OneNote Mobile 2007 quick start guide (Windows XP)

Applies to
Microsoft Office OneNote 2007
Microsoft Windows XP
Mobile devices compatible with Microsoft ActiveSync 4.2

If you have Microsoft Office OneNote 2007 and a Microsoft Windows Mobile-based smartphone or Pocket PC, you can extend your OneNote experience by taking notes on your device whenever you're on the go and then synchronizing these notes with a notebook section in the full version of OneNote on your computer. This is useful in a variety of personal and professional situations:

  • Capture pictures of business cards on your phone and then bring them into OneNote.
  • Capture results from your brainstorming meetings by taking pictures of flip charts and whiteboards in conference rooms.
  • Take short text notes and voice recordings on your phone (for example, reminders of important events, ideas for projects, price comparisons, recommendations, blog ideas, and so on) and synchronize them with your notes.
  • Prepare meeting or travel information in OneNote on your computer and then transfer it to your mobile device where it will be available to you on the road.

OneNote Mobile is included free with the full version of Office OneNote 2007.

In this article


Installing OneNote Mobile on your mobile device

If your computer and mobile device meet the system requirements, OneNote Mobile will install automatically under most circumstances. If automatic installation is not possible, you can install OneNote Mobile manually.

System requirements

To use OneNote Mobile, you need the following:

  • A personal computer
  • A Windows Mobile-compatible device, such as a smartphone or a Pocket PC
  • A physical or wireless connection between your personal computer and your mobile device (USB, Bluetooth, or infrared)
  • Microsoft Office OneNote 2007 software
  • Microsoft ActiveSync synchronization software for Windows Mobile-based devices

Automatic installation

If you already have Office OneNote 2007 and Microsoft ActiveSync 4.2 installed on your computer, and if your mobile device previously established successful connections to your computer, you should be prompted automatically to install the OneNote Mobile program on your mobile device.

  1. Connect your mobile device to your computer.
    • If you have a smartphone, connect it to your computer with a USB cable or over a wireless connection, such as a Bluetooth-enabled or infrared connection.
    • If your Pocket PC comes with a cradle, cradle the device.
  2. If a connection is established, OneNote will detect your mobile device and prompt you to install OneNote Mobile on it. Follow the instructions on your computer screen to complete the installation.
    OneNote Mobile installation prompt

 Note   The automatic installation prompt will appear only if the OneNote icon is shown in the notification area, at the far right of the Windows taskbar. If you have previously removed this icon, either restore it (on the Tools menu, click Options, and then click Other), or follow the steps below for manual installation.

Manual installation

If you previously missed or dismissed the automatic installation prompt, you can install OneNote Mobile manually by doing the following:

  1. Start Office OneNote 2007.
  2. Connect your mobile device to your computer.
    • If you have a smartphone, connect it with a USB cable or over a wireless connection, such as a Bluetooth-enabled or infrared connection.
    • If your Pocket PC comes with a cradle, cradle the device.
  3. In OneNote, on the Tools menu, click Options.
  4. In the Options dialog box, in the Category list, click OneNote Mobile, and then click Install OneNote Mobile.
  5. Follow the instructions on your computer screen to complete the installation.

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Setting up a partnership between your mobile device and your computer

The first time that you connect your mobile device to your computer, Microsoft ActiveSync prompts you to create a partnership. In ActiveSync, a partnership is a software connection between your computer and other hardware devices that lets you transfer and synchronize computer files, such as documents, e-mail messages, calendars, and notes. Think of an ActiveSync partnership as an interpreter that provides a single language for all of your electronic devices to use and to understand each other. After a partnership is created, you can exchange files between your mobile device and your computer.

 Note   Before you follow the steps below, be sure that you have installed Office OneNote 2007 and the latest version of Microsoft ActiveSync on your computer. You must also have installed OneNote Mobile on your mobile device, as described in the previous section, Installing OneNote Mobile on your mobile device.

