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Microsoft OneNote 2010 : Customizing the OneNote Workspace (part 2) - Adding Commands to the Ribbon

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11/8/2011 4:16:54 PM

Adding Commands to the Ribbon

Although the Quick Access Toolbar is intended to provide access to your most frequently used commands at all times, it’s important to understand that it does not replace the ribbon, which is your main and most important toolbox in OneNote 2010. For this reason, Microsoft has included the same sophisticated customization interface for ribbon commands, ribbon groups, and ribbon tabs.

To create your own custom ribbon tab with a ribbon group of commands, do the following:

1.
Click the File tab, click Options, and then, in the OneNote Options dialog box that appears, click Customize Ribbon in the list of categories on the left.

2.
Near the top middle, under Customize the Ribbon, click the Choose Commands From drop-down and then select All Commands (see Figure 5).

3.
Scroll through the list on the left to look for your first command. In this example, scroll down to commands beginning with the letter R and then click to select the Rotate Left 45° command.

4.
In the list on the right, click to select Home in the Main Tabs list, and then click the New Tab button at the bottom of the list. OneNote creates a new ribbon tab called New Tab (Custom) and it creates on that tab a new ribbon group called New Group (Custom).

5.
Right-click New Tab (Custom) and then click Rename on the shortcut menu that appears. In the Rename dialog box that appears, replace the selected text by typing Rotation as the new name for this tab, and then click OK.

6.
Right-click New Group (Custom) and then click Rename on the shortcut menu that appears. In the Rename dialog box that appears, replace the selected text by typing Rotate Object as the new name for this group, and then click OK (see Figure 12.18).

7.
With the Rotate Left 45° command still selected in the list on the left, click the Add button between the two lists. OneNote adds the command to the new ribbon group on the new tab you just created.

8.
In the list on the left, click to select the Rotate Left 90° command and then click the Add button between the two lists.

9.
In the list on the left, click to select the Rotate Right 45° command and then click the Add button between the two lists.

10.
In the list on the left, click to select the Rotate Right 90° command and then click the Add button between the two lists.

11.
When all four rotation commands appear in the new ribbon group under the new tab you created (see Figure 5), click OK to save your changes.

Figure 5. In this example, we’re adding a new tab called Rotation to the ribbon. This tab will contain one ribbon group called Rotate Object, and that group will contain four command buttons for the four rotation commands that are available in OneNote.

The tab you just created now appears where it was shown in the list (see Figure 5)—between the Home and the Insert tabs. If you click the new Rotation tab, you’ll see the four commands you added to it, which are in the ribbon group that you called Rotate Object (see Figure 6).

Figure 6. Shown here are the results from following the previous steps. The newly created tab that now appears between the Home and Insert tabs is called Rotation. It contains one ribbon group called Rotate Object, and this group contains four commands that control the rotation of a selected picture or drawing object. If no object on the page is selected, these four commands will appear dimmed.


To try out the commands you just added, do the following:

1.
Create a new, blank page and then click the Draw tab.

2.
In the Insert Shapes group, click the rectangle shape.

3.
When the mouse pointer changes to a crosshair icon, click and drag a rectangle on the blank page.

4.
Click the Rotation tab you created. Because your drawing object is still selected, all four rotation commands should now be available.

5.
Click any of the four commands to see the rotation angle of your selected rectangle change.

As with the Quick Access Toolbar customizations, I encourage you to experiment with these settings as soon as you feel comfortable with using OneNote.


Removing Commands from the Ribbon

To remove commands from the ribbon, you can either hide the tab that contains the commands, or you can delete custom commands as well as custom groups or entire custom tabs.

To hide a ribbon tab, do the following:

1.
Click the File tab, click Options, and then, in the OneNote Options dialog box that appears, click Customize Ribbon in the list of categories on the left.

2.
In the list on the right, clear the check mark next to the tab you want to hide, and then click OK.

The tab and its associated groups and commands will no longer appear on the ribbon. It’s still available, however, so whenever you want to turn it back on, repeat the previous steps and then click the check box next to the tab you want to restore.

To remove a custom command or a custom ribbon group from its associated ribbon tab, do the following:

1.
Click the File tab, click Options, and then, in the OneNote Options dialog box that appears, click Customize Ribbon in the list of categories on the left.

2.
In the list on the right, click the + sign next to the name of the custom ribbon tab that contains the ribbon group or the commands you want to remove.

3.
Do one of the following:

  • To remove an entire custom ribbon group, click to select it in the list.

  • To remove a specific command, click the + sign next to the name of the ribbon group containing that command, and then click to select the command in the list.

4.
Click the Remove button between the two lists to remove either the selected ribbon group or the selected command.

5.
Click OK to save your changes.

Restoring deleted ribbon groups cannot be easily done. You must re-create the groups and their commands the same way you initially created them. For this reason, don’t breeze by these features while you’re still learning them and take care when deciding which ribbon customizations you want to delete.


Renaming Ribbon Tabs or Groups

There might be times when you want or need to rename existing tabs or ribbon groups. For example, if you’re customizing a ribbon group with new commands, these commands might no longer fit their group or tab label. Rather than creating a new tab or group, you can rename the existing one.

To rename ribbon tabs or groups, do the following:

1.
Click the File tab, click Options, and then, in the OneNote Options dialog box that appears, click Customize Ribbon in the list of categories on the left.

2.
In the list on the right, click to select the tab or ribbon group you want to rename. If necessary, click the + signs next to the name of the tabs containing the groups you want to rename.

3.
At the bottom of the list, click the Rename button.

4.
In the Rename dialog box that opens, type a new name for the tab or group and then click OK.

5.
Click OK to save your changes.

Exporting Your Ribbon Customizations for Use on Other Computers

If you’ve made any customizations to the OneNote interface—either just to the Quick Access Toolbar, just to the ribbon, or to both—you can save your custom settings in a file that you can then transfer to another computer that has OneNote 2010 installed.

To export your OneNote 2010 interface customizations, do the following:

1.
Click the File tab, click Options, and then, in the OneNote Options dialog box that appears, click Customize Ribbon in the list of categories on the left.

2.
At the bottom of the list on the right, click the Import/Export button, and then click Export All Customizations on the shortcut menu that appears (see Figure 7).

Figure 7. The Export All Customizations command lets you save all of your OneNote 2010 interface customizations to a single file, which you can then import on any other computer that also has OneNote 2010 installed. This way, your time-consuming customizations to the ribbon and to the Quick Access Toolbar can be instantly duplicated for use on other computers or for other OneNote users.


3.
In the File Save dialog box, accept or change the filename that is provided and then click Save.

4.
Click OK.

By importing this settings file into OneNote 2010 on another computer, your ribbon customizations will be applied to that installation of OneNote.

Resetting Your Ribbon Customizations

If you’ve made extensive customizations to the ribbon that you no longer want to keep, or if you made a mistake and you want to restore the ribbon to its default settings, do the following:

1.
Click the File tab, click Options, and then, in the OneNote Options dialog box that appears, click Customize Ribbon in the list of categories on the left.

2.
To restore only a specific ribbon tab, click it in the list on the right.

3.
At the bottom of the list on the right, click the Reset button (see Figure 5) and then click Reset Only Selected Ribbon tab. Alternately, if you want to reset all ribbon customizations, click the Reset button and then click Reset All Customizations.

4.
Click OK.
 
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