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A quick guide to using Microsoft OneNote on tablets, online, or on your desktop
OneNote is the note-taking-and-sharing application that's part of Microsoft Office. It lets you create notes by hand, as audio, or by clipping items from other electronic formats to create a file that can be indexed and searched. With the release of Office 2013, OneNote has been integrated with Windows 8-powered tablet platforms and offers advanced mobile-enhanced features. This guide includes all the basic information, guidance, and insight you need to take full advantage of everything OneNote can do for you.
OneNote 2013 For Dummies gets you up and running with OneNote quickly and easily.
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Veröffentlichungsjahr: 2013
OneNote® 2013 For Dummies®
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Copyright © 2013 by John Wiley & Sons, Inc., Hoboken, New Jersey
Published simultaneously in Canada
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Library of Congress Control Number: 2013934914
ISBN 978-1-118-55056-4 (pbk); ISBN 978-1-118-55190-5 (ebk); ISBN 978-1-118-55189-9 (ebk); ISBN 978-1-118-67459-8 (ebk)
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About the Author
James Russell has built and repaired PCs and installed, configured, and debugged most versions of Windows from Windows 3.1.1 for Workgroups to Windows 8. He began using OneNote in its initial release more than a decade ago and has loved the app ever since. He is a longtime editor and writer of technical books for John Wiley & Sons and other publishers. His latest book prior to OneNote 2013 For Dummies is Windows 8 Kickstart for McGraw-Hill. He is currently integrating social media strategy as a career focus and was recently named by Mashable.com as one of 101 social media experts to follow on Google+. James has had significant experience with the Mozilla open-source project since Mozilla’s M4 milestone in 1999, having been responsible for Netscape 6’s View Theme menu. He also rewrote the Linux and Windows release notes and README files for Mozilla’s .6 and 1.0 releases. You can find and follow James at @Kovu_ on Twitter or by looking him up by name on Facebook and Google+.
Dedication
To my sister Julie Mae Donovan: Always my touchtone, Emma.
Author’s Acknowledgments
First and foremost, I thank my amazing agent Carole Jelen, who pushed for me to have the chance to write a proposal for this book; and Steve Hayes, senior acquisitions editor at Wiley, for giving me extra time to prepare a proposal and for accepting said proposal. Thank you two for believing in me and giving me the opportunity to write a For Dummies book on a product I adore. Thanks are also due to Kara Berman and Melissa Dingle Hood at Waggener Edstrom Worldwide for helping me with general questions and for getting me Windows Phone screenshots. A special shout out also to Samantha Kristine for providing me with the screen shot of the Nexus 7 version of OneNote with absolutely zero notice.
Secondly, I’ve been an editor and sometime writer for John Wiley & Sons since March 1999 (then IDG Books Worldwide), and I wouldn’t be writing this book if it weren’t for a lot of IDGB/Wiley folks who’ve believed in me and helped me grow as an editor and as a writer over the last 14 years. Specifically, thanks are due to Leah Michael, Kyle Looper, Jodi Jensen, Kathryn Bourgoine, Jade Leah Williams, Andy Cummings, the “two Marys” Mary Bednarek and Mary C. Corder, Mark Enochs, Nicole Haims, Katie Feltman, Cherie Case, Melba Hopper, Sharon Mealka, and Megan Saur.
As is usually the case with writers, many people who didn’t help me write the book per se still helped me survive, stay centered, and were patient with me while I wrote and midwifed the book, and those people are due nods, as well. Specifically, thanks of course to my mother, Jacquelyn Arlene Cordoza, and my late father, John Howard Russell — I wouldn’t be me or here to write this book without you. Thanks also to my good friends Nancy Ciarrocchi and David Youhanna for all you’ve both done for me.
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Visit www.dummies.com/cheatsheet/onenote2013 to view this book's cheat sheet.
Table of Contents
Introduction
Foolish Assumptions
Conventions Used in This Book
Icons Used in This Book
How This Book Is Organized
Part I: Getting Started with OneNote 2013
Part II: Taking Notes via Other OneNote Versions
Part III: Putting OneNote Through Its Paces
Part IV: The Part of Tens
Where to Go from Here
Part I: Getting Started with OneNote 2013
Chapter 1: OneNote Basics
Setting Up OneNote 2013
Getting a Microsoft account
Logging in to OneNote
Creating Notebooks, Sections, and Notes
Creating a notebook
Creating a new section
Creating a new section group
Creating a new note page
Saving Files . . . or Not
Getting to Know the OneNote 2013 Interface
Identifying parts of the OneNote window
Acquainting yourself with the revised Ribbon
Drawing in OneNote
Introducing the pen
Navigating the Draw tab
Chapter 2: Managing Notes and Configuring OneNote
Rearranging Notes
Moving or copying sections or pages
Merging sections
Renaming Notes
Deleting Notes or Sections
Retrieving Deleted Notes
Viewing Unfiled Notes
Syncing Notes
Syncing automatically
Syncing manually once
Configuring manual sync
Exporting Notes
Configuring OneNote
Changing account settings
Customizing the Quick Launch bar
Navigating OneNote’s options
Configuring View options
Password-Protecting Sections
Adding a password to a section
Removing a password from a section
Chapter 3: Formatting Notes
Formatting Notes
Checking out the standard Office formatting tools
Highlight note content with tags
Adding and Manipulating Images
Adding images by copying and pasting
Adding images by inserting
Adding images via the Screen Clipping tool
Retrieve text from images
Adding Audio and Video to Notes
Embedding an existing clip in your note
Recording a new clip to add to your note
Extracting Text from Handwriting
Creating Notes from Templates
Discovering default OneNote templates
Creating a note using a template
Creating a template
Setting a default template
Chapter 4: Inserting External Data and Taking Quick Notes
Inserting Data from Office Apps
Inserting data as a printout
Inserting data as file attachments
Inserting file data manually
Managing Office Data
Inserting word data as text
Inserting Excel data
Inserting data from Outlook
Inserting Visio diagrams
Adding External Data with the Send to OneNote Tool
Checking out the OneNote tool interface
Capturing screen clippings
Inserting data via the Send to OneNote Tool
Taking quick notes
Inserting External Data with the Insert Tab
Chapter 5: Securing and Managing Notes with SkyDrive
Getting SkyDrive on Your Device
Managing Notebooks on SkyDrive
Managing notebooks with the Windows 8 SkyDrive app
Managing notebooks with File Explorer or Windows Explorer
Managing notebooks with SkyDrive on the web
Managing notebooks with SkyDrive for iOS
Managing notebooks with SkyDrive for Android
Managing notebooks with SkyDrive for other platforms
Part II: Taking Notes via Other OneNote Versions
Chapter 6: Taking Notes with OneNote for Windows 8
Navigating the OneNote for Windows 8 Interface
Scrolling from left to right
Checking out key navigation tools
Introducing Radial Menus
Comprehending radial menus
Navigating radial menus
Identifying various radial menus
Selecting Items
Selecting with a mouse
Selecting with the pen button
Selecting with your finger
Adding Tags and Items
Formatting Notes
Modifying and manipulating text
Adding or removing lines
Changing a section’s color
Writing and Erasing Ink
Writing with the pen
Erasing with the pen
Managing Your Notes
Chapter 7: Taking Notes on Android Devices
Navigating the Interface
Writing Notes
Creating a new note
Opening existing notes
Adding list elements to notes
Recording notes
Adding a picture to a note
Deleting notes
Managing Notebooks and Notes
Checking Out OneNote Settings
Viewing the Options pane
Viewing the Settings menu
Viewing Android app settings
Chapter 8: Taking Notes on iOS Devices
Navigating OneNote for iOS
