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Intermediate Microsoft OneNote Tutorial

written by: •edited by: Christian Cawley•updated: 9/9/2010

You have mastered creating, editing and otherwise working with notes in OneNote. Now, learn how to organize your notes using sections, subpages, flags and more. These OneNote instructions will show you how to create Outlook items using OneNote, as well.

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    Working with Flags and Tags

    Tags in Outlook 2010 

    OneNote instructions regarding how to organize your notes is just as important as instructions for creating them. If you cannot find your notes, they are not much good to you. Adding flags or tags to your notes can help you locate them quickly.

    In OneNote 2003, you can add a note flag to a paragraph, picture or canvas. You can add multiple flags to one item. To begin adding flags, go to the View menu, point to Toolbars and select Note Flags. Click where you want the flag and select the flag or flags you wish to add.

    To find notes with a specific flag, click Note Flags Summary on the Standard toolbar. Select the location of the flagged notes you want to view, or specify how you want the flagged notes grouped in the Group note flags by box.

    OneNote 2007 and 2010 use tags rather than flags. In OneNote 2007, click where you want to add a tag. Click the arrow beside Tags on the toolbar and select the tag you want to add. To find tagged objects, click the arrow next to Tags on the Standard toolbar and select Show All Tagged Notes. You can narrow the search using the options in the Tags Summary pane.

    In OneNote 2010, click where you want to add a tag. Click the arrow in the Tags gallery in the Tags group on the Home tab. Find and apply the tag you want to use. Click the Find Tags option in the Tags group to locate tagged items.

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    Working with Pages and Sections

    OneNote 2010 Section 

    Just as a physical notebook has multiple pages or pages within sections, you can use pages, subpages and sections in OneNote. Instructions are relatively simple, as well. Simply click the New Page tab to add a new page. To add a subpage, click the New Page arrow and select New Subpage.

    The OneNote instructions for adding a section are just as easy. In OneNote 2003 or 2007, go to the File menu, click New and select Section. In OneNote 2010, you can right click any page tab and select New Section.

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    Working with Outlook

    OneNote also works well with Microsoft Outlook. You can create Outlook items from within OneNote or insert details from Outlook into a note in OneNote. What you can create and how to do so depend on your version of OneNote.

    OneNote 2010 Outlook Tasks 

    In OneNote 2003 and 2007, you can create Outlook appointments, contacts, tasks and more. Go to the Tools menu and select Create Outlook Item. Choose the type of item you wish to create and enter the information into it.

    In OneNote 2010, you can create an Outlook task or email. Click Outlook Tasks in the Outlook group of the Home tab to create an Outlook task, or Email Page in the Outlook group of the Home tab to create an Outlook email.

    To insert Outlook meeting details into a OneNote 2003 or 2007 note, go to the Insert menu and select Outlook Meeting Details. Click on the calendar icon to select the date of the meeting. Click on the meeting and then click Insert Details. In OneNote 2010, click Meeting Details in the Outlook group of the Home tab. Click Choose a Meeting from Another Day to select the date of the meeting. Click on the meeting and then click Insert Details.

    Your notes will be easier to organize and share than ever before.