  1. Start Office OneNote 2007.
  2. Start Microsoft ActiveSync.
  3. Connect your mobile device to your computer.
    • If you have a smartphone, connect it with a USB cable or over a wireless connection, such as a Bluetooth-enabled or infrared connection.
    • If your Pocket PC comes with a cradle, cradle the device.
  4. If a connection is established, Microsoft Active Sync will start the New Partnership Wizard.
    New Partnership Wizard in Microsoft ActiveSync
  5. In the New Partnership Wizard, click Standard partnership, and then click Next.
  6. To share information between OneNote Mobile and Office OneNote 2007 on your computer, click Synchronize with this desktop computer, and then click Next.
  7. In the list of synchronization settings, make sure that Microsoft Office OneNote is selected (you can clear the check boxes of any other options that you don't plan to use on your mobile device), and then click Next.
  8. Click Finish to start the partnership between your mobile device and your computer.

 Note   Depending on your mobile device, it may be necessary for you to remove and then replace your device in its cradle before the partnership is established.

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Using OneNote Mobile

Although OneNote Mobile is not intended to duplicate the full feature set of Microsoft Office OneNote 2007, it does offer much of the basic functionality for taking notes on your mobile device. The basic OneNote Mobile features that are available to you are listed below. Remember, the main benefit of OneNote Mobile is to take notes on the go. To format, organize, search, and share your notes, we highly recommend transferring them to the full version of OneNote on your computer!

Start OneNote Mobile

Do one of the following:

  • On your Windows Mobile-based smartphone, select Start, and then select OneNote Mobile.
  • On your Windows Mobile-based Pocket PC, select Start, then select Programs, and then select OneNote Mobile.

 Note   Unlike the full version of OneNote on your computer, OneNote Mobile opens to the Notes Browser list instead of a blank note. Use the menu options on your mobile device to create a new note or to open an existing note.

Read the Getting Started Guide

When you first install OneNote Mobile, a sample note called Getting Started is added to your Notes Browser. You can open and read this sample note for a brief overview about using OneNote Mobile on your device.

  1. In OneNote Mobile, select Getting Started in the Notes Browser list, and then do one of the following:
    • If you are using a smartphone, press the Action key.
    • If you are using a Pocket PC, use the stylus to tap the note.
  2. Press the directional keys on your device's keypad to scroll through the contents of the sample note.

 Tip   While reading a note on a smartphone, you can use the Volume Up and Volume Down buttons on your mobile device to scroll up and down through the note. If you have a Pocket PC you can use the stylus to scroll through notes.

  1. To close the Getting Started sample note and return to the Notes Browser, select Done.

 Tip   If you no longer require the Getting Started sample note on your device, you can delete it to free up storage space on your device. Select the Getting Started note in the Notes Browser list, select Menu, and then select Delete.

Use the Notes Browser to manage your mobile notes

Whenever you start OneNote Mobile on your device, the Notes Browser is displayed. It lists all available notes on your device. You can use the Notes Browser to create, open, rename, delete, sort, and manage notes that you take with OneNote Mobile.

Create and save a new note

  1. In the Notes Browser, select New.
  2. Start typing notes on your device.

 Tip   While taking notes, you can undo a mistake by selecting Menu and then selecting Undo.

 Note   The first line of text that you type is the file name for this note. You can change the file names in the Notes Browser by renaming the notes in the list.

  1. When you finish taking notes, select Done. OneNote Mobile returns to the Notes Browser list.

 Note   Just like in the full version of Office OneNote 2007, it is not necessary to explicitly save your notes. OneNote continuously saves changes to the current note while you are editing it, and changes are also saved when you close a note.

Open or close a note

To open a note for reading or editing, do the following:

  • In the Notes Browser list, select the note that you want to open, and then press the Action key on your device.

To close a note and return to the Notes Browser, do the following:

  • While reading or editing a note, select Done.

 Note   Just like in the full version of Office OneNote 2007, it is not necessary to explicitly save your notes. OneNote Mobile continuously saves changes to the current note while you are editing it, and changes are also saved when you close a note.

