OneNote Essential Skills

Build Confidence Organising Notes, Tasks, and Information with Microsoft OneNote

This practical training course gives you the essential skills needed to organise notes, tasks, and information in Microsoft OneNote. You will learn how to create and navigate notebooks, enter and format content, tag important items, add files and media, search effectively, integrate with Outlook, and share notebooks.

Whether you currently rely on paper, email, or scattered notes, this course builds practical foundations so you can assemble a working notebook, find important information more quickly, and collaborate with others.

OneNote Essential Skills is ideal for people who:

• Use other Microsoft applications
• Want to replace scattered paper or digital notes
• Need to organise notes and tasks
• Want to find important information more quickly
• Need to share and collaborate on notebooks

To attend OneNote Essential Skills, you should:

• No prior OneNote experience is required
• Be comfortable using other Microsoft applications such as Outlook and Word

After completing OneNote Essential Skills, you will be able to:

• Navigate and customise the OneNote environment
• Create, format, and organise notebook content
• Add media, files, links, tags, and quick notes
• Search, save, export, and protect notebook information
• Integrate OneNote with Outlook and collaborate on notebooks

OneNote Environment and Navigation

• Navigate the OneNote environment
• Use predesigned templates
• Customise the user interface
• Configure notebook settings

Creating and Formatting Content

• Enter notes and content
• Modify notebook formatting
• Add quick notes and links
• Use proofing tools

Adding Rich Content

• Add audio and video
• Work with Excel spreadsheets
• Work with embedded files
• Use symbols and drawing tools

Tags and Information Retrieval

• Use tags to identify important items
• Organise notebooks
• Search notebooks
• Find task and reference information

Managing Notebook Content

• Save and export content
• Manage recycle bins and backups
• Review notebook properties and security
• Finalise a notebook

Outlook Integration and Sharing

• Send a notebook
• Use Outlook integration
• Share notebooks
• Collaborate with other people