Checking out the OneNote interface
Writing Notes
Creating a new note
Opening existing notes
Adding a picture to a note
Naming and renaming a note
What you can’t rename or add
Deleting notes
Searching Notes
Managing Notebooks
Configuring OneNote Settings
Viewing in-app settings
Viewing other settings
Managing note syncing
Configuring image settings
Chapter 9: Managing and Taking Notes with OneNote Web App
Accessing the OneNote Web App
Exploring the OneNote Web App Interface
Getting familiar with tabs
Checking out the Reading View
Managing Your Notes
Making new notes
Opening existing notes
Adding formatting and tags
Renaming notes
Deleting notes
Changing section color
Creating subpages by indenting
Sharing Notes
Linking to a Note
Searching Your Notes
Part III: Putting OneNote Through Its Paces
Chapter 10: Sharing and Collaborating with OneNote
Taking Notes as a Team
Sharing via OneNote 2013
Sharing via OneNote Web App
Sharing via OneNote for Windows 8
Sharing via mobile devices
Sending Notes to Share Them
Viewing Versions and Authors
Viewing versions and authors in OneNote 2013
Viewing versions and authors in OneNote Web App
Managing Permissions
Managing permissions in OneNote 2013
Removing permissions in OneNote Web App
Chapter 11: Taking Notes in the Real World
Oh, What a Difference a Day Makes!
Making OneNote Your Digital School Binder
Taking OneNote to Work
Tracking charts in medical offices
Simplifying corporate meetings
Field work
Simplifying Your Life with OneNote at Home
Prescriptions
Recipes and grocery lists
Dictating ideas
Job application information
Part IV: The Part of Tens
Chapter 12: Ten (or So) Resources and Add-Ins for OneNote
OneNote 2013 For Dummies Online
Facebook page
Google+ page
Google+ community
Twitter account
Microsoft’s OneNote Blog
Office.com OneNote Templates
OneNote on Facebook
OneNote on Twitter
Engineering OneNote Blog
OneNote Testing Blog
Clip to OneNote Add-In
Onetastic and OneCalendar
Outline and Outline+
Office Labs and OneNote Blog
Chapter 13: Ten Killer Tips for OneNote
Backing Up Important Data
Accessing Entire Office Documents on iOS or Android
Dictating Notes Straight to Text
Retrieving Text from Images
Grabbing a Screen Clipping and Marking It Up
Marking Up Documents with a Pen
Copying Links to Specific Paragraphs
Searching Text in Images
Docking OneNote to the Desktop
Creating Outlook 2013 Tasks from OneNote
End User License Agreement
Introduction
OneNote celebrates its tenth birthday with Office 2013, and finally I get to offer you an accompanying For Dummies book! OneNote has come a long way from its beginnings in Windows XP Tablet PC Edition. It’s become a powerful super-app that allows you not only to take notes but also to consolidate other Office content, and now you can even access your notes on all major smartphones and tablets whether or not they run a version of Windows. With OneNote Mobile for Android and iOS, the OneNote Web App, click-to-run versions for Office 365, and the Windows 8 version of OneNote, suddenly OneNote is everywhere.
All told, Microsoft’s pet Office app of yore that so many loved but few publishers thought was worthy of a book has really grown up and achieved critical mass with the 2013 release. So welcome, friend, to the-long-lost-but-now-a-reality OneNote 2013 For Dummies!
Foolish Assumptions
Foolish as I am, I make assumptions. I kind of have to, actually; if not, I’d have to write a tome describing the fundamentals on how to use a computer, a smartphone, a tablet, and basic applications for all these devices — and you wouldn’t buy the book because it would be so expensive and off-topic. So I assume.
Following is specifically what I assume about you, gentle reader, as I write this book:
You have used a PC of some kind in the past, preferably running Windows 7 or Windows 8, as well as Windows apps.
You have used the Internet at some point in your jolly existence on this mud ball we call Earth.
