Monday, June 16, 2014

Microsoft OneNote - Step-by-Step

In March I told you about Microsoft OneNote’s free release for Mac OS X and iOS. Since that time, I’ve gotten far more into using the application and I must say, it’s a perfect note-taking tool that lets you keep your content synchronized across all devices. Using the app effectively is easier thanks to continuing improvements to the design.

Not Sure You Want OneNote?

Check out Microsoft OneNote from the Mac App Store and look at the screenshots. This notebook is quite powerful, with full rich text, images, controls like checkboxes and much more to make it the perfect companion for basic project work. No, it’s not a replacement for a powerful CRM or other SFA tool. It’s not Excel or Word. It is a synchronized notebook, and it’s a pretty good one at that.

Today’s post walks through adding a new synchronized notebook, then adding a page and forcing a synchronization.

Make sure you have a Microsoft account, such as a live.com email address. You can create an email account for that domain by clicking here.

Once you have that account and you’ve installed OneNote, walk through these steps.

Make a new Notebook

PastedGraphic-2014-06-16-08-24.png

PastedGraphic1-2014-06-16-08-24.png

PastedGraphic3-2014-06-16-08-24.png

 

Add a Page

Click the (+) on the right side of the box, or use the File menu.

PastedGraphic4-2014-06-16-08-24.png

Name the Page

Click above the day of week, date and time then type a page name. It will appear in the blue column at right.

PastedGraphic6-2014-06-16-08-24.png

PastedGraphic5-2014-06-16-08-24.png

Rename the Section Tab

Just double-click the tab and type.

PastedGraphic7-2014-06-16-08-24.png

Synchronize

Click the notebook name, then scroll down to the name (again, kind of redundant, right?), click the > and select Sync.

PastedGraphic8-2014-06-16-08-24.png

UP NEXT

This week we’ll explore how to open this Notebook “Example” on another Mac and on an iPad Mini.

Thanks for reading!

No comments:

Post a Comment