onenote 365 essentials sample
TRANSCRIPT
OneNote 365 Essentials
Sample
Corporate Training Materials All of our training products are fully customizable and are perfect for one day and half day workshops. You can easily update or insert your own content to make the training more relevant to participants. Our material is completely customizable and is backed up by a 90 day 100% no questions asked money back guarantee!
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TABLE OF CONTENTS Preface .............................................................................................................................................. 3
What is Courseware? ................................................................................................................................ 3
How Do I Customize My Course? .............................................................................................................. 3
Materials Required ................................................................................................................................... 4
Maximizing Your Training Power .............................................................................................................. 5
Icebreakers ........................................................................................................................................ 6
Icebreaker: Friends Indeed ........................................................................................................................ 7
Training Manual Sample ..................................................................................................................... 8
Sample Module: Editing in the Browser.................................................................................................... 9
Instructor Guide Sample ................................................................................................................... 16
Sample Module: Editing in the Browser.................................................................................................. 17
Quick Reference Sheets .................................................................................................................... 26
Certificate of Completion ................................................................................................................. 28
PowerPoint Sample .......................................................................................................................... 30
Full Course Table of Contents ........................................................................................................... 35
Preface
What is Courseware? Welcome to Corporate Training Materials, a completely new training experience!
Our courseware packages offer you top-quality training materials that are customizable, user-friendly, educational, and fun. We provide your materials, materials for the student, PowerPoint slides, and a take-home reference sheet for the student. You simply need to prepare and train!
Best of all, our courseware packages are created in Microsoft Office and can be opened using any version of Word and PowerPoint. (Most other word processing and presentation programs support these formats, too.) This means that you can customize the content, add your logo, change the color scheme, and easily print and e-mail training materials.
How Do I Customize My Course? Customizing your course is easy. To edit text, just click and type as you would with any document. This is particularly convenient if you want to add customized statistics for your region, special examples for your participants’ industry, or additional information. You can, of course, also use all of your word processor’s other features, including text formatting and editing tools (such as cutting and pasting).
To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click “Update entire table” and press OK.
(You will also want to perform this step if you add modules or move them around.)
If you want to change the way text looks, you can format any piece of text any way you want. However, to make it easy, we have used styles so that you can update all the text at once.
If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting. In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That will then produce the Modify Style options window where you can set your preferred style options.
For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we would do:
Now, we can change our formatting and it will apply to all the headings in the document.
For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials by Corporate Training Materials.
Materials Required All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard or chalkboard instead.)
We recommend that each participant have a copy of the Training Manual, and that you review each module before training to ensure you have any special materials required. Worksheets and handouts are included within a separate activities folder and can be reproduced and used where indicated. If you would like to save paper, these worksheets are easily transferrable to a flip chart paper format, instead of having individual worksheets.
We recommend these additional materials for all workshops:
• Laptop with projector, for PowerPoint slides
• Quick Reference Sheets for students to take home
• Timer or watch (separate from your laptop)
• Masking tape
• Blank paper
Maximizing Your Training Power We have just one more thing for you before you get started. Our company is built for trainers, by trainers, so we thought we would share some of our tips with you, to help you create an engaging, unforgettable experience for your participants.
• Make it customized. By tailoring each course to your participants, you will find that your results will increase a thousand-fold.
o Use examples, case studies, and stories that are relevant to the group.
o Identify whether your participants are strangers or whether they work together. Tailor your approach appropriately.
o Different people learn in different ways, so use different types of activities to balance it all out. (For example, some people learn by reading, while others learn by talking about it, while still others need a hands-on approach. For more information, we suggest Experiential Learning by David Kolb.)
• Make it fun and interactive. Most people do not enjoy sitting and listening to someone else talk for hours at a time. Make use of the tips in this book and your own experience to keep your participants engaged. Mix up the activities to include individual work, small group work, large group discussions, and mini-lectures.
• Make it relevant. Participants are much more receptive to learning if they understand why they are learning it and how they can apply it in their daily lives. Most importantly, they want to know how it will benefit them and make their lives easier. Take every opportunity to tie what you are teaching back to real life.
• Keep an open mind. Many trainers find that they learn something each time they teach a workshop. If you go into a training session with that attitude, you will find that there can be an amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it, and make the most of it in your workshops.
And now, time for the training!
