Like just about every other productivity technique, “Mind Mapping” has vociferous proponents and those who’ve tried it but never quite made it stick. The general idea is to try to represent a complex but related series of thoughts and topics onto a diagram that helps to organise them, and to aid recall. Mind maps are perhaps more useful for the person doing the mapping as a way of sorting their own brain out, than as a means of communicating to other people or even to record those thoughts for much later consumption. Like writing a status report, the act of doing the report or compiling the map prompts valuable activity more than the resulting artefact which might never be read. Research has shown that more visually oriented people are likely to get more out of mind mapping, and using a mind map to try to remember stuff has a fairly short shelf life. If you’ve not tried mind mapping, the simplest way is to start with a blank sheet of paper and a pen. Read some more here about the concepts. Or here, realising that the site is basically trying to sell you mind mapping software. There’s a more balanced view of different software packages, here. You don’t need to pay for your mind mapping software, though… OneNote could be a great way of doing it, especially if you have a PC with a stylus. There are a few 3rd party addins to OneNote (desktop version) that provide additional functionality for mind mapping, though the same don’t necessarily work with the Modern App version – something that’s been picked up on the User Voice forums. If you’ve got Visio on your PC, you could try the Brainstorm template, using Visio’s core strength of creating and associating shapes, moving them around, hyperlinking between them as appropriate and so on. This functional approach can be a bit too structured and formal, some people preferring a much more freehand, flowing kind of mind map to basically do a brain dump. Maybe a good way of publishing an already-sketched mind map? Here’s a step-by-step guide (originally written for Visio 2010). Watch this 10-minute tutorial video if you’d like a more visual approach. There are some more brainstorming tips and tricks for Visio 2016 here. Another option is to try some specific mind mapping software – there are some very good examples of such in the Microsoft Store. One particularly good app is Mind Maps Pro, which is free for a few days (as of end of June 2018 – install it now; even if you don’t try it right away, it’ll save you a good few £/$/€/etc as and when you give it a go). The app has simple hierarchical mapping features, and some freehand support – including Ink – with easy additions of structure, auto-layout and the like – it’s a great way to creating a mind map on Windows. It can automatically sync your maps to OneDrive, too, and export to PDF/PNG. |
Category: Office
Tip o’ the Week 427 – OneNote roadmap update
As has been covered many times previously on ToW, the OneNote app has a lot of fans who love the product and use a lot of its features, especially when it’s used in the Classroom. Defectors to other platforms sometimes bemoan the lack of OneNote (or a decent alternative) as a hurdle in using their chosen environment. Talking about OneNote can be confusing, though, as there are the two PC versions – OneNote 2016, the Win32 app that’s evolved ever since the first version shipped as part of Office 2003, and the shiny new codebase that is OneNote for Windows 10, the Store app which also shares a lot of its UX with the Mac, mobile and web versions. Differences are explained here. Major users of OneNote may have noticed that over the last couple of years, the traditional Windows app hasn’t received a whole lot of new functionality, but the Store version has had regular updates with extra features… though it is a much simpler app anyway, so there’s more to improve. The Recently, the OneNote team announced that there will be no further development of the traditional OneNote 2016 application, and that it won’t be installed by default in the next iteration of Office (though it will still be available as an option, in case you can’t live without it). New features are planned for the Store version – like support for tags, and what looks to be a tweak to the search experience, which will provide additional search refinements. Whether it’s as good as the somewhat obscure but quite powerful Search capability in the 2016 app remains to be seen. To get the latest version of the OneNote app, first check it’s up to date, or join the Office Insiders program. Windows Insiders also get early access to OneNote versions, and there’s an Experimental Features option (in the ellipsis “···” Settings & More menu, Options). Paul Thurrott – an unashamed fan of the OneNote for Windows 10 app, preferring it to its elder sibling – also reported on the news. Paul points out that the UWP version has better support for ink, that syncing is faster, performance is better etc. Tech Republic has some further commentary too. To keep up with other news on OneNote, you could do well to follow William Devereux from the OneNote team on Twitter, as recommended by Windows Central’s “50 influencers” article. |
Tip o’ the Week 424 – Tracking meeting responses
