowerPoint and OneNote 2013
• 4 Ways to Get More from the Microsoft Donation Program
• Why Your Meetings Suck and How to Fix It
• 3 OneNote Tips to Keep You Organized
• PowerPoint for Beginners
• Outlook Tips and Tricks (free webinar coming up on June 30!)
• Microsoft Software Assurance Benefits (including access to free e-learning courses)

Learn and Share!
• Chat in one thing that you
learned in today’s webinar or
will try to implement.
• Will you share this information
with your colleagues and within
your network?
• Please complete the post-event
survey that will pop up once the
webinar ends!

Upcoming Webinars and Events
• 6/14: Adobe Premiere for Video Editing and Production
• 6/15: The Changing Landscape of Library Privacy
• 6/16: Helping Children Build Literacy Skills for the Digital Age
• 6/30: Microsoft Outlook Tips and Tricks
• Explore our webinar archives for more!

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Webinar - Microsoft OneNote for Beginners - 2016-06-09

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Webinar - Microsoft OneNote for Beginners - 2016-06-09