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Work Smarter with Microsoft OneNote
Work Smarter with Microsoft OneNote

Work Smarter with Microsoft OneNote: An expert guide to setting up OneNote notebooks to become more organized, efficient, and productive

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Work Smarter with Microsoft OneNote

Chapter 1: OneNote - How and Where to Use it?

OneNote is a Microsoft program like no other. However, before you can truly get a feel for OneNote, it is important that we identify why it is worth investing in.

There is an ever-increasing amount of information coming at each of us every day in many forms. With this information overload comes practical drawbacks: Where do we record this information? How do we remember what is important to us? Jotting down notes is usually a good solution to these issues, and in this chapter, we'll cover exactly why.

Microsoft OneNote is an application that is perfect for notetaking and capturing information in one place. Some examples of its usage are presented here:

  • Projects and meetings: You can use OneNote to capture everything that you need to run a project. Things such as your notes from meetings and emails can be stored side by side with drawings or images, document attachments, and links to pertinent files or websites; best of all, this information can be shared with everyone on that project.
  • Ideas: As ideas pop into your head, capture them in OneNote. Organize these ideas and get working on them quicker because they will all be together and easier to retrieve.
  • Personal information: Track any medical information for yourself or your family by taking pictures of prescriptions or writing down notes during doctors' visits. You can also include research done on the web as links in these notes. Recipes are another perfect example of ways to use a OneNote notebook. You can capture recipes easily by using the built-in camera feature and taking a picture of an existing recipe card or page in a book. You can also link to a website for your favorite recipe, jot down notes, or record a conversation about recipe ideas or ingredients.

In this chapter, we will discuss why we use OneNote, and how to get started with it. We start here so that you can set yourself up to take full advantage of the power and flexibility offered within this program. In particular, we will cover the following topics:

  • Why use OneNote as your digital notebook?
  • Differences between OneNote and OneNote for Windows 10
  • Notebook storage options
  • Accessing your notebooks from different devices
  • OneNote web application

A goal for this chapter is to get OneNote installed on your computer as well as on your smartphone and tablet. This way, moving forward, you can follow along with the instructions in this book.

Why use OneNote as your digital notebook?

In this section, we will start by looking at why it's worth using OneNote as your digital notebook. Before we get into that, though, let's get a full understanding of what OneNote actually is.

OneNote is readily available to anyone. This application comes with Microsoft 365 and Windows 10, and you can also download it for free from Microsoft's website. Whether we take notes for ourselves or for the purpose of sharing with others, OneNote is an amazing solution that is an integral part of Microsoft 365 and integrates seamlessly with Microsoft Outlook and Microsoft Teams. Instead of using Outlook to send information about a project, use OneNote to capture all updates and references on a project shared with others. This is just one example of OneNote's ability to provide great solutions.

Aside from OneNote, our other methods of notetaking include old-fashioned pen and paper, the note-taking applications found on our phones (such as Apple Notes), and competing products such as Evernote. The downside of using these other note apps is the fact that they may not be available to you when you need them, or they may not be as integrated as OneNote can be with your current work.

In this section, we will focus on why OneNote may just be the best notes solution for you.

Advantages of choosing OneNote

Without further ado, let's look at the advantages of OneNote, assessing and comparing alternative options along the way, as follows:

  • Searchability: Find anything fast in OneNote is my motto. In OneNote, we can quickly search for a word or phrase, or even a special tag such as important or question. In this case, if you tag a number of notes as important or question, then you can find all those tagged notes with ease in the future.

The Evernote search feature works much the same as OneNote in terms of searching for words, phrases, or tags, showing the clear benefits of opting for digital notetaking applications such as these. Searchability is one of the big roadblocks we face with pen-and-paper notetaking: searching through your notes that were taken a while ago can be a time-consuming and laborious task. Furthermore, while the Apple Notes app does let you search for words, you cannot search for important notes or any other special category of notes.

  • Organization: Being organized is what OneNote is all about. You have many ways to organize your notes so that they are easy to see and retrieve. Not only can you easily retrieve notes by the title or page name, but you also have sections that help you organize similar note pages together. You also have the search feature, as mentioned in the previous point, that can help you to find almost anything.

In contrast to this, most other notes apps do not provide organizational options—it is up to you to make your note heading as specific as possible so that you can easily find it again in the list or gallery view. In Evernote, there is also a lack of organization by sections and pages; each notebook in Evernote has pages only, with no ability to divide notebooks by sections.

Going back to our physical notebooks, we simply jot down everything on the next fresh page of the notebook, with very little ability to revisit those notes quickly to organize them by category. This method of notetaking, which is sequential regardless of the topic, does not help us when we are looking for all the examples that meet the same criteria or all the information on one topic.

