Tip o’ the Week 396 – Handling dates in Office apps

clip_image002There 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 clip_image004entering 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).

clip_image006In 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.

clip_image008In 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.

clip_image010Word 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.

Tip o’ the Week 393 – Searching in OneNote

Tip o’ the Week OneNote. Both the full-fat trad Windows app version (OneNote 2016), and the Store (just “OneNote”) application that has a portion of the functionality and a simpler UI. One side effect of using OneNote a lot, though, is that you might have a huge  amount of old pages in your set of Notebooks, especially if you share notebooks with your team, and end up with a Notebook for each project you’re working on.

If you’re using the regular OneNote 2016 application, and go to search content (by entering the search term into the box on the top right, maybe by just pressing CTRL+E to jump straight to it), you may find that the results you get include a lot of old content which isn’t all that easy to parse – the name of the notebook occupies much of the column showing the location of the matching page or section, there’s no date of last update or any means of sorting – so it’s hard to know what’s recent and what might be years old.

If you click on “Pin Search Results” at the very bottom of the results list, or press ALT-O, then you’ll see the results appearing in a pane to the right of the OneNote window, where you can change sorting and filtering options, and see the date the pages were last modified.

Referring to this option as “Pin” may make you think it’s a bit more permanent (such as pinning to taskbar or Start, or pinning to a menu somewhere), but it’s as easy to dismiss the results pane as it is to invoke it in the first place – just click the X in the top right of the window pane, or the close option on the drop down arrow which also lets you resize the pane or even move/undock it from the main Outlook window altogether.

There’s no obvious equivalent of this search granularity in the OneNote store app.

 

 

Tip o’ the Week 386 – OneNote Store app updates

clip_image002OneNote continues to attract love from enthusiastic end users as well as continuous improvement from the product group; the former collective shows up with many blogs, articles and addins, most of which focus on the more traditional Windows desktop app, though the product group seems to be spending more effort in building functionality into the mobile and Windows Store versions of the app.

There are clear functional differences between the two Windows versions; the desktop app has a lot more functionality, some of it shared across other Office apps. The Store version (now being referred to as “OneNote for Windows 10”) has a much cleaner design that isn’t as functionally rich as the desktop but concentrates more on ease of use and focussing on the basics that are used most often, especially cross-platform with mobile and web apps too.

e.g. As the most excellent Robert Deupree (JR) has observed, support for Tags in the Store app is considerably less useful than in the desktop one…

clip_image004The Store/Modern/Metro app version of OneNote got a big update recently, surfacing some nice new functionality (some iterations of stuff that’s already in the clip_image006desktop app, but more easily used or functional – check out the Researcher function on the insert menu), and a design refresh to bring consistency with mobile versions of the app.

To hear a bit more about the ethos behind this redesign, (and other interesting info) check out this interview with OneNote design director, March Roberts.

If you’re a OneNote fan, there are plenty of great resources to get more tips and help – though quite a few of the blogs you may come across are pretty dead by the look of things. The most informative and up to date is maybe the official Office blog, which regularly posts OneNote content, especially with an educational spin: a key use scenario, given the effort that’s been put into the suite of classroom tools centred around the OneNote Class Notebook.

Twitter is a also good place to go for OneNote news and articles, especially OneNote Central, the official account or OneNoteEDU for educators.

To get some more detail on what’s new, see the announcement here.

For users of desktop OneNote, the best addin remains the OneTastic suite, available in free and pro versions that offer slightly different sets of functionality.

Tip o’ the Week 385 – Using Tags in OneNote

clip_image002There are many bits of functionality buried in Office applications, and the typical assumption is that most people use a few percent of the functionality (though you can never be sure that it’s the same few percent used by everyone, otherwise everyone would settle for a much simpler and less functional Office suite – see Scott Adams’ The Dilbert Future, from 1997, draws a comparison with the Network Computer idea then being peddled by Scott McNealy“many people will prefer a low-cost solution, even if it means giving up some functionality and prestige” – the answer? “one word: Yugo).

OneNote is no exception – even heavy OneNote users will probably find useful functionality if they spend 10 minutes having a snoop around in the menus and trying stuff out. In this case, we’re talking about the more traditional Desktop OneNote app rather than the Store / Modern version. Ya falla?

clip_image004

Tags is a set of features you couldn’t say were hidden – they’re right in the middle of the Home tab on the Ribbon, in their own group called, er, Tags. You’ll see a supposed-to-be-easy-to-use list of common tags, a big shortcut to mark something as “To Do” and a Find Tags command. The idea is that you can select a blob of text or other object on your OneNote page, then click on the appropriate Tag to mark it as such, and recall it more easily in future.

clip_image006First, let’s look at the list that’s provided by default – it has some probably pretty useful but unspecific things like “Remember for later”, but you can edit or add your own if they’re more particular to your needs.

