Home / Non-Accredited / Microsoft Office & Computer Skills / Microsoft OneNote Essentials (1 day)
Quick Look Course Summary:Microsoft OneNote Essentials (1 day)
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Next Public Course Date:
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Length: 1 day(s)
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Price (at your venue): 1 Person R 5,654 EX VAT 3 Person R 3,982 EX VAT 10 Person R 2,954 EX VAT
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Certification Type:Non-Accredited
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Locations & Venues: Off-site or in-house. We train in all major city centres throughout South Africa.
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Microsoft OneNote Essentials (1 day)
Delegates leave with a working notebook for a real project or team – organised, searchable, shared and backed up – and the habits to keep every note and action in one place.
Notes from meetings, site visits, phone calls and training sessions end up in paper notebooks, emails, phone photos and loose Word files – and the action from Tuesday's meeting is lost by Friday. This one-day OneNote training gives staff one place for all of it. OneNote comes with Microsoft 365, so most organisations already own it; very few use it well.
Delegates set up a notebook for a real project or team, organise it into sections and pages, and practise capturing notes quickly: typed, handwritten, clipped from the screen, photographed, recorded or attached. They tag action items, pull every open action onto one summary page, build a template for recurring notes such as minutes or site inspections, and share the notebook so colleagues in other offices see the same pages.
The day closes with protecting and finding notes: backups, recovering deleted pages, password-protected sections, export to PDF, search and shortcuts. Everything is hands-on at a computer with South African workplace examples, and delegates leave with a notebook structure they can use the next morning.
Why this course
For your organisation
- Meeting notes, decisions and actions in one shared place instead of scattered across inboxes
- Project and client notebooks that survive when a staff member leaves
- Less re-typing: screen clippings, photos, attachments and recordings sit next to the notes
- Better use of a tool the organisation already pays for in Microsoft 365
For your delegates
- A notebook structure set up during the day for your own project or team
- Faster note-taking with tags, checklists, templates and shortcuts
- One summary page that lists every open action across all your notes
- Notes you can find in seconds, on your laptop, phone or in the browser
What delegates will be able to do
- Set up notebooks, sections, section groups and pages that a team can find their way around
- Capture meeting notes quickly with styles, lists, tags, checklists and date stamps
- Insert pictures, screen clippings, file printouts, attachments, tables and links into notes
- Record audio during a briefing and review it alongside the typed notes
- Use the Draw tools to sketch, highlight and convert handwriting to text
- Build and apply page templates for recurring notes such as minutes and site inspections
- Find anything with search and tags, and pull all open action items onto one summary page
- Back up, recover, password-protect, export and print notes
- Work faster with keyboard shortcuts, Quick Notes and pinned pages
Who should attend
Anyone who takes notes at work and needs to find them again: managers and team leaders, personal and executive assistants, project coordinators, sales and account staff, site and field staff, auditors, trainers and administrators. No previous OneNote experience is needed; delegates should be comfortable using Windows and Microsoft 365.
Course outline
Day 1 – One place for every note and action
Getting started with OneNote
- What OneNote is for and where it fits next to Word, Outlook and Teams
- The desktop app compared with the web and mobile versions
- A tour of the interface: notebooks, section tabs, page list and ribbon
- Creating a notebook, opening an existing one and closing notebooks you no longer need
- Where notebooks live – OneDrive or SharePoint – and how syncing keeps every device up to date
- Working offline during load-shedding and syncing when the connection returns
Organising notebooks, sections and pages
- One notebook per project, client or team: deciding what goes where
- Sections and section groups for a notebook that keeps growing
- Pages and subpages; moving, copying and reordering them
- Naming conventions so a colleague can find a page without asking
- A worked structure for a team notebook: meetings, decisions, reference, archive
Writing and formatting notes
- Typing anywhere on the page and managing note containers
- Fonts, colours and styles for headings and body text
- Bullets, numbering and indents for agendas and action lists
- Built-in tags: To Do, Important, Question, and adding your own
- Date and time stamps for calls and site visits
- Checklists for tasks, and tables for structured notes such as agenda, owner and due date
Pictures, files, links, audio and video
- Inserting pictures and screen clippings – a whiteboard photo or a chart from a report
- File printouts and attachments: the PDF agenda and the Excel budget next to the minutes
- Links to websites, documents and other pages in the notebook
- Recording audio in a briefing while you type, and reviewing the recording later
- Inserting video and other online content
- Keeping multimedia organised so pages stay quick to open
Drawing, handwriting and templates
- The Draw tab: pens, highlighters and erasers
- Drawing with a pen, a finger on a touchscreen or a mouse
- Highlighting what matters and sketching a quick diagram with shapes and lines
- Converting handwritten notes to typed text
- Built-in page templates, and designing your own for minutes, site inspections or interviews
- Saving a custom template and setting it as the default for a section
Finding, protecting and working faster
- Searching across every notebook and filtering the results
- Custom tags and a summary page that gathers every open action in one place
- Finding recent changes and who edited a shared page
- Backing up notebooks and recovering deleted pages or sections
- Password-protecting a section with confidential notes
- Exporting pages or notebooks to PDF and printing from OneNote
- Keyboard shortcuts, a customised ribbon, Quick Notes and pinned pages
- Page backgrounds and rule lines, and clearing the clutter
How it is delivered
One day, 08:30-16:00. In person at your offices anywhere in South Africa, at a BOTI venue, or live online. One delegate or a group of up to 20, each at their own computer with OneNote (Microsoft 365); a touchscreen or pen is useful for the drawing module but not required. Laptops with the software can be supplied on request. Workbook and practice notebook included. We deliver it at your offices in Johannesburg, Pretoria, Durban, Cape Town and anywhere else in South Africa, at a BOTI venue in Johannesburg, or live online for teams in different places.
What our clients say
“The facilitator effectively encouraged participation and used practical examples, discussions and interactive activities to ensure that the concepts were understood and could be applied in the workplace.”
“Business Optimization Training Institute facilitated Microsoft Excel Training for our company. The course was efficiently scheduled and planned around our timetable. We were impressed by the quality of training.”
“The training was very informative and practical, leaving our employees feeling confident in their ability to leverage Excel more effectively.”
Frequently asked questions
Which version of OneNote do you teach?
The OneNote desktop app that comes with Microsoft 365 (OneNote 2024). Delegates who use OneNote in the browser or on a phone work with the same notebooks and most of the same tools, and we point out the differences as we go.
Do delegates need any OneNote experience?
No. They should be comfortable using Windows and Microsoft 365. The facilitator sets the pace for beginners.
Can you run this course at our offices?
Yes. Most groups are trained at the client's premises anywhere in South Africa; we can also host it at a BOTI venue or deliver it live online. Laptops with the software can be supplied on request.
How many people can attend?
From one delegate to groups of about 20, each at their own computer. The price per delegate drops as the group grows – see the price table, or ask us for a quote.
Is it accredited?
No – it is a non-accredited short course and delegates receive a BOTI certificate of attendance.
Is OneNote part of a longer course?
Yes. It is day five of Microsoft Office All-in-One: Word, Excel, PowerPoint, Outlook and OneNote (5 days). It also pairs well with Microsoft Outlook Beginners (1 day) for staff who manage meetings and actions.