Tips & Stories

Mastering Evernote Basics

Mastering Evernote Basics

Posted by Joshua Zerkel on 05 Aug 2013

Posted by Joshua Zerkel on 05 Aug 2013

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Evernote is a great tool for making you and your team more productive at work. If you’re already using Evernote at work, you probably know this, but if you’re an Evernote newbie, here’s a quick primer on getting started:

Take advantage of the flexibility of notes. Notes are the way you capture and store information in Evernote, and discovering their flexibility is key to using Evernote for productivity. You can create notes from scratch by entering text, but that’s just one of many ways you can build notes. Beyond text, you can add many different kinds of files to your notes. Drag in PDFs, documents, and images related to the work you’re doing. At meetings, take photos of whiteboards and use Evernote’s built-in audio recording feature to centralize the goings-on of your team, as seen in the example note below. Evernote makes your notes searchable, so you can easily find what you need later on (Evernote Business and Evernote Premium even let you search inside your attached documents). You can find more info about how to capture multiple types of media in a single note.

Take photos of whiteboards and include them in Evernote

Take photos of meeting whiteboards and include them in Evernote notes.

Focus on a few core use cases, to start. Despite what you may think, you don’t have to be a power user to start getting value out of using Evernote. When you’re just getting started, think about the small things that you and your team need to access on a regular basis, and create notes for those. Adding notes for phone lists, key project documents, and frequently-used items like logos and brand guidelines (as shown below) can be a great way to ease into using Evernote and build the Evernote habit. Your notes and notebooks can be shared among your team so that everyone can easily collaborate and find what they need.

Frequently-used items like logos are right at home in Evernote

Frequently-used items like logos are right at home in Evernote.

You can’t use Evernote ‘wrong.’ Evernote is an incredibly flexible tool that can be adapted to many uses at work and can be tailored to meet the needs of you and your team. So don’t worry about whether you’re using Evernote “right” or “wrong.” Experiment with various ways of using Evernote for work until you find the strategy that fits your needs best and helps your team be successful.

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31 Comments RSS

  • Jonathan Keating

    I wouldn’t mind using my Evernote account for work, but I don’t want to be syncing all of my personal stuff to my work PC. We need selective sync so I can pick all my work notebooks for work and leave out all my personal stuff.

    • Dana Britt

      Jonathan, couldn’t you make two separate Evernote accounts?

    • Andrea Loris Perazzoli

      Create two accounts, one for personal use and one for work, share a notebok of personal with work account and use only it this for work.

      Use only tag for organize your work notes. Is not perfect but is useful

    • Andrea Loris Perazzoli

      Create two accounts, one for personal use and one for work, share a notebok of personal with work account and use only it this for work.

      Use only tag for organize your work notes. Is not perfect but is useful

    • Jim Sewell

      Jonathan, here’s an idea. You could set up an account for your business and sync it to your work PC and just access the personal account from the web interface when needed. Would that work for you?

      • Jonathan Keating

        It’s certainly possible, but I wouldn’t do it as I’m not a fan of the web interface and it’s too much hassle logging in to it every time (I have a very long password!). Currently I use OneNote for work simply because it’s there as part of Office and my boss has access to it. I can also sync it to home. Occasionally I’ll take non-business specific articles out and put them into Evernote.

    • Lynn del Sol

      create a new user profile. than share your work folders with that “new user” profile. go to work download the evernote desktop app and accept the invite. Now you have your work related notes on your work computer and you can continue to update them as you normally would without logging in and out of users.

    • Lynn del Sol

      create a new user profile. than share your work folders with that “new user” profile. go to work download the evernote desktop app and accept the invite. Now you have your work related notes on your work computer and you can continue to update them as you normally would without logging in and out of users.

  • AMK

    would be nice to know how to “correct” the handwriting recognition after a photo of a whiteboard has been added…

  • Joshua Zerkel

    Hi Jonathan, thanks for checking out the post. Sounds like you may want to take a look at Evernote Business, which lets you keep your personal notes separate from your work-related notes, leaving your personal notes accessible only by you. If you were to ever leave your job, all your personal notes and notebooks would go with you.

