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Microsoft 365 OneNote


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Microsoft 365 OneNote Training Materials

OneNote is Microsoft’s note-taking and organizational application. This version of OneNote offers the same easy note-taking experience as other versions, with a refreshed look and feel.

By the end of this course, users should be comfortable creating a new OneNote notebook, customizing the interface, entering information into OneNote from a variety of sources, and using OneNote’s collaboration tools.

The six lessons focus on:

  • Getting to know 365 OneNote
  • Adding content to a notebook
  • Using advanced tools
  • Managing files
  • Finalizing a notebook
  • Sharing notebooks and customizing OneNote

About This Course

Course Prerequisites

Course Overview

Course Objectives

How To Use This Book

Lesson 1: Getting to Know 365 OneNote

TOPIC A: Navigate the 365 OneNote Environment

The OneNote Workspace

The Notebook


The OneNote Ribbon

Activity 1-1: Navigating the 365 OneNote Environment

TOPIC B: Create a Notebook

Opening Notebooks

Creating a New Notebook

The Notebook Properties Dialog Box

Sharing a Notebook

Restoring Notebook Backups

Closing a Notebook

Activity 1-2: Creating a Notebook

TOPIC C: Add Content Elements to a Notebook

Creating Pages

Creating Subpages

Creating Sections

Creating Section Groups

Managing Pages, Sections, and Section Groups

Using Pre-Designed Templates

Activity 1-3: Adding Content Elements to a Notebook

TOPIC D: Use Viewing Tools

The View Tab

Docked Windows

Full Page View

Customize Ribbon Display

Activity 1-4: Using Viewing Tools

TOPIC E: Share and Collaborate on Notebooks

Microsoft OneDrive

Sharing a Notebook

Edit Notes in a Shared Notebook

Synchronize Changes

Use OneNote on Other Devices

Activity 1-5: Sharing and Collaborating on Notebooks


Review Questions

Lesson 2: Adding Content to a Notebook

TOPIC A: Modify Formatting in a Notebook


Text Formatting Options

The Format Painter

Paste Options

Create a List from Text

Activity 2-1: Modifying Formatting

TOPIC B: Add Images to a Notebook

Insert a Picture from a File

Insert Online Pictures

Insert a Screenshot

Set an Image as the Background

Add Stickers to a Page

Activity 2-2: Adding Images to a Notebook

TOPIC C: Add Tables to a Notebook

Inserting Tables

Using the Table Tab

Modifying the Table

Converting a Table to an Excel Spreadsheet

Activity 2-3: Adding Tables to a Notebook

TOPIC D: Add Audio and Video to a Notebook

Inserting an Audio or Video File from Your Computer

Inserting an Online Video

Recording an Audio File

Recording a Video File

Contextual Audio and Video Notes

Activity 2-4: Adding Audio and Video to a Notebook


Review Questions

Lesson 3: Using Advanced Tools

TOPIC A: Add Quick Notes and Links

Quick Notes

Linked Notes

Text Links

Wiki Links

Activity 3-1: Adding Quick Notes and Links

TOPIC B: Insert Symbols and Equations



Ink to Math

Math Assistant

Activity 3-2: Inserting Symbols and Equations

TOPIC C: Use Drawing Tools

Touch Mode

Drawing Tools

Pen Mode


Shape Tool

Eraser Tool

Ink to Shape or Text

Activity 3-3: Using Drawing Tools

TOPIC D: Use Tags

Tagging Content

Removing Tags from Content

Deleting a Tag

Creating Custom Tags

Searching for Tags

Activity 3-4: Using Tags


Review Questions

Lesson 4: Managing Files

TOPIC A: Work with Embedded Files

Inserting Excel Spreadsheets

Attaching Files

Inserting Printouts

Using Print to OneNote

Activity 4-1: Working with Embedded Files

TOPIC B: Export Content

Page and Section Export

Notebook Export

Password Protecting a Section

Activity 4-2: Exporting a Notebook

TOPIC C: Manage the Notebook Recycle Bin and Backups

The Notebook Recycle Bin

Notebook History and Page Versions

Notebook Backups

Activity 4-3: Managing the Notebook Recycle Bin and Backups


Review Questions

Lesson 5: Finalizing a Notebook

TOPIC A: Use Review and Research Tools

The Spell Checker

The Thesaurus

Smart Lookup

The Accessibility Checker

The Translator

Language Preferences

Activity 5-1: Using Review and Research Tools

TOPIC B: Search Notebooks

The Search Option

The Text Recognition Feature

Audio Search

Activity 5-2: Searching Notes

TOPIC C: Print Notes

The Page Setup Group

The Print Preview and Settings Dialog Box

Printing a Notebook

Activity 5-3: Printing Notes


Review Questions

Lesson 6: Sharing Notebooks and Customizing OneNote

TOPIC A: Send a Notebook and Use Integrations

Sending Notes to Yourself

Sending OneNote Pages

Outlook Integration

Blog Integration

Activity 6-1: Sending a Notebook and Using Integrations

TOPIC B: Customize the Interface

The OneNote Options Dialog Box

Add a Command from the Ribbon to the Quick Access Toolbar

Using the Customize Quick Access Toolbar Menu

Quick Access Toolbar Customization Options in the OneNote Options Dialog Box

Ribbon Customization Options in the OneNote Options Dialog Box

Activity 6-2: Customizing the Interface


Review Questions

Lesson Labs

Lesson 1

Lesson Lab 1-1

Lesson Lab 1-2

Lesson 2

Lesson Lab 2-1

Lesson Lab 2-2

Lesson 3

Lesson Lab 3-1

Lesson Lab 3-2

Lesson 4

Lesson Lab 4-1

Lesson 5

Lesson Lab 5-1

Lesson Lab 5-2

Lesson 6

Lesson Lab 6-1

Course Wrap-Up

Post-Course Assessment

Course Summary


Keyboard Shortcut Quick Reference Sheet


What you get goes here.

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