Microsoft OneNote 2016 - User Guide
Microsoft OneNote 2016 - User Guide
User Guide
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Microsoft OneNote 2016 2
Table of Contents
ABOUT THIS GUIDE .............................................................................................. 5
LESSON 1: GETTING STARTED WITH ONENOTE 2016 ..................................... 6
TOPIC 1A: WHAT IS ONENOTE 2016? ............................................................................... 7
Benefits of Using OneNote ........................................................................................... 7
THE PERSONAL NOTEBOOK ..................................................................................................................... 8
Personal Notebook ....................................................................................................... 8
OneNote keeps track of ................................................................................................... 9
OneNote at Work section ............................................................................................. 9
OneNote at Home section. ......................................................................................... 10
OneNote at School section ......................................................................................... 10
How does it work? section .......................................................................................... 10
OneNote Basics Page – Take notes section ............................................................... 11
OneNote Basics Page – Organise section .................................................................. 11
OneNote Basics Page – Search section ..................................................................... 11
OneNote Basics Page – Share with Yourself or others section ................................... 12
OneNote Basics Page – Team Notebook Example section ........................................ 12
Top Uses Page – Collect product screen clippings ..................................................... 12
Top Uses Page – Email Notes.................................................................................... 13
Top Uses Page – Email Notes.................................................................................... 13
Top Uses Page – Collect articles from the Web ....................................................... 13
Top Uses Page – Keep project documents together with your notes .......................... 14
Top Uses Page – Annotate lecture slide printouts ...................................................... 14
Top Uses Page – Keep key project emails together with your notes ........................... 14
Top Uses Page – Link meeting notes and tasks with Outlook ..................................... 14
TOPIC 1B: IDENTIFY THE ELEMENTS OF THE USER INTERFACE ...................................................... 16
The File Tab ............................................................................................................... 17
Backstage View.......................................................................................................... 17
Info - Share ................................................................................................................ 17
Info - Settings ............................................................................................................. 18
Open .......................................................................................................................... 18
New............................................................................................................................ 19
Share ......................................................................................................................... 19
Save As...................................................................................................................... 20
Send .......................................................................................................................... 20
Print ........................................................................................................................... 21
Help ........................................................................................................................... 21
Options....................................................................................................................... 22
Exit ............................................................................................................................. 22
How to Hide or Redisplay the Ribbon ......................................................................... 23
Use the Ribbon .......................................................................................................... 23
Show Screen Tips ...................................................................................................... 23
Mini Toolbar................................................................................................................ 24
Home Tab .................................................................................................................. 24
Insert Tab ................................................................................................................... 24
Share Tab .................................................................................................................. 24
Draw Tab ................................................................................................................... 24
Review Tab ................................................................................................................ 24
View Tab .................................................................................................................... 24
TOPIC 1C: CUSTOMISE THE USER INTERFACE ...................................................................................... 25
The Quick Access Toolbar ......................................................................................... 25
Dock to Desktop Mode ............................................................................................... 25
Customise the Quick Access Toolbar ......................................................................... 26
3 Microsoft OneNote 2016
Once you have started to use it, you will wonder how you ever worked
without it!
Microsoft OneNote 2016 8
The Section is named General and the first page is named OneNote
keeps track of stuff at Work, Home or School. Within this page you
will get an idea of what you can store and how you should store it.
9 Microsoft OneNote 2016
OneNote
keeps track
of…
The OneNote keeps track of stuff at Work, Home and School page
will demonstrate how the Notebook, tabs and pages all come together.
If you rest your mouse over the words you will see how the information
contained in the Notebook is stored in placeholders. OneNote, unlike
Word, requires any information held to be placed inside placeholders.
Text and images are held in slightly different placeholders are you can
see below.
OneNote at This section demonstrates how you could use OneNote at Home with
Home section Trip Itineraries, Camping checklists etc., even some recipes. You can
also see here drawn images within the Trip Itinerary section.
How does it In this section, you can watch a small video clip to see how OneNote
work? section works. You will require an internet connection, however, to play it.
11 Microsoft OneNote 2016
OneNote
Basics Page
– Take notes
section The OneNote Basics page will demonstrate how numbered lists, tables,
tags, attachments etc. can be held in OneNote.
