Book Image

Work Smarter with Microsoft OneNote

By : Connie Clark
Book Image

Work Smarter with Microsoft OneNote

By: Connie Clark

Overview of this book

Do you want to take your information and note organization to a new level? This book will show you how to use Microsoft’s organizational app, OneNote, to store endless amounts of information in a productive and organized way, including solutions for creating your notes and then sharing them easily with your team or department. You’ll be guided through everything you need to set up a notebook and customize it to suit you or your team. The book will show you how to navigate through OneNote and search for virtually anything, as well as save time with all the shortcuts. You’ll discover that inserting information into your notebooks goes far beyond text, images, and videos, and also includes emails, links to documents, and clippings from the web. But it doesn’t stop there. Integration with other Microsoft products is key for making your experience successful, and this book demonstrates how to use OneNote with Microsoft Outlook, OneDrive, SharePoint and Teams. Beyond instructions and essential topics, this book also provides you with the motivation you need to make OneNote a habit as well as real-life examples of notebooks you can use. By the end of this book, you’ll be able to use OneNote for everything and from every device. Even if you start a notebook on your laptop and continue it on your phone, you’ll find working with the app seamless.
Table of Contents (22 chapters)
1
Section 1: The Anatomy of OneNote
6
Section 2: Navigating, Searching, and Shortcuts within Notebooks
10
Section 3: Inserting Information and Links into Your Notebooks
14
Section 4: Integrating OneNote with Other Microsoft 365 Apps
17
Section 5: Making Lasting Changes with OneNote

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.