  • Cross-platform: You can install OneNote on any computer, phone, or tablet device. From all these devices, you can access the same notes; so, you can finish typing a note on your computer and then view it on your phone while you are away from the office. You can access OneNote from unlimited locations. Furthermore, OneNote can be synced locally with any of your devices so that if you have no internet access, you can still access your notes.

While the Notes app is very accessible from your iPhone, it does not provide a local synced copy for your computer. The Notes app on the iPhone will sync through your iCloud settings and give you access via your computer's web browser. Furthermore, Evernote will let you access notes from multiple devices but with the free version, you are limited to syncing only two locations. While your traditional notebook is portable, you will only have access to your most recent notes (unless you want to cart all of your full notebooks around!). You also risk the practicalities of leaving your notebook at home or even losing it altogether.

  • Keeping everything together: Using OneNote as your digital notebook will let you keep everything together. Not only will you have access to all notes you have written, but you can also have images, embedded videos, emails, documents, weblinks, web clippings, diagrams, and much more.

Furthermore, all this information will be available to others if you share your notebook with them; for instance, you may want to share notebooks with your team when working on projects or committees together. Sharing for personal use could be handy when planning a trip with friends or when coordinating a big event such as a wedding or anniversary party. Some other things to consider are noted here:

  • In your Apple Notes app, you can insert pictures, documents, and drawings, but unless you are on your phone or iPad, you cannot access this information and the sharing of notes is limited. Evernote keeps all your notes together but unless you have a paid version, you will not have everything on all your devices (keep in mind that you can only have two device locations with the free Evernote app). In addition to this, integration with Microsoft products is not available. For instance, the Teams integration is not an option unless you pay for Evernote Professional.
  • A paper notebook can be full of character and overflowing with loose papers, ear-marked pages, highlights, and many other significant markers. However, this method can get messy and not really be the source of everything (as we may be missing the meeting agenda or other supporting documents that we still have to refer to on our digital devices).

To sum up, using OneNote as your notebook gives you the benefits of organization, searchability, and access to your notes and media anywhere, anytime. Because your OneNote notebook is digital, you can quickly access it on any device, and everything is together.

If you need to capture information for work or personal purposes, OneNote is your answer. There are different versions of OneNote, so let's explore that next.

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Key benefits

  • Learn how to store notes that include images, audio, videos, links, files, emails, and web clippings
  • Unleash the magic of tags to make notes stand out and become more searchable
  • Discover the power of shared notebooks with your team or family to ensure everyone is in the loop

Description

Do you want to take your information and note organization to a new level? This book will show you how to use Microsoft’s organizational app, OneNote, to store endless amounts of information in a productive and organized way, including solutions for creating your notes and then sharing them easily with your team or department. You’ll be guided through everything you need to set up a notebook and customize it to suit you or your team. The book will show you how to navigate through OneNote and search for virtually anything, as well as save time with all the shortcuts. You’ll discover that inserting information into your notebooks goes far beyond text, images, and videos, and also includes emails, links to documents, and clippings from the web. But it doesn’t stop there. Integration with other Microsoft products is key for making your experience successful, and this book demonstrates how to use OneNote with Microsoft Outlook, OneDrive, SharePoint and Teams. Beyond instructions and essential topics, this book also provides you with the motivation you need to make OneNote a habit as well as real-life examples of notebooks you can use. By the end of this book, you’ll be able to use OneNote for everything and from every device. Even if you start a notebook on your laptop and continue it on your phone, you’ll find working with the app seamless.

Who is this book for?

If you save notes on your phone, wear out more spiral notebooks than you can count, or if you’re a Microsoft 365 user and need to keep track of information, then this book is for you. Beginner-level experience with OneNote is required to get the most out of this book.

What you will learn

  • Understand how to create and organize notes in your notebooks
  • Discover how to turn handwritten notes into typed text
  • Explore how to access your content from anywhere even if offline
  • Uncover ways to collaborate with your team or family and stay in sync
  • Understand how to insert your emails, documents, or articles from the web
  • Find out how to integrate with other Microsoft products such as Outlook or Teams

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Apr 29, 2022
Length: 324 pages
Edition : 1st
Language : English
ISBN-13 : 9781801075664
Vendor :
Microsoft

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Product Details

Publication date : Apr 29, 2022
Length: 324 pages
Edition : 1st
Language : English
ISBN-13 : 9781801075664
Vendor :
Microsoft