Office 365 updates roll in on a regular basis – that’s kinda-the-point of delivering a service rather than once-every-three-year upgrades. To see what’s changed over time, be that for early-access Insiders or for regular subscribers, see here. One seemingly minor but really notable improvement of late has been the ability for attendees of meetings to be able to see who is also joining them. How many times have you gone to a meeting – or conference call (video call even) – and not known who else was attending, since you weren’t the organiser? Well, one of the small but incredibly useful updates of late has been to show everyone who else is attending – just look at the Tracking icon on the main Meeting tab. If you are looking at a larger meeting and want to know who’s coming and who’s tardy enough to not reply, you could copy the responses to the clipboard and then paste into Excel for easy consumption. Copy Status to Clipboard, paste into a brand new Excel sheet, select the area in question and Format as Table if you’d like to easily manipulate the responses. So you can nag the people you think should be there, but haven’t showed up yet… |
Tip o’ the Week 422 – Freshening Outlook.com
Microsoft has been the butt of jokes in the past when it comes to branding, but one of the strongest product names in decades is Outlook. Originally released in 1997 as part of Office 97, the Outlook application has come a long way over the years. As world+dog runs from discrete and perpetually licensed software, to SaaS applications delivered via a variety of clients, web apps and the like, Outlook has grown into a whole family of products, not altogether without confusion. First, there’s Outlook the app that’s part of Office. That’s Office, the application suite, which can trace its roots back to 1990. There’s also a version of Outlook that’s delivered via Click2Run technology (itself rooted in App-V, formerly known as Softgrid), generally in conjunction with an Office 365 subscription. Outlook.com was the name given to the successor of the venerable and poioneering Hotmail platform, some 5 years ago. And the web front end to Exchange, either standalone or part of O365, was previously “Outlook Web Access” then “Outlook Web App”, yet is now somewhat confusingly just a web app called “Outlook”, or “Outlook on the Web”. Now, if you buy a business version of Office 365, you may or may not get the rights to use Outlook the desktop application, and you will have a web app called Outlook which is running from the Office 365 back end based on Exchange Server. If you buy a consumer version of Office 365 – Home or Personal – you’ll have email called Outlook.com, delivered to you by the same platform as the Hotmail successor but known as “Premium” and therefore without ads and with more capacity, and you may get the Outlook desktop application to use with it. Do you follow? Anyway; the Outlook.com consumer / “Premium” platform is getting a bit of a makeover, and very nice it is, too. The beta is available for anyone who wants to switch it on, but in the near term, it will become the default. And returning to Outlook on the Web, ie the version of Outlook you get in your browser when you’re on a commercial version of Office 365, it’s likely that the tailored versions for mobile phones will be retired soon, and users will be pushed to use the Outlook mobile apps for iOS or Android instead. |
Tip o’ the Week 420 – Office 365 updates
As part of the usual round of updates, Office 365 has had a bunch of changes during February and March. For many businesses (and a good few consumers), the traditional Microsoft Office (Word/Excel/PowerPoint…) app suite is now Office 365, with dozens of apps & services; even the app start banner says so. As the world shifts from discrete software purchase to a subscription model – and it’s happening everywhere – it allows software purchasers to get more incremental functionality sooner (rather than a 2-3 year refresh cycle… or more). Software publishers can charge an ongoing amount, neatly dealing with software piracy and giving themselves a more predictable revenue stream, whilst probably lowering overall support costs and maybe even making the software less expensive for the end user as a result. The latest updates for Office365 include some new additions to Word – like the consolidation of the Spell Check and Grammar functionality under the new “Editor”, found on the Review tab (just look under Check Document to see the pane on the right hand side). There are some other interesting features on the same tab (like language translation or accessibility checks), as well as dealing with style and content of your writing. Delving into Settings from within the Editor pane lets you switch on all kinds of checks for common errors in writing, or highlighting the use of words & phrases that are best avoided. Now, don’t turn on the profanity check and see how many squiggles you can generate in a single document – and stop sniggering at the back! A variety of online services now benefit from general availability of Compliance Manager, part of the tool chest that might help businesses deal with GDPR. Take a look at the Compliance Manager if you want to scare yourself silly about the amount of checks that people will be expected to complete, in order to be in line with GDPR. |
Tip o’ the Week 412 – I Stream a Stream
