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Work Smarter with Microsoft OneNote

You're reading from   Work Smarter with Microsoft OneNote An expert guide to setting up OneNote notebooks to become more organized, efficient, and productive

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Product type Paperback
Published in Apr 2022
Publisher Packt
ISBN-13 9781801075664
Length 324 pages
Edition 1st Edition
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Author (1):
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Connie Clark Connie Clark
Author Profile Icon Connie Clark
Connie Clark
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Table of Contents (22) Chapters Close

Preface 1. Section 1: The Anatomy of OneNote
2. Chapter 1: OneNote - How and Where to Use it? FREE CHAPTER 3. Chapter 2: Exploring Screen Layout and Toolbars 4. Chapter 3: Creating Notebooks, Sections, and Pages 5. Chapter 4: Entering Information into Your Notebook 6. Section 2: Navigating, Searching, and Shortcuts within Notebooks
7. Chapter 5: Best Practices for Creation and Easy Retrieval of Notes 8. Chapter 6: Categorizing and Searching Notes 9. Chapter 7: Organizing and Easily Working with Pages, Sections, and Notebooks 10. Section 3: Inserting Information and Links into Your Notebooks
11. Chapter 8: Adding Shapes, Videos, Web Pages, and More to Your Notes 12. Chapter 9: Inserting Links and Attachments into Your Notebooks 13. Chapter 10: Outlook and OneNote Belong Together 14. Section 4: Integrating OneNote with Other Microsoft 365 Apps
15. Chapter 11: Using OneNote Online with OneDrive, SharePoint, or Teams 16. Chapter 12: Printing and Sharing with OneNote 17. Section 5: Making Lasting Changes with OneNote
18. Chapter 13: Making OneNote a Habit 19. Chapter 14: Customizing OneNote Settings 20. Chapter 15: Real-Life Examples of OneNote Notebooks 21. Other Books You May Enjoy

Accessing your notebooks from different devices

One of the best things about OneNote is the fact that you can access it from any device you own. All it takes is for you to log in to the appropriate Microsoft account on that device and then start opening notebooks.

In this section, we will discover which other devices we can have our OneNote notebooks on. We will also learn how to set up OneNote on these other devices so that we can view and access our notebook(s).

Opening OneNote from a different device/computer

Let's say you use OneNote on your desktop computer at work; you may also want to access this same notebook on your laptop, your phone, your iPad, or another computer (that doesn't belong to you). Let's look at all these options now.

Accessing your notebook from a different Windows device

If you are using OneNote for Windows 10 at work, then to access OneNote for Windows 10 on a different computer, it's easier if that computer has Windows 10 as well. However, if you don't have Windows 10 on that other computer, don't worry. You can still access that notebook using either OneNote for the web or the OneNote app.

To open an existing notebook on another computer, you need to take the following steps:

  1. Go to the Windows Start menu and open OneNote. If you do not see OneNote immediately, go down the Menu list, where it should be listed alphabetically. If you do not have OneNote for Windows 10 on your computer for some reason, go to the Microsoft Store and download this program. If your computer does not have Windows 10, you will have to download OneNote (for Office 365 or Office 2019).
  2. Once you open OneNote, you will see your Microsoft account email if you are using other Microsoft 365 applications or Windows 10. If the account is not correct for some reason, then go to the Windows Settings menu and choose Accounts to include the correct information. Then, proceed as follows:
    1. Inside the OneNote application, you will need to open up the notebooks that you want to work on. Under the Notebooks column on the left, choose More Notebooks (at the bottom). If there is no separate column for notebooks showing, you'll notice an icon of a stack of books on the left-hand side, as shown in the following screenshot. This will show or hide your notebooks area. Press on the books icon to show your notebooks and press again to hide them:
Figure 1.5 – OneNote screen with notebook show/hide icon

Figure 1.5 – OneNote screen with notebook show/hide icon

  1. Provided the Notebooks area is visible, you can choose to open pre-existing notebooks with More Notebooks (at the bottom of the page), or you can add a new notebook by choosing Add Notebook at the bottom of the notebooks area.

Now, let's look at how to access OneNote from your Mac computer.

Accessing OneNote from a Mac computer

Accessing OneNote from your Mac computer follows most of the same steps as outlined in the previous section for Windows computers. The notebooks area looks and works the same as shown in Figure 1.5.

The difference is that there is no More Notebooks option; you can simply choose Add Notebook to add in another notebook that you created on another device.

Another option on the Mac is that you can use the File menu at the top of your screen and from this menu, you will see the Open Notebook option.

Now, let's look at how to access OneNote from your smartphone.

Accessing OneNote from your smartphone

You will need to download OneNote onto your smartphone and then open or create a notebook, as follows:

  1. Search for Microsoft OneNote on the App Store of your iPhone, or the Play Store of your Android phone. Download the app.
  2. Go through all the prompts to get the app started, as follows:
    1. Press the Get started button.
    2. Choose OK for the privacy options.
    3. Choose Get started to start your first notebook, as illustrated in the following screenshot:
Figure 1.6 – OneNote download prompt when installing on iPhone

Figure 1.6 – OneNote download prompt when installing on iPhone

  1. To start your first notebook, you must sign in to a Microsoft account, as follows:
    1. At the top-left corner of the App screen, press the circular icon. The Android app opens directly to a Sign in screen titled Welcome to OneNote. You will then find a Sign in field and button at the bottom of the page.
    2. Choose Sign in.
    3. Type in your Microsoft sign-in email and password or create a new one.
  2. Once signed in, you can create a new notebook using the plus sign (+) at the top right of the screen, or you can open existing notebooks by selecting More Notebooks, as illustrated in the following screenshot:
Figure 1.7 – OneNote initial notebooks screen

Figure 1.7 – OneNote initial notebooks screen

The instructions for downloading OneNote onto your iPad are almost the same, but there is one little difference that happens when opening up your notebooks. Let's look at that next.

Accessing OneNote from an iPad or a Galaxy tablet

You will need to download OneNote onto your iPad following the same instructions as detailed for a smartphone.

When it comes to opening up notebooks on your iPad, choose More Notebooks at the bottom of the first leftmost column. Select a notebook from the list that you wish to have open on your iPad.

On a Galaxy tablet, the More Notebooks option is shown closer to the top of the first leftmost column in OneNote.

In addition to using OneNote as an application on our computers, phones, or tablets, we can access OneNote via the OneNote web application. Let's look at how to do that next.

You have been reading a chapter from
Work Smarter with Microsoft OneNote
Published in: Apr 2022
Publisher: Packt
ISBN-13: 9781801075664
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