Microsoft Office OneNote Tutorial

By Eric Jay Toll

Imagine a binder. Slip some dividers onto the rings, titling each any way you want. Fill the binder with pages on which notes can be entered, thoughts jotted, audio or video recorded, documents attached, tasks created and e-mail saved. This is the metaphor for Microsoft Office OneNote 2010. Most personal information management software takes a lot of information as input and stores it in a linear fashion. OneNote 2010's free-form function is easily customized to meet specific user needs.

Creating the Notebook

Step 1

Open OneNote 2010. Click on the File tab, select "New" and click on the icon depicting the desired notebook's storage location: Computer, SharePoint, or Network. Type the name of the notebook in the field under "2. Name:" and then browse to the folder in which the notebook will be stored. The new notebook will open to an unnamed New Section and an Untitled page. Right-click on the notebook's tab and select "Properties." Choose a color for the notebook, change the Display Name, if you want to, or any other information displayed.

Step 2

Right-click on the divider tab, "New Section," and select "Rename." In the field that appears, type the name for the section. Right-click on the section tab and select "Section Color" to change it, if desired. Create additional dividers, known as "Sections," by clicking on the small gray starburst tab to the right of the last Section created. Right-click and "Rename" new sections.

Step 3

Type the page name in the dotted line surrounding a rounded rectangle at the top of any newly created page. It is not necessary to put content on a page. Create additional pages using the same template as the existing page by clicking on the "New Page" icon at the top left of the divider.

Step 4

Create New Pages from Templates by clicking on the black Down Triangle to the right of the "New Page" icon and selecting "Page Templates." A task pane will open with a large selection of templates or access to a wizard to create new templates. You can modified supplied templates to meet specific needs and then save them with a new name: The next time you select the Down Triangle, the most recently used templates will appear in the drop-down list.

Entering Information

Step 1

Place the cursor at any position on a new or existing page. Begin entering data and a data "container" will appear to record the work. If you use a tablet or touchscreen computer, OneNote will place handwritten or drawn material inside a container. If the tablet or multi-touch screen is pressure sensitive, OneNote will increase the width or density of the pen strokes, reflecting the pressure. Each page can contain multiple containers. Containers can overlap, be arranged to the front or back, and moved anywhere on a page.

Step 2

Access tables, bullet lists, number lists and text styles from the "Home" tab. This permits basic note formatting within the OneNote page.

Step 3

Insert images, "Smart Art" and hyperlinks from the "Insert" tab. Insert "printouts" from Word, Excel, and PowerPoint documents using the "File Printout" command from the "Files" group on the "Insert" tab. This same group permits attaching files and scanning directly onto the page, and audio and video.

Step 4

Send Web pages, e-mail, Outlook Tasks and Appointments as new pages to OneNote clicking the "Send To OneNote button on the "Home" tab in Outlook and the "Tools" menu dropdown list in Internet Explorer.

Step 5

Insert shortcuts to documents, files, and programs by dragging and dropping the icons from Windows Explorer or the Desktop.

Tips & Warnings

  • Data containers are essentially "floating" table cells unbound from the page.
  • The container can "contain" any source data including images, e-mail, tasks, Web pages, and touchscreen data entry.
  • Notebooks can be synchronized to SharePoint for network and workgroup usage.
  • Notebooks can by synchronized to Cloud storage for access from any Internet-accessible computer.