Microsoft OneNote 2016: How To

Click here for the brochure.

• The Basics
• Tasks Linked Notes
• Attachments and Printouts
• Sharing Notebooks
• Working with Images
• Tagging Notes
• Integration
• Keyboard Shortcuts

 

The Basics

Create a New Notebook

1. Click the My Notebook down arrow
2. Click Add Notebook
3. Log into your account
4. Name it under Notebook Name
5. Click the Create Notebook button

 

Create a New Section

Option 1

1. Right click next to the tabs
2. Select New Section

 

 

 

Option 2

• Click the in the tabs of the notebook

 

 

 

 

Create a New Page

Option 1

1. Click in the Section you want it
2. Press the + when it appears

 

 

Option 2

1. Right Click where the pages are listed
2. Select New Page

 

 

Option 3

• Ctrl + N

 

Create a Subpage

1. Right-click the page
2. Select Make Subpage

 

 

 

Open an Active Notebook

1. Click the Notebook name down arrow
2. Click Open Other Notebook

 

 

 

Add a Note

1. Click anywhere in a Notebooks page
2. Start typing

 

 

 

Reposition a Section, Page or Note

• Click and and drag
  • Look for the cursor that has arrows going in 4 directions

 

 

 

Move or Copy a Section or Page

Option 1

1. Right-click Page tab or Section
2. select Move or Copy . . .

 

Option 2

1. Select the page to copy or move
2. Press Ctrl + Alt + M on the keyboard

 

Print a Page

1. Click File
2. Select Print
3. Go through options

 

 

Delete a Note

Option 1

1. Select the note
2. Press Delete

 

Option 2 

1. Right click on the note
2. Select the Delete button

 

 

 

Option 3

• Click the Delete button

 

 

 

Get Help

Option 1 

1. Press F1  on the keyboard
2. Type in your question or browse articles

 

Option 2

1. Click the Help icon
2. Type in your question or browse articles

 

Undo

Option 1

• Click the Undo button

 

Option 2

• Press Ctrl + Z on the keyboard

 

Redo

•  Press Ctrl + Y on the keyboard

 

Searching

Option 1

• Enter a keyword in the search bar

 

Option 2

• Press Ctrl + E on the keyboard

 

Store a Page, Section, or Notebook in a Different Format

1. Click File
2. Select Export
3. Make the selection and follow the prompts
   • Export:
     • Single Page
     • Selection
     • Notebook
   • Select a Format:
     • OneNore Section
     • Word Document
     • PDF
     • XPS
     • Single File Web Page

 

Store a Notebook in a Different Location

1. Right-click the Notebook name
2. Click properties
3. Click Change Location
4. Log in with your Credentials
5. Browse for a Location
6. Click the  Select button

 

 

Tasks Linked Notes

Creating a Task

Option 1

1. Click the Home tab
2. Click Outlook Tasks
3. Make a selection
   • Today (Ctrl + Shift + 1)
   • Tomorrow (Ctrl + Shift + 2)
   • This Week (Ctrl + Shift + 3)
   • Next Week (Ctrl + Shift + 4)
   • No Date (Ctrl + Shift + 5)
   • Custom (Ctrl + Shift + K)

 

Option 2

1. Right click
2. Select Task button

 

 

 

Marking a Task as Complete

• Click the Flag icon next to the task
  • It will change to a Check Mark

 

 

 

Delete a Task

Option 1

1. Right click the Flag
2. Select Delete Outlook Tasks

 

 

 

Option 2

1. Click the Outlook Tasks button
2. Click Delete Outlook Tasks

 

 

 

Remove a Tag

1. Right click the Flag
2. Select Remove Tag 

 

 

Find Tasks

• Click the Find Tags

 

 

 

 

Attachments and Printouts

Attachments

Option 1 File Printouts

1. Select the Page you want to attach a file
2. Click the Insert tab
3. Click File Printout in the Files group
4. Click Insert button once the appropriate file is selected

 

 

Option 2 File Attachments 

1. Select the Page you want to attach a file
2. Click the Insert tab
3. Click File Attachment in the Files group
4. Click Insert button once the appropriate file is selected

 

Option 3 Spreadsheets 

1. Select the Page you want to attach a file
2. Click the Insert tab
3. Click  Spreadsheet in the Files group
   • Existing Excel Spreadsheet
   • New Excel Spreadsheet
4. Click Insert button once the appropriate file is selected

