649 – Exploring SharePoint libraries

clip_image002SharePoint is now old enough that it could walk into a bar and buy itself a beer. It has changed a lot over the versions; starting out as a server product that would produce “portals” (or “digital dashboards”) it grew quickly to being rather more document-centric. SharePoint became the back-end for OneDrive for Business storage, and both have evolved a long way.

Two years ago, SharePoint was said to be used by over 200 million users. The following year, the Gartner MQ had it way out in front on the “Ability to Execute” Y-axis and slightly behind only one other supplier on the “Completeness of Vision” X-axis. It won’t be long now for the next MQ report to appear.

Nowadays, SharePoint underpins quite a lot of Microsoft 365 functionality, such as apps like Lists which provide a groovier UI over the top of the base web services, and the document oriented collab in Teams.

clip_image004If you look at a file library in Teams, you’ll see a bunch of SharePoint-y options – you can Sync the content offline and it will be held offline, using OneDrive to sync it (and if you like, syncing only the files you’ve opened rather than the whole shebang).

clip_image006The Sync’ed libraries show up in the Windows Explorer app, and in any number of applications’ File | Open / Save dialog boxes, so you can access and interact with the files through the apps you use rather than browsing to SharePoint.

You’ll see a collection of folders that have been set up to Sync, shown with your organization name, alongside any personal OneDrive and OneDrive for Business synced libraries.

The Download option (next to Sync on the Toolbar in Teams), creates a single ZIP file your computer, with the entire contents of the folder you’re looking at, so use it carefully.

clip_image008One somewhat overlooked option further to the right of the toolbar (or may be on the ellipsis (“…”) menu): Add shortcut to OneDrive. This creates a shortcut link to the current SharePoint folder within your main OneDrive for Business storage, making it easy to find that SharePoint folder in the future, even though it’s not synced offline. The Add shortcut option is also visible on the ellipsis to the right of sub-folders when viewed in SharePoint or Teams.

Don’t add shortcuts to libraries – or sub-folders – which are already being Synced offline. That would be bad.

One downside to the OneDrive shortcut approach is that it just dumps the link into “My Files”, which is the root folder in OneDrive. The shortcut is named the same as the original source – so if you have lots of Teams folders with the same name (eg “Documents”), they will clash with each other as adding a new link would try to create a shortcut with the same name as one that exists already.

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One solution would be to create a subfolder in OneDrive, called Sites (or similar), and after creating the shortcut to your latest Teams/SharePoint site, go to the root OneDrive folder and move your new shortcut – maybe renaming it too, so you can see what its parent site was (since the shortcut doesn’t make it clear what the source SharePoint site is) – you’d then have a Sites folder with lots of Shortcuts like Project Team – Documents etc.

Another side benefit of using shortcuts rather than Syncing offline, is that if you have multiple PCs – or feel like accessing OneDrive through a browser on a different machine altogether – you will always have access to the same collection of shortcuts, whereas the Sync offline capability is configured separately on each machine.

646 – Finding stuff in OneNote

clip_image002[6]Many people ❤️ OneNote. It has evolved much over the ~20 years since it sprang from the “Scribbler” project at the turn of the century and was released in the Office 2003 wave, under the name which the developers disdainfully referred to as “Onay-no-tay”. A recent update to the OneNote strategy for Windows was covered in Tip #632.

clip_image004[4]There were other OneNote tips a few weeks previously, in Tip #617, including OneTastic, a great addin to the traditional desktop app – the Metro Modern app never had an addin capability.

As well as powerful macro capabilities, which can do things like generate tables of contents or sort pages and other works in ways that the base app doesn’t offer, the OneTastic addin includes the OneCalendar application – also available to install separately – which lets you see which OneNote pages were edited on each day.

If you keep a note of every meeting, stored in different places – by topic, by customer etc – then this is invaluable when it comes to finding notes, as you can see what you last wrote on a given day.

