T E C H N O LO G Y

LEARNING ON THE JOB

7 Tips to Work Like a Pro with OneNote

Q2 2018 Session
ONENOTE - GREAT COLLABORATION TOOL

DID YOU KNOW?

OneNote is already included as
part of your standard Office
suite and also available for free
for home use.

OneNote easily integrates with

other applications (i.e. Outlook,
web browsers, etc.)
 7 TIPS TO WORK LIKE A
PRO WITH ONENOTE

• How can I use OneNote?

• Anatomy of a OneNote notebook
• 7 Tips to Work Like a Pro with OneNote
1. How to create new notebook and save to ODB
2. Add files and other attachments to your pages
3. Add tag boxes for Tasks
4. Take graphic clips and send them to a page in your notebook
5. Share notebooks with your team
6. Use OneNote from your mobile
7. Add OneNote NB link to meeting invitation from Outlook
 HOW I C A N U S E O N E N OTE ?

At work - At work -
Individual Teams

 Take your team meeting notes

 Take individual meeting notes  Share a notebook with your
 Organize your project files and To Do colleagues
lists  Attach a link to a notebook in your
 Plan your next trip with maps and meeting invite
travel information  Share a meeting agenda
 Organize different types of files for
your projects in one place

NOTE: OneNote is available as a free download for home

use on PC’s and mobile devices.
 A NATOMY OF A ONE NOT E NOT E BOOK

B
A

A – This is where you’ll see all your notebooks and others you have the
permissions to access

B – These are the Sections or Tabs in your notebook

C – In this section, you can add Pages to the Sections or Tabs in your notebook

No need to SAVE your notes. OneNote does it automatically!

Also, everyone who has access to a notebook can update it at any time.
#1 CRE ATE A ONE NOT E NOT E BOOK

Do you know how

easy it is to create a OneNote is a digital version of a notebook
OneNote notebook? B

• Access your notes

from any device
• No more paper
printouts – go fully
digital
• More effective
meetings with shared
meeting notes
• Share notes with Content
anyone

C Create as many notebooks as you need!

 LET’S SEE HOW EASY IT IS TO
CREATE A ONENOTE NOTEBOOK

Step 1 From your start menu, Step 2

1. Enter a “Notebook Name”
click on the OneNote icon. 2. Click on “Create in a different folder.
Click on the “My Notebook Select your OneDrive-MDLZ folder
drop-down, and then click 3. Click on “Create Notebook”
on “Add Notebook”
#2 ADDING FILE S

Did you know you

can add files and Place graphics, notes, To-Do’s, Excel files and
other attachments many more within a single page in OneNote
to your pages?
B

• Insert multiple types

of files into a single
page
• Keep project content
organized and handy
in one place
• Edit attached or
inserted content
within OneNote
 INSERT OR ATTACH FILES TO NOTES

Step 1 Step 2 Step 3

In OneNote, click In the Choose a Click the Attach File option

anywhere on the page Document to Insert
where you want to insert dialog box, click the file A copy of the file is inserted on
a file. you want to attach, and the current page and shown as
then click Insert. an icon that you can open
Click Insert > File
Attachment.
#3 CRE ATE TAG BOXES FOR TAS KS

Check off tasks as

you complete them Many different types of tags are available from
with tag boxes! the menu

 Tags let you mark and

prioritize important notes
visually so you can easily
follow up on them again
later.
 You can easily track your
To-Do’s
 You can summarize all
tagged items with one
click
 HOW TO ADD TAGS

Step 1 Step 2 Step 3

From the Home
On the Home tab, choose one of tab, click on Find
To tag a note, click or
the following: Tags for a
tap any line of text
you’ve typed or written. complete summary
• Click or tap the To Do check
box tag to add a check box
in front of the line of text. This
is useful for items in a list of
tasks that you need to
complete.

