How to use OneNote like a pro

Can you list all the apps in the Microsoft Office suite? Did you forget OneNote? It’s often overlooked, but Microsoft’s note-taking app is incredibly useful for everything from brainstorming sessions to learning courses. Let’s go over what it takes to get started with OneNote.

OneNote is a digital notebook

Despite the visual similarities, the thing that sets OneNote apart from Word is the way it stores and displays saved information. In OneNote, one window displays all your Notebooks, which can contain several pages and separate documents.

To create a Notebook, click File and then New. From there, you’ll be given the option to create a new Notebook, which can be saved locally to OneDrive or to SharePoint.

A Notebook will help you organize several types of information in one space, so let’s imagine we’ve named a SharePoint Notebook “New Product Ideas” and clicked Create New.

Next, you’ll be looking at a blank screen with “New Product Ideas” in the upper left-hand corner. To get the most out of OneNote, we need to start organizing our Notebook.

Separate your Notebook into Sections

Every Notebook is organized into Sections, similar to what dividers do in a physical notebook. For example, our New Product Ideas Notebook might be divided into Sections based on things like design, price and materials.

Sections are shown as color-coded tabs along the top of the screen, next to the name of your Notebook. You simply click the ‘+’ button to create a new section.

Start filling your Sections with useful Pages

Up until this point, OneNote seems like little more than a Word document with improved organization. But Pages in OneNote are built so that different types of media can be dropped into your pages with the click of a button.

So let’s say you’ve bookmarked a number of websites with reference images you want to add to your Design Section. Open up Design and select Add New Page on the right-hand side of the screen. Right-click it and name the page, and in our example this could be Ideas from online.

One way to insert the images from your bookmarked webpages is to save them to your computer and then drag each icon onto your OneNote Page where the image will automatically appear.

However, with Microsoft’s OneNote Web Clipper this can be done much more easily. After installing the browser extension, open it and select what you want to save from the web page with your cursor. The Web Clipper will ask which OneNote Page you want to save the selection to and it will automatically be added.

Start experimenting!

Now that you understand how to organize your information, you can experiment with linking Pages from different notebooks, adding category tags to Pages, and inserting online videos into your notes.

If you’re worried about a Notebook becoming overly complicated, don’t worry. Above the Pages pane is a search bar that you can use to find keywords from Notebook titles, Section titles and Pages content.

You could spend an entire year learning the ins and outs of every Microsoft Office application, but a faster way would be to let us help you cut through the clutter with practical recommendations and assistance. Call us today!

5 ways to protect your IoT devices

Just a few years ago, smart appliances seemed like novelty products for rich business owners. Now, the Internet of Things (IoT) has become a viable solution for putting your business ahead of the curve. But whether it’s a smart fridge or a surveillance camera that connects to your phone, IoT devices should be treated and secured just like any computer in a network.

Set passwords Many often forget they can set passwords for IoT devices. When this happens, they tend to leave their gadgets with default passwords, essentially leaving the door open for hackers. Make sure to set new and strong passwords -- preferably with a combination of upper and lower case letters, numbers, and symbols -- for each device connected to your network. Then, use a password manager to securely keep track of all your passwords.

Disable Universal Plug and Play (UPnP) UPnP is designed to help IoT gadgets discover other network devices. However, hackers can also exploit this feature to find and connect to your IoT devices. To prevent them from getting to your network, it’s best to disable this feature completely.

Create a separate network When you’re dealing with IoT devices, it’s wise to quarantine them in a separate network unconnected to your main office network. By doing this, user gadgets will still have access to the internet but won’t be able to access mission-critical files.

You should also consider investing in device access management tools. These allow you to control which devices can access what data, and prevent unauthorized access.

Update your firmware If you want to keep your devices secure against the latest attacks, then you need to keep your IoT software up to date. Security researchers are always releasing security patches for the most recent vulnerabilities, so make it a habit to regularly check for and install IoT firmware updates. If you have several gadgets to secure, use patch management software to automate patch distribution and set a schedule to check for updates monthly.

Unplug it Disconnecting your IoT devices from the internet (or turning them off completely) whenever you don’t need them significantly reduces how vulnerable you are to an attack. Think about it, if there’s nothing to target, hackers won’t be able to make their move. Turning your IoT devices on and off again may not seem like the most convenient strategy, but it does deny unauthorized access to your router.

Unfortunately, as IoT devices become more commonplace in homes and offices, more hackers will develop more cunning ways to exploit them. Getting into the above mentioned security habits can protect you from a wide variety of IoT attacks, but if you really need to beef up your security, then contact us today. We have robust security solutions that keep your hardware safe.

Productivity tip: email automation

If you have ever received what looked like a personalized email from a huge corporation, there’s a good chance it was actually written with the help of an email automation platform. Email automation saves time and money while strengthening customer relationships, and contrary to popular belief, it is well within most SMB budgets.

What is email automation?

Usually included in customer relationship management (CRM) software, email automation centers around the idea of combining your business data into emails to customers and prospects. This allows you to draft templates with placeholders for names, addresses, and other variables that the platform will match with individuals from your email list.

Even better however, is personalizing how and when your emails go out to clients. Automatically inserting customer data into an email is great, but it still requires that you draft the content that surrounds it and hit Send. Email automation grants you the ability to create templated emails that are automatically merged with client data and sent when certain conditions are met.

Examples of email automation

To really get an idea of how valuable this solution is, it’s important to see what it looks like in action. Say you own an eCommerce site that sells complementary goods, like golf clubs and golf balls. You could create a campaign wherein anytime someone buys a set of clubs, pre-written emails automatically go out one month later on how high-quality golf balls improve your handicap.

You’re not limited to two-step workflows either. Take a look at this example:

• Step 1: Send a personalized email with a special offer on golf balls for existing customers.
• Step 2: Send a follow-up based on how customers interacted with the offer email:
  • If a customer cashed in the offer, send a thank you email.
• Step 3: Follow it up with a similar offer three months later.
  • If a customer visited the promo page but didn’t convert, send a promo email for another type of product, like golf bags.
• Step 4: Follow it up with either a thank you email or another promo for golf clothes.
  • If a customer didn’t even open the email, send a survey email asking about their interests.
• Step 5: Follow it up with email campaigns based on what they selected.

Email automation means there’s no need to micromanage your customer relationships. As long as you define the path to purchase for high-volume products, you can program workflows to nurture customers and prospects automatically.

For as little as a couple hundred bucks a month, your customer outreach campaigns can compete on the same level as your corporate counterparts with little effort from your team. Add in an expert IT provider and you have the ability to blow the competition out of the water. To learn more, contact us today!