You know what touchscreens, smartphones, and tablets are and how they work in general.
You know that Android is an operating system from Google that runs on smartphones and tablets.
You know that iOS is an operating system from Apple that runs on iPhones, iPads, and iPod touches.
Foolish assumptions done with. Groovy. Moving on . . .
Conventions Used in This Book
This book uses two major text effects, one for typing items on your keyboard and one for computer output or hyperlinks within text. When I want you to type something, I use bold, as in, "In the Blah field, type your monkey was a wookiee." URLs and computer output appear like this, respectively: www.microsoft.com and www.facebook.com/onenotefordummies.
Also, because OneNote is on many platforms and now, with Windows 8, Windows is on touchscreens, the term “click” is no longer appropriate. Instead, you’ll see that I write “click or tap” and “right-click or press and hold on” to include instructions for both keyboard/mouse and touch interfaces.
A happy tale of your author and OneNote
In early 2002 while an in-house development editor at Wiley in Indianapolis, I gave a presentation to Wiley editors and brass on what I considered the future: How I was editing via pen marking up PDF chapters using a Wacom Intuos 2 tablet and Adobe Acrobat 5. Later that year, I bought a slightly used Acer tablet PC running Windows XP Tablet PC Edition — including the first version of OneNote. I fell in love with both the concept of the tablet and the OneNote app. Unfortunately, tablet PCs didn’t have touchscreen capabilities and were just not “there” as tablet devices.
In late 2012, my agent pings me via e-mail that Wiley is interested in seeing a proposal from me on OneNote 2013 For Dummies — I’d often wondered whether that book would ever be written. My proposal was accepted (yay!), and I started writing the book.
Fast forward a little further to mid-February 2013 at which time I have three chapters of OneNote 2013 For Dummies left to write — including the stuff on ink. Amazingly, I score a Surface Pro (a device I’ve coveted for years) in the first available batch from Microsoft just in time to write the ink-related content for the book — which can’t be properly written on anything other than a Surface Pro or a similar device.
So now I’m finishing up writing a book I’ve wanted to see for a decade using a machine I’ve wanted for as long. Can you say geek fate? I can.
Icons Used in This Book
I use a few standard icons in the book to visually call out information that’s especially useful or noteworthy. Specifically, OneNote 2013 For Dummies uses the following icons.
Tips call out information that can save you time, is especially cool, or both. Read these to get the most out of the various versions of OneNote.
I use this icon when referring to something I want you to keep in mind or to remind you of something mentioned in earlier chapters.
This icon points out techie stuff that you may not want to bother reading but may find interesting if you do.
These icons aren’t to be ignored; if you see one, read it because it can save you some kind of trauma in regard to your notes — such as losing them or the content within them.
How This Book Is Organized
This book is divided into logical parts and chapters to help you know where to look for the information you need. The following sections describe the book’s four parts.
Part I: Getting Started with OneNote 2013
In this part, I get you up to speed with OneNote 2013, which is the most feature-rich version of OneNote. Early chapters orient you to the software, while later chapters describe more intermediate topics.
Part II: Taking Notes via Other OneNote Versions
With OneNote 2013, the software is now complemented by several mobile versions of OneNote plus a Windows 8 version that overhauls the way you use OneNote — or any Windows app, for that matter — as well as versions for Android and iOS devices and OneNote Web App, which runs on any device that can access real (not mobile) web pages. This part gives you the skinny on all these versions.
Although Windows Phone isn’t covered much in this book, the functionality of the Windows Phone version of OneNote is most similar to the Android version of OneNote. Although all the instructions in Chapter 7 may not be accurate for OneNote on Windows Phone, the chapter will at least give you an idea about how to use OneNote on your Windows Phone.
Part III: Putting OneNote Through Its Paces
Sharing and collaborating are key features of OneNote, and the first chapter in this part shows you how to do so. The second chapter takes you through various fictional scenarios that show you how useful OneNote can be to helping you simplify your life whether you use the software at home, work, or school.
