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

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. © TechSoup Global | All rights reserved Presenters Assisting with chat: Susan Hope Bard, TechSoup Becky Wiegand Webinar Program Manager TechSoup Rosette Nguyen Strategic Communications Director TechSoup Wes White Program Manager TechSoup

. © 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

6 About TechSoup

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. © TechSoup Global | All rights reserved 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

. © TechSoup Global | All rights reserved 11 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

. © TechSoup Global | All rights reserved 12 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.

. © TechSoup Global | All rights reserved 13 OneNote Structure and Design – Client Version

. © TechSoup Global | All rights reserved 14 OneNote Structure and Design – Client Version

. © TechSoup Global | All rights reserved 15 OneNote Structure and Design – Web App

. © TechSoup Global | All rights reserved 16 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)

. © TechSoup Global | All rights reserved 17 More Advanced Tips Send to OneNote from Outlook – send s, 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., OneNote Webinar) See page versions Password protect a section or notebook

. © TechSoup Global | All rights reserved 18 Poll Question Which device(s) do or would you mainly use to access OneNote? Personal computer Mac Tablet iOS phone Android phone Other ____

. © TechSoup Global | All rights reserved 19 OneNote on PCs, Macs, Smart Phones DeviceDifferentiating Features PC  Works beautifully with Windows  With touchscreen devices, can write notes with stylus or finger Macs  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 screen Windows phone  OneNote comes pre-installed

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

. © TechSoup Global | All rights reserved 21 Open OneNote on All Your Devices

. © TechSoup Global | All rights reserved 22 Create a Notebook

. © TechSoup Global | All rights reserved 23 Create a Section and a Page

. © TechSoup Global | All rights reserved 24 Share Notebook

. © TechSoup Global | All rights reserved 25 Share Notebook

. © TechSoup Global | All rights reserved 26 Add Meeting Details

. © TechSoup Global | All rights reserved 27 Add Meeting Info and Follow Dating Convention

. © TechSoup Global | All rights reserved 28 Add Tags

. © TechSoup Global | All rights reserved 29 Make or Promote Subpage

. © TechSoup Global | All rights reserved 30 Password Protect a Section or Notebook

. © TechSoup Global | All rights reserved 31 Download Web Clipper Plug In

. © TechSoup Global | All rights reserved 32 Insert Excel Spreadsheet, Audio, Video, Attachments, etc.

. © TechSoup Global | All rights reserved 33 Insert Visio Diagrams

. © TechSoup Global | All rights reserved 34 Use Send to OneNote Feature to Make Screen Clippings

. © TechSoup Global | All rights reserved 35 Use Draw Feature

. © TechSoup Global | All rights reserved 36 Search

37 OneNote Donations and Training Resources

. © TechSoup Global | All rights reserved 38 Donated Microsoft Office

. © TechSoup Global | All rights reserved 39 Office Training Resources

. © TechSoup Global | All rights reserved 40 Microsoft Philanthropies

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. © TechSoup Global | All rights reserved 42 Additional Resources Microsoft OneNote for Nonprofits and Libraries What’s New in PowerPoint and OneNote 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!)Outlook Tips and Tricks Microsoft Software Assurance Benefits (including access to free e-learning courses)Microsoft Software Assurance Benefits

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