There are a variety of ways to getting to the customize dialog – the simplest being to right-click in that list of tags and choose Customize Tags … (or just Modify the one you’re right-clicking). You’ll see a variety of things you can change about the Tag in the list, and you can also re-order the tags, and the top 9 will automatically get CTRL+number shortcuts.

clip_image008Tags start to get really useful when you search for them, particularly if you use them a lot, and when you consider the relatively blunt search capabilities in OneNote (ie. It’s relatively easy to search either within the current page/section/notebook, but it can give you a huge amount of search results if you have lots of old data).

With Tags, you can scope down to a few predefined (though not customizable themselves) filters, and even create a single page referencing all of them.

clip_image010One final note about Tags is that if you right-click on the list of Tags on the Home page,  you’ll get the option of adding the Tag “Gallery” (as we now know the list to be called) to the Quick Access Toolbar, making it easier to select a tag for some piece of content from anywhere inside of OneNote.

Tip o’ the Week 381 – Send to OneNote

clip_image002OneNote is a favourite app for many people, especially if you like taking notes using a pen. With the Surface Pro announcement, it’s apparently even better with inking, even if the groovy new pen isn’t bundled with the package and only a third of existing Surface users ever pick their pen up.

There are some updates rolling out to the mobile & web versions of OneNote, that will improve a bunch of navigational and creative features, and will appear in the modern Windows app version (though OneNote 2016 will be unaffected).

As well as being a place to collaborate and store information, OneNote is a great place to dump all sorts of stuff you want to keep – from the business cards or expense receipts you might get from Office Lens, to emails or other documents you may want to associate with notes around a given topic.

clip_image004clip_image006If you have OneNote 2016 installed – via Office365 for example – then you’ll have a “Send to OneNote 2016” options visible in the print dialog from any application – but there’s a new Store app called Send to OneNote that does the same thing but for the modern Windows App once installed, you have another fake printer available for any app to drop a printout into OneNote.

Of course, there are other ways of getting content into OneNote – from the Share to method that was covered recently in ToW 378, to the OneNote Clipper browser extension, or even the direct email to OneNote function… all of which may both provide a more useful sharing/clipping experience, but are only usable in certain applications or ways.

The modern OneNote app keeps getting minor updates that both bring it more into line functionally with the traditional desktop OneNote 2016, but also give it a fresher UI in some respects, especially on touch or pen-friendly devices.

Tip o’ the Week 344 – Inky betterness

clip_image002Inky was, along with his friends Blinky, Pinky & Clyde, one of the ghosts in the original Pac-Man. A little further back, Henry “Inky” Stephens was a noted inventor, businessman, politician & philanthropist. More recently, Inky is a company aiming to displace Outlook & Exchange by “fixing email”. You could also think of apps that support Windows Ink as “inky”. Maybe.

If you have a Windows 10 PC with a stylus, you may have noticed some additional functionality provided through the Ink Workspace (covered in ToW #340 no less) but it’s worth keeping an eye out on other applications for their increased usage of Ink, in a way that could make scribbling a more obvious and natural part of using your computer than you’d expected.

clip_image003

Recent updates to Office365’s client portfolio include a bunch of inky features – like the Maths* assistant in OneNote Mobile (the mobile/modern app, not the OneNote 2016 desktop version), which lets you not only capture written equations but can bring them to life. Or the ability to do Ink Replay (see here), which lets you show how the ink on a given page was produced – great if you like drawing a diagram that tells a story, almost like an animation.

Planky made something of a name for himself in producing these kinds of videos – here he is explaining cryptography, certificates, public/private keys and digital signatures.

clip_image005To see which version of OneNote Mobile you’re running, go to the hamburger menu in the top left, then look in Settings -> About. There’s also a “What’s New” button to show you the headline latest features.

Ink Replay functionality is due to arrive in mainstream Office desktop apps soon, too. For more information, see the Office blog here, which also details a slew of other updates being made to Office through these regular feature enhancements.


*Maths is the abbreviation used by pretty much the whole English-speaking world for the study of Mathematics, and in the English UK localisation of Office, fortunately, the functionality is presented as “Maths” just as browsers have Favourites. Presumably the button in OneNote for US users will say, simply, “Math”. Maths vs Math can still be cause for argument (watch the video, it’s quite interesting) – just read the comments here. Most other languages avoid the issue by simply not having a commonly agreed abbreviation.

