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Microsoft OneNote 2010 : Customizing the OneNote Workspace (part 1) - Changing the Location of the Quick Access Toolbar

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11/8/2011 4:15:01 PM
OneNote 2010 is the first version of OneNote to include the Microsoft Office ribbon interface and the Quick Access Toolbar. Aside from providing convenient access to the most popular commands available in OneNote, these interface elements also provide an unprecedented level of customization, allowing you to precisely fine-tune the OneNote interface to your preferences and needs.

I encourage you to try out these options without fear of messing anything up. You can easily reset any customizations you experiment with if you don’t want to keep the result or if you want to start over.

Changing the Location of the Quick Access Toolbar

The Quick Access Toolbar is a small row of frequently used command icons (see Figure 1). Although it typically appears to the left of the title bar in the OneNote program window, you can choose to display it underneath the ribbon instead. You can make this change as a purely cosmetic preference or to increase the amount of space available for toolbar customization.

Figure 1. The fully customizable Quick Access Toolbar leaves frequently used commands visible at all times, no matter which ribbon tab you’ve selected. By default, it appears in the upper-left corner of the OneNote program window. However, if that’s too far to move the mouse every time, you can opt to display this toolbar underneath the ribbon instead.


To change the location of the Quick Access Toolbar, do the following:

1.
Click the small drop-down arrow to the right of the Quick Access Toolbar.

2.
On the menu that appears, click Show Below the Ribbon. The toolbar now appears on its own row between the ribbon and the top of the section tabs in the current notebook.

When displayed underneath the ribbon, the Quick Access Toolbar has a bit more space available for adding additional command buttons (see “Adding or Removing Quick Access Toolbar Commands” in the procedure that follows).

To restore the original location of the Quick Access Toolbar after you’ve moved it, repeat the preceding steps. The option in step 2 will now appear as Show Above the Ribbon.



Adding or Removing Quick Access Toolbar Commands

After you first install OneNote 2010, it will display the following four preset commands on the Quick Access Toolbar:

  • Back

  • Undo

  • Dock to Desktop

  • Full Page View

The first two buttons are good to have available at all times, as you may frequently want to navigate back to the previous notes page that you looked at or you might need to undo an unintentional change that you made to your notes. If you find the Dock to Desktop and Full Page View options useful, you can keep them around; otherwise you can remove them from the Quick Access Toolbar and replace them with commands you tend to use more often.

To turn any preset commands on or off, do the following:

1.
Click the small drop-down arrow to the right of the Quick Access Toolbar.

2.
On the menu that appears, do either (or both) of the following:

  • To add a new command to the Quick Access Toolbar, click it in the list. While you rest the mouse pointer over the Print command in the list, a ToolTip appears to confirm what will happen when you click it (see Figure 2).

    Figure 2. Adding or removing commands from the Quick Access Toolbar is as easy as clicking them in this menu. A check mark appears next to commands you’ve already added. Resting the mouse over any of the commands listed tells you if you’ll be adding or removing the command if you click it in the list.

  • To remove a command from the Quick Access Toolbar, click it in the list. Commands that are currently on the toolbar will appear with an orangehighlighted check mark icon to the left of the command’s name.

The customization menu disappears as soon as you make a selection. If you want to make additional customizations from the presets on the Quick Access Toolbar menu, just repeat the previous steps for each additional command.


If the command you want to add to the Quick Access Toolbar isn’t listed on the customization presets menu but you see it on one of the ribbon tabs, you can just as quickly add the commands you want by doing the following:

1.
Navigate to the ribbon tab that contains the command you want to add to the Quick Access Toolbar.

2.
Move the mouse pointer over the command button and then right-click it.

3.
On the shortcut menu that appears, click Add to Quick Access Toolbar (see Figure 3). OneNote will instantly append the command to the end of the Quick Access Toolbar.

Figure 3. If the command you want to add to the Quick Access Toolbar appears somewhere on the ribbon (such as the Link command in this example), you can right-click its icon and then click Add to Quick Access Toolbar.


If the commands you want to add to the Quick Access Toolbar appear neither on the customization presets menu nor on the ribbon, you can display the advanced interface for the customization of the toolbar (see Figure 4). Here, you can find and add just about any command that’s available in OneNote 2010.

Figure 4. Though it might seem a bit daunting at first, the advanced customization screen for the Quick Access Toolbar is actually quite easy to use. In the list of icons and commands on the left, click the specific command that you want to add, and then click the Add button in the middle. When all of the commands you want have been added to the list on the right, you can organize their order of appearance.

Do the following:

1.
Click the small drop-down arrow to the right of the Quick Access Toolbar.

2.
On the menu that appears, click More Commands.

3.
In the OneNote Options dialog box that appears, the Quick Access Toolbar will appear selected. Under Choose Commands From, click the drop-down arrow and then select All Commands (see Figure 4).

4.
Scroll through the alphabetical list to browse commands.

5.
To add a command to the Quick Access Toolbar, click to select it in the list on the left and then click the Add button between the two lists (see Figure 12.17).

6.
When the commands you want appear in the list on the right, you can select individual commands and then click the Up and Down arrow buttons on the far right of the dialog box to organize the commands in the order you want them to appear.

7.
To save your changes, click OK.


Exporting Your Quick Access Toolbar Customizations for Use on Other Computers

If you’ve spent a fair amount of time making significant customizations to the Quick Access Toolbar and you want to duplicate these settings on another computer where you have a second copy of OneNote 2010 installed (or if you want to share your settings with a friend who uses OneNote 2010), you can export your settings to a file.

To do this, do the following:

1.
Click the File tab, click Options, and then, in the OneNote Options dialog box that appears, click Quick Access Toolbar 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 .

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 Quick Access Toolbar customizations will be applied to that installation of OneNote.

By clicking the Import/Export button (see Figure 4) and then clicking Export all Customizations on the shortcut menu that appears , you can save all of your customizations. On the computer that is to receive your saved settings, you can use this same button to then select the Import Customization File command and apply the stored settings. Note that these settings files contain any custom settings for both the Quick Access Toolbar as well as any ribbon customizations that you might have made.



Resetting Your Quick Access Toolbar Customizations

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

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

2.
At the bottom of the list on the right, click the Reset button (see Figure 4) and then click Reset Only Quick Access Toolbar.

3.
Click OK.

 
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