Of course, OneNote has searching capability where you could look across notebooks for key words. There is the ability to Tag notes too, and you can search across notebooks for tagged content.

clip_image006[4]A powerful yet somewhat hidden search capability in desktop OneNote is also available – you can press CTRL+F to search on a given page, or CTRL+E to run a simple query across multiple places, for where a particular word is mentioned.

clip_image008[4]Look, however, at the “Pin Search Results (Alt+O)” option at the bottom – it opens search results in a pane to the side, and lets you sort by different criteria, e.g. date modified.

This ALT+O option can only be invoked from within existing search results, so if you want to find all your recent notes with a searched-for word, press CTRL+E to start, then ALT+O and search by date modified to see the results clustered by month.

642 – Finding work stuff

Data storage has become very cheap over the decades – a while ago, ComputerWorld wrote an article, saying that when it was founded 50 years previous, a 1MB hard disk would cost you $1M, and in 2017, that would work out at $0.02. 5 years later, $0.02 would get >1GB, more than 1,000 times as much.

clip_image002[4]This profusion has turned many of us into pilers – what’s the point of organizing data and deleting old stuff, be that files, emails, camera roll photos?

Outlook has a pretty good search function built in. OneDrive photos has some great organizing and filtering capabilities (like On This Day, or if you have GPS enabled on your camera/phone, you can easily group photos by the location taken from).

clip_image004[4]Still in OneDrive, there is also some AI-based tagging of your pics, which can sometimes be a bit hit & miss… but more often than not gets it about right.

While browsing “All Photos”, if you mouse-over to the right, you’ll get a scrollable timeline too (similar to the Windows Photos app), so you can quickly jump to a reference date.

Assuming you’re using Microsoft 365 / Office 365 at your workplace, there are other ways to find stuff that is more work-related, like documents, email and messages. One easily overlooked source is the “new tab” experience within the Edge browser.

clip_image006[4]The content on the default home page can be customized in a variety of ways, from choosing whether to show a background image or keep it clear; to displaying content from various “news” providers and clickbait advertisers that Microsoft News / MSN has elected to present to you, or hiding that altogether.

You can do some filtering of that content too, though for work purposes, many people may want to leave the page layout in “Focused”, which puts a link bar at the bottom and hides the content to be a scroll away.

Edge Profiling

If you have a “Work” profile (or you only have a single profile) and it is connected to your work account – ie your Microsoft 365/ Office 365 email address rather than your personal one – then you’ll see a “Microsoft 365” link within the list of content providers, which gives you a simple view of your most recent documents, SharePoint sites you visit and a whole lot more. To learn more about this Edge Enterprise tab, see here.

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Also, you’ll see the search box containing your company name – it uses Bing to search for whatever you put in there (somewhat controversially, regardless of what your default search engine in the browser is…). Edge doesn’t give you the option – like IE used to – of starting a tab with a completely blank page, though there are hacks to make that work.

clip_image010[4]If you stick with the standard new tab, it will also give you the choice of restricting your search to “Work”, so looking at documents and the likes. You’ll see a list of content sources clip_image012[4]displayed on the left side as tabs, allowing you to filter what you’re looking for or where you want to search.

There’s a fairly new one that searches “Messages”. At least for now, that means Outlook and / or Teams messages, but it could be really useful when trying to remember if a conversation you had was in email or in a Teams chat.

A quick way to jump to this section is to go to aka.ms/messages

– regardless of which browser you’re using, as it uses the Bing.com/work back end.

640 – Smart Dates

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For all the time that computers have been used, date handling has been a problem. Bad dates cause problems from sorting lists to processing payments, yet many systems force the user to figure out what it expects by way of date entry – from web sites which force 2-digits (a la 01/01/22 vs 1/1/22) to non-localised apps which assume a date format without allowing it to be changed?

If you ever say a date out loud like “this report is due by eight-one”, meaning 8/1 or 1st August, then 91% of the world’s population will need to interpret that differently to how they represent dates, since most will expect the format to be day-month-year, or arguably most sensibly, year-month-day.

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Try saving things like expense reports or invoices using the file name starting yy-mm-dd or even yyyy-mm-dd and they’ll be much easier to handle (aside from just sorting by created date, of course).

