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What’s new in OneNote 2013

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instructions that can be reused, customized, or deleted entirely if they do not apply to your

organization’s environment or installation scenarios. The text marked by yellow highlight

indicates either customization guidance or organization-specific variables. All of the

highlighted text in this document should either be deleted or replaced prior to distribution.

The Microsoft OneNote 2013 note-taking program is a digital notebook for capturing,

storing, and sharing all kinds of information—notes, pictures, webpages, and media. You

can access your OneNote information wherever you go, on your favorite devices. Create

notes, sketch a diagram, record a lecture, and connect them to related presentation files,

photos, videos, web links, charts, and more, right in your notes.

The first thing you’ll see when you open OneNote 2013 is a fresh, clean look that helps you

focus on your thoughts and ideas instead of the interface. Full integration with the cloud

through Microsoft OneDrive for Business means that you can free your files from your

computer’s hard drive. Access your notes on OneDrive for Business from your tablet or

Windows Phone, or from virtually any browser.

Topics in this guide include:

Capturing your ideas Using OneNote on

the go

Sharing notes

Searching through

notes

Using touch For more information

2 | What’s new in OneNote 2013

Capturing your ideas

In OneNote 2013, you can capture all your ideas—meeting notes, screen shots, vacation

plans, and more—in one place.

Clipping and saving information as you go

The improved Send to OneNote tool makes it easier than ever to clip whatever you’re

seeing on your screen. Clip a screen shot, send a webpage or an entire document to a

notebook section, or jot down a random Quick Note that is automatically saved and filed as

part of your notebook.

To use the Send To OneNote tool:

1. In OneNote, press the Windows logo key +N to open the Send to OneNote tool.

You can keep this tool in the background as you do your work or surf the web.

2. Do one of the following:

To capture a screen shot, tap or click the Screen Clipping tile (or press +S), and

then draw a rectangle around the area that you want to capture.

To send a document to OneNote, open the document, and then tap or click the

Send to OneNote tile.

NOTE: To jot down a Quick Note, tap or click the New Quick Note tile.

3. In the Select Location in OneNote dialog box, select the notebook and section where

you want to place the clipping or document.


Embedding an Excel spreadsheet or a Visio diagram

You can attach just about any computer file to any part of your notes, which stores a copy

of the file in your notebook. You can also create or embed a Microsoft Excel spreadsheet or

Microsoft Visio drawing in a OneNote notebook and see content previews from your

notebook. If you make a change in Excel or Visio, the preview is automatically updated, so

you can see the information that you care about right next to your notes. You can also

update the data or drawing from OneNote.

To embed an Excel spreadsheet:

1. On the Insert tab, tap or click the Spreadsheet button.

2. On the menu, do one of the following:

a. Tap or click Existing Excel Spreadsheet.

b. Select the spreadsheet that you want to insert, and then tap or click Insert.

c. In the Insert File dialog box, specify whether you want to attach the file or insert it

as a spreadsheet, chart, or table.

–Or–

a. Tap or click New Excel Spreadsheet.

b. Tap or click Edit in the spreadsheet graphic in OneNote.

c. Enter your data in Excel.

To embed a Visio drawing:

1. On the Insert tab, tap or click the Visio icon.

2. Do one of the following:

a. Tap or click Existing Visio Drawing.

b. Select the Visio drawing that you want to insert, and then tap or click Insert.


c. In the Insert File dialog box, specify whether you want to attach the file or insert

the drawing.

–Or–

a. Tap or click New Visio Drawing.

b. Tap or click Edit in the Drawing box.

c. Create your new drawing in Visio.

NOTE: You can also just copy and paste a file into OneNote. OneNote will prompt you to decide

whether you want to attach or insert the file.

Creating sophisticated tables

OneNote 2013 has key table features built in. You can sort and move rows and columns.

You can use formatting options to shade cells, so you can create more sophisticated tables.

If you want to create data visualizations or do more advanced data work, you can convert a

table into an embedded Excel spreadsheet by using one tap or click.

To convert a table into an Excel spreadsheet:

1. Select the table in OneNote.

2. On the Layout tab, tap or click Convert to Excel Spreadsheet.

3. To edit the spreadsheet in Excel, tap or click Edit in the spreadsheet graphic in

OneNote.

Drawing, sketching, or handwriting notes

Improved inking in OneNote 2013 enables you to smoothly draw, erase, and edit

seamlessly, whether you’re using your finger, a stylus, or a mouse. If you prefer writing to

typing, OneNote can automatically convert your handwriting to text.

Adding online pictures

In OneNote 2013, you can insert an online picture into a notebook directly from Flickr and

other online services without saving the picture to your computer.


To insert an online picture into a notebook:

1. On the Insert tab, tap or click the Online Pictures button.

2. In the Insert Pictures dialog box, select the source for the picture. If you want to insert

a picture from Flickr, tap or click the Sign in link at the bottom of the dialog box.