Rename a note

  1. In the Notes Browser list, select the note that you want to rename.
  2. Select Menu, and then select Rename.

Delete a note

  1. In the Notes Browser, select the note that you want to delete.
  2. Select Menu and then select Delete.

Sort your notes

When you finish reading or editing a note, you can close it and return to the Notes Browser.

  1. To close a note and return to the Notes Browser, select Menu, and then select Options.
  2. Using the right and left directional keys on your device's keypad, select the sort criteria that you want (Name or Date modified), and then select Done.

Add text formatting to your mobile notes

In OneNote Mobile, you can format text as bold, italic, underline, and strikethrough, just as you can in a word-processing program. You can also create bulleted and numbered lists and insert hyperlinks to Web sites.

Format text

  1. Place the cursor in the middle of the word that you want to format.
  2. Select Menu, select Format, and then select the formatting style that you want.

 Tip   To clear all formatting for the selected text, select Clear All on the Format menu.

Create a numbered list

  1. Place the cursor where you want the list to begin.
  2. Click Menu, select List, and then select Numbered.

 Tip   To clear the numbered list formatting, place the cursor on any list item, and then select Clear All on the List menu.

Create a bulleted list

  1. Place the cursor where you want the list to begin.
  2. Select Menu, select List, and then select Bulleted.

 Tip   To clear the bulleted list formatting, place the cursor on any list item, and then select Clear All on the List menu.

Create a hyperlink

  • While editing a note, type the Internet address that the hyperlink should point to. For example, to create a hyperlink to the Microsoft Web site, type http://www.microsoft.com.

 Tip   To open a hyperlink in a note, place the cursor anywhere in the link, and then press the Action key on your device.

Add a picture or an audio recording to your mobile notes

In OneNote Mobile, you can insert into your notes any images that you have captured with (or transferred to) your mobile device, and you can record audio notes and place them in your written notes.

Insert a picture

You can add to your notes any pictures that you have captured with the camera in your device, or that you have transferred to your device from your computer.

  1. Click Menu, and then select Insert Picture.
  2. Press the directional keys on your device's keypad to select the picture that you want to insert, and then select Insert.

 Note   To cancel, select Menu, and then select Cancel.

 Tip   You can zoom in and out of inserted pictures to view detail. Move the cursor over the picture to select it, press the Action key on your device, and then press the directional keys on your keypad to control the zoom level.

Insert an audio recording

You can take audio notes by using the microphone in your mobile device and link the audio notes to your written notes. This is especially useful when you need to capture a lot of information, but typing on your mobile device proves too cumbersome.

  1. Click Menu, and then select Insert Recording.
  2. To begin recording audio notes, select Record.

 Note   To cancel, select Menu, and then select Cancel.

Play back an audio recording

  1. In your notes, position the cursor over the audio recording icon to select it. Selected objects are shown with a thick, red border.
  2. Press the Action key on your device.

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Synchronizing your mobile notes with OneNote on your computer

To synchronize notes between your mobile device and your computer, do the following:

  1. Connect your mobile device to your computer.
    • If you have a smartphone, connect it to your computer with a USB cable or over a wireless connection, such as a Bluetooth-enabled or infrared connection.
    • If your Pocket PC comes with a cradle, cradle the device.
  2. When the connection is established, do one of the following:
    • In Microsoft ActiveSync on your computer, click Sync.
    • On your mobile device, select Start, select ActiveSync, and then select Sync.

During synchronization, your mobile notes are copied to a new Office OneNote 2007 notebook called OneNote Mobile on your computer. When synchronization has completed, you can drag your transferred notes into any other sections and other notebooks on your computer.

 Tip   If you prefer to synchronize your mobile notes automatically, you can set up ActiveSync so that synchronization is continuous or occurs on a schedule. In ActiveSync on your computer, on the Tools menu, click Options, and then click the Schedule tab.

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Applies to:
OneNote 2007