OneNote This is a clear section explaining how books, pages and sections are put
Basics Page together.
– Organise
section
OneNote In this section you can see how all forms of information can be access
Basics Page from OneNote whether it is from a mobile device, other people web
– Share with access or sharing your Notebook with others.
Yourself or
others
section
OneNote As the name suggests, this section explains how a Team Notebook
Basics Page works. Sections like Meeting Notes, Project Info, Work Items, Training
– Team sections can all be incorporated.
Notebook
Example
section
Top Uses One of the top uses for OneNote is to take screen clippings from the
Page – Internet and place them into your Notebook. The Screen Clipping
Collect button is very handy for just that. Once placed inside OneNote, it will
product leave information on where
screen
clippings
section
13 Microsoft OneNote 2016
Top Uses
Page – Email
Notes
Demonstrated here is the ability to take your notes out of Outlook and put
them straight into OneNote or vice versa. Remember you can email a
page from your notebook to others.
Top Uses Items in your notebook can be tagged to make it easier to find things.
Page – Email Here you can see the types of tags you might want to apply.
Notes
Top Uses When you are trawling through endless web sites, trying to remember
Page – where you located specific information can be difficult. OneNote will
Collect allow you to copy and paste directly and even keep the URL of the place
articles from where you located the information.
the Web
Microsoft OneNote 2016 14
Top Uses Page Keeping notes together is essential. Demonstrated here is how you can
– Keep project embed a document straight into your notebook or attach a file for safe
documents keeping.
together with
your notes
Top Uses Page What if you have information in PowerPoint you want to add to your
– Annotate notes? Take them into OneNote for comments or future reference. You
lecture slide can simply drag the slide from PowerPoint straight into your notebook.
printouts
Top Uses Page Take information from Outlook and drag or copy and paste into your
– Keep key notebook.
project emails
together with
your notes
Top Uses Page Demonstrated here is how you can link your meeting notes and tasks
– Link meeting between Outlook and OneNote. Notice the chain link on the OneNote
notes and icon.
tasks with
Outlook
15 Microsoft OneNote 2016
Microsoft OneNote 2016 16
There have been dramatic changes to the user interface and what
fantastic changes they are. Gone are the Menus, Toolbars, Task
Panes and dialog boxes. These features were good in their time where
commands were limited but now that Microsoft Office can do so much
more these features would not work so well.
Being replaced by the Ribbon with its new File Tab, Contextual Tabs
and Galleries, users will now find it easier and faster to get the results
they want.
If you have been using earlier versions of Microsoft Office, give yourself
some time to find out where everything is and don’t get too frustrated if
you can’t find something. Although at first you may think that Microsoft
OneNote 2016 is the same as Microsoft OneNote 2007, once you delve
deeper you will see there have been some incredible changes.
If this is the first time you have used Microsoft OneNote 2016, you will
find that you will learn where everything is in no time at all. Just keep
thinking logically where you would find things.
In this section of the course we are going to look at different parts of the
interface to help you to familiarise yourself with the main parts of the
screen. Then we will move onto more in depth topics like inserting
data, formulas, formatting and page layouts.
Some of the windows within Microsoft Office 2016 now have new
options to move or resize the window. These windows will have a drop
down arrow with 3 options. Close is self-explanatory but Move will give
you a 4 headed arrow stuck to your mouse pointer to enable you to
move the window. Size will give you a double arrow stuck to your
mouse pointer enable you to resize the window.
17 Microsoft OneNote 2016
Here we can see the Info section which is the default when you access
the Backstage View. Any Notebooks which have been used recently
will be displayed here along with options to Share or Close the
Notebook (select the drop down arrow under Settings)
Info - Share Share allows you to share your Notebook with others via computers,
hand held devices, Network or SharePoint. Sharing your notebook is
optional but is very handy when you and your team are working on
something together.
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Info - Settings As we mentioned earlier, here you can see any notebooks which have
been created. Personal, which is the default notebook OneNote
provides, is usually at the top.
If you select the Settings drop down arrow, you will see
these options which allow you to Share, Close or see the
notebook Properties.