Using OneNote on the go

OneNote 2013 is your digital notebook that travels with you. You can use it to keep

information for your projects in a centralized location.

Creating and saving a new notebook on OneDrive for Business

When you store your notebooks in the cloud on OneDrive for Business, you can seamlessly

access your notes when you’re on the go.

CAUTION: Make sure to use OneDrive for Business (not your personal SkyDrive account) to

store business documents. Your personal SkyDrive account is a consumer service and is not

suitable for business information.

To create and save a new notebook on OneDrive for Business:

1. Tap or click File, and then tap or click New.


2. Under New Notebook on the left side of the screen, tap or click Microsoft, and then

tap or click Documents on the right side of the screen.

3. In the Create New Notebook dialog box, type a notebook name, and then tap or click

Create.

The following dialog box appears.

4. To immediately start sharing the notebook:

a. In the Microsoft OneNote dialog box, tap or click Invite people.

b. In the Share dialog box, under Invite People, type the names or email

addresses of the people that you want to share with, set permissions (view or

edit), add a message (optional), and then tap or click Share. People on your

invitation list will receive a link to the notebook.

TIPS:

To open the notebook directly from another device, look under Recent

Documents on OneDrive for Business.

You can also create a notebook from OneDrive for Business by using Microsoft

OneNote Web App. You can use OneNote Web App in virtually any browser.


Using OneNote Windows Store App for Windows 8

OneNote has been reimagined for the Windows 8 operating system, with an innovative user

interface that features radial menus. You can install and use the OneNote Windows Store

App for an immersive Windows 8 experience.

To learn more about the OneNote Windows Store App, search for OneNote in the Windows

Store.

Sharing notes

OneNote 2013 makes it simple to share notebooks that are stored in the cloud. The easiest

way to share is to send a link, but several other methods are available.

Sharing a notebook saved on OneDrive for Business

To share a notebook that you've saved on OneDrive for Business:

1. Open the notebook that you want to share.

2. Tap or click File, and then tap or click Share.

3. On the left side of the screen, under Share, tap or click Invite People.

4. On the right side of the screen, under Invite People, type the names or email

addresses of the people that you want to invite, set permissions (view or edit), type a

message (optional), and then tap or click Share. People on your invitation list will

receive a link to the notebook.

TIP: You can also share a notebook directly from OneDrive for Business. Just right-click the notebook on

OneDrive for Business, tap or click Copy shortcut, and then send the link to the person that you want to share

the notebook with.

Sharing notes in a Lync online meeting

To share notes in a Microsoft Lync online meeting:

1. Open the notebook that you want to share.

2. Tap or click File, and then tap or click Share.

3. On the left side of the screen, under Share, tap or click Share with Meeting, and then

tap or click Share with Meeting on the right side of the screen.


4. In the Share Notes with an Online Meeting dialog box, select an existing meeting or

tap or click Start a new Lync Meeting.

Sharing notes in an Outlook meeting invitation

Integration with the Microsoft Outlook messaging and collaboration client is improved in

OneNote 2013. You can connect your notes directly to an Outlook meeting invitation.

Meeting participants can then tap or click the View meeting notes link in the invitation to

open the notes.

When you attach notes to a meeting invitation, OneNote automatically records the meeting

date and time, the meeting organizer, and meeting participants.

To share notes in Outlook:

1. Open the Outlook 2013 Calendar, tap or click the Home tab, and then tap or click New

Meeting or New Lync Meeting.

2. On the Meeting tab, tap or click Meeting Notes.

3. If you want to share the notes with other participants at the meeting, in the Meeting

Notes dialog box, tap or click Share notes with the meeting. If you want to take notes

just for yourself, tap or click Take notes on your own.


4. In the Choose Notes to Share with Meeting dialog box, select the notebook and the

page in the notebook where you want to insert the notes. If the notebook doesn’t exist

yet, tap or click New Notebook.

Taking notes in a Lync online meeting

You can use a single set of notes for all meeting participants when you use OneNote and

Lync together. Invite attendees, add the presentation or document that you’re discussing,

and everyone can take notes.

To take notes in a Lync online meeting:

1. In a Lync conversation window, tap or click the button.

2. At the top of the dialog box that appears, tap or click ONENOTE.

3. Tap or click Shared Notes if you want to share notes with other participants. Tap or

click My Notes if you want to take notes just for yourself.

Seeing who is collaborating

In OneNote 2013, you can identify and authenticate other authors more easily by using

integrated profiles. Search for notebook changes and revisions by authors’ names and view

all recent edits. You’ll see a colored bar next to new or edited text.


Searching through notes

In OneNote 2013, you don’t have to remember where you put anything. Your notes are

automatically saved and searchable. You can even find the words that you’re looking for in

pictures.