Part IV: The Part of Tens
Since the first For Dummies book DOS For Dummies by Dan Gookin, a staple of the series has been “The Part of Tens” chapters. In OneNote 2013 For Dummies, “The Part of Tens” chapters offer you ten cool resources and add-ins for OneNote as well as ten killer tips for using the software.
Where to Go from Here
For Dummies books include a Table of Contents at the beginning of the books and an Index at the back to help you easily look up topics you want to know about. From here, I suggest that you go to Chapter 1 if you’ve no idea how OneNote 2013 works. On the other hand, if you’re using OneNote on a mobile device, see the chapter in Part II that covers your device.
This book is also more than just the pages between the covers. Because your author is a social media fiend, he's given the book a Twitter account (@OneNoteFD), a Facebook page, a Google+ page, and a Google+ community page — see Chapter 12 for more information and how to find these sites.
Occasionally there are updates for tech books, and if there are any for this book, you can find them at www.dummies.com/go/onenote2013fd.
Part I
Getting Started with OneNote 2013
Visit www.dummies.com for great Dummies content online.
In this part . . .
Learn how to perform basic tasks in OneNote 2013.
Find out how to manage and organize your notes and keep them secure.
Read up on how to format your notes.
Discover how to insert external data and take quick notes.
Find out how you can sync with SkyDrive.
Chapter 1
OneNote Basics
In This Chapter
Getting started with OneNote
Making your first note
Managing your notes
Becoming familiar with the various OneNote interfaces
Many Microsoft Office suite applications have come and gone over the years, but none became one of the core Office apps alongside Word, Excel, and PowerPoint like OneNote has. Over the course of its decade in the Office suite, OneNote has become a killer application on many levels, and particularly OneNote 2013 with its SkyDrive cloud integration and instant sync. In addition, with versions on critical non-Microsoft platforms such as Apple’s iOS and Google’s Android, OneNote has been thrown into the spotlight.
In this chapter, I show you how to get up and running with OneNote, including how to sign in to the app with a Microsoft account, how to create new notes and manage them, and how to familiarize yourself with the app’s interface.
Where OneNote came from
Microsoft originally created OneNote for the tablet PC, which ran Windows XP Tablet PC Edition, in Office 2003. The operating system was the first version of Windows to support the ability to write on a screen using a stylus using digital ink features, which is essentially a pen-like device without ink. OneNote was designed to take advantage of and show off these new stylus-based features. The initial targets for the new application were students taking notes in school, but as the years passed, OneNote became more feature-rich and diverse in terms of its utility, and with its ten-year anniversary release, OneNote has matured enough to appeal to far more people than just students.
Setting Up OneNote 2013
Office 2013, and thus OneNote, includes a new sign-in process that allows you to sync your Office settings across devices. Previous versions of OneNote and Office supported only the ability to include your name and initials in the applications’ options so that you had a sort of “signature” for comments and tracked changes. By contrast, OneNote 2013, as well as other apps in the Office 2013 suite, includes a Windows-like sign-in interface with which you can sync settings across devices and even run OneNote on computers and devices that don’t have the app installed.
If you use the same Microsoft account for Windows 8 and Office 2013, both Windows 8 and Office 2013 settings are synced via your SkyDrive across all Windows 8 or later devices that you log in to. Furthermore, you need to remember only one account name and password for both Windows and Office.
Getting a Microsoft account
With the release of Windows 8, Microsoft followed in the footsteps of its competitors Apple and Google and those companies’ app stores by creating the Windows Store and tying it to a Microsoft account. A Microsoft e-mail account that functions as a single sign-on to all Microsoft services, including Windows 8, Office 2013, and Windows Store, with which all your downloaded apps will be associated so that you can access them on other Windows 8-compatible devices.
While not required, without a Microsoft account, you won’t be able to use cool features like sync and SkyDrive across multiple devices — all of your apps and settings will be tied to a single computer.