Share does the same as Info, Share and allows you to
share your notebook with others.
You can see below what the properties window would look like if you
selected it. You can change the location, colour or convert the
notebook back to 2007.
Open The Open button is used to open a notebook which lies either on the
user’s computer or on a server they have the ability to access. You
must click on the button to invoke the Open window.
Under the Recently Closed Notebooks section, you can pin the
notbook to the list by clicing on the small grey pushpin. Once
clicked, the pin will turn blue and the notebook will be held on the
list.
19 Microsoft OneNote 2016
New From here you can open a new blank notebook or a notebook
which exists either on your own computer or a server you have the
ability to access.
enter the name, the Create Notebook button will light up.
In the Web Location section, select the location you want to
create your new notebook in.
Once you have made your selections, click the Create Notebook
button.
Share These options are the same as the Info, Share options and will
allow you to share the notebook with others. First select the
notebook, then decide where you want to share on and then (if a
network), click the Browse button and find the location on the
Save As Save As allows you to save the current Page, Section or the whole
Notebook. The different formats you can save these in are on the
panel at the right. The options in the right hand panel are
dependant on the options from the middle panel.
Send If you want to send your information to others, you can send any
page using the following options. If you select E-mail Page or
Email Page as Attachment, OneNote will open your email system
and start a new message with either the page inserted into the
body of the message (E-mail Page) or an attachment. The first
option is better if the recipient doesn’t have OneNote. The second
option, the user must have OneNote installed on their computer to
read it.
You can also send the page as a PDF then the user will be able to
read it as long as their computer has Adobe Reader installed.
If you select Send to Word, OneNote will open Word and insert all
the information from the page into the document. Send to Blog is
useful if you want to publish your page as a blog,.
21 Microsoft OneNote 2016
Print Here you only have two options. If you click Print you can select
which and how many pages, how many copies along with the
printer options.
Print Preview will let you see what your document will look like
before you print it. You can also change the paper size and
orientation and add a footer if required.
Help Help offers you help on using Microsoft Office Help. Getting Started
to learn the basics quickly, Keyboard Shortcuts to enable you to learn
what these are and use them, Contact Us to let Microsoft know what
you think of the products, Options to customise the way OneNote
works, Check for Updates checks for available service packs which
helps Word work a little better and irons out the glitches.
Microsoft OneNote 2016 22
Options Here you can change the options for the programe. The General
section is similar to Word or Excel where you can change the colour
scheme or the font. The other options are Display, Proofing, Save &
Backup, Send to OneNote, Audio & Video, Language, Advanced,
Customise Ribbon, Quick Access Toolbar, Add-Ins and Trust
Center will be detailed further in this course.
Exit
Exit will close Word the application. If you have any opened documents,
you will be asked to save these before Word closes.
23 Microsoft OneNote 2016
The Ribbon
The Ribbon
Background The new Ribbon replaces the old Pull Down menus which used to
appear at the top of the window. These menus were good in their day
but now Microsoft OneNote 2016 can do so much more. Microsoft
wanted a way of enabling users to quickly and visually find commands
required to complete their tasks, hence the Ribbon was born.
There are 8 tabs within the Ribbon in Microsoft OneNote 2016. File,
Home, Insert, Share, Draw, Review and View by default.
How to Hide or • Double click any tab within the Ribbon.
Redisplay the
• OR Press Ctrl + F1 or click any other tab.
Ribbon
• Alternatively click the small up arrow which appears at the top
right of the window.
Use the • Click on the tab name.
Ribbon • OR use the wheel on your mouse to move between the tabs.
Show Screen The new option for showing ScreenTips has been greatly enhanced and
Tips now gives 3 options which you see below.
These are called Enhanced Screen Tips and can be switched on or off
by selecting the File Tab then Options at the bottom of the window.
Then select the General tab and under the User Interface Options
select ScreenTip Style from the drop down arrow.
Mini Toolbar When you select text, the Mini Toolbar is displayed to give quicker
access to the more common formatting tools. If you find that this gets in
your way, you can turn it off by clicking the File tab then Options and
the General section.