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Table of Contents

21 Chapters
Section 1: The Anatomy of OneNote Chevron down icon Chevron up icon
Chapter 1: OneNote - How and Where to Use it? Chevron down icon Chevron up icon
Chapter 2: Exploring Screen Layout and Toolbars Chevron down icon Chevron up icon
Chapter 3: Creating Notebooks, Sections, and Pages Chevron down icon Chevron up icon
Chapter 4: Entering Information into Your Notebook Chevron down icon Chevron up icon
Section 2: Navigating, Searching, and Shortcuts within Notebooks Chevron down icon Chevron up icon
Chapter 5: Best Practices for Creation and Easy Retrieval of Notes Chevron down icon Chevron up icon
Chapter 6: Categorizing and Searching Notes Chevron down icon Chevron up icon
Chapter 7: Organizing and Easily Working with Pages, Sections, and Notebooks Chevron down icon Chevron up icon
Section 3: Inserting Information and Links into Your Notebooks Chevron down icon Chevron up icon
Chapter 8: Adding Shapes, Videos, Web Pages, and More to Your Notes Chevron down icon Chevron up icon
Chapter 9: Inserting Links and Attachments into Your Notebooks Chevron down icon Chevron up icon
Chapter 10: Outlook and OneNote Belong Together Chevron down icon Chevron up icon
Section 4: Integrating OneNote with Other Microsoft 365 Apps Chevron down icon Chevron up icon
Chapter 11: Using OneNote Online with OneDrive, SharePoint, or Teams Chevron down icon Chevron up icon
Chapter 12: Printing and Sharing with OneNote Chevron down icon Chevron up icon
Section 5: Making Lasting Changes with OneNote Chevron down icon Chevron up icon
Chapter 13: Making OneNote a Habit Chevron down icon Chevron up icon
Chapter 14: Customizing OneNote Settings Chevron down icon Chevron up icon
Chapter 15: Real-Life Examples of OneNote Notebooks Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

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Corbino Apr 29, 2022
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I come from utilizing David Allen's "Getting Things Done". It has served me wonderfully for the past 8 years and will continue to serve my productivity and Organization. If you're like me however, finding a way to apply your own organization system, sometimes takes multiple apps, misplaced notebooks, forgotten sticky notes.The Author has taught me to utilize OneNote as: A Habit Tracker, a Capturing System, and as a Second Brain. I will continue to make OneNote a habit and use Mrs. Clark's book as an invaluable reference guide. If you care about organization, simplicity, and utilizing OneNote to its maximum potential, you would be negligent not to pickup this book and learn from the best.This book will be an priceless resource for many on their personal and professional journeys.
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Sharon Apr 29, 2022
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I’m a person whose life is full of lists. I have lists on notepads, lists in notebooks, lists on the back of old envelopes. There is a pad of paper on my front door and there are more lists in my phone. But I never really feel organized.I thought of OneNote as just another place to make lists. How wrong I was.This book takes the reader through every aspect of using OneNote to organize a project or to organize your life. It is clear and accessible, it avoids unnecessary jargon, and it is well organised. It is full of screenshots that help the reader navigate the software successfully while using the book. It explains to the reader how to use the OneNote across various devices, taking the us through OneNote in IOS, and clearly separating the different versions of Microsoft OneNote.It shows the reader how to use OneNote with Outlook. It explains how it can be used with Teams for group projects. It shows how to use documents and mixed media with OneNote, so every aspect of a project can be found one place.I’m now in the process of putting my various projects into OneNote and throwing away my lists. You’ve made me a believer, Ms. Clark.
Amazon Verified review Amazon
Vy Catherine Vu Jun 24, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This is one of the first technical book that I've read in a long while. I will be keeping it closed as a resource. There are so many great step by step instructions to follow and try out. I've used One Note for years but had no idea about the depth and versatility of this tool. Will need to rethink my notebooks - and loved the section about Outlook and OneNote. Thank you Connie for writing this book. You have a knack at breaking it down so it is less daunting to adopt.
Amazon Verified review Amazon
Dean Doige Jun 30, 2022
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In my job I use OneNote everyday to keep client notes, tasks, tracking, and many other items. The explanations and instructions on the integration with Outlook, SharePoint, and OneDrive has been particular helpful with improving my everyday workflow from real time notetaking to client follow-ups and ensuring no client tasks are missed.This guide has helped me become more productive, saving me time and allowing me to spend more time in higher value add activities.If you use OneNote or if you are going to use OneNote, this book is excellent to get you started and help you make it a highly effective tool.
Amazon Verified review Amazon
Lissa Apr 29, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I’m a huge pen and paper notebook user! My best ideas seem to flow through a pen in hand - they also get lost in the vast number of notebooks in my possession! I love the idea of digital notes and a searchable space for everything. OneNote intrigued me and also overwhelmed me - UNTIL THIS BOOK!The author does a great job of clearly breaking things down into manageable, easy to understand tasks and descriptions regardless of the device you’re using.This book is so comprehensive, I don’t think there’s a question I had that wasn’t answered, not to mention all the things I didn’t know that I didn’t know.Section 5 - Making Lasting Changes…. 🤯This prompted so many ideas on how to use OneNote not just at work but everywhere!This is an amazing resource that I highly recommend.
Amazon Verified review Amazon
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