Creating a brand-new Outlook.com account
At the same time that Office 2013 and Windows 8 were being finalized, Microsoft introduced a new e-mail service called Outlook.com. In similar fashion to Gmail, with an @outlook.com address you get 7G of free cloud storage via SkyDrive as well as integrated web app versions of Word, Excel, and PowerPoint. (OneNote has a web version tied to the app, not Outlook.com; I discuss the OneNote web app interface in Chapter 9.) In comparison to all other Microsoft e-mail accounts, which come with none of these features, Outlook.com clearly offers far more value.
Designed essentially as a competitor to Google Docs, Outlook.com web apps offer a more limited feature set than the full Office 2013 apps, but these features are nonetheless adequate for casual users.
You can set up an Outlook.com account at — surprise! — www.outlook.com. Here's how:
1. Surf over to www.outlook.com with your web browser and click the Sign Up Now link.
A screen appears with empty text fields.
2. Fill in your name, birth date, and gender under the Who Are You? heading.
3. Fill in a desired account name under the How Would You Like to Sign In? heading and then enter a password twice into the next two fields.
4. In the next section, enter at least two methods for Microsoft to identify you if you need to reset your password.
You can enter your phone number, add an alternate e-mail address, or click the Or Choose a Security Question link and choose a question and enter your answer.
5. Choose your location and enter your ZIP code in the next section.
6. Enter the CAPTCHA code in the field, uncheck the check box below it if you don’t want promotional e-mails, and click or tap the I Accept button.
A screen appears explaining a bit about your new account with a video you can watch if you choose to.
7. Click or tap the Continue to Inbox button, and you’re done.
Upgrading an existing Microsoft account to Outlook.com
If you have an existing Microsoft e-mail account such as @hotmail, @MSN.com, or @Live.com, you can upgrade it to an Outlook.com account easily. Here’s how:
1. Log in to your existing account at Live.com.
2. Click or tap the Upgrade for Free link in the Outlook.com ad at the bottom right of your main page.
A screen appears explaining a bit about your new account with a video you can watch if you choose to.
3. Click or tap the Continue to Inbox button, and you’re done.
If you later decide to switch back to your old Microsoft account, select the gear wheel icon in the upper-right of the page and choose Switch Back to Hotmail. You cannot switch back to an @MSN.com account; Microsoft is actively disabling the MSN.com domain.
Logging in to OneNote
As mentioned earlier in the chapter, logging in to OneNote allows you to customize your Office 2013 experience as well as sync settings across any device you use Office on. After you have a Microsoft account as described in the previous sections, follow these steps to log in:
1. Open OneNote 2013.
A small window appears.
2. Click or tap the Sign In button.
3. Enter the e-mail address and password for your Microsoft account and click Sign In.
Click or tap your name in the upper-right corner of the OneNote window to find links to change your profile photo, account settings, and profile information.
Creating Notebooks, Sections, and Notes
To understand notes, you need to understand the basic organization of notebooks, which include sections and pages within those sections. The OneNote interface hails somewhat from Excel’s multiple workbook tabs — the three or more tabs at the bottom of an Excel spreadsheet — except that in OneNote, each of those tabs would have an unlimited number of subtabs within it called pages.
Picture an actual notebook — not a cheapie knockoff with just paper in it, but an actual notebook with tabbed sections in it. As shown in Figure 1-1, you would write the title of the notebook on its cover, names of sections on the tabs interspersed between the pages, and then write your notes in the notebook on the actual pages between those section tabs. See Figure 1-2 to see what this translates to when looking at OneNote.
Figure 1-1: An illustration of pages within sections within notebooks.
Figure 1-2: Pages within sections within a notebook in OneNote 2013.
As an example of how this structure can work for a notebook, I’ll use a notebook I created for this book. I named the notebook (surprise!) OneNote For Dummies.