Home Tab Here you have the common things you will do in OneNote like copy and
paste, change the font, add heading styles, add tags, find tags, and
email a page.
Insert Tab Inserting anything from a space to tables or pictures, links, recording
audio or video, dates, times, equations and symbols can be done from
the Insert Tab.
Share Tab You can email a page from here as well as mark something read or
unread. Also start a new shared notebook or share the current
notebook, see recent edits, find information by author, work with page
versions, or access the Notebook Recycle Bin.
Draw Tab This tab allows users to draw different shapes or pen tools, arrange or
rotate drawn items. If you have a tablet PC you can also turn the text
you write with to text.
Review Tab Quite a simple tab, this one. Check spelling or translate information of
see linked notes here.
View Tab Change the view here, of the page colour or layout. You can even hide
the page title! Zoom in or out, view your information in a new window,
have a new docked window or a new side note or keep the OneNote
window on top of all other windows.
25 Microsoft OneNote 2016
Change the • Select the button in the right hand side of the window (Quick
order of the Access Toolbar).
Buttons
• Click the Move Up or Move Down buttons. The buttons
at the top of the list will appear at the leftmost side of the Quick
Access Toolbar. The buttons at the bottom of the list will appear at
the right hand side of the Quick Access Toolbar.
Remove • Select the button in the right hand window within the Customize
Buttons from Quick Access Toolbar window
the Quick
Access • Click the Remove button
Toolbar
Reset the • Select the File tab then Options button.
Quick Access • Select Customize then Quick Access Toolbar.
Toolbar
• Click the Reset button.
• Click OK
27 Microsoft OneNote 2016
To Save a • From the File tab, select Save As and you will see a window
Page, Section similar to the one below
or Whole
Notebook
• From the Print Settings section, and under Print range, select
whether you want to print the Current Page, Page Group or
Current Section.
• Decide under Orientation whether you want to print Portrait or
Landscape
• If you want a footer, click the drop down arrow and select from the
choices. If you don’t want a footer, select None
• At the bottom left of the window, you will see how many pages you
have and arrows to navigate you from page to page.
• When you are happy with your choices, click the Print button
• The Print dialog box will be displayed
Microsoft OneNote 2016 30
Page button.
• OneNote will open your email with a new message and insert the
page into the body of the email and insert the name of the page
into the Subject box. (See illustration below).
Email a Page
(Option 2)
• Enter the email address of the recipient, then click Send.
• Open the page you wish to email
• From the File menu, select Send and you will see a window
similar to the one below.
• Select the E-mail Page option. OneNote will open your email with
a new message and insert the page into the body of the email and
insert the name of the page into the Subject box.
Microsoft OneNote 2016 32
Add a Sub • Click the drop down arrow on the New Page button and select New
Page Sub Page
Other ways
to add
Pages and
Sub Pages
35 Microsoft OneNote 2016
Move a Page
or Subpage
Rename a • Select the notebook, section or page where you want to move to
Page and click the Move button
• Click into the small oblong circle at the top left of the page
To Decrease • Click inside the box and you will see a darker border area at the
or Increase top
the size of
the box
• To the top right of the box, you will see two small arrows Drag
• the left arrow to the left to decrease the size of the box. Drag
• the right arrow to the right to increase the size of the box
Place the Box • Point to the top outside edge of the box over the small dots
on another
part of the • Once you see a four headed arrow , drag the box to where it is
page required on the page.
Cut or Copy • Right click the top edge of the text placeholder
the Text • Select either Cut or Copy
• Or click either the Copy or the Cut button on the Home tab
• Click where you want to pase the text placeholder (another page,
or another application)
• Right click and select Paste
• Or click the Paste button on the Home tab
39 Microsoft OneNote 2016
Linked Files
Most Office Applications
have a link to OneNote
with a Linked Notes
button
You can also link to
another file straight from
OneNote itself
The benefit is when you
click the link the file will
open in whatever
applciation it was created
Most Office applications in the 2016 suite have the Linked Notes
button. You can either link to OneNote through the Office application itself
where you see the OneNote button or you can link through OneNote.
Once the link has been made, a small link icon will appear in
OneNote at the top left of the window.