When a user enters a date into a Windows app, the vast majority will respect the format set by the operating system, known as the User Locale.

clip_image006That doesn’t help too much if the author of a spreadsheet – for example – is in one locale and clip_image008other users are elsewhere; if the default date format is numeric, then the field remains in the format of the author, and that may cause befuddlement.

Switching display format to Long Date – or even setting a shorter custom format – could avoid confusion. Under the covers, Excel still stores the date in a universal format, but people might interpret it incorrectly when display in a different format.

clip_image010Other tools can handle dates in surprisingly smart ways – even since its first version in 1997, Outlook lets you enter text into date windows like a Due Date for reminders or tasks – any time you are presented a date field that lets you type as well as select a date from a calendar picker, you can put stuff in like tomorrow, 2 weeks, next Friday, third Tuesday in October etc. There are shorter versions – 2w, 3m 10d – or you can string things together, like Monday before Christmas.

clip_image012Microsoft To Do has also has some date smarts; if you type in a new task to track, it can read dates and times out of your task description and automatically set due dates and Reminders.

clip_image014It has other kinds of parsing – in 3 days etc – though not quite as comprehensive as Outlook’s. There are also a load of special dates recognised (at least in the US).

So far, this functionality is available on Windows and iOS apps and for the most part it’s really neat. If it detects a date you don’t like – you’re suggesting something may happen, rather than it is happening on 1st May, for example – then just hit backspace to clear that association.

#639 – Macros, Ghosts and GALs

VB and MacrosSince the early days, Microsoft always kept an eye on what its competitors were doing. It was once de rigeur to produce “battlecards” which would show feature-by-feature how one product is better than its competitor, thus assuring the customer they should buy this one. Thankfully, times have mostly moved on to just building as good a product as possible and then let customers and the markets decide – sometimes, they get improved and honed over time to be the best out there, and sometimes they get dispatched to the boneyard as times move on.

Exchange Server boxIn the late 1990s, Office and Exchange (and later, SharePoint) Server were seen as Microsoft’s entrants into the burgeoning “Groupware” market, which became subsumed into “Knowledge Management” c2000. Key competitors to Exchange & Outlook were Lotus Notes and Novell GroupWise, both of which came from being collab tools and gained email functions. Notes was arguably much more mature and feature rich even if the UI was sometimes clunky, GroupWise was much leaner but found a niche in several industries. Amazingly, GroupWise is still a thing and Notes evolved first into IBM Notes/Domino and was eventually sold off to now be HCL Notes and HCL Domino.

One of the early moves Microsoft made to elevate Office apps to more than just writing documents, was to try to make the docs more capable through adding Macros, and later, Visual Basic for Applications. This allowed a moderately skilful user to dabble in programming to make smarter applications centered around documents; what seemed like a good idea at the time unwittingly unleashed a wave of malware, where bad actors wrote macros to do undesirable things. Following the “Melissa” worm in 1999, Office stopped Macros running without asking the user for permission. Using Macros for anything more than tinkering never really took off.

Blocked Macro warning

Macros disabled entirely

Microsoft announced in February 2022 that all Office Macros in content received online would be disabled completely; this was temporarily rolled back in some test builds for some changes to be made in how it works, but for many, the warning will still be there if you open a Macro-enabled file that you’ve downloaded or been sent.

Unblocking MacroThere are still some very useful Office macros out there, and if you do need to run one that you know is from a trustworthy source, there is a workaround – save the file to your PC locally, then right-click on it to look at the file’s properties, tick the “Unblock” option and apply that. You’ll now be able to choose to run the macro unencumbered.

One such handy macro was discussed back in December 2021 in ToW 611, and is used to find Ghost meetings – ie ones you have arranged but everyone has declined (or at least not accepted). The macro spins through all future meetings in your calendar and lists the ones you’ve organised but where you’re likely to be the only attendee who shows up. Particularly useful at this time of year if lots of people are about to take time off over the summer, and may have declined a few recurring meetings but you – as organiser – still have them in your calendar.

