OneNote has featured plenty in ToW previously, including a mention in the recent Journaling tip, with a nod in SteveSi’s ongoing historical missive which described members of the development team unhappy with the change of name from its code-name “Scribbler”, referring to the new “OneNote” app as “Onay-No-Tay”. A few years ago, OneNote was dropped from the Office suite and was due to be replaced by the new “modern” version in the Windows (now Microsoft …) Store. For a while at least, that shiny new one got all the innovation, even if its brand-new architecture meant it missed a lot of the old app’s functionality. In a somewhat surprising but welcome turn-around, old OneNote was reprieved, and both apps are going to converge at some later point – ie the desktop one will pick up features that only exist in the Store app, and eventually that version will cease to be.
There’s a more prominent “Add Page” button More is to come, including improved sharing capabilities and a neat dictation functionality that would allow you to record a spoken explanation for something while using Ink to highlight or illustrate; when another user plays back your monologue, the ink will be synchronised too. For more info on what’s coming, see here.
Copying screen-grabs when someone is doing a demo in a browser, so you can get the long and complex URL for the thing they’re showing is a particularly useful way of using this feature. |
Category: OneNote
625 – Journaling now and then
Turning to technology and looking back to relatively near-term history brings up all kinds of product that was ahead of its time or was ultimately overtaken by other developments that nobody saw coming. Sometimes, the perfect blend of genius, timing, execution and luck combines and creates a durable and wildly successful category – like the Smartphone and the plethora of services and apps that were created. Inversely, one of those tech innovations that was just a bit ahead of its time was the Tablet PC; a fully-functional Windows PC that was blessed with a pen and touch screen so you could take notes by hand just like on paper, yet by flipping it around it could be used to run Office apps and all the other stuff you’d need a PC for, 20 years ago.
One new app that was built for the Tablet PC to take advantage of its pen, was Windows Journal, a relatively simple yet effective note-taking app, with surprisingly good handwriting recognition built in. To read more from someone who was in the room – figuratively and, at times, literally – around the time of Tablet PC, the Journal software and the Office app originally called Scribbler which went on to become OneNote, check out Steven Sinofsky’s Hardcore Software post. It’s a fairly long but fascinating read. Using pen and paper for taking meeting notes might be less popular now, but many of us will still jot down reminders or lists on Post-it notes, perhaps doodling on paper to help creativity and flow. If you have a pen-capable computer now, the newly released Microsoft Journal app is worth a look. Billed as an app for digital ink enthusiasts, this new Journal presents a modern take on the original Windows Journal idea – an infinitely scrollable canvas for jotting down anything, though with AI capabilities in the app providing quiet yet powerful functionality. Journal started as a research project (from the “Garage”), but has now graduated into a fully-fledged, supported app. Read more about it here.
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617 – OneNote online & off
The plan was to ditch the original Office app version in favour of the shiny new world of the cleaner but substantially less functional Modern app, but that decision was later unwound and instead the better bits of the Store version (still called OneNote for Windows 10) will migrate to the desktop app during 2022 or thereabouts. While the OneNote offerings continue to evolve ahead of the quickening, we’re se It is possible to use both clients at the same time – perhaps partition work stuff in the more capable OneNote for desktop, and then keep your home notebooks in the store version. Doing so makes it easy when searching, so you don’t end up with shopping list items mixed up with your Try pinning the desktop icon to your Taskbar and right-click on the icon; on the pop-up menu, right-click on the OneNote label, choose Properties and then click the Change Icon button to select a different one. The web UI has evolved considerably too – go to onenote.com and sign-in with either your Microsoft Account, for your own personal notebooks, or your work/school M365 account, for the content associated with your job or school. The same web application is also the view that you see when accessing OneNote from within Teams. The recently improved web client includes some new capabilities like having a Read Only / Edit mode, akin to other Office web apps, as well as some improvements in handling embedded content, inking and more. There’s a short video showing the new capabilities in both desktop and online versions. If you’re a fan of desktop OneNote, make sure you get OneTastic, a suite of addins and macros to make OneNote more productive. Some of the macros plug gaps in OneNote functionality that have somewhat been filled – like sorting pages – but there are still many useful ones, like creating a table of contents for a large notebook. OneTastic also includes OneCalendar, which shows you all the pages – across any of your notebooks – which you have edited, on a calendar view. It sounds simple, but try it out and you’ll realise how useful it is to find notes based on the day you took them…