Not to be confused with iStream, a manufacturing process dreamed up by legendary car and Formula 1 tech guru, Gordon Murray (and who also basically invented the pit stop as we know it… if you’re interested, watch this film… it’s fascinating, really). No, this stream is about Microsoft Stream, a video service first unveiled about 18 months ago, launched last Summer and expanded in its reach to Australia, India and the UK, in October. Expect to hear more about Stream in the coming months, if ChrisCap’s appearance on Windows Weekly is any sign. In a nutshell, you could describe Stream as a corporate video sharing service – think of it like an internal YouTube/Vimeo type service that organisations could use to securely publish internal videos (like training, exec message broadcasts etc) without exposing it to the wider world. Anyone can sign up for a free trial at https://www.microsoftstream.com/. Have a play… There are lots of other enhancements besides just sharing video, that are built onto the Stream service – such as auto-captioning or speaker identification, which use elements of Azure cognitive services to parse the video and identify various components within. If you’re interested in this kind of thing, check out the Azure Video Indexer preview – it’s amazing. Try it out, then show it to your friends, family, customers, partners… and make sure they know about Stream, too – they may already be licensed to use it. Stream is a companion service to Office365 – see more on https://stream.microsoft.com/ and for pricing details specifically, see here. |
Tip o’ the Week 403 – Office Insiders and training
The Windows Insiders program is well known as an early-access scheme for Windows, with millions of users trialling out new versions regularly and getting new functionality ahead of general release. A new “fast ring” version of Windows 10 came out just the other day, in fact.
Did you know that Office has a similar programme? Office Insiders is geared towards Office 365 subscribers who want to opt-in to early releases.
Regardless if you are or are not in the Insiders group, you can see what’s new in the latest version of Office you’re running (assuming you’re on Office 2016 and subscribing to Office 365).
Try looking under File | (Office) Account menu, and check under the Office Updates section to make sure you’ve got the latest versions available to you.
Click on What’s New and you’ll see a pop-up of the latest features, with a “Learn More” link to find more. To see the latest for Office Insiders, check here.
One new feature that’s previewing for Insiders but available to anyone on the web is the new Office Training Center, which offers help in a number of features, templates and the like. There are short videos showing tips on how to use Office apps in conjunction with Office365 – check out some of the “try new things” category to see if they really are new to you.
Tip o’ the Week 401 – Go with the Flow
We all get notified of stuff that we’re probably interested in, but which we never get around to reading about in-depth, or trying out. Well, this week’s topic presents both an example of exactly that (for some of us at least) and a potential solution to it – Microsoft Flow, a free-to-use, simple*, workflow tool that can stitch all kinds of things together in a useful manner.
* some may take issue with “simple”. Bah. Flow promises to do all sorts of groovy things that nobody ever needs, like writing every email to a Google Sheet then sending your calendar a reminder to look at it. But there are lots of potentially interesting and useful things you can put together, either by using the many templates or by building your own custom flow based on simple logic. You could connect all kinds of disparate web-based services together and using triggers, fire off actions based on events happening – like a tweet about a particular topic, or a new event added to a calendar. Let’s take an example – say, you have an Office 365 work mail account and associated calendar. When you put something in your calendar which is both an all-day event, and is also marked “Out of the Office”, that probably means you’ll be out of the office all day, maybe away on a business trip or possibly even on holiday. Wouldn’t it be useful to be able to copy that to a calendar that your nearest and dearest can see, maybe even adding all the events from several family members into one place, shared with all the others? First off, you may want to log into www.outlook.com, go into Calendar and create a new shared calendar (if you don’t have one already) – give it a suitable name (like Family Calendar) and then make sure you’re sharing it with the right people you’d like to be able to see it. They will get an invite to see the shared calendar and it will be added to their own Outlook.com calendar view (as pictured way below). Now, to create the flow to copy stuff from your work to Family Calendar…
Now you should be able to see any new, all-day events that appear in your work calendar, showing up in your shared Outlook.com custom calendar. A further refinement might be to add a condition to only trigger the sync when the original meeting is set to “Out of Office” – click on Update flow to edit, then add another step, Add a condition then add Show as equals 3 – that’s the field that denotes the event’s status (busy, free etc), and “3” is the value that means “out of office”.