Ghost Meetings

For the latest version of the macro, download the ZIP file to your machine and expand it (or just copy the XLSM file that’s within and put it somewhere else), do the property Unblock thing as above, open in Excel, click the button to allow content, then the Scan Calendar button and you’re all set. You still need to go into Outlook and look at the appropriate date then decide if you want to cancel those meetings or not.

Another more powerful macro – though a little more esoteric – is one which does bulk resolution against the Global Address List, so if you give it a list of display names and/or alias names, it will show the full name, title, department, office, email, and alias name of that person. Handy if you want to get the full details of everyone who is going to attend a meeting, but if you just have a longish list of names then you could just paste them in and see how it goes. This was covered back in ToW 575. One usage scenario recently was to estimate the number of people who were attending a group meeting, but were based at other offices and would therefore need accommodation.

Here’s an example output of over 500 names who were invited to a large meeting; by just providing their display names in column A, it took the sheet about 30 seconds to complete, with 10 identified as distribution lists and 50 unknowns who couldn’t be resolved, either due to no longer being in the GAL or because there were more than one possible name listed.

GAL resolving

If you can manually find the unknown person/people in the GAL, then get their alias name and paste that into column 1 instead of the ambiguous display name, then try to run it again.

635 – Outlook Wunderbar and Full Screen

Outlook iconMany Office users rely so much on Outlook, it’s their most-used application by far. Over the years, numerous other apps – such as Yammer, Slack or Teams – have presented other ways to collaborate and communicate yet with billions of messages being sent every day, email just doesn’t seem to slow down.

Outlook 2003 WunderbarThe bones of the current Windows release of Outlook date back to Outlook 97, with some dialogs and settings having changed little since even if the main UI has been refreshed over the years. One recent change was the further evolution of Outlook 2003’s “Wunderbar”, the menu on the bottom left of the main Outlook window that switched views between mail, calendar, tasks etc (yes, it really was called that internally – look in the Registry).

Outlook 2016 navigation barBy Outlook 2016, the navigation bar had collapsed into a series of icons along the bottom, which did the same thing but took up less screen real estate. It’s long been possible to use keyboard shortcuts to jump between the options on the navigation bar – CTRL+1 will go to the 1st one (usually Mail), CTRL+2 to the second and so on. You can reorder the options on the bar if you like, so CTRL+1 could be Calendar if that’s what’s most important to you.

configuring the Outlook 2021 navigation barOutlook 2021 changes things again – the navigation bar has moved to the side, in a UI design shared with both Outlook.com and the Microsoft 365 Outlook Web App.

Other apps can be pinned to the new bar, too – including things like the Org Explorer, which presents a much more graphical way of looking at the org chart than the old Address Book in Outlook.

Adjusting the ribbonMoving these icons to the side of the screen might help organize screen real estate; another option would be to collapse the Ribbon, so you only see the many icons and options along the top of Outlook, when you need to use them.

You could try Simplified Ribbon to reduce the size and hide some of the more esoteric functions.

Show tabs only reverts to a simple menu bar, and when you click on one of the options, the ribbon for that tab is displayed. You can toggle easily between Tabs Only and the full ribbon by pressing CTRL+F1. There are loads of other shortcuts for Outlook though some are a little obscure.

Full-screen modeTo truly maximize your screen area, try going into Full-screen mode;  that removes the menu and ribbon at the top of the screen entirely, including the search box.

If you need to search your mailbox while in full-screen, press ALT to temporarily display the ribbon, and look for the highlighted keys that can jump to specific tab or function.

Press ALT to see shortcut keysPress Q, then type your search, hit enter and you’ll return to your results in full screen again.

631 – Why does nobody share calendars?

A paper calendarBack in the late 1980s/early 90s, IBM had an internal email system called NOSS – an implementation of PROFS, a text-only mainframe-based system delivered via a terminal.

Even in 1990, NOSS allowed any user to browse a hierarchical directory (showing contact info, job titles, manager/reporting relationships etc), email or instant message anyone, and look at their calendar to see what they block of text about IBM's NOSSwere doing. It was 10 years before you could do all those things using Microsoft Windows and Office. In recent years, Big Blue’s email environment has seemingly been less happy.

