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Microsoft OneNote for Beginners With Rosette Nguyen and Wes White, TechSoup June 9, 2016

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Page 1: Webinar - Microsoft OneNote for Beginners - 2016-06-09

Microsoft OneNote for BeginnersWith Rosette Nguyen and Wes White, TechSoupJune 9, 2016

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Using ReadyTalk

• Chat to ask questions• All lines are muted• If you lose your Internet connection,

reconnect using the link emailed to you• If you lose your phone connection, re-

dial the phone number and re-join• ReadyTalk support:

800-843-9166

Your audio will play through your computer’s speakers. Hear an echo? You may be logged in twice and will need to close one instance of ReadyTalk.

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You Are Being Recorded…

This webinar will be available on the TechSoup website along with past webinars: www.techsoup.org/community/events-webinars You can also view recorded webinars and videos on our YouTube channel: https://www.youtube.com/TechSoupVideo

You will receive an email with this presentation, recording, and links within a few days

Tweet us @TechSoup or using the hashtag #tswebinars

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Presenters

Assisting with chat: Susan Hope Bard, TechSoup

Becky WiegandWebinar Program Manager

TechSoup

Rosette NguyenStrategic Communications

DirectorTechSoup

Wes WhiteProgram Manager

TechSoup

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. © TechSoup Global | All rights reserved

Learning Objectives

1. Gain some OneNote and notetaking “best practices,” dos and don’ts

2. Create a OneNote notebook, section, and page from scratch

3. Expand comfort with navigating different parts and uses of OneNote

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About TechSoup

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The Need Is Global – And So Are We

TechSoup’s mission is to build a dynamic bridge that enables civil society organizations and social change agents around the world to gain effective access to

the resources they need to design and implement solutions for a more equitable planet.

Countries Served TechSoup Partner Location NetSquared Local Group

Where are you on the map?

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www.TechSoup.Global

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Our Impact

Together, we build a stronger, more resilient civil society.

$5.4Bin technology products and grants employed

by NGOs for the greater good

35languages used to provide education

and support

100+corporate and

foundation partners connected with the

causes and communities they

care about

6.2Mannual visits to our websites

600,000newsletter

subscribers empowered with

actionable knowledge

79%of NGOs have improved organizational efficiency with TechSoup Global's

resource offering*

*Source: survey conducted among TechSoup members in 2013

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Live Poll Question

How much do you currently use OneNote? - Never (yet) - Once a year or every few months- Once a month- Once a week- Every day

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Who Should Use OneNote

Do a lot of note taking Want to write, store and search notes easily Need to integrate with Microsoft Office tools Share notes with others Take notes on multiple devices

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• Looks like a digital notebook with tabs

• Extracts text from an image

• Drops files in as embedded objects

• Integrates beautifully with Microsoft products• If integrated with Windows, can create an

instant sticky note (Win + N)

• Tags parts of pages individually

• Includes writing and formatting tools

• Has rich collaboration features

• Exports notes in different formats

• Has simple user interface

• Saves image’s text as metadata

• More like a database – a digital file cabinet

• Clips web page intact, highlight parts of it, specify which notebook it should go into, add multiple tags to the clipping & reminder

• Creates, tags, and shares very quickly

• Better for collecting random information and retrieving it later

• Mobile app more like desktop version

• Password-protect selected text in note

Conclusion: Not an “either-or” situation.

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OneNote Structure and Design – Client Version

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OneNote Structure and Design – Client Version

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OneNote Structure and Design – Web App

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Getting Started

• Open up OneNote

• Create a notebook, section, page

• Share notebook, section, page

• Sync notebook with others, on OneDrive, and on other devices (smart phone)

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More Advanced Tips

• Send to OneNote from Outlook – send emails, attachments

• Add meeting detail from Outlook invites

• Embed Office files within OneNote

• Start a new text box anywhere

• Tag items within a page

• Toggle between personal and enterprise accounts and still have everything in one place

• Insert voice recording (record a meeting), video, photo, spreadsheet, etc.

• Create, view, hide subpages

• Add time dimension with a dating convention on page titles (e.g., 2016-06-09 OneNote Webinar)

• See page versions

• Password protect a section or notebook

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Poll Question

• Which device(s) do or would you mainly use to access OneNote?• Personal computer • Mac• Tablet• iOS phone• Android phone• Other ____

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OneNote on PCs, Macs, Smart Phones

Device Differentiating FeaturesPC Works beautifully with Windows

With touchscreen devices, can write notes with stylus or fingerMacs Fewer tabs (i.e., features) in ribbon across the top of the page

Tablets Works beautifully with Microsoft Surface Pro 3 Can write notes with stylus or finger Can hand-write an equation, Ink to Math Tool converts that to text

iOS phone No major differentiator Allows for easy scribbling on the go Can toggle between personal and enterprise accounts

Android phone Has numerous useful widgets Can access a list of notes or open a specific command – like drawing – from

the home screenWindows phone OneNote comes pre-installed

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OneNote Demo

The following are screen shots supporting the live demo and serve as reference materials post webinar.

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Open OneNote on All Your Devices

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Create a Notebook

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Create a Section and a Page

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Share Notebook

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Share Notebook

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Add Meeting Details

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Add Meeting Info and Follow Dating Convention

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Add Tags

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Make or Promote Subpage

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Password Protect a Section or Notebook

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Download Web Clipper Plug In

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Insert Excel Spreadsheet, Audio, Video, Attachments, etc.

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Insert Visio Diagrams

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Use Send to OneNote Feature to Make Screen Clippings

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Use Draw Feature

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Search

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OneNote Donations and Training Resources

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Microsoft Philanthropies

www.microsoft.com/about/philanthropies/product-donations/

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Questions?

Please type your questions in the chat window.

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Additional Resources

• Microsoft OneNote for Nonprofits and Libraries

• What’s New in PowerPoint and OneNote 2013

• 4 Ways to Get More from the Microsoft Donation Program

• Why Your Meetings Suck and How to Fix It

• 3 OneNote Tips to Keep You Organized

• PowerPoint for Beginners

• Outlook Tips and Tricks (free webinar coming up on June 30!)

• Microsoft Software Assurance Benefits (including access to free e-learning courses)

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Learn and Share!

• Chat in one thing that you learned in today’s webinar or will try to implement.

• Will you share this information with your colleagues and within your network?

• Please complete the post-event survey that will pop up once the webinar ends!

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Upcoming Webinars and Events

• 6/14: Adobe Premiere for Video Editing and Production

• 6/15: The Changing Landscape of Library Privacy

• 6/16: Helping Children Build Literacy Skills for the Digital Age

• 6/30: Microsoft Outlook Tips and Tricks

• Explore our webinar archives for more!

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ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week.

For more information: www.techsoup.org/readytalk

Please complete the post-event survey that will pop up once you close this window.

Thank You to Our Webinar Sponsor!