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612 – New Year, New You (someday/maybe)
If we can’t reduce volume of professional communications (be that emails, Teams messages, whatever – just look at Steve cleaning his mailbox and removing >100,000 Sent Items from a single year), then maybe we could do a better job of managing the stuff that we have to deal with. Much ink has been spilled on how to be more effective and how to get things done, but one useful time/focus management principle to revisit is sometimes known as Eisenhower’s Matrix, of which a variety of depictions exist:
The premise is that any task has separate degrees of importance and urgency; we tend to prioritize urgent and overdue things versus things that are actually important. Discipline in task management can give us the clarity to not worry about seemingly urgent yet non-important tasks, and to stay focussed on things which are important, regardless of their urgency. Carve out 75 minutes if you can – because this stuff is important – to watch Randy Pausch’s lecture on Time Management, with the context that when it was recorded, he knew he only had weeks left to live: talk about prioritizing important vs urgent. How you put time and focus management into practice will differ depending on your own style and what tools you want to use. For the Windows / Microsoft 365 user, there are a few quick wins to consider:
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593 – It’s a Date
On the Insert tab / Quick Parts, look under Field, then pick the doc property and format you’d like to show. It is worth pointing out that showing a date as 10/1/21 (or similar) is ambiguous given that a few hundred million people will expect it be month-day-year while many of the remaining 7 billion will assume the day comes first, with a couple of billion presuming the format should normally start with the year, such as yyyy-mm-dd (which is arguably the most sensible of all; and it sorts properly, too). A more daily usable short format like dd-mmm-yy (ie 13-Aug-21) should perhaps be the norm, especially when the date is appearing as text in a document. Pressing SHIFT+ALT+D in Word will insert the current Date as a field (so you can edit the format to remove ambiguity) and SHIFT+ALT+T inserts the current time too. In PowerPoint, both of these combos bring up the “Date & Time” dialogue to add the chosen content and format as plain text.
While in Excel, it’s worth learning the short cut key to insert the date and time – CTRL+; and SHIFT+CTRL+; respectively (no doubt there’s a reason why Excel has a different shortcut to other Office apps – some legacy of Lotus 1-2-3 perhaps?). OneNote fans will want to remember that SHIFT+ALT+D / T combo as it inserts the date/time into the notebook; really handy when taking notes of a phone call or similar. SHIFT+ALT+F puts both day and time, something that Word doesn’t offer. In both Desktop OneNote and users of the Windows Store version, it’s just plain text that gets added, so you’re on your own when it comes to formatting. OneNote pages will typically have a date & time showing under their title – on the Desktop version, it’s possible to change that so as to mark a page as having been recently updated. No such luck on the lame duck Store version.
At least when stalwarts insist on writing – or worse, saying – a short-form date as something like “ten one”, there’s more than half of each month where one number in the date could only mean “day” – starting with the thirteenth (as in, 8/13 can never by the 8th of a month, but 8/12 could be a few days before Christmas to Europeans, or the date when tweedy Americans start looking for grouse in the Yorkshire moors and Scottish Highlands). |
590 – OneNote Tagging
Try using the Search filters at the bottom to restrict the results set, so you only show tags within a given notebook location or across all your notebooks, but for a specific time.
In the OneNote for Windows 10 store app, you can search for Tags but custom ones created in the desktop app don’t appear in the Tags list when editing a page. Only a handful of tags are initially offered in the store version, and if you add a custom one it’s still possible to press CTRL+n to use it, but you need to count where your tag is in the list as it doesn’t show you the shortcut. Custom tags added in the store version don’t appear in the tags list of any other client though do sync across other devices, to some degree. Given the slight rough edges between the versions if you routinely open the same notebook in mobile, web and store/desktop apps, then Tags may not prove so useful – but if you tend to stick to a single UI – especially if it’s the older desktop one – then it’s worth exploring how custom tags could help you organize your stuff. |
572 – simple OneNote tricks
To try to simplify the roadmap somewhat, the app formerly known as OneNote 2016 is now just “OneNote”, and the Store app that shares more of its UX with the mobile and web versions, is OneNote for Windows 10. For more detail on the differences between all the versions, see here. At one point, the plan was to discontinue the more functional desktop app, and shift development to the simpler Store version, however that plan was rowed back and OneNote (the Office app) will continue to be part of Office, even though it wasn’t installed by default in 2019. The perpetual version of Office (as opposed to the subscription service that is Microsoft 365) will be updated later this year, and OneNote will still be part of that. Probably.
