How I Use OneNote with SharePoint

Organizing your lists and notes with Microsoft OneNote

Microsoft OneNote iconI don’t know about you, but between grocery lists, daily workouts, meeting notes, or to-do’s for work and personal stuff, I like to be able to access everything from wherever I am with any device. Forget about leaving lists on the front of the fridge… That’s basically where my relationship with Microsoft OneNote got started. And that relationship would blossom as my trusted OneNote helped me organize many aspects of my life, and since it helped me, maybe it can help you too.

In this post, I will cover a scenario specific to my work life: Using OneNote with SharePoint.

In my scenario, I have access to both SkyDrive and SkyDrive Pro. But let’s step back and start with a clear definition of those two products. I view SkyDrive as a place in the cloud to put my personal items. In this case for OneNote, I keep my grocery list, daily workout, and many other lists.

For work however, I want something a little more secure. And, being a SharePoint hosting company, we obviously have SharePoint. With SharePoint 2013, we have something set up called SkyDrive Pro. SkyDrive Pro is essentially your personal hard drive in the cloud where you can store, share, and sync your work files.

Let’s get started with using OneNote for work. Below you will notice an empty SkyDrive Pro library and OneNote with a few Personal Notebooks.

empty SkyDrive Pro libraryOneNote with a few Personal Notebooks

Ignoring the groceries that I forgot to pick up, you will see that I have two personal notebooks currently. They are stored on my personal SkyDrive and not on SkyDrive Pro. If you were to click on “new document”, you’ll get a menu to create different Office docs. In this case, we are going to select OneNote notebook.

select “OneNote notebook”

After you name it, and in my case I named it “Fpweb.net”, you will be taken to the OneNote Web App. I made a few test notes so you can see the syncing feature. I made these notes through the web app in my browser, which is a great way to access your notes when you don’t have your laptop or you’re at another machine in a remote location.

OneNote Web App

In the above photo, you’ll notice an OPEN IN ONENOTE button at the top. If you click on that, your OneNote desktop installation will open and add this notebook.

OneNote desktop installation

Now we have four notebooks – three are saved in my personal SkyDrive and the Fpweb.net notebook is safe and secure in our SkyDrive Pro environment on SharePoint.

SkyDrive Pro environment

You can also access your notebook via most mobile devices, but I am using my trusty Windows Phone 8 device, so the integration is great. We all know connectivity can also be an issue and you might be somewhere that doesn’t have wireless, but you have your laptop. Well, you can still open up OneNote and take notes. As soon as you have connectivity, it will sync right up.

As simple as this little tutorial may be, it has proven to be very powerful in my daily activity. I hope you get a chance to give it a try and are able to better organize a part of your life with Microsoft OneNote and SkyDrive Pro. As always, thanks for reading!

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One Response to How I Use OneNote with SharePoint

  1. Robert says:

    Hi,
    Thank you for this article as it describes exactly what I want to do. I have one question though: how do you open your work notes on your phone? I am a happy WP8 user, too but can not seem to find a way for OneNote to display anything outside the “normal” SkyDrive (not pro).
    I’d greatly appreciate some clarification on that part.
    Thanks.

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