Tip o’ the Week 336 – Onetastic Update

clip_image001As has been covered repeatedly on previous ToWs, OneNote – for some people – is a life-blood app that is more heavily used than many others, and when people depend on it, they tend to care about it. And though there are a variety of addins and templates available for OneNote users to get more from the tool, the best addin is Onetastic, and has just been updated.

clip_image002The  version 3.0 of Onetastic introduces some subtle improvements to the OneCalendar function – possibly the most obviously useful part of Onetastic, as it shows a calendar view with a list of which pages were updated on each date, hot-linked so you can jump straight to each. If you have lots of different OneNote pages, sections, notebooks etc, then this can be absolutely invaluable.

The OneCalendar function is activated from the toolbar in OneNote, though you can create a shortcut to the separate executable if desired:

· Press WindowsKey+R and enter %appdata%\Onetastic

· Right-click on the OneCal.exe file and choose Create shortcut

· clip_image003Right-click on the new shortcut and choose Cut, then try running %userprofile% and Paste the shortcut in there.

· Rename the shortcut to just “OneCal”. Right-click it to Pin to Start if you like, or open the app and right-click on its Taskbar icon to Pin it there if you’re truly devoted

· Now, you can quickly start it by pressing WindowsKey+R and entering OneCal

· Or you can install just OneCalendar on its own, should you insist.

Anyway. Whether or not you want to do the above steps, you can still find some cool stuff in the new Macroland functionality within Onetastic. The author, @Omer Atay, has completely rewritten the macro language to make it more like a number of regular programming environments. There are hundreds of macros to carry out everything from minor text formatting to wholesale changes like colouring or changing sections of the notebook.

Some of the most  useful macros include the ability to create tables of contents, breadcrumb links or even lists of all the notebooks currently open.

If you’re a OneNote user and you don’t have Onetastic installed, you’re missing out.

Tip o’ the Week 331 – OneNote Clipper Edge Extension

clip_image001Ever since the Edge browser appeared with Windows 10, there have been calls from some quarters to allow extensions of some kind – ad blocking, the main one, though the practice of blocking ads in web pages is turning into a pitched battle between content owners and readers. Oh, and the advertisers too.

With the latest versions of Edge that are available to Windows Insiders, and due to be generally released with the Windows 10 Anniversary Update on July 29th, it’s now possible to try out some preview extensions (including a couple of ad blockers – though be careful, don’t use more than one at a time or you might cross the streams).

See the list of preview extensions here, noting the minimum version of Windows you need to be running to use them (try pressing WindowsKey+R and entering winver to see what you’re currently using).

One extension in preview is a version of the OneNote Web Clipper application, which allows for a simple button to be added to the Edge toolbar, making it a quick click to grab the current web page and save it into OneNote. View more about the extension here.

If you’re not yet on the right version of Windows, there are other ways to save web pages into your OneNote notebook…

  • clip_image003Edge – if you click on the Web Note icon on the Edge toolbar, the intent is that you can annotate web pages (eg. with your stylus if you have one), and you clip_image004can then save the annotated page to OneNote. You could skip the “annotating” bit and just go straight to the “saving”.
  • Print – you could just print from any application to OneNote, using the installed dummy printer driver that sends a copy of your app/page/doc to a new page in OneNote instead of physically printing.
  • Snip on your own – the desktop version of OneNote will let you capture an area of the screen by pressing clip_image006WindowsKey+SHIFT+S – grab that, paste it manually into OneNote or set it to go straight there – look in the Desktop OneNote under File | Options | Send to OneNote and you can set the default behaviour.

Anyway, get into the habit of saving stuff from your browser into OneNote and you’ll wonder how you managed to run your life beforehand.

Tip o’ the Week 321 – Quick Access Toolbar customisation

Most of us will have used the Quick Access Toolbar in Windows Office apps – even if only to click the floppy disk icon to save documents, which, like many others, makes no sense to modern life. The QAT (not to be confused with other, phonetically similar terms) lets you dock commonly-used commands to be constantly available on the top corner of your favourite Office apps.

Click the downward arrow to the right of the QAT and you can quickly add extra commands, either chosen from a common list or by selecting pretty much any command from the gamut of menus offered in the Office application.

A common QAT command is the Touch/Mouse mode option that changes the spacing between menu items and the like, but there are many other useful commands that can quickly be added to the toolbar, that make it easy to do repetitive stuff or just things that are normally buried deeply in other menus. Let’s try a couple of examples.

In Outlook, try opening a message that someone else sent you (this one would be a good start); go to the QAT and click the down arrow to the far right side, choose More Commands… and then select “Developer Tab” from the Choose commands option. Now, pick the Design this Form option from the list and Add to the toolbar. Then press OK.