 

Sharing Notebooks

Email a Note

1. Click the Home tab
2. Select the Email Page button
3. Fill in the appropriate information
   • To…
   • Cc…
   • Subject
   • Main body
4. Click the Send button when done

 

Export your Notes

1. Click File
2. Select Export
3. Make the selection and follow the prompts
   • Export:
     • Single Page
     • Selection
     • Notebook
   • Select a Format:
     • OneNore Section
     • Word Document
     • PDF
     • XPS
     • Single File Web Page

 

Share a Notebook

Option 1

1. Right-click the Notebook name
2. Select Share This Notebook
   • Share with People: type addresses
   • Get a Sharing Link: Copy and paste link
   • Share with Meeting: Attach it to a meeting
   • Move Notebook: Change its location

 

Option 2

1. Click File
2. Click The Share tab
   • Share with People: type addresses
   • Get a Sharing Link: Copy and paste link
   • Share with Meeting: Attach it to a meeting
   • Move Notebook: Change its location

 

 

Working with Images

Inserting Images

From the computer

1. Click Insert tab
2. Select the Pictures button
3. Browse your Computer for the file
4. Select an Image
5. Click Select

 

Online

1. Click Insert tab
2. Select the Online Pictures button
3. Select an option
   • Search Bing
   • Browse linked accounts
   • Browse Facebook
   • Browse Flickr

 

Taking a Screen Clipping

Option 1

1. Click Insert tab,
2. Select Screen Clipping 
3. Click and drag the cursor over what you want
4. The Screenshot will appear in the page selected

 

Option 2

• Click Win + Shift + S on the keyboard

 

Resizing Images

• Select the image and drag the corners in and out

 

 

 

 

Tagging Notes

Applying a Tag

1. Click the Home tab
2. Select the preferred tag in the options

 

 

 

 

View Tag

Option 1

• Click Find Tags in the Home tab

 

 

Option 2

1. Right click on a tag
2. Select Find tags

 

 

 

Remove a Tag

1. Right-click the tagged note
2. select Remove Tag

 

 

 

Modify a Tag

1. Right-click Tag
2. Select Customize Tag
3. Click Modify Tag…
4. Create, or change tags
5. when done click OK

 

Create your own Tag

1. Right-click Tag
2. Select Customize Tag
3. Click New Tag…
4. Change the Display Name for the Tag
5. Pick a Symbol, Font Color, Highlight Color
6. When done click OK
7. Click Ok on the second dialog box

 

Create a Summary of Tags

Option 1

1. Click Find Tags in the Home tab
2. Select Create Summary Page

 

Option 2

1. Right click on a tag
2. Select Find tags
3. Select Create Summary Page

 

Integration

Insert Outlook Meeting Details

1. Select the Page
2. In the Home tab click Meeting Details
3. Click the appointment or Choose a meeting from another day 

 

 

Use Linked Notes

1. Click the Review tab
2. Click Linked Notes

 

 

 

Insert Tables and Excel Spreadsheets

1. In Insert tab
2. Select Spreadsheet
3. Click New Excel Spreadsheet 
4. Edit the Excel Spreadsheet in the note

 

1. In Insert tab
2. Select Spreadsheet
3. Click Existing Excel Spreadsheet
4. Select either
   • Attach File
   • Insert Spreadsheet
   • Insert a Chart or Table

 

Keyboard Shortcuts

Keys	Task	Keys	Task
Ctrl + O	Open a Notebook	Ctrl + Shift + K	Open Current Tasks
Ctrl + M	New OneNote Window	Ctrl + Shift + 9	Mark Task as Complete
Ctrl + T	New Section	Ctrl + Shift + 0	Delete Selected Task
WIN + Alt + N	New Quick Note	F9	Sync all Notebook
Alt + N + F	Insert File	Ctrl + Shift + E	Send Page via Email
Alt + N + S	Insert picture from Scanner	Ctrl + Shift + 1	Create Task for Today
WIN + Shift + S	Insert Screen Clipping	Ctrl + Shift + 2	Task for Tomorrow
Alt + Shift + D	Insert Current Date	Ctrl + Shift + 3	Task for this Week
Alt + Shift + T	Insert Current Time	Ctrl + Shift + 4	Task for Next Week
F11	Switch between Normal/Full Screen	Ctrl + Shift + 5	Task with no date

 

Click here for the brochure.