Linking to • Open the Word document you want to use for the link
OneNote • From the Review tab and the OneNote group of buttons, click the
using Word Linked Notes button
• OneNote will open along with a small window for you to decide
which notebook you want to link to.
Microsoft OneNote 2016 40
will see a small symbol indicating that you have linked to the
document
• If you click on the small icon, you will see a menu like the
one below displaying which documents are linked and a way to
delete links on the page
41 Microsoft OneNote 2016
Format Text
▪ Text can be formatting in a similar manner to Word
2016
▪ You can add all the usual formatting to include
Heading Styles
Text Highlight Colour – Make the text look like it was marked with a
highlighter pen
Inserting Lists
▪ We all make lists at
some time or other
▪ Creating Lists in
OneNote is quick
and simple
▪ Lists can be
bulleted, numbered
or have a tick box
to the left
Tagged Lists • Click on your page where you want to start the list
• From the Home tab and the Tags group, click the To Do button
or press Ctrl + 1 on the keyboard.
• Start to type the first item on
the list
• Press Enter to go to another
line and click the To Do
button or
press Ctrl + 1 on the
keyboard and then type the next item on the list
• Continue until list is complete and you list might look something like
the one below.
• To mark a tagged list item as complete, click inside the tick box.
Microsoft OneNote 2016 48
Inserting Tables
▪ Tables of
information are
easy to read
▪ Similar to creating
in Word
▪ You can see the
number of columns
and rows before
you create it
• Click inside the last cell and the table will appear on your Notebook
• Click inside the first cell and type the information required
• Press the Tab key to go to the next cell and continue entering your
data
• Press Shift + Tab if you want to go back the way
• You will be given a Contextual Toolbar on the Ribbon to make
changes to the table.
Clipping button
• OneNote will minimise and what is behind will grey out. Your
mouse pointer will change to a cross +.
• Place your mouse at the top left corner of what
you want to capture.
• Hold down the left mouse button and drag across
the image required
• Let your mouse go and whatever you selected
will be placed into OneNote.
• If you have captured an image from a web site, the URL, date and
time will be stamped underneath the image. (see illustration above)
• If you have taken a screen clip from a programme, the date and
time of the screen clip will be inserted underneath the image.
Microsoft OneNote 2016 50
Inserting Pictures
▪ Pictures can be
inserted from
almost anywhere
▪ Once the pictures
are in OneNote you
can move or resize
them as necessary
• From the Insert tab, click the Picture button and you will
see the Insert Picture dialog box
• Navigate to where the picture exists and select it
• Click the Insert button and your picture will be shown in your
notebook.
Resize the • Select the picture and place your mouse pointer over one of the
Picture corners. Your mouse pointer will change to a double headed arrow
( ) arrow
• Keep holding down your left mouse button and drag to the opposite
corner to make the picture smaller.
• Drag to the away from the picture to make the picture larger.
51 Microsoft OneNote 2016
Draw Shapes
▪ Shapes can help enhance
what you are trying to
point out or say
▪ Shapes can be lines,
arrows, basic shapes like
square or rectangle
▪ You can draw freehand
too
• The top line of pen tools are 0.35mm in thickness and the bottom
pen tools are 0.5mm in thickness.
• Take your mouse pointer onto the page
where you want to draw.
• Hold down your left mouse button and drag
the mouse pointer across the page to make
the required shape then release the mouse
button.
53 Microsoft OneNote 2016
Draw with a
Highlighter
Pen
• From the Draw tab and the Tools group of butt ons, select from one
of the Highlighter tools.
Erase • From the Draw tab and the Tools group of buttons, select the
Drawings
Thickness button
• You will then be presented by a window of colour and line thickness
choices similar to the one below
Check Spelling
▪ Spell Check works
similar to Word
▪ Misspelled words appear
with a red underline
▪ All Office 2016
applications use the
same dictionary
▪ Any words can beadded
to the dictionary
• Once the spell check is finished, you will see small window like the
one below informing you the spell check is complete.
Retrieve a
Section or
Page from • From the Share tab, click the Notebook Recycle Bin button
the Recycle • You will see under Deleted Pages, any pages you have deleted and
Bin
in the Sections, any section you have deleted.