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OneNote In a Hour and a Half Microsoft’s Best Kept Secret

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.

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OneNote In a Hour and a Half Microsoft’s Best Kept Secret

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

  2. 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

  3. 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

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

  5. 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

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

  7. OneNote Goes Mobile • The Windows Phone • The Android Phone and Tablets • iPhone and iPadTablet OneNote in One and a Half Hours

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

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

  10. Android App Look OneNote in One and a Half Hours

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

  12. The Actuality OneNote in One and a Half Hours

  13. OneNote’s Hierarchy

  14. 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

  15. Notebook Sections Illustrated OneNote in One and a Half Hours

  16. 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

  17. 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

  18. The OneNote Page OneNote in One and a Half Hours

  19. 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

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

  21. 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

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

  23. Note Taking Demo with Keyboard

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

  25. Screen Clippings

  26. OneNote in Browsers OneNote in One and a Half Hours

  27. Images OneNote in One and a Half Hours

  28. How Do I…

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

  30. 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

  31. 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

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

  33. Tags OneNote in One and a Half Hours

  34. 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

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

  36. 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

  37. 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

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

  39. An Emailed OneNote Page

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

  41. Implementation Plan & Handout • 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 OneNote in One and a Half Hours

  42. Questions? BenS@RolandSchorr.com Chris@CornerstoneResults.com

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