It’s worth having a play around with Flow, as you can do some interesting things with it (and there are connectors for all kinds of services, including Google mail & calendar, Wunderlist tasks, even grown-up apps like Dynamics or Salesforce. There are mobile apps that can take part in flows, too); do bear in mind that it takes anything up to a few minutes to fire these kinds of events, and if there’s a problem running your logic, then you’ll be notified. It may be worth adding a debug step that can be easily removed later, by getting the flow to send you an email with the values of the fields you’re interested in… |
Tip o’ the Week 396 – Handling dates in Office apps
There are many times when you may need to deal with dates in ordinary applications – and there are a few shortcuts that you can make it easier. In Outlook, any time there’s a date field (like when you’re setting a reminder, or entering the start date/time for an appointment) you can choose or enter a regular date, or put in an expression – like “2 days” or “next Tuesday” – and Outlook will figure out the offset from today, and will set the appropriate date. In some date fields (like an appointment start time), if you say “4 days” then press enter or TAB, it will evaluate the new date; if you return and put “4 days” again, it may add those extra days to the last date. Try a few other things like “next Christmas”, “3rd Sunday in November”, “2mo” , “7d” or some special days – there are some surprising ones there, like “Lincoln’s birthday”, and other events with static dates … though nothing that might change the actual date from year to year (like Easter, or Thanksgiving). In Excel, press CTRL+; to insert the current date into any cell – add a SHIFT key to insert the time instead. Excel are many date-oriented functions, but you don’t always need to write functions – simple maths can work on date fields – calculating the number of days’ difference between two dates, for example, or adding a number of days to a start date. In the desktop OneNote app, if you want to edit the date and time at the top of a page, click on the field and you’ll see a clock or calendar icon appear next to it – click on that is set to, click on that to change the value; handy if you’re updating some reference material and want to make it clear that it’s recent. Another way might be to insert the current date or time into the text: to do so, press SHIFT-ALT-D, or SHIFT-ALT-T for the current time, or SHIFT-ALT-F for the current date and time. The last one is really handy if you’re taking notes about a phone call, and want to quickly note the time that your insurance company said that everything was all fine, or when you started the indefinite call to the airline. The same shortcuts apply to the desktop OneNote 2016 application and also the OneNote store app. Word also supports SHIFT-ALT-D and SHIFT-ALT-T like OneNote, though inserts a date or time field rather than a simple bit of text, and is slightly different to the Date & Time command on the Insert tab, which gives a bit more control over the formatting at the point of insertion, rather than requiring the user to insert the field then go back in to edit the format. Since Outlook uses Word as its text editor behind the scenes, the same shortcut keys will also insert date fields into the text of an Outlook email. |
#12: Which Copilot do you need?
Microsoft has a habit of over-pivoting to use the same terminology for lots of different things, sometimes even giving the same name to related but quite specifically different things. Think OneDrive / OneDrive for Business, OneNote / OneNote for Windows 10, Skype / Skype for Business, Teams and Teams (work account) etcetera. At times in the past, everything was seemingly appended with “.NET”, or given a name starting “Windows…” “Live…” or “One…” (or all three).
Here’s the Copilot
With all the hoo-hah in recent months about “Copilot”, it can be confusing to pin down exactly what it is – a search engine, chatbot, a tool to write code, or something that will draw pictures while summarizing your email?