When Microsoft Exchange first came out, email was handled with the Exchange client and calendaring was from Schedule+, which had been updated to support Exchange (and lives on in some backward Microsoft lingo, where people who start every sentence with “So,” ask you to send them an S+, meaning, invite them to a meeting). Outlook came along in 1996 and became the preferred and unified way to do email, calendars, address books etc.

Schedule view of free/busySome organisations had a default policy when new mailboxes were created that their calendar was shared Read-only, so anyone in the company could see it. You could open someone’s calendar fully in Outlook or by viewing the scheduling tab in a meeting, where you will typically see if a list of people are available or not. Others might have it that only free/busy info is visible by default, and that is pretty sub-optimal.

With M365 in general, newly-created mailboxes have no calendar sharing set up, and the action is on the user to choose how to let co-workers see their info.

Be a nice person, and check to make sure your colleagues can view your calendar.

Ideally, share so that others will see the title and location of any appointment; useful when someone is trying to arrange a meeting, as within the schedule view they can figure out if you are likely to be able to make the proposed meeting time – if your diary is full of blocks marked busy or tentative, they’ll have no idea if you really are in a meeting or have just marked time to do something that you might be happy to move. Or had a colleague’s FYI notice of being on holiday obliterate the view of your calendar.

In the early days of Exchange/Outlook, if you had read access to someone’s calendar, you could open up appointments, see who else was attending a meeting, download any attachments and so on, unless the appointment was marked “Private” – though it’s somewhat possible to open Private appointments programmatically if you know what you are doing.

OWA sharing persmissionsNowadays, calendar sharing is more granular – in Outlook Web App, go into Calendar and you’ll see the Sharing and permissions option, which will let you choose specific people and give them ability to see various details, or you can change the default for the whole organisation.

OWA sharing persmissions detailIn full-fat desktop Outlook, click on the Share Calendar option on the ribbon, and you’ll get a 1990s-style dialog box Sharing permissions in Outlookallowing you to set the default permissions or to invite particular team-mates to have higher level access should you want them to know where you are and with whom.

If you choose titles & locations, viewers can’t open your appointments to peer inside, so can’t see who else is attending or what the body of the meeting says, but they can at least see if you’re likely to need travel time between meetings. See here for more info on calendar sharing & delegate access.

630 – slimming your PPT

Piles of documentsPowerPoint files can get big. In the scale of small vs large, sending a many-megabyte PPT file around between a few people might not matter much, but if you’re building a presentation that is going to be widely shared, it could cost actual money – data storage costs, bandwidth charges on a website, carbon footprint for transmitting and storing etc.

Estimates of the energy cost to transmit and store data vary wildly, but if 1 GB cost 1 kWh power and the average CO2 output for generation was ~500g/kWh, then even shaving 10MB off a file can make a material difference if it’s going to be heavily used.

There are a few tricks you can follow to make your PPTs less massive – like compressing the images within, meaning that an embedded picture which was originally sized to print on a poster could be re-sized to fit on a screen.

File sizes sortedIf you see a few-slide presentation file and it’s dozens of MB in size, then there’s probably other info in the deck which is not necessary for your presentation. Even more likely is that there are some embedded graphic or video assets which are bloating the size of it. Quickly identifying the cause of such largesse might allow you to ditch the offending slide or resize/remove the content.

A somewhat cavalier way of looking for large things you can torch, is to make a copy of your PPTX file and then rename it so you can look within. The OfficeXML file formats (prevalent in Office 2007 and onwards) use the same compression as ZIP files, so if you rename your file as such, you’ll be able to open it in Windows Explorer or other ZIP handling utilities, to see its innards. Opening the file shows you a folder structure, and if you navigate into ppt \ media then sort by Size, you’ll quickly see what’s making your file so big.

File Name extensions optionActually doing the rename might be trickier than you think, since Windows hides by default such grubby detail as file extensions. One trick is to flip the switch to show extensions again (in Windows Explorer, look under View menu / Show / File name extensions), then it’s a simple matter of changing the file in Explorer by editing the last part of its name from .pptx to .zip.

