OneNote In a Hour and a Half Microsoft’s Best Kept Secret Ben M. Schorr  Roland Schorr & Tower Chris Hunter  Cornerstone Business Solutions

Who Are We?  Ben Schorr is CEO of Roland Schorr & Tower  22 years of professional tech experience.  Microsoft MVP for OneNote and Outlook.  Author: “The Lawyer’s Guide to Microsoft Word 2010” and “OneNote in One Hour” (among others) OneNote in One and a Half Hours 2

Who Are We?  Chris Hunter is Principal and MBA of Cornerstone Business Solutions  General Business Management and Process Excellence Consultant  20-plus years Fortune 500 experience in a variety of management capacities domestically and internationally  Microsoft Office enthusiast and trainer 3

Today’s Presentation Agenda 1. Introductions and About the Audience 2. What is MS OneNote and Where do I find It? 3. How is a OneNote notebook structured? 4. What about the User Interface (the “Ribbon”)? 5. Taking Notes – Transformed & Expanded 6. Beyond Taking Notes – Tags, Sharing and More 7. Putting OneNote to Work in Your Business 8. Q&A OneNote in One and a Half Hours 4

OneWhat?  Microsoft’s free-form note-taking and research software.  Electronic version of the yellow legal pad.  First version was OneNote 2003  Current version is OneNote 2010  Included in ALL boxes of Office 2010! OneNote in One and a Half Hours 5

Where is OneNote? OneNote in One and a Half Hours 6

OneNote Goes Mobile  The Windows Phone  The Android Phone and Tablets  iPhone and iPad Tablet OneNote in One and a Half Hours 7

OneNote’s iPhone App Look OneNote in One and a Half Hours 8

Windows Phone App Look OneNote in One and a Half Hours 9

Android App Look OneNote in One and a Half Hours 10

What is OneNote? - The Metaphor OneNote in One and a Half Hours 11

The Actuality OneNote in One and a Half Hours 12

OneNote’s Hierarchy 13

Notebooks  The most basic unit of OneNote is the “notebook”.  Notebooks are comprised of sections.  Between 1 and…well, a lot of sections.  You can have as many notebooks as you want with each having as many sections as you want.  Notebooks can be shared OneNote in One and a Half Hours 14

Notebook Sections Illustrated OneNote in One and a Half Hours 15

Sections  Sections sub-divide notebooks.  A notebook can have one section or many.  A notebook section can be encrypted.  Sections are divided into pages  Pages can be organized into sub pages OneNote in One and a Half Hours 16

Pages (and subpages)  The basic canvas of OneNote  Each notebook and section can have as many or as few pages as you want.  Pages are “endless” in both the vertical and horizontal dimensions.  Subpages (and sub-subpages) are the same as pages, but indented. An organizational construct.  Pages cannot be individually secured. OneNote in One and a Half Hours 17

The OneNote Page OneNote in One and a Half Hours 18

Demonstration – New Section New Page  Making a notebook  Making a section  Making a page  Making a sub page  Making a QuickNote (SideNote) Page OneNote in One and a Half Hours 19

The User Interface  The Microsoft Office Ribbon  Tailored to the Functionality of OneNote  The Tour OneNote in One and a Half Hours 20

Taking Notes Transformed & Expanded  Just type – easy as that.  Anywhere on the page  Notes can be easily moved  Outlines are easy and powerful! OneNote in One and a Half Hours 21

Containers – The Magic on the Page  Three Things to Do with a Note Container (create demo page set up to show these three tasks) 1. Move them (Organize page) 2. Merge them (shift key and drag) 3. Get metadata from them OneNote in One and a Half Hours 22

Note Taking Demo with Keyboard 23

Note Taking with Ink  With Mouse or Stylus  Different colors, pen thicknesses, highlighters  Shapes 24

Screen Clippings 25

OneNote in Browsers OneNote in One and a Half Hours 26

Images OneNote in One and a Half Hours 27

How Do I… 28

OneNote with MS Word  Integration of MS Word with OneNote 29 OneNote in One and a Half Hours

Audio  Record meetings, notes or conversations.  On playback, OneNote will highlight the notes you took as it goes.  OneNote can index and SEARCH the audio (if it’s good enough quality)  You’ll want a quality microphone. OneNote in One and a Half Hours 30

Video  OneNote can record, store, playback, index and search video.  Naturally…you need a camera. Your webcam will do! OneNote in One and a Half Hours 31

OneNote with MS Outlook  Integration of MS Outlook with OneNote 32 OneNote in One and a Half Hours

Tags OneNote in One and a Half Hours 33

Tags  Used to flag and categorize text  There are quite a few predefined tags and you can create your own custom ones.  Tags can be applied with hot keys  Demo tag creation and tag search (To Do and Question tags) OneNote in One and a Half Hours 34

Tags Summary  Never forget a question  Quickly find action items  Collect the tags from the page, section or entire notebook. 35

Links  Linking to pages, sections and paragraphs and outside content  Wiki-style links as well [[Sample Page Name]]  Demo OneNote in One and a Half Hours 36

Searching Your Notes  Notes, sometimes audio, sometimes the audio portion of video, usually images (OCR the text), occasionally ink can be searched.  You can specify search scope: page, section, notebook, etc. OneNote in One and a Half Hours 37

Sharing Notes  Windows File Share (server sharing)  SharePoint  SkyDrive  – one page via an html image. E.g. a status page Live Updating! OneNote in One and a Half Hours 38

An ed OneNote Page 39

Accessing From…  Mobile Devices.  iPhone  iPad  Windows Phone  Android  Web – SkyDrive and SharePoint have OneNote Web App. OneNote in One and a Half Hours 40

Implementation Plan & Handout OneNote in One and a Half Hours 41  How do I acquire OneNote (if I don’t already have it)?  What are my minimal computer system requirements? (Sorry PC’s only. No Mac.)  How do I organize myself? (multiple devices, collaboration or not, etc.)  Where do I store my notebook? Do I want to share it?  Review the handout for these answers and more

Questions? 42