 Hello everybody, welcome to Protected Trust Live. My name is Steve Goodman, training coordinator at Protected Trust and joining me for the very first time ever on the live stream is intern Max, Max Frankel, also known as the editor and videographer of our videos. Our Office 365 videos and also some of our training videos and so welcome Max with I guess click the like button or subscribe, subscribe for Max, do it for Max. Today we're going to be talking about one note not all of its features but as it pertains to teams since teams has been teams and surface computers has been you know our topic of choice lately the importance of it. You and I were in fact were on site just yesterday doing some training about teams on a surface so I figured hey you know one thing that we haven't gone over during that training session was one note but you actually did a video about how to utilize tabs in teams so everyone after the video after the live stream feel free to look up the what we call that one teams and tabs I think we call it tabs and teams tabs and yeah but anyway to one note when you create a team you're also creating well let me step back for a minute. The way I used to take notes in a meeting was opening up this program called note pad and I'm sure other people don't do this but maybe they use something like Word in order to take notes but what's bad about using something like hold on let me switch over to that screen there you go use something called note pad right and I can't share note pad with anyone all the notes I take are just for me and if I exit out of it I can't really add to it you know I could try to find it open it up see where I was add another date to it it just gets all muddled and confusing so things like notepad and word aren't really a great place to take notes during a meeting what is a great place to take notes during a meeting is one note and show you how to get there there we go all right so like like I said max you've done a video about teams so everyone who's watched that knows to click the plus button in order to access the tabs menu and you'll notice one of those tabs is the one note tab and so you're given three options one is to create a new notebook which is what we're gonna do for today's video you could browse notebooks this is a demo organization so there aren't any notebooks for us to choose from because it's you know blank yeah but if this wasn't a blank organization if we were using let's say our organization it would pull up all other teams notebooks and so if we didn't want to start a new notebook we wanted to use let's say the client services notebook we could put that into our channel if we wanted to and paste a one-note link if you have a one note that's out there on the internet you could paste that in there and use that notebook as well but basically all we're doing is creating a shortcut to our one note I'll just name that one test and click save and it's gonna create a notebook and it's gonna be right inside of teams and so now anyone who is a member of this team shares this notebook so they have access to view it to edit it and I don't know when I say edited that does that include adding to it yeah you can yeah I know you can add to it but like should I say add and then edit to it or just edit I'd say edit covers it all edit covers it all right so because this is a blank notebook it's gonna give us a little bit of direction on how to get started so we'll click here or press enter and let's give us a name how about this notebook will be about our fake restaurant that we have so we'll name it how about appetizers is that he's about appetizers hopefully so when I expand that button when I click on this purple arrow here it expands and shows me the section it shows me the page and it shows me what I'm writing on that page so it's split up into three different sections okay right so this section is called appetizers and what I like to do in my meetings is even though it labels what date it is I still choose the date but anyone out there can choose whatever whatever title they want for this page but I like to use the date so June 21st appetizers and let's see we have cheese and crackers perhaps this is the world's worst restaurant and that's on the meatballs just meatballs no sauce no how about just sauce for one of the appetizers a big bucket of sauce anyway so that covers our section on appetizers on June 21st so anyone on my team they could show up and they could say oh no we're not doing sauce we're doing we're doing mac and cheese mac and cheese as an appetizer yum all right and so we could add more pages and so since I'm using just the day I'm gonna keep going so do June 22nd appetizers for that day is gonna be crab dip nice pretzels pretzels all right I think they get the gist but but anyway so pages you can name whatever you want in the sections you can name whatever you want and it really it's a notebook it's literally what the name is if you were to take out a physical notebook and you had like those little tabs you would look sort of like that yeah right so I'll add one more section and call it the main course just so everyone understands how to use it main course still using the day and what do you want to be done the main course today pizza pizza just pizza how about any toppings cheese pizza we'll go pepperoni pizza pepperoni pizza pepperoni God it's a world's worst restaurant but that is how you use one note inside of teams and like I said if max is a part of this team he can just go to whatever channel we put it in so this one is located under knowledge share and he'd access it by going to test and we should probably rename that to our restaurant our restaurant save all right and so all the changes are still there I should also mention that it saves automatically so there's no need to go in there and start clicking the save button around two other people are here oh it's just me both times and it will show you obviously who is also editing along with you so if you're saying who's making those edits it's going to show you in there as well so each channel can have its own one note so if I click on that and click one note again it's going to give me those options again so I can choose to either create a new notebook or I can browse notebooks and use that new and see that name hasn't updated but choose the notebook we just created or the other ones in the organization that have been created but if I don't want to have the entire notebook I can also click on the section here and I can go straight to the tab that I want just to save myself a click so I'm going to go do that right now and we'll find the main course tab is the shortcut now so don't have to go and drill down just like with files really your notes are kind of like files in the sense that it provides you with the information that you're looking for in text form perhaps let's say and it is really I don't I don't know where I was going with that was my train of thought it's just a quick way using it in tab form is a quick way to access the information without having to drill down into each sub folder or in this case each tab and each page you could just make a shortcut right especially as notes get bigger and there's more stuff right so if you aren't just starting out fresh and you want to you know import a lot of data or you have been using one note for years and you don't want exactly you don't want to have to scroll through everything you just want to quickly update it it's a very solid point there you don't have to use it in teams if you don't want to if you just want to use the standalone version you could always open it in the online version or you can open it in the desktop version so this is the desktop version gives you a few more capabilities I've never opened it on this computer oh you know it's connecting to my protected trust account so that's not a good example so now everyone's gonna see all the I'm not gonna sign it but if I did sign it and you would see all the one notes or notebooks that I have access to along with the tabs and the pages and what have you and it gives you some quirky features as well like you can have you can draw inside of it so I know that we're going to be getting the new surface hub shortly either probably in the next coming weeks and we'll be able to use one note as a whiteboard there is a standalone app called whiteboard that basically does what this does inside of one note so I think they made me they may be integrated it or I don't know what they did but you can draw on it I don't have my surface pen with me but if I did I could just draw on it like and like you can normally draw on things it does equations for you and yeah just a lot of fun little knickknacks inside of one note so we use it for the training department the support team heavily uses it because there are a lot of with each program there's like I'm gonna be bad at explaining this but with each I'll say program there's different ways to go about getting to a solution which I'm sure is applicable to many things so they have to choose on a specific section and a specific page in order to find the way to answer a question so trying to be general about it yeah not be too specific about what they're doing in there but if you haven't used one note you can either use the standalone version or try opening it up in teams and along your team to play around would play around inside of it I definitely recommend using it just because of its ease of use and it's very intuitive to use max anything you want to add I covered it all covered yeah it's just a easier way to share files and like information and work well it doesn't share it edit each other's information that like you've been working on especially right in a meeting where you guys are all hearing the same stuff so right and so we've always described teams as a container of different applications and not really an application in its own right and you could see why just in its own sense because you're able to open up its own apps in the I just got a message from our CEO ask me how we're doing we're doing okay but anyway max thank you so much for joining me thank you was it as bad as you thought it would be all right very cool all right and thank you everyone for joining us we'll probably do a follow-up video on one note just because I'm sure we've missed a couple of key questions that people have but we'll answer it we'll answer it just fine so thank you everyone for watching remember like and subscribe for max's sake yep you really need those likes and subscriptions and remember to click on the notification bell to get a reminder each time we do a new video and also check out our blog at protectedtrust.com slash blog and you can also subscribe to it from there as well all right well thanks everyone for joining us we will see you next time