Icebreakers
Each course is provided with a wide range of interactive Icebreakers. The trainer can utilize an Icebreaker to help facilitate the beginning of the course, as it helps “break the ice” with the participants. If the participants are new to each other, an icebreaker is a great way to introduce everyone to each other. If the participants all know each other it can still help loosen up the room and begin the training session on positive note. Below you will see one of the icebreakers that can be utilized from the Icebreakers folder.
Icebreaker: Friends Indeed
Purpose
Have the participants moving around and help to make introductions to each other.
Materials Required
• Name card for each person • Markers
Preparation
Have participants fill out their name card. Then, ask participants to stand in a circle, shoulder to shoulder. They should place their name card at their feet. Then they can take a step back. You as the facilitator should take the place in the center of the circle.
Activity
Explain that there is one less place than people in the group, as you are in the middle and will be participating. You will call out a statement that applies to you, and anyone to whom that statement applies must find another place in the circle.
Examples:
• Friends who have cats at home • Friends who are wearing blue • Friends who don’t like ice cream
The odd person out must stand in the center and make a statement.
The rules:
• You cannot move immediately to your left or right, or back to your place. • Let’s be adults: no kicking, punching, body-checking, etc.
Play a few rounds until everyone has had a chance to move around.
Training Manual Sample
On the following pages is a sample module from our Training Manual. Each of our courses contains twelve modules with three to five lessons per module. It is in the same format and contains the same material as the Instructor Guide, which is then shown after the Training Manual sample, but does not contain the Lesson Plans box which assists the trainer during facilitation.
The Training Manual can be easily updated, edited, or customized to add your business name and company logo or that of your clients. It provides each participant with a copy of the material where they can follow along with the instructor.
Sample Module: Editing in the Browser In this module, you’ll learn how to change your view by using the Pop Out or minimizing the Ribbon. In the next few modules, you’ll learn more about the changes you can make to your notebooks in the web app. However, there are some changes that you’ll need to perform in OneNote 2010. In this module, you’ll learn how to open the notebook in OneNote 2010, so that your notes stay up-to-date while you make those more advanced changes. This module also introduces the basics of adding text to your notes.
The great thing about a computer notebook is that no matter how much you stuff into it, it doesn't get bigger or heavier.
Bill Gates
Using the Pop Out
To use the Pop Out command, use the following procedure.
1. The Pop Out command sits between the question mark icon and the X icon on the top right portion of the screen. Click the Pop Out command.
2. The notebook opens in a separate window. Now you have a little more room, top to bottom, for viewing your notebook.
Note that the first window has returned to the Shared Documents list.
Minimizing the Ribbon
To minimize the Ribbon, use the following procedure.
1. The Minimize Ribbon command is below the X icon on the top right portion of the screen. Click the Minimize the Ribbon command.
2. The Ribbon is hidden. Now you have a little more room, top to bottom, for viewing your notebook.
3. Click the Minimize the Ribbon command again to show it. Or click on the Home, Insert, or View tabs.
Click the Minimize the Ribbon command again to show it. Or click on the Home, Insert, or View tabs.
Opening in OneNote
To open a notebook in OneNote 2010, use the following procedure.
1. Select the Open in OneNote option from the Ribbon.
2. You will receive a message, as illustrated below. Select OK to continue.
3. The Office 365 Sign in page appears. You need to sign in again, even though you’ve signed into the site through the browser. This will establish the connection with your desktop application as well. Click below your user name, enter your password, and select Sign In.
4. OneNote 2010 opens with your notebook loaded. It may take a few moments, depending on your internet connection speed.
Typing Text
The cursor location in a blank notebook.
Sample text for students to type:
The quick brown fox jumped over the lazy dog. The quick brown fox jumped over the lazy dog. The quick brown fox jumped over the lazy dog. The quick brown fox jumped over the lazy dog. The quick brown fox jumped over the lazy dog.
The quick brown fox jumped over the lazy dog. The quick brown fox jumped over the lazy dog.