  • Joshua Zerkel

    Hi Jonathan, thanks for checking out the post. Sounds like you may want to take a look at Evernote Business, which lets you keep your personal notes separate from your work-related notes, leaving your personal notes accessible only by you. If you were to ever leave your job, all your personal notes and notebooks would go with you.

    • Jim Sewell

      With Evernote Business does it still sync your personal notes to the local PC like Evernote does or just somehow access them without downloading?
      My hesitation in Jonathan’s situation would be the physical text files containing his personal notes on the local hard drive because of syncing but I don’t know how Business works that out.

    • Jim Sewell

      With Evernote Business does it still sync your personal notes to the local PC like Evernote does or just somehow access them without downloading?
      My hesitation in Jonathan’s situation would be the physical text files containing his personal notes on the local hard drive because of syncing but I don’t know how Business works that out.

      • Joshua Zerkel

        Jim, Evernote Business syncs all your notes to your local PC for fast searchability and access – it doesn’t differentiate between personal and business. Your business and personal notes are separate – the administrator of the business has no access to your personal notes. If you were to you leave the business, your business notes stay behind with the company, while your personal notebooks would remain yours.

      • Joshua Zerkel

        Jim, Evernote Business syncs all your notes to your local PC for fast searchability and access – it doesn’t differentiate between personal and business. Your business and personal notes are separate – the administrator of the business has no access to your personal notes. If you were to you leave the business, your business notes stay behind with the company, while your personal notebooks would remain yours.

        • chender

          I believe this is still missing Jonathans main point. It is the sync of personal notes he wants to avoid. When you have many Gb of db size and particularity if you use multiple work pc’s the sync is time consuming and the preference to not sync those notebooks is his request. .

  • sazzad hosain

    it is a great thing for work. we can use the advantages of this flexibility. we don’t have to thing about using it right or wrong.

  • Dennis

    I am a new user and would like to organize my notes alphabetically – not by date. How can I accomplish?

    • jrsolidify

      In card view on the title bar, you will see a square grid icon. This allows you to select how cards are sorted. You can select title and the order (forward or reverse alpha).

  • Rob Love

    A favor: I like the notes like these, but unlike other web pages, when they are opened on an iPad (where I read most of this), the font is awfully small. I can’t enlarge the page like I can other sites, and there is no font size adjustment. Could you have your web team add in font size adjustment? Just to be clear, I’m talking srictly about your blogs and such, not the program. Thanks!

  • Popoola Olawale

    I saved a lot of notes to Evernote. I could not access them again because of the security breach. I was asked to log in but could not because I did not remember the pass word I used at the beginning. How can I access it now. This is because I still need the information I am talking about. Thanks

  • Popoola Olawale

    I saved a lot of notes to Evernote. I could not access them again because of the security breach. I was asked to log in but could not because I did not remember the pass word I used at the beginning. How can I access it now. This is because I still need the information I am talking about. Thanks

  • Debra Van Ness

    I need to organize my notes and to delete a few how can I do that?

  • Debra Van Ness

    I need to organize my notes and delete a few. Any suggestions?

  • Debra Van Ness

    I need to organize my notes and delete a few. Any suggestions?

  • Rudy Ameerally

    How do you delete a note you no longer want?

  • Rudy Ameerally

    How do you delete a note you no longer want?

  • Cathleen

    I want to know how to resize a picture and if I can link 1 page to another in Evernote. Thank you for your help.

  • Kate Burda

    How can I delete the ‘conflict changings’ folders or the local folders that were created during sync’ing?

  • Kate Burda

    How can I delete the ‘conflict changings’ folders or the local folders that were created during sync’ing?

  • Randall Fisher

    I still can’t figure out how to organize all these notes in Evernote. I just have this big pile of notes. I can’t find what I’m looking for and I don’t care about the notes I do find.