Reducing distractions by using Full Page view

Your notes are the most important part of OneNote. When you want to reduce distractions

and see just your notes, you can use Full Page view:

Tap or click the View tab, and then tap or click Full Page View (or press F11).

To go back to Normal view, tap or click the three dots at the top of the OneNote window.

Using touch

OneNote 2013 provides support for touch-enabled computers and devices that are running

the Windows 8 and Windows 7 operating systems, so you can be productive with or

without a keyboard.

If you want to enlarge the space between buttons on the ribbon to make it easier to select

options by using your fingers, you can use the Touch/Mouse Mode button. You can add

the Touch/Mouse Mode button to the Quick Access Toolbar so that you can easily switch

back and forth between touch and mouse modes.

To add the Touch/Mouse Mode button to the Quick Access Toolbar:

1. Tap or click the arrow on the Quick Access Toolbar.

2. Tap or click Touch/Mouse Mode to add it to the toolbar.


3. Tap or click the Touch/Mouse Mode button on the Quick Access Toolbar, and then

select the mode that you want.

Even without switching to touch mode, when you merely touch the screen, OneNote adapts

the user interface for touch input.

For more information

What’s new in OneNote 2013

http://office.microsoft.com/en-us/onenote-help/what-s-new-in-microsoft-

onenote-2013-HA102749260.aspx?CTT=1

Video: What’s new in OneNote 2013

http://office.microsoft.com/en-us/support/video-whats-new-in-onenote-

2013-VA102834142.aspx?CTT=1

OneNote 2013 Quick Start Guide

http://office.microsoft.com/en-us/support/onenote-2013-quick-start-guide-

HA103673691.aspx?CTT=1

Set up OneNote 2013 to store your notebooks on OneDrive

http://office.microsoft.com/en-us/onenote-help/set-up-onenote-2013-to-

store-your-notebooks-on-skydrive-HA102938198.aspx?CTT=1

Basic tasks in Microsoft OneNote 2013

http://office.microsoft.com/en-us/onenote-help/basic-tasks-in-microsoft-


Create your first OneNote 2013 notebook

http://office.microsoft.com/en-us/support/create-your-first-onenote-2013-

notebook-RZ102925079.aspx?CTT=1

Make the switch to OneNote 2013

http://office.microsoft.com/en-us/onenote-help/make-the-switch-to-

onenote-2013-RZ102924426.aspx?CTT=1

http://office.microsoft.com/en-us/onenote-help/what-s-new-in-microsoft-onenote-2013-HA102749260.aspx?CTT=1

http://office.microsoft.com/en-us/onenote-help/what-s-new-in-microsoft-onenote-2013-HA102749260.aspx?CTT=1

http://office.microsoft.com/en-us/support/video-whats-new-in-onenote-2013-VA102834142.aspx?CTT=1

http://office.microsoft.com/en-us/support/video-whats-new-in-onenote-2013-VA102834142.aspx?CTT=1

http://office.microsoft.com/en-us/support/onenote-2013-quick-start-guide-HA103673691.aspx?CTT=1

http://office.microsoft.com/en-us/support/onenote-2013-quick-start-guide-HA103673691.aspx?CTT=1

http://office.microsoft.com/en-us/onenote-help/set-up-onenote-2013-to-store-your-notebooks-on-skydrive-HA102938198.aspx?CTT=1

http://office.microsoft.com/en-us/onenote-help/set-up-onenote-2013-to-store-your-notebooks-on-skydrive-HA102938198.aspx?CTT=1

http://office.microsoft.com/en-us/onenote-help/basic-tasks-in-microsoft-onenote-2013-HA102749198.aspx?CTT=1

http://office.microsoft.com/en-us/onenote-help/basic-tasks-in-microsoft-onenote-2013-HA102749198.aspx?CTT=1

http://office.microsoft.com/en-us/support/create-your-first-onenote-2013-notebook-RZ102925079.aspx?CTT=1

http://office.microsoft.com/en-us/support/create-your-first-onenote-2013-notebook-RZ102925079.aspx?CTT=1

http://office.microsoft.com/en-us/onenote-help/make-the-switch-to-onenote-2013-RZ102924426.aspx?CTT=1

http://office.microsoft.com/en-us/onenote-help/make-the-switch-to-onenote-2013-RZ102924426.aspx?CTT=1


Keyboard shortcuts in OneNote 2013

http://office.microsoft.com/en-us/onenote-help/keyboard-shortcuts-in-


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STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. © 2014 Microsoft Corporation. All rights reserved.

http://office.microsoft.com/en-us/onenote-help/keyboard-shortcuts-in-onenote-2013-HA102749248.aspx?CTT=1

http://office.microsoft.com/en-us/onenote-help/keyboard-shortcuts-in-onenote-2013-HA102749248.aspx?CTT=1