Sample Module: Review Questions
1. The Pop-Out Command hides the Ribbon to give you a little more room for working with your notebook.
a) True b) False
2. What does the Pop-Out command do?
3. When using the Pop-Out command, the original window continues to show the notebook on the last page viewed.
a) True b) False
4. The Minimize the Ribbon command can be canceled by clicking the command again OR by clicking on a Tab name.
a) True b) False
5. Why would you want to open a notebook in OneNote 2010?
a) For better collaboration tools b) To do more advanced editing c) To make sure the notebook is saved properly d) None of the above
6. You can type anywhere on the page in the OneNote web app.
a) True b) False
7. How do you end a paragraph when typing text?
Instructor Guide Sample
On the following pages is a sample module from our Instructor Guide. It provides the instructor with a copy of the material and a Lesson Plans box. Each Instructor Guide and Training Manual mirrors each other in terms of the content. They differ in that the Instructor Guide is customized towards the trainer, and Training Manual is customized for the participant.
The key benefit for the trainer is the Lesson Plan box. It provides a standardized set of tools to assist the instructor train that particular lesson. The Lesson Plan box gives an estimated time to complete the lesson, any materials that are needed for the lesson, recommended activities, and additional points to assist in delivering the lessons such as Stories to Share and Delivery Tips.
Sample Module: Editing in the Browser In this module, you’ll learn how to change your view by using the Pop Out or minimizing the Ribbon. In the next few modules, you’ll learn more about the changes you can make to your notebooks in the web app. However, there are some changes that you’ll need to perform in OneNote 2010. In this module, you’ll learn how to open the notebook in OneNote 2010, so that your notes stay up-to-date while you make those more advanced changes. This module also introduces the basics of adding text to your notes.
The great thing about a computer notebook is that no matter how much you stuff into it, it doesn't get bigger or heavier.
Bill Gates
Using the Pop Out
Estimated Time 5 minutes
Topic Objective To introduce the web app Pop Out feature.
Topic Summary
The Pop Out command opens the notebook in a separate window, without the banner at the top that includes links back to the shared documents list and the team site. The pop out gives you a little more room to view or edit the notebook.
Materials Required
• Computer with internet connection • A web browser • An Office 365 account • At least one notebook uploaded to your Team Site
Recommended Activity Have the participants investigate the pop out command.
Show the participants how to use the Pop Out command. Use the following procedure.
1. The Pop Out command sits between the question mark icon and the X icon on the top right portion of the screen. Click the Pop Out command.
2. The notebook opens in a separate window. Now you have a little more room, top to bottom, for viewing your notebook.
Note that the first window has returned to the Shared Documents list.
Minimizing the Ribbon
Estimated Time 5 minutes
Topic Objective To introduce the web app Minimize Ribbon feature.
Topic Summary The Minimize Ribbon command hides the Ribbon commands to give you a little more room to view or edit the notebook. You can re-expand the Ribbon by clicking on the command again or by clicking on one of the tab names.
Materials Required
• Computer with internet connection • A web browser • An Office 365 account • At least one notebook uploaded to your Team Site
Recommended Activity Have the participants practice minimizing the Ribbon. Have the participants re-expand the Ribbon in different ways.
Show the participants how to minimize the Ribbon. Use the following procedure.
1. The Minimize Ribbon command is below the X icon on the top right portion of the screen. Click the Minimize the Ribbon command.
2. The Ribbon is hidden. Now you have a little more room, top to bottom, for viewing your notebook.
Click the Minimize the Ribbon command again to show it. Or click on the Home, Insert, or View tabs.
Opening in OneNote
Estimated Time 10 minutes
Topic Objective To learn how to open a web app OneNote notebook in OneNote 2010 for more advanced editing capabilities.
Topic Summary
The web apps were not designed for full editing capabilities. Their purpose is to provide widespread access and collaboration with your team. But what if you do need to do some more advanced editing? The web app provides a link so that you can open the notebook in OneNote 2010, which should be installed on your computer as part of the Office 365 subscription, depending on which plan you purchased. The process for opening a notebook in OneNote is simple, but it ensures that you are always working with the most up-to-date version of the notebook.
Materials Required
• Computer with internet connection • A web browser • An Office 365 account • At least one notebook uploaded to your Team Site • OneNote 2010 installed on the computer
Recommended Activity Have the participants practice opening a notebook in OneNote.
Show the participants how to open a notebook in OneNote 2010. Use the following procedure.
1. Select the Open in OneNote option from the Ribbon.
2. You will receive a message, as illustrated below. Select OK to continue.
3. The Office 365 Sign in page appears. You need to sign in again, even though you’ve signed into the site through the browser. This will establish the connection with your desktop application as well. Click below your user name, enter your password, and select Sign In.
