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Upgrading to Office OneNote 2010

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Course description+

Our one-level Upgrading to Office OneNote 2010 training courseware will help students who are familiar with earlier versions of OneNote upgrade to the 2010 edition.

Section One is all about getting started. To begin, the new features of the application and the interface are covered. Then, students will learn how to customize the ribbon interface and the Quick Access toolbar.

Section Two gets into some of OneNote’s new and improved tools. To start, we’ll look at using the OneNote calculator and creating equations. We’ll also explore the mini translator, Quick Styles, and bullet list improvements.

Section Three explores notebooks management tools. We will cover how to create and manage notebooks, section groups, sections, and pages. Unfiled Notes will also be discussed.

Section Four is all about OneNote and the Web. First, we will cover how to create a shared notebook with Windows Live SkyDrive. Then, we will look at how to use the OneNote Web App and synchronize notebooks with the desktop version. The section will conclude with a look at versioning and collaboration tools, including the notebook Recycle Bin.

Section Five begins with a look at OneNote’s improved search tools. Then, printing techniques and saving information to PDF or XPS are covered. Send to OneNote and the OneNote printer are also discussed. Finally, docking OneNote to the desktop and linked note taking are covered.

By the end of this Upgrading to Office OneNote 2010 training course, students will be able to make the most of Microsoft OneNote 2010’s new features. As always, Velsoft training materials are fully customizable to meet the needs of trainers and students alike!

Course outline+



Section 1: Getting Started

Lesson 1.1: Getting Started

What is Microsoft Office OneNote 2010?

What’s New in Microsoft Office OneNote 2010?

Opening OneNote

Interacting with OneNote

Using the OneNote Notification Icon

Closing OneNote


Skill Sharpener

Lesson 1.2: Interface Basics

Interface Overview

Understanding and Using the File Menu (Backstage View)

Using Standard Tabs

Using Contextual Tabs

Minimizing the Ribbon


Skill Sharpener

Lesson 1.3: Using the Quick Access Toolbar

The Default QAT Commands

Adding Commands

Removing Commands

Customizing the Toolbar


Skill Sharpener

Lesson 1.4: Customizing the Ribbon

Getting Started

Adding or Removing Tabs

Arranging Tabs and Groups

Creating New Tabs and Groups

Customizing Group Commands

Resetting all Customizations


Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: New and Improved OneNote Tools

Lesson 2.1: Doing Math with OneNote

Doing Simple Math

Inserting Built-In Equations

Using the Equation Tools – Design Tab

Creating a Custom Equation


Skill Sharpener

Lesson 2.2: Doing More with Equations

Changing Equation Display

Converting an Equation to Text

Creating Ink Equations

Deleting an Equation


Skill Sharpener

Lesson 2.3: Using Translations and Improved Formatting Tools

Using the Mini Translator

Playing a Translation

Copying and Pasting Translations

Setting Mini Translator Options

Applying Quick Styles

About Bullet List Improvements


Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

Section 3: Managing Notebooks

Lesson 3.1: Organizing Your Notes

Creating a New Notebook

Creating New Pages

Creating Sections

Creating Section Groups

Managing Unfiled Notes


Skill Sharpener

Lesson 3.2: Working with Pages

Inserting Pages and Subpages

Promoting and Demoting Pages

Moving and Copying Pages

Changing the Order of Pages

Deleting Pages


Skill Sharpener

Lesson 3.3: Working with Sections and Section Groups, Part One

Renaming Sections and Section Groups

Deleting Sections and Section Groups

Changing the Color of Sections

Copying a Link to a Section


Skill Sharpener

Lesson 3.4: Working with Sections and Section Groups, Part Two

Moving Sections and Section Groups

Copying Sections and Section Groups

Merging Sections

Saving Sections


Skill Sharpener

Section 3: Case Study

Section 3: Review Questions

Section 4: Sharing and Synchronizing OneNote Information

Lesson 4.1: Creating Shared Notebooks

Getting Started

Creating a Shared Notebook

Sending Invitations

Opening Shared Notebooks

Stopping Sharing


Skill Sharpener

Lesson 4.2: Using the OneNote Web App

Viewing Notebooks from the Internet

Using Backstage View

Understanding the Command Tabs

Working with Online Notebooks

Opening Online Notebooks in OneNote 2010


Skill Sharpener

Lesson 4.3: Keeping Notebooks Up to Date

Controlling Synchronization

Syncing All Notebooks

Syncing Individual Notebooks

Viewing Synchronization Status


Skill Sharpener

Lesson 4.4: Working with Versions

Viewing Page Versions

Salvaging Old Versions

Deleting Old Versions

Disabling Version History

Using the Notebook Recycle Bin


Skill Sharpener

Lesson 4.5: Collaboration Tools

Using Author Indicators

Viewing New Content

Viewing Changes by Author

Marking Changes as Read or Unread


Skill Sharpener

Section 4: Case Study

Section 4: Review Questions

Section 5: Searching and Printing with OneNote

Lesson 5.1: Searching Your Notebook

Using the Find Command

Searching in OneNote

Navigating Through Search Results

Setting the Default Search Scope


Skill Sharpener

Lesson 5.2: Printing Your Notebook

Using Print Preview

Choosing What to Print

Printing Your Notebooks

Saving a Page to PDF or XPS


Skill Sharpener

Lesson 5.3: Sending Information to OneNote

Copying Information into a Note

Using the Send to OneNote Command

Customizing Send to OneNote

Using the OneNote Printer


Skill Sharpener

Lesson 5.4: Docking OneNote to the Desktop

Docking and Undocking a Window

Using Linked Note Taking

Command Tabs Available in Docked Mode

Navigating in Docked Mode


Skill Sharpener

Lesson 5.5: Linking Notes

Enabling or Disabling Automatic Note Linking

Creating Linked Notes

Viewing Linked Notes

Manually Linking Notes

Copying a Link for an Item

Clearing Links


Skill Sharpener

Section 5: Case Study

Section 5: Review Questions

Answer Key

Section 1

Section 2

Section 3

Section 4

Section 5


What you get+

Instructor Guide

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Student Manual

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Exercise Workbook

Whether or not you choose to introduce exercises into your training is up to you as the facilitator. In case you want to do this Velsoft offers you an Exercise Workbook (also customizable) that is specific to the course you are offering.

Sample Files

Each Velsoft courseware title comes with a Lab Workbook loaded with activities and exercises to practice and reinforce the learners' understanding of the course objectives. Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the trainer, do not have to prepare activity working files.

Powerpoint Deck

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Quick Reference Guide

Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quick Reference Guide summarizes in two pages the most important elements in each courseware title.

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