• For other tags, click or tap

the down arrow to choose
one of the other tags
(Important, Question, Critical,
Contact, Address, or Phone
NOTE: The To Do tag is interactive. You
Number).
can click or tap the tag to check (or
uncheck) the box to keep your To Do lists
up-to-date.
This action will summarize all
your tagged items and display
them on the right side of your
OneNote notebook.
#4 S E ND GRAPHIC C LIP S TO A
PAG E I N YO U R N OT E BOOK

Did you know you

can take a graphic Easily grab a snapshot of your desktop or any
clip and send it to other file you have looked at last and insert into
your notebook?
your OneNote page

A B

• Take snapshots of
other documents or
screens
• Handy to use when
you search for
information and want
to create an instant
snapshot
C
Content
 HOW TO TAKE A SCREEN CLIPPING

Step 1 Step 2 Step 3

Find the information that Choose Insert > Screen Use your mouse to select
you want to capture (for Clipping as shown in the the area of the screen you
example, web page graphic want to capture.
content or content from an
application) OneNote will minimize After you make your
and your screen will return selection, it will appear as an
Go to OneNote, and place to a dimmed version of image in your notes. It will
your cursor on the page the last page or document also be copied to the
where you want to add the you viewed Windows Clipboard so you
screen clipping can paste (Ctrl+V) the screen
clipping on another page in
your notebook or into another
app.

Note: Use the Send to

OneNote box to take a screen
clipping!
#5 S HARE NOT E BOOKS

Share your
notebooks with Access multiple notebooks in one place
your team in a few
clicks!
B

• Share information more

efficiently with teams or
individuals – no more
emails
• Colleagues can view the
contents even without
OneNote installed
• Comes in handy for
meeting agendas and
notes
• Shared files can be set
with “view only” or “can
edit options C Access notebooks created by you AND other colleagues
 HOW TO SHARE YOUR
ONENOTE NOTEBOOK

Step 1 Step 2 Step 3

Select File>Share Under Share with People, Select Share.
type the names or email
Click on Share addresses of people you'd like
with People to share your notebook with.

Select Can Edit or View Only

permissions

The colleagues you

selected will get an
email invitation to
open your notebook

Video: How to share

your OneNote notebook
 SHARING A ONENOTE NOTEBOOK
FROM SHAREPOINT

You can use SharePoint to store your OneNote notebooks in a central place for your
whole team. Whenever you or someone you work with changes the content in a
notebook, OneNote automatically saves and syncs the notes on SharePoint
NOTE: You and your
teammates need
read/write permission
on your SharePoint
site. Contact your
system administrator if
you don't have those
permissions.

If your team doesn’t have a SharePoint site, you can request one by going to the CreateIT page.
 HOW TO SHARE A ONENOTE NOTEBOOK
FROM SHAREPOINT

Step 1 Step 2 Go to the document library on Step 3

In OneNote, Once the notebook is
the SharePoint site where you
click File > New > created, you’ll
want to store your team
Other Web Locations. receive a prompt to
notebook.
invite people to it, or
On the right side, you can share the
Type a meaningful, descriptive
under SharePoint, notebook later from
name into the Notebook
click Browse. within OneNote by
Name box and then
clicking File > New >
click Create.
Share.
.

NOTE: You can also do it straight from your Teamsite within your Video: How to share a
document library as OneNote is an option when creating “new OneNote notebook from
document” SharePoint
#6 ONE NOTE M OBILE

Take notes on the

go with the OneNote
mobile app!
B

• It’s free to download

• Add notes on the go
• Better battery life C Before you get started, make sure
• Simplified interface your OneNote notebook is saved
• Use your camera phone on OneDrive for Business (ODB)!
and upload pictures
• Share a single page To safely move your OneNote to
ODB, follow these instructions!
 HOW TO ACCESS ONENOTE FROM YOUR
MOBILE DEVICE

Step 1 Download the mobile

Step 2 Login using your Step 3 Once you login, your
MDLZ account, your
app and launch it on MDLZ email address
OneNote notebooks
your device and LAN password
will synchronize
#7 LINK NOT E BOOK TO
O U T LO O K M E E T IN G

Did you know you

can add notebook Adding links to pages in your OneNote notebook
links to Outlook is EASY!
meeting?
B

• Provide one link to

meeting agendas and
notes to your team – no
attachments
• Keep your meeting
agenda items in one place
• Update your agenda with
notes during the meeting
• Allows your team to add
items to the agenda
 LINK A NOTEBOOK IN YOUR MEETING
INVITATION

Step 1 Step 2 Step 3 Choose the notes you want

Create an Outlook In the Meeting Notes to share with the meeting
meeting invite, then box, click on Share and click OK. A link to your
click on Meeting Notes notes with the meeting meeting notes will be
added to your invite.
 THANK YOU!
We hope you gained some great tips to leverage everything that OneNote has to offer!

For future “Technology Learning on the Job” sessions like this, look out for more sessions in your
region from the Power It Up mailbox. We plan to run these with different topics every quarter.

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