4. OneNote 2010 opens with your notebook loaded. It may take a few moments, depending on your internet connection speed.
Typing Text
Estimated Time 5 minutes
Topic Objective To learn how to type text in an OneNote notebook.
Topic Summary
The notebook window is just like a blank piece of paper in a typewriter. The cursor shows your current location. Once the cursor is where you want your text, simply begin typing. You can either type in the heading (the page title) or the page contents.
Materials Required
• Computer with internet connection • A web browser • An Office 365 account • A blank notebook or any notebook
Recommended Activity Show the participants the cursor in the notebook window. Have the participants type text in their notebooks.
Stories to Share A cursor is a bright, blinking indicator that marks the position at which your text can be entered. When entering text, your mouse pointer also looks like a cursor, but it is not blinking.
Delivery Tips Press Enter to end of the paragraph. Have the participants enter at least two paragraphs to practice editing, formatting, and styles for the next modules.
Show participants the cursor location in a blank notebook.
Sample text for students to type:
The quick brown fox jumped over the lazy dog. The quick brown fox jumped over the lazy dog. The quick brown fox jumped over the lazy dog. The quick brown fox jumped over the lazy dog. The quick brown fox jumped over the lazy dog.
The quick brown fox jumped over the lazy dog. The quick brown fox jumped over the lazy dog.
Sample Module: Review Questions
1. The Pop-Out Command hides the Ribbon to give you a little more room for working with your notebook.
a) True b) False
2. What does the Pop-Out command do? (It opens the notebook in a separate window without the header to give a little more room for working with the notebook.)
3. When using the Pop-Out command, the original window continues to show the notebook on the last page viewed.
a) True b) False
4. The Minimize the Ribbon command can be canceled by clicking the command again OR by clicking on a Tab name.
a) True b) False
5. Why would you want to open a notebook in OneNote 2010?
a) For better collaboration tools b) To do more advanced editing c) To make sure the notebook is saved properly d) None of the above
6. You can type anywhere on the page in the OneNote web app.
a) True b) False
7. How do you end a paragraph when typing text? (Press the Enter key.)
Quick Reference Sheets
Below is an example of our Quick reference Sheets. They are used to provide the participants with a quick way to reference the material after the course has been completed. They can be customized by the trainer to provide the material deemed the most important. They are a way the participants can look back and reference the material at a later date.
They are also very useful as a take-away from the workshop when branded. When a participant leaves with a Quick Reference Sheet it provides a great way to promote future business.
Adding Pages
1. Select New Page from the Pages pane. You can also select the Insert tab from the Ribbon and select New Page.
OneNote displays an Untitled Page with the cursor in the title. The current date and time are inserted below the title.
2. Enter the title of the page.
Inserting Pictures
To insert a picture, use the following procedure.
1. Place your cursor in the location in the notebook where you want the picture to appear.
2. Select the Insert Tab. 3. Select Picture.
In the Choose File to Upload dialog box, navigate to the location of the picture file you want to use. Highlight the file and select Open.
Understanding Your Notebook
NOTEBOOKS: Notebooks are like a 3-ring binder or spiral paper notebook. You can have as many notebooks as you want – one for each project or topics you are researching. Create different notebooks for different areas of your life, like personal, work, and school. You get to decide how to delegate your Notebooks.
SECTIONS: Sections are like the dividers in your notebooks. You can have as many sections as you need to break up your notebook into more manageable chunks.
PAGES: Pages are where the content of your notes are stored. You can have as many pages as you need in each notebook or section. Each page has a name, which is the same as the heading at the top of the page.
SUBPAGES: Subpages are just like pages – they store the content of your notes. The only difference is that in organizing your notebook, subpages are subordinate to pages.
OneNote 365 Essentials
www.corporatetrainingmaterials.com © Corporate Training Materials, 2012
Certificate of Completion
Every course comes with a Certificate of Completion where the participants can be recognized for completing the course. It provides a record of their attendance and to be recognized for their participation in the workshop.
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PowerPoint Sample
Below you will find the PowerPoint sample. The slides are based on and created from the Training Manual. PowerPoint slides are a great tool to use during the facilitation of the material; they help to focus on the important points of information presented during the training.