As has been covered on ToW passim (here, here), you can start OneNote from the Run command, by pressing WindowsKey+R then onenote <enter> for the desktop version, or onenote: for the modern Windows 10 version. In the latter, you can also pin particular pages to the Start menu, handy if you want to jump to a particular page of quick notes or ideas.
Or maybe by typing a quick few lines at first, and formatting as a list once you’ve got some text. There are some shortcuts to help that formatting; in both OneNote and OneNote for Windows 10, to quickly select what you’ve just typed, hold the shift key and press the up arrow to grab a row at a time.
To create a table, just press TAB to turn whatever you’ve just typed into the first column, and keep pressing TAB to create new columns, or CTRL+ENTER to accept the column layout and start adding extra rows, or to insert a new row into an existing table. Once have content in your table, you can easily move rows around by simply putting your cursor in the row you want to shift, and hold ALT+SHIFT then use the up / down arrow keys to move that row. Much simpler than faffing about with copy & paste.
You can manually create links to any page by selecting the text you want to hot-link from, and press CTRL+K; then either select the destination in the dialog box, or paste the link to the page (or paragraph) if you’ve already copied that link to the clipboard.
Its big brother, OneTastic, also allows using pre-written Macros to automate tasks like custom sorting of sections and loads more. |
552 – snip snip, cap cap
There’s also the
Eventually, the new Edge will adopt some of the functionality that legacy Edge had when it comes to annotating web pages with ink, adding notes to pages etc – but the forthcoming web capture is a first step. Note – if you use Mouse Without Borders, it already has the CTRL+SHIFT+S keyboard combo in use, so you’ll need to change that… |
Tip o’ the Week 483 – mobile OCR and Office
Near OCR functionality is also pervading the slew of freely available Office apps for Android tablets, phones and even Chromebooks, and similar versions for iPad and iPhone. A recent addition to the iOS version of Excel is the ability to scan a table of printed data and use OCR plus a bit of tweaking, to import the data into the spreadsheet. See more here. The same functionality was first made available on Android a couple of months earlier …
Then the OCR goes to work and tries to lay out the data as closely as possible to its source – obviously, your accuracy will be improved by having a well-lit and clear original document, and you’ll get to tweak the contents in context of seeing the OCR’d data and the scan at the same time, before committing to insert it. |
Tip o’ the Week 451 – OneNote auto-listing
![]() Despite the two parallel PC versions of OneNote – which have been covered previously in ToWs #441, #427, #386, #320, et al – offering a good chunk of similar functionality to each other, there are still quite a few areas where the old desktop x86 version wins through. Add-in support is available in the 2016 variant, for example, so you can run OneTastic (and in particular, OneCalendar, which is immensely helpful if you use many notebooks and take a lot of notes throughout your week).
Search in the desktop OneNote is more powerful, too – CTRL-F takes you to the search box, CTRL-E expands your search, but the most powerful and probably least used is to press ALT-O when you have search results from the CTRL-E dialog; it will order them by the date of the page update… helping to filter out current vs obsolete info. Bullet lists & indentations (sounds like a Muse song) Did you know that, in both OneNote versions, if you’re typing notes and press the asterisk or dash key at the start of a new line, and then the space bar, it automatically turns your text into a bulleted list? Asterisks in the middle of a text block are ignored; it’s only seen as an auto-correct function if on a new line. Just hit enter after you’ve started typing to add another new bullet or hit enter at the beginning of new bullet to finish the list. TAB and SHIFT-TAB lets you indent and un-indent a bulleted line. It doesn’t sound all that revolutionary, but if you’re typing notes during a phone call, it can make all the difference between keeping up or missing discussion points as you fish around with the mouse looking to click the toolbar. If you’re used to it and it gets switched off, it’s a real pain. The same kind of functionality exists in Word and Outlook too, but now and again it does get in the way – if you’re marking a block of text* that you then want to expand on later without auto-bulleting, for example. * The simplest way to get an asterisk or dash at the start of a new line is to quickly press Undo – CTRL-Z – as soon as the indentation with the bullet happens, and you’ll be reverted to simply having the character at the start of the line. To enable or disable the automatic list features on desktop OneNote, go into Options and look under Advanced… There doesn’t appear to be any way of disabling the feature on the Modern App (which you can start by running onenote-cmd: at the Win+R box, if you read ToW #445 and #443) – maybe that’s a good thing, preventing the user from harming their own productivity… |