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Microsoft OneNote 2010 : Taking Notes (part 1)

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2/2/2013 5:58:55 PM

In the world of OneNote, the phrase “taking notes” means a bit more than it says. Sure, you can use OneNote to take notes in meetings or in class, but after seeing more of its features and learning how to use them, it’s unlikely that taking notes is all you’ll want to do with this useful program.

Typing and formatting text in OneNote works much the same as you’re probably already used to from other Office programs like Microsoft Word. However, unlike other programs that restrict your editing area by well-meaning lines, rows, columns, cells, or fields, the OneNote canvas is truly free-form and you can place content on a page wherever you want it.

Typing Notes on a Page

To start taking notes on a page, follow these steps:

1.
In the Practice Notebook you created “Notebooks, Sections, and Pages,” create a new, blank page.

2.
Type a title into the dotted page title area at the top of the page.

3.
Click anywhere in the blank part of the page underneath the page title.

4.
When you see a flashing cursor, begin typing your notes (see Figure 1).

Figure 1. A line of text typed inside of a note container.


As you type in OneNote, a small gray frame appears around the text you type. These frames are called note containers. They are only visible while you type or format the text within them, or while you move the mouse over them. Think of note containers as little helpers that make it easier for you to line up text and objects on your page. They don’t show up when you print a page or share a page with someone over e-mail.

You can resize a note container by clicking the tiny double arrows shown on the right side of the frame’s top border and then dragging the mouse to the left or to the right to make the container smaller or larger. This lets you quickly adjust the wrapping of text, the way a text box would in a page layout program. For example, to make a long, continuous paragraph of text easier to read and format, you could make its note container narrower to mimic a column in a newspaper or magazine.

If a note container doesn’t appear quite where you want it, you can freely move it around on the page by clicking its top border (marked with a short row of small rivets) and then dragging the container to the position on the page you want.


Note containers can be copied and pasted, deleted, or dragged and merged into other note containers on the page. This kind of flexibility makes OneNote ideal for brainstorming, ruminating over ideas that are still changing and taking shape, and planning projects that will change often over time (such as the outline for this book, for example, which I created entirely in OneNote).

You can type all of your notes into a single note container or click around the page and create several different note containers and then line them up the way you want. It’s up to you.

If, for some reason, you don’t want note containers to be displayed around your text, you can easily turn them off. Click the File tab, and then click Options. In the OneNote Options dialog box that opens, click the Display category, and then deselect the Show note containers on pages check box. Although you can’t move entire boxes of text around on the page anymore when note containers are hidden, you can still move individual text paragraphs. To do this, mouse over any line of text and then click the four-headed arrow icon that appears to the left of that paragraph. Once selected, drag the icon to a different location on the page. You can also select multiple paragraphs and then move them all at once by dragging the selection to the location you want. If you make a mistake, click the Undo button on the Quick Access Toolbar (or press Ctrl+Z on your keyboard) to go back to the way it was and then try again.


Copying and Pasting Text

Aside from typing, one of the easiest ways to bring information into OneNote is by copying text from any file, document, or web page and pasting it on your notes pages. You probably already know how to do this, but OneNote 2010 has a few new paste options that give you greater control over the ways that copied information can appear in your notebook.

To copy and paste text, follow these steps:

1.
In OneNote, on any notes page, select a line of text.

2.
On the Home tab, in the Clipboard group, click Copy (or press Ctrl+C on your keyboard) to copy your text selection. This keyboard shortcut is a standard Windows shortcut, so if you want to copy text from another document or program, select the text there and then press Ctrl+C before switching to OneNote.

3.
In OneNote, click in a blank part of the notes page where you want to paste the copied selection of text.

4.
On the Home tab, in the Clipboard group, click the small downward-facing arrow under the large Paste button to reveal additional choices.

At this point, OneNote presents you with a small menu of four icons that you can click (see Figure 2).

Figure 2. The Paste Options menu as it appears under the Paste button on the ribbon.


Moving the mouse over each icon displays a ToolTip that tells you what will happen to pasted text when you click that particular button:

  • Keep Source Formatting will paste your copied text with its original formatting intact. For example, if you copy red, bold text and paste it elsewhere on your page, the copied text will still appear red and bold. This option is the default paste option if you click the Paste button on the ribbon or whenever you press Ctrl+V to paste copied text.

  • Merge Formatting will paste your copied text and match the style formatting of the text paragraph you’re pasting it into. For example, if you copy red, bold Calibri 11 text and you paste it into an existing paragraph of black, italic Arial 10 text, your pasted text will still appear red and bold, but the font will be changed to Arial 10 and it will turn italic.

  • Keep Text Only will paste the copied text as standard text, stripped of any formatting. This is the easiest way to bring clean text from multiple sources into OneNote.

  • Picture will create a small, digitized image of the copied source text. You might find this option useful when you want to preserve the exact appearance of the source text (for example, if it was rendered on a web page in a particular font that you don’t have installed on your computer). Although this option creates a picture of the copied text that you cannot edit after pasting, OneNote can include such pictures in search results when you search your notebooks for keywords that are shown in pasted images.

For a faster way to paste copied text in the way that you want, right-click the page where you want the copied text to appear, and then, on the shortcut menu (see Figure 3), click the Paste Options button you want.

Figure 3. Paste Options on the right-click shortcut menu.


If you prefer to paste text without first choosing a paste option, that’s okay. You won’t miss out on the new paste options in OneNote 2010. That’s because OneNote lets you adjust the formatting of text even after it has been pasted on the page.

Near the bottom of pasted text, OneNote displays a small button with a clipboard icon. You can click this button—or press the Ctrl key as a simple shortcut—to open the Paste Options menu (see Figure 4). When you click the option you want, the formatting of the pasted selection is updated to your preference.

Figure 4. The Paste Options button appears after you’ve pasted copied text.


If you don’t like the result, you can click the button again to reopen the menu and make a different choice.

Changing the Default Paste Option

If you prefer a different default formatting option for text you’ll paste into OneNote (for example, if you always want to paste plain, unformatted text), you don’t have to override the default setting with the Paste Options menu each time. Instead, follow these steps to set a different default option:

1.
On any notes page, copy and then paste a line of text.

2.
At the bottom of the pasted text, click the Paste Options button that appears (or press Ctrl).

3.
Click the icon of the paste option you want (for example, click the A icon for Keep Text Only if you prefer to always paste copied text without formatting).

4.
Now click the Paste Options button again (or press Ctrl again) and then click Set as Default Paste.

Once you have set a new paste option, it is automatically applied whenever you paste text using the Paste button on the ribbon or whenever you press Ctrl+V on your keyboard. If you change your mind again later, you can set a different default paste option by repeating the previous steps and choosing a new paste option in step 3.

 
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