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Microsoft OneNore 2010 : Formatting Paragraphs (part 2) - Creating a Hierarchical Outline in Your Notes

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4/29/2013 1:57:49 AM

5. Indenting Text on a Page

To help you format notes in a simple outline structure, you can increase or decrease the indent position of a line of text by following these steps:

1.
Click anywhere within a line of text that you want to indent.

2.
On the Home tab, in the Basic Text group, click Increase Indent Position (see Figure 5).

Figure 5. The two Indent Position buttons on the Home tab let you decrease or increase the indent of a line of text. You can add multiple levels of indentation for quick and easy outline-style note-taking.


3.
If necessary, click the Increase Indent Position button any number of additional times to further increase the indent position.

Once you have increased the indent position of a line of text by at least one level, the Decrease Indent Position button on the ribbon becomes available so you can remove the indentation again later.

To quickly indent a normal line of text by one level, position the cursor to the left of the first character of text, and then press the Tab key. You can press the Tab key again for each additional indentation level you want to add. To decrease the indent position again by one level using your keyboard, position the cursor to the left of the first character of text, and then press the Backspace key. You can press the Backspace key again for each additional indentation level that you want to remove.


6. Creating a Hierarchical Outline in Your Notes

Outlines offer a condensed view of a particular subject. They’re often created to plan and summarize a project, and to account for its preparation and successful execution. Outlines are often created in the brainstorming or idea-gathering phase of a project or task, which means that the information is likely to change quite often. This is where paper notebooks have always failed us—once written down, you can never easily change the order of things again. OneNote, of course, offers all of the flexibility and benefits of electronic notetaking, never running out of paper and allowing its pages and content to be changed on a whim.

When you take notes in a hierarchical outline format, you can use the built-in level selection features in OneNote 2010 to quickly select text at certain levels of your outline. This type of selection makes formatting or rearranging of large outlines easier than ever before. Another benefit is the ability to collapse or expand any level of notes with the click of a mouse. This puts you in control of the information at all times—whether you want to see only the high-level headings of your outline or prefer to see all of the detail.


So, what does this look like? Let’s imagine you have an outline with a main heading at the top and three levels of main points below—each of which with three lines of detail below that (see Figure 6).

Figure 6. This sample outline consists of a main heading, three levels, and three detail items underneath each level. The longer this outline gets, the more difficult it would be to format or view it. With OneNote, however, these tasks are easy.


To create this outline, I applied the Heading 1 style from the Styles gallery to the outline heading I typed. Next, I started a numbered list for the three outline levels. For each of the three lines of detail underneath each level, I pressed the Tab key to increase the indent position. OneNote detected that I was creating an outline and automatically changed the list formatting accordingly.

No matter how many levels or items you have in your outline, you can interact with it immediately. The first method is OneNote’s excellent selection model, which lets you select specific text in your outline at common levels for the purpose of reordering or otherwise formatting that text.

To select levels in an outline, follow these steps:

1.
Move the mouse pointer over the main outline heading and watch for the four-headed arrow icon that appears next to it (see Figure 7).

Figure 7. Interacting with text in an outline is the same as with normal text. Move the mouse pointer over a line of text, such as the outline heading in this example, and then right-click the four-headed arrow icon for more options.


2.
Right-click the arrow icon and then, on the shortcut menu that appears, move the mouse over the Select command.

3.
On the Select flyout menu, you can choose which level of the outline you want to select. For example, choose All at Level 2 to select all of the numbered headings in the list (see Figure 8).



Figure 8. In this outline, selecting All at Level 2 causes OneNote to select all of the numbered headings. While selected, you can format the headings or change their hierarchical level by using the indentation commands on the ribbon.


While a level in your outline is selected, you can apply bulk formatting to it (for example, you can make all of the numbered headings bold or change them to red text) or you can use the Increase Indent Position and Decrease Indent Position buttons on the ribbon (Home tab, Basic Text group) to change the order of the selected items in the outline.

If you’re working in a large and complex outline and you’re not sure which level you’re at, move the mouse pointer over one of the items at the level you want to select, and then choose Select All at same level from the Select command that appears on the right-click menu. Remember not to right-click text itself but the four-headed arrow icon that appears next to it.


As mentioned at the beginning of this section, there is another really great outlining feature in OneNote 2010, which lets you move entire blocks of your outline around and also allows you to control the amount of information that you see in your outline at any one time. With the click of a mouse, you can collapse (and later expand again) any level of notes.

Let’s say that your outline has become quite lengthy and, to gain oversight, you want to see only the numbered level headings, not all of the detailed items below them. Hiding the details requires far less scrolling through the full outline and you can then more easily check to see whether the main points are still in the right order. If they’re not, you can then move an entire level with all of its subitems to a new location in the outline. For written projects such as a book or a paper that you’re outlining for school, this is especially useful.

In the sample outline, do the following:

1.
Move the mouse pointer over the first numbered level heading (in the preceding example, “The First Level”) and watch for the four-headed arrow icon that appears next to it (see Figure 9).

Figure 9. When you single-click the four-headed arrow icon next to an outline level heading, the icon turns yellow to indicate that the entire level is selected. You can now doubleclick the arrow icon to collapse the detail items below the heading. Double-clicking the icon again restores the full view of the related items. To move the selected block to another location in the outline, click and drag the arrow icon and then drop the text where you want it.


2.
Click the arrow icon once. It will turn yellow to indicate selection, and all of the text at this level—including the subitems below it—will be selected.

3.
To hide (collapse) the subitems below the numbered level heading, double-click the arrow icon next to the heading. Only the text of the level heading will remain shown, and the arrow icon will appear stacked to let you know that it has been collapsed (see Figure 10).

Figure 10. When you double-click the arrow icon next to an outline level, all subitems below that level will be hidden from view, and the arrow icon will appear stacked to indicate it can be expanded by double-clicking the icon again.


4.
If you want, you can click and drag a collapsed arrow icon to move the heading and the subitems it contains to another location in your outline. Once you’ve moved an item, you can double-click the collapsed arrow item again to unhide the subitems below it.

Aside from organizing an outline for yourself, the ability to show and hide detail in this way is helpful in other situations, too. For example, you could type a list of vocabulary words and then add their definitions in a level below them and then test your knowledge of these words using the show/hide functionality, much like paper-based flash cards. It’s a great way to study for any question-and-answer-based subject.

Another situation where this feature comes in handy is when you’re speaking during a presentation and you need to stay on script. You can keep only the level headings shown to keep you on track overall, but you can also easily double-click any of the headings to remind you of important details that you might not remember in the moment. This is an easier way to quickly locate information than staring at the wall of text of an entire outline.

By the way, the simple outline example in the screenshots isn’t meant to suggest that you must use a numbered list. You can use any available style of bullets and numbering or choose not to use them at all and only rely on multilevel indentation for your own outlines.

However you decide to make use of OneNote’s useful outlining features, they’re sure to help you stay organized and save time.

 
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