webinar - microsoft onenote for beginners - 2016-06-09
TRANSCRIPT
Microsoft OneNote for BeginnersWith Rosette Nguyen and Wes White, TechSoupJune 9, 2016
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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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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
6
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
20
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
37
OneNote Donations and Training Resources
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Donated Microsoft Office
www.techsoup.org/microsoft-software-nonprofits
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Office Training Resources
www.techsoup.org/skillsoft
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Microsoft Philanthropies
www.microsoft.com/about/philanthropies/product-donations/
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!
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