Full Course Table of Contents
Preface .............................................................................................................................................. 5
What is Courseware? ................................................................................................................................ 5
How Do I Customize My Course? .............................................................................................................. 5
Materials Required ................................................................................................................................... 6
Maximizing Your Training Power .............................................................................................................. 7
Module One: Getting Started ............................................................................................................. 9
Housekeeping Items.................................................................................................................................. 9
The Parking Lot ....................................................................................................................................... 10
Workshop Objectives .............................................................................................................................. 10
Pre-Assignment Review .......................................................................................................................... 11
Action Plans and Evaluations .................................................................................................................. 11
Module Two: Welcome to Office 365 Web Apps ............................................................................... 12
The Home Page ....................................................................................................................................... 12
The Team Site ......................................................................................................................................... 15
Shared Documents .................................................................................................................................. 18
Uploading a Document ........................................................................................................................... 21
Module Two: Review Questions .............................................................................................................. 23
Module Three: Working with Notebooks .......................................................................................... 24
Understanding Your Notebook ............................................................................................................... 24
Opening a Notebook ............................................................................................................................... 25
The OneNote Web App Interface ............................................................................................................ 27
Creating a New Notebook ...................................................................................................................... 29
About Saving ........................................................................................................................................... 31
Closing Notebooks .................................................................................................................................. 32
Module Three: Review Questions ........................................................................................................... 34
Module Four: Working with Pages and Sections ................................................................................ 35
About the Pages Pane ............................................................................................................................. 35
Adding Pages .......................................................................................................................................... 37
Creating Sub-Pages ................................................................................................................................. 38
Moving and Deleting Pages .................................................................................................................... 40
Adding Sections....................................................................................................................................... 42
Module Four: Review Questions ............................................................................................................. 44
Module Five: Editing in the Browser ................................................................................................. 45
Using the Pop Out ................................................................................................................................... 45
Minimizing the Ribbon ............................................................................................................................ 47
Opening in OneNote ............................................................................................................................... 48
Typing Text ............................................................................................................................................. 50
Module Five: Review Questions .............................................................................................................. 52
Module Six: Basic Editing Tasks ........................................................................................................ 53
Selecting and Editing Text with the Mouse or Keyboard ........................................................................ 53
Using Cut, Copy and Paste ...................................................................................................................... 56
Using Undo and Redo ............................................................................................................................. 58
Checking Your Spelling ............................................................................................................................ 60
Setting the Proofing Language ............................................................................................................... 62
Module Six: Review Questions ................................................................................................................ 64
Module Seven: Formatting Your Text................................................................................................ 65
Understanding Levels of Formatting ...................................................................................................... 65
Changing Font Face and Size .................................................................................................................. 67
Changing the Font Color ......................................................................................................................... 69
Adding Font Enhancements .................................................................................................................... 70
Highlighting Text..................................................................................................................................... 71
Clearing Formatting ................................................................................................................................ 72
Module Seven: Review Questions ........................................................................................................... 73
Module Eight: Paragraph Formatting, Styles and Tags ....................................................................... 74
Setting the Alignment or Text Direction ................................................................................................. 74
Using Indents and Tabs ........................................................................................................................... 76
Adding Bullets and Numbering ............................................................................................................... 77
Applying Styles ........................................................................................................................................ 78
Tagging Notes ......................................................................................................................................... 79
Module Eight: Review Questions ............................................................................................................ 81
Module Nine: The Insert Tools (I)...................................................................................................... 82
Inserting a Table ..................................................................................................................................... 82
Adding Text to a Table ............................................................................................................................ 83
Working with Tables ............................................................................................................................... 84
Inserting Links ......................................................................................................................................... 88
Module Nine: Review Questions ............................................................................................................. 90
Module Ten: The Insert Tools (II) ...................................................................................................... 91
Inserting Pictures .................................................................................................................................... 91
Inserting Clip Art ..................................................................................................................................... 93
Working with Pictures............................................................................................................................. 95
Module Ten: Review Questions .............................................................................................................. 99
Module Eleven: The View Tab ........................................................................................................ 100
Overview of the Reading View .............................................................................................................. 100
Show Authors ........................................................................................................................................ 102
Page Versions ....................................................................................................................................... 104
Module Eleven: Review Questions ........................................................................................................ 106
Module Twelve: Wrapping Up ........................................................................................................ 107
Words from the Wise ............................................................................................................................ 107
Review of the Parking Lot ..................................................................................................................... 107
Lessons Learned .................................................................................................................................... 108
Action Plans and Evaluations ................................................................................................................ 108