This will now add a new icon to the QAT, which will let you “design” whichever form you have open. In Outlook, a “form” is used to display Items such as email messages, contacts, calendar appointments etc. The QAT is content-sensitive to different forms, so if you add it to email, it won’t show up on appointments unless you add it there too.

In fact, adding to appointments is the best place to do it, since you can show the date and time that an appointment was created in your calendar; if you just find an appointment that you can’t remember the context of, you could quickly show the date/time you created it and that might help figure out how valid it is. If you have a meeting that someone invited you to, you’ll easily see the date/time it was sent, but if you’re the organiser, you won’t – unless you use something like Design This Form, then navigate to All Fields and choose Date/Time fields to show all the common date or time attributes of that form.

For more context, this topic was covered some time ago on the Electric Wand blog and a previous tip, #102.

Another example of QAT goodness is in OneNote – if you’re routinely using OneNote for account planning or status reporting, it’s quite handy to be able to colour cells or rows in tables to show their status, but the menu option to set the colour would need you to go into the table menu. To quickly add to the QAT for future easy access, click the down arrow / More Commands… / choose the Table Tools tab and look for Shading, then Add>> and OK.

Whilst you’re playing with any application’s QAT, it’s worth having a look through the other commands you might want to add – like while still in OneNote, try your favourite OneTastic macros, for example.

On the topic of OneNote (and we’re still talking about the desktop one, not the Modern App version), there have been some updates shipped out to Office365 users that could be interesting – especially the ability to search handwriting, not just scribbled using a Surface stylus or similar, but grabbed from a photo by OfficeLens. There’s a promise of a future update that will be able to search handwriting in any picture that’s dropped into OneNote.

This opens the door to being able to scan in old paper notebooks for easier reference/shelf space clearance, and ditch the dead tree notebooks for digital. If you’re like controversial car design Chris Bangle, you may beg to differ.

To check you’re on the latest version of OneNote via O365, go to the File menu, look under Office Account and the Office Updates section, and choose Update Now from under Update Options.

Tip o’ the Week 320 – Give Modern OneNote a chance

clip_image001OneNote is an application that inspires love from some of its devotees, even drawing one to start a  “IHeartOneNote” site (now defunct – maybe love knows some boundaries after all). Still, the OneTastic addin has enough to keep the true disciples busy.

If you really embrace note-taking when having meetings or phone calls, OneNote is an awesome way of collecting your thoughts for future recollection. Sometimes, reading back your notes might seem like jibberish, but at least you wrote something down.

There are basically two versions of OneNote on PC – the full-fat, Office app with all the menus and ribbons and clip_image002toolbars and stuff, and the modern app/Windows Store version which is now a Universal Windows Platform app (store linky), so runs on both PC and Windows 10 Mobile, and is also more usable for tablet-toters. [What will come of those when the sugar tax hits, who knows?]

Most hard-core OneNote users would default to using the Desktop version since, from the outset, the trusted/modern/metro version was considerably less functional. Over time, however, successive updates to the Store variant have improved its feature list, and added elements that have never been applied to the Desktop version, even if the overall look and function of the UWP app is lighter.

So, if you’re a OneNote user stuck in the world of Desktop OneNote, there are a few reasons to give the Modern version a whirl, if you haven’t recently.

  • It’s a rather good application. Now with >15k reviews on the Store, it’s averaging 4.4, which isn’t shabby
  • clip_image004It’s got automatic shape conversion – if you like to doodle on your screen with your stylus/pen/pencil, you’ll be able to get it to turn your vague approximations of geometric shapes into more defined ones. There’s still a bit of a lack of editing capability (like straightening squinty sides), but it’s neater than the alternative.
  • It’s not an either-or decision – you could run both Desktop & Store apps against the same notebooks
  • You can use the Modern app as a target for Sharing in other Windows apps. Remember the Windows 8 “Share” charm? It still lives to a degree in some Windows apps – like the Store. If you want to send your friends a link to a cool Windows app you’ve discovered, clip_image005for example, there’s a Share option within, and OneNote is one of the target apps you can send links to. Quite handy, really.
  • It’s been updated. There are new Mobile versions of Office apps, like PowerPoint, Excel and Word, and OneNote too

To to see if you’re running the latest version, try going into the Mobile/Modern app and click clip_image006the hamburger menu, choose Settings | About, and you should see 17.6769.1776x.0 if you’re running the current release (at time of writing, obvs). If you’re not seeing that release (or later), then try going into the Store app and kicking off the check for updates process.