Renaming file in ExplorerOnce you’ve confirmed in the warning dialog that the apocalypse is nigh and you really do want to change file type, open the new ZIP file and you’re off. Remember to go back in and switch off the Show > File name extensions option if you’re so inclined.

Renaming file, command lineIf you’re still unsure about these new-fangled “gooey” interfaces, you could crack open the command line to do it quickly.

Slide master viewIf all this grubbing about inside PowerPoint files makes you feel uneasy, there is one other trick that could yield dividends – look inside the Master. Since many people create a new presentation by starting with an old one, they liked, it’s very possible there are slide layout templates with embedded graphics that you no longer need – especially if the originating deck was produced for a conference.

Go into View menu and look under Slide Master, which will open a whole new tab specific to the management of these template slides that form the bones of the presentation. You may well see lots of title slides or similar, which have embedded background images – if you know you don’t need those graphics or those layouts, just delete them.

Closing Master viewPowerPoint generally won’t let you ditch a master layout which is being used to format the current slide deck; so, if you have your deck already built and want to distribute it, just go into the Slide Master view, delete everything which looks unnecessary and that PowerPoint will allow you to, then Close the Master view to return to the main menu. Once you’ve checked that the presentation format hasn’t been garbled, go File > Save As and give it a new name. Now compare the size of the new and old files.

Super Massive background graphic

This title slide in the Slide Master view had a graphical background which was 17Mb in sizefile sizes compared; just deleting all the unnecessary visual slide templates dropped the size of the original file from 110MB to 26MB.

Compress pictures dialogRunning the Document Inspector to remove other content further dropped another 1.5MB.

Selecting an image from one of the 70-odd slides in the deck, and choosing Compress Pictures from the Picture Format tab reduced it again to only 11MB, or 10% of the original file size – all for a few minutes’ effort.

Tools from Save As dialogGoing back to the original 110MB file and opening File > Save As, then choosing More options… will open a traditional Save As dialog box; on the bottom is a Tools > submenu which allows you to run the Compress Pictures function at the point of saving the file, so reducing it to 1/3 of the original size, for literally 15 seconds’ work.More options of Save as dialog

NB: the irony of sending a 2MB email to thousands of people, and sharing online and on LinkedIn, is not lost.

628 – Text handling in Excel

Excel logoAnyone who has delved into writing formulæ in Excel will probably have had to manipulate strings of text at some point, possibly to clean up formatting or to convert what Excel thinks is a simple block of text into more meaningful data that we know it to be, like a number or a date.

There are simple ways of bulk handling text without resorting to writing a formula – copy all the names from the To: line in an Outlook email, for example: paste into a new spreadsheet and you’ll end up with pasting email addresses into Excela single line of text containing all of the display names and email addresses in one cell, which you may want to split up, to be of much use.

Text to ColumnsSeparate the text into multiple columns by selecting the first cell, then go to the Data tab and look for Text to Columns, which presents a fairly powerful if somewhat old-fashioned looking dialog box, to step through fixing up your text.

In the example above, we have a “;” separating – or “delimiting” – each address, so clip_image008we’ll use that to split the text across multiple columns.

Transpose Paste SpecialSince we might want to create a table of names / addresses, select the cells spread across the columns, copy or cut them to the clipboard, then on a new line below, right-click and look for the Transpose option under Paste Special. Once that’s done, feel free to delete the original top row, or clear the contents of the first cell as we might come back to that row to add column names later.

There is some other cleaning up to do with this text, though; the Text-to-Columns function chopped everything at the “;” but there’s a space which follows the semicolon, so all the Display Names after the first one have a leading space. We could repeat the Text-to-Column feature on the selection again, but use a Space as delimiter now – Preview Text to Columnsunfortunately that would mangle the display names into multiple columns, and if we had a smattering of users with middle names or 3 or 4 part names common in many countries, it could make things look even worse.

Use custom delimiterUsing the leading “<” of the email address as the delimiter is probably simplest, as it will separate the name(s) and email addresses out, though it does still give us a few tidying-up challenges, as there are spaces we don’t want and a trailing “>” at the end of every email address.

