Follow this link for the [French] version.

Version :      √ OneNote desktop

 

You may dock a note on the right side of your desktop, so that it’s always visible while you look at other programs (or other notes) on the left portion of your desktop.

The intended purpose of this OneNote feature is to take linked notes  :

  • notes taken while visiting a web site (works with IE, but not Edge) or any other Office document (Word, Powerpoint, Excel *, OneNote) linked to their source via a link, and with a thumbnail.

 

linked-notes3
Passing-by the mouse over the Office program logo will show a thumbnail ; clicking on the logo will open the document !

 

But you may also benefit from this feature to speed up the navigation in your notebook (like flipping pages in a notebook) :

Using docked note in combination with a Table Of Content :

  • Assuming you have a Table of Content for a specific Project / Topic (this project’ notes and its Table of Content are located in a dedicated section) : go in this Table of Content ;
  • Add an entry in this Table of Content, typing [[page title]] (refer to blog post Table des matières [French]) ;
  • Move the newly created note next to the Table of Content ;
  • Head to the Table of Content ;
  • Dock it ;
  • You may now click on the links (the various entries of your Table of Content), to open your notes on the left side of the desktop, until you find the requested information ;
  • On the right side of the desktop, click on the Next Page button to come back to your note (see blog post Navigation on this matter) ;
  • Take notes (on the right side of the screen) while having the other note on the left side of the screen (don’t forget to deactivate Linked notes if that’s not necessary) ;
  • When the note if finished, move it to your main section.
fenetre ancrée resize
Demo of Workflow 2 (below)

Workflow 2 :

  • Assuming you have a Table of Content for a specific Project / Topic (this project’ notes and its Table Of Content are located in a dedicated section) :
  • Before writing a new note, add an entry in the Table of Content typing [[Page title]]
  • Move the newly created note in the Main section of your notebook
  • Dock it
  • You may now click on the links (the various entries of your Table of Content), to open your notes on the left side of the desktop, until you find the requested information ;
  • To come back to your note, click on the last entry of your Table of Content

 In summary :

  • Workflow 1 : 2 notes simultaneously visible : the one you are writing, plus another you are referring to ;
  • Workflow 2 : the table of Content is always visible on the right, and your notes on the left

⇒ this shows that there are several ways to use this feature : with some practice you will find the one most suitable for you.

Why having the Table of Content in a specific section (not your main section) ?

1.To find it quickly !

Having the Table of Content in a section dedicated to this Project, that purposely contains a limited number of notes (no more than the screen’ height) allow to come back very quickly to the Table of Content : you simply have to click on the section’ tab, and then on the first page’ tab.

That’s why my dedicated section look like this one :

Structure bloc note2

2.Because you may have several Table of Content : one by Project of course, but also other Table of Content to help navigating through notes related to any topic or area of interest.

3. Because a note may contain information related to several projects (a minute meeting with a customer for instance may contain information related to Turnover’ forecast, new product launch, contracts…) : that’s the reason why I suggest to keep a Main section to store most of your notes, sorted by dates, and a dedicated section that contain the Table of Content, and few essential notes on this Project (Contact, to do…).

Feature of a docked note :

The ribbon – which is always available through the triple dot handle bar (on the top of the screen while in Full Page mode) overlaps with the upper portion of the page (where normally you have the title !), as in any normal window.

But, you may not be able to keep the ribbon open (« pin the ribbon ») directly, to keep the commands always visible : to do that you need to press the Ribbon Display Options button (n° 3 below) and choose Show tabs.

Differences de commande2.png
Note the difference between the docked window (right) and normal window (left).

Note that you can increase the size of a docked note, but it may not exceed 50% of the screen (it is thus different than multi-window in Windows 8 ou 10).

Finally, a docked window show a « Fixed » note (except if you navigate with Previous / Next Page buttons) : clicking on any link on the docked window will show the related note on another window : that’s the feature used to keep the Table Of Content always visible in the previous workflow !

In summary :

Comparatig EN.png

Using docked notes without a Table of Content :

For the reason shown above, I prefer to work on the right window (the docked note), and use the left side to navigate in my notebook (using Page tabs), seeking for information.
In this case, don’t forget to deactivate linked notes !

Launching a docked note :

There are 3 different buttons, in two different Tabs (View and Review ) to get a docked note : don’t get confused !

Differences are subtle :

Comparatif des 3 boutons.png

With some practice, this workflow will become familiar to you, and you’ll be able to make the most of OneNote, and a wide screen.

If you wish, feel free to watch the video I have made for the OneNote Learn Conference 2016, on this topic. Docked Page + Table of Content’ workflow starts at 13’00 ».

Hope you liked it !

 

Update 20/11 : Curiously, it seems impossible to link notes to Excel file… As far as I am concerned, I never managed to do it. This Microsoft web site seems to acknowledge it…

Update 29/11 : OneNote Gem seems to bring this feature (and support for .pdf document, and other browsers like Chrome Opera and Safari). Not cheap, but may be useful.

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