There are whole standalone experiences like the Bing search which was originally Chat but has now been renamed Copilot …
… and the Edge browser integrated Copilot panel, activated by the icon in the top right. Preview versions of Windows have a Copilot button on the taskbar with the ability to tweak things inside the operating system. New PCs will soon have a Copilot button on their keyboard.
There are other “Copilot” things coming out all the time. Want some help in writing a Power Automate cloud flow to integrate stuff between systems? If you’re a salesperson, Copilot in Dynamics Sales lessens the drudgery of keeping CRM up to date. Or if you’re a developer, Github can help you write better code, more quickly. Some are free and some need you to subscribe to.
It’s very likely that these things come from different sets of technologies under the hood, though Microsoft is increasingly talking about there being a “Copilot platform” behind each of these experiences. Things are certainly moving quickly – as BizApps MVP Steve Mordue commented in his chat with Charles Lamanna. Expect the effect of AI on regular applications to move from being an addon or a side panel, to fundamentally changing the apps we use – why build a BI dashboard if you can just ask the questions you need or even have the information suggested to you?
Copilot Pro and Copilot in M365
The recently-launched Copilot for Microsoft 365 integrates priority access to some of the public web services (akin to ChatGPT Plus), and adds in-app integration with Microsoft 365 and Office applications, promising also to be able to put the back end magic to work across your own organization’s data too. It’s been in preview for a while, for certain customers – initially it was invite-only for some of the biggest (who still had to pay for it) but recently has been extended to anyone with a Microsoft 365 Business subscription.
Somewhat confusingly, Microsoft at the same time announced “Copilot Pro”, which is really for individuals and integrates with Microsoft 365 personal or family subscriptions, for a monthly fee of $20 (or £19 – forex, huh… though the USD amount doesn’t include tax whereas the GBP one does).
If you’re not a Microsoft 365 Personal or Family subscriber you won’t see a lot of the value which Copilot Pro adds, on top of the GPT-4 Turbo and DALL-E 3 usage. If you are already using a M365 home subscription, then for your £19/month you’ll see Copilot functionality showing up in the desktop and web versions of the Office apps. (NB – that’s £19 per user; note that the £8/month you might pay for M365 family gets you up to 6 people… they’d each need to be enrolled into Copilot Pro if you wanted all to get the benefit, so it could work out quite expensive).
Select a block of text or a page in OneNote and you can summarize it or build a To-Do list on what actions it might contain. Word shows a little Copilot icon on the left of the text editing block, and will offer to draft some text or rewrite what’s already there.
Excel’s analytical Copilot is still in preview (and works on files already saved in OneDrive/Sharepoint only), while PowerPoint offers some frankly amazing abilities to generate fluff from thin air, or jazz up the dreary text-laden slides you might already have.
Buying and deploying Copilot for Microsoft 365 business users – available to small business users on Business Standard or Premium, or Enterprise users who have E3 or E5 licenses – is something an organizational admin would need to control, so if you’re an end user then you’ll need to wait until they decide you’re worth it.
The business version (priced at £30 per month, inc VAT) gives you everything that Copilot Pro does, and also access to your own organization’s date, and, integration with Teams, where Copilot can prepare summaries of meetings you have, or offer a chatbot that can find other information in different sources.
Should I buy it?
Of course, the free Copilot experience can be very useful, but it’s not integrated into the Office apps at all.
If you’re an Office apps user and have a M365 family or personal subscription, then it’s worth taking a look at Copilot Pro – the first monthly subscription of £19/$20 will give you a chance to have a proper play with Copilot functionality, and then decide to keep it going or cancel the subscription and it’ll expire at the end of the month. It might even give you an idea – as an end user – what Copilot for M365 could give you, and thus petition the powers that be to enable it for your M365 org.
One downside of the M365 business Copilot licensing model is that, although it works out at $30/£30 per month (give or take), it’s an annual commitment which must be paid up front. So if you’re looking to kick the tyres, try the $20/£19 a month Pro first.