In cases like this, it’s easier to use a formula to clean things up – the Trim function being a good place to start; it removes both trailing and leading spaces in string, so the name can be fixed up into a new column.

Since we know the email address has one errant character – that trailing “>” – left behind from the earlier text-to-column operation, there are a variety of ways to strip it off. There’s theclip_image016 =LEFT() function, which keeps the left-most (n) characters of a string – so by combing the LEN function and knocking off a single character, we can chop the final character off.

After all this palaver, you might be thinking that some of this clip_image018chopping around and formulaic string-handling can get a bit confusing as you start to nest operations within each other. Luckily, the Excel team has released some powerful new text-handling functions to try to simplify things a little:

  • TEXTBEFORE – Returns text that’s before delimiting characters 
  • TEXTAFTER – Returns text that’s after delimiting character 
  • TEXTSPLIT – Splits text into rows or columns using delimiters 

TEXTSPLIT functionSo, using TEXTSPLIT on our original pasted text from the email, using “<” as the delimiter for the columns and “>; “ as the marker for the end of each row, gives us a near perfect solution – the only clanger being the trailing “>” on the last address.

You could use another formula to find and strip out any left-over characters like that, or just manually delete the last “>” off the original line you pasted in.

You decide.

625 – Journaling now and then

Compaq Tablet PCMemoirs and autobiographies are the top selling non-fiction books for good reason, as people like to recall past events through the words and thoughts of someone who was there, in the room or even in the driving seat. World leaders who write their tell-all book on what happened 20+ years ago, better have great memories or perhaps a trove of notes and diary entries from the time. If they are fans of journaling, they would have of-the-moment musings, written down to help clear their minds at the time – on committing thoughts to her diary, Anne Frank wrote, “I can shake off everything as I write; my sorrows disappear, my courage is reborn.”

Turning to technology and looking back to relatively near-term history brings up all kinds of product that was ahead of its time or was ultimately overtaken by other developments that nobody saw coming. Sometimes, the perfect blend of genius, timing, execution and luck combines and creates a durable and wildly successful category – like the Smartphone and the plethora of services and apps that were created.

Inversely, one of those tech innovations that was just a bit ahead of its time was the Tablet PC; a fully-functional Windows PC that was blessed with a pen and touch screen so you could take notes by hand just like on paper, yet by flipping it around it could be used to run Office apps and all the other stuff you’d need a PC for, 20 years ago.

Windows Journal appIn hindsight, the idea of the Tablet PC was 10-15 years ahead of the technology that was needed to really make it work – the pen and screen digitizer were a bit too low-res; the processing power and memory was not up to the mark of providing the kind of user experience that the vision hoped for. The battery life was too poor while the whole thing was too heavy. Nowadays, with devices like the Surface Go and the iPad Pro, the reality is much closer – even if the dream of writing meeting notes by hand has been made somewhat obsolete by transcription and the fact that fewer people use a pen to write any more.

One new app that was built for the Tablet PC to take advantage of its pen, was Windows Journal, a relatively simple yet effective note-taking app, with surprisingly good handwriting recognition built in.

To read more from someone who was in the room – figuratively and, at times, literally – around the time of Tablet PC, the Journal software and the Office app originally called Scribbler which went on to become OneNote, check out Steven Sinofsky’s Hardcore Software post. It’s a fairly long but fascinating read.

Using pen and paper for taking meeting notes might be less popular now, but many of us will still jot down reminders or lists on Post-it notes, perhaps doodling on paper to help creativity and flow. If you have a pen-capable computer now, the newly released Microsoft Journal app is worth a look.


Billed as an app for digital ink enthusiasts, this new Journal presents a modern take on the original Windows Journal idea – an infinitely scrollable canvas for jotting down anything, though with AI capabilities in the app providing quiet yet powerful functionality. Journal started as a research project (from the “Garage”), but has now graduated into a fully-fledged, supported app. Read more about it here.

Microsoft Journal appMaybe time to take a leaf from erstwhile storyteller Steve Clayton’s Friday Thing, and spend a few minutes every day handwriting a journal. Now where did I put that pen?