A colleague of mine from LMH Health, Andrew Brookens, and I set out to deliver an hour’s worth of efficiency hacks using OneNote and Outlook this week. It was the first time we’d tried such a thing, and it was a hot topic. We had 40+ show up in person, and a few people online have asked for handouts or recordings so I’m sharing it all here.
We knew we were setting out to share a lot of demo, and a lot of info from TWO products in FIVE topics in an hour or less. So we devised a handout that would help attendees along the way, and after. You can download it below. In-person attendees also got free access to my OneNote 101 7-day email course.
Because we don’t all have an hour to watch the recording, Andrew and I agreed that sharing smaller, digestible videos would probably work best for busy professionals on the go. Here are brief teaser videos introducing each of our five concepts:
I’m excited to share my first-ever email course with everyone. I enjoyed building the course and I’m confident there’s something new and exciting in it for everyone. And when you’re done, in the final email on the 7th day, you’ll receive a link to claim a Credly achievement credential for having completed the course.
OneNote 101: 7-day email course
This email course delivers a healthy serving of OneNote each day, for seven days. Topics include tags, Outlook, audio, files, version comparisons, and more (see below full listing).
Upon completion, subscribers receive a
Credly badge acknowledging their participation.
Many of us have been there. You have an awesome notebook, your committee wants access, but you stored it on your OneDrive for Business or local machine. How do you move it to your team’s SharePoint site?
In the following tutorial, I’ll show you how to replace the “default” Notebook on a SharePoint site with your pre-existing notebook.
Delete default notebook in SharePoint
(if applicable, and if unneeded. You could also just “overwrite” it by saving your new notebook with the same name, in the same location.)
Go to the library in which the SharePoint site’s notebook is stored (e.g. Site Contents –> Site Assets)
Delete Existing Notebook (check and delete, or use the ellipses menu)
Move pre-existing Notebook
Copy URL from Site Assets or library in which you’re placing your notebook
Open existing notebook on desktop (client)
File –> Share –> Other Web Locations –> Browse
Paste copied URL in save dialog’s address bar, deleting everything after the library’s name
Hit enter to navigate to the library
Rename notebook if you wish
Update any navigation links
Depending on your settings, there are two ways you might update a URL. If you don’t see “Edit Links” on the menu where you’re placing this, you’ll need to go through site settings:
Copy URL of new notebook
Site Settings –> Navigation
Select Notebook –> Edit
Paste new URL
Copy URL of new notebook
Click “Edit Links” on the menu on which you’re placing the link and modify the existing Notebook link (or add a new one)
It can be tricky when you have many notebooks to keep track of where they all live. And nobody wants to be maintaining multiple copies of the same notebook in a save-as nightmare.
Take the time to learn where your notebook is actually saved, and move it if that’s not where you want it without needing to create a copy or break your client’s cached connection.
Open the Notebook in your OneNote client (desktop app)
Click “File” in the upper left
Note the location that matches Notebook name
If you “Share on Web or Network” you’re actually moving the Notebook and its location will be updated immediately. You can still use your Desktop/client OneNote application to edit as usual. Others will just be able to access it now as well.
Note: If you’re moving your Notebook to SharePoint, make sure you save to a complete URL location like above and not a “synced”/OneDrive for Business-type location mapped locally.
This post illustrates how you can accomplish adding sections to the left pane, and moving the pages pane from the right-hand side to the left as seen above.
Move Sections from Top to Left
In a recent training session, I was asked if it were possible to move sections from the top to the left in OneNote. The answer is “sort of”. We can get sections on the left also, but we can’t get rid of them from the top. There are two ways to accomplish this: