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Evernote Business Improvements: Copy and Move Your Notes

Evernote Business is designed to help you benefit from all of the accumulated knowledge of your team and to share your own knowledge with others. In this update, we’ve made it easy for you to copy or move any business-related notes from your Personal Notebooks into relevant Business Notebooks. To do this, simply select an individual note or multiple notes from your note list, then right-click and choose the destination Business Notebook from the Move Note or Copy Note options. Once moved, any tags that are associated with the notes will be preserved in the Business Notebook.

New Evernote Web Clipper for Internet Explorer 9

The Internet Explorer Evernote Web Clipper is installed when you install Evernote for Windows. As part of this update, we’ve bundled a completely new version of the Evernote Web Clipper for those using Internet Explorer 9 and later.

The new Evernote Web Clipper lets you save web pages and organize them faster than ever. Whenever you see something you like, click on the Evernote Web Clipper icon in your Command Bar. A popup will appear that lets you rename the note, add a tag and choose the destination notebook—Personal or Business. The Evernote Web Clipper automatically detects the body of the page but you can always choose to clip the entire page from the menu in the popup. Remembering all the great things you see online has never been easier.

And more

This Evernote for Windows Desktop update includes lots of other great improvements to tagging, sharing, search and more. Try this latest update and let us know what you think.

• NEW: Evernote for Windows 8
• NEW: Skitch for Windows Desktop
• NEW: Skitch for Windows 8
• Updated: Evernote for Windows Desktop

Evernote App Names
This is a small change, but a very important one. What used to be called Evernote for Windows, is now Evernote for Windows Desktop.

Evernote for Windows Desktop is the full-featured version of Evernote, while Evernote for Windows 8 is the beautiful metro-styled, touch-focused application that’s designed for viewing and reading the content you have in your Evernote account.

If you have Windows 8 devices that allow you to install both apps, we recommend that you do. That way you have the experience that matches your needs at any given moment.

Enjoy!

We’re really excited to bring you all of these new apps. We hope you like them as much as we do.

Today has been quite a day of Windows updates. We launched Skitch for Windows Desktop and Windows 8, and we launched Evernote for Windows 8. But that’s not all. Evernote for Windows Desktop (4.5.9) also got an update today that adds a great Skitch integration and an improved notebook sharing process.

Get Evernote for Windows Desktop

Skitch and Evernote

The new Skitch for Windows Desktop is tightly integrated with Evernote. The apps are designed to talk to one another directly. Here’s how it works:

Starting in Skitch
When you create a Skitch note and choose to save it, you’ll see that it saves directly to Evernote on your desktop. Once in Evernote, the Skitch note will appear with a pink bar along the top of the note that lets you open and edit the note back in Skitch.

Starting in Evernote
You can also create a new Skitch note right from the Evernote app in two ways. We’ve added a New Skitch Note button to the New Note drop down. When you choose to do that, Skitch for Windows Desktop opens with a blank canvas. You can also right click on an image inside of a note and choose the Markup with Skitch option to open the image in Skitch.

Improved Notebook Sharing

Sharing notebooks is a much more streamlined experience in this update. When you choose to share a notebook, you will be presented with a popup that walks you through the sharing flow.

You can invite easily invite individuals to the notebook and update permission for anyone at any time.

And more

In addition to these new features, we made the app more reliable than ever. Let us know what you think of the new update.

• Name: Justin Nowak
• Evernote Ambassador: Event Planning
• Location: Calgary, AB, Canada
• Profession: Event Planner
• Website: http://justinnowak.com/
• Twitter: @justinnowak

Bio

Justin Nowak is an entrepreneur with a passion for event planning. He is the Event Facilitator for Startup Weekend Calgary and VP of Community and Events for the Canadian Cloud Council. Justin plans all of his events using Evernote.

I use Evernote, Everywhere

• Windows
• Mac
• iPad
• Android

I use Evernote for…Event Planning

I started using Evernote a lot when I began planning events. Between organizing large conferences for the Canadian Cloud Council and grassroots get togethers for Startup Weekend here in Canada, I began to get inundated with information that I needed to be able to capture and organize quickly and easily, especially on the go. After reading how other people — especially Evernote Ambassadors — were using Evernote, I realized just how versatile the tool was. Now I use Evernote to plan events from start to finish.

Logistics, research and the planning process

For me, Evernote now starts the planning process for every event. From creating lists of things I need to get done to what sponsors I want to work with, I use Evernote to capture my ideas when I first start to conceptualize an event. I’ll create lists for food, potential event locations, and more.

I aggregate all of my ideas in a unique notebook for each event. This is helpful as I’m often planning multiple events at any given time. There’s a lot of information coming in— contracts from big sponsors, ideas from other people, vendor forms — and this way, I’m able to assign information to specific notebooks to keep things tidy. Having all of this information accessible to me in one place is invaluable. Over the life cycle of an event, I scan numerous documents (using an app called DocScanner for my Android phone) and send them to Evernote. I also forward important emails from my inbox to my Evernote account (including attachments). I never have to dig through emails or a stack of papers to find what I’m looking for; Evernote’s search is so powerful, I only need to enter in a keyword or two to get to what I need. I also rely on the Web Clipper to capture articles with information that’s pertinent to the events I’m planning.

When you’re managing an event, you’re swimming in documentation. Being able to snap photos of or forward receipts to my Evernote account, and capture trip itineraries, means I don’t have to worry about finding that stuff later.

When an event has wrapped, I continue to use my event notebooks, making sure that I’ve closed the loop. I send all post-event related information (like survey responses about what people liked or didn’t and pictures) to the specific event notebook.

Sharing event responsibilities

By saving everything to Evernote, I’m not only able to hash out my ideas and keep myself organized throughout the process, but to also assign roles and responsibilities to key stakeholders right from my Evernote account.

With larger events, I typically work with a core team of people and a number of volunteers. Evernote makes it easy to delegate work and keep track of each aspect of the event and who’s working on it. I share individual notes and notebooks with various people responsible for different parts of the event, and because I can share with one person or more, I can decide who needs access to what. For example, I typically share notes and notebooks that include information about event aspects with the volunteers that are responsible for them, while limiting Shared Notebooks that include information that may not be pertinent to the volunteers to colleagues. I use Notebook Stacks to organize separate notebooks with different types of documents under the main event notebook, and instead of starting a long and tedious email chain with 20-30 people, I simply grant access to the group that needs these documents. This saves me so much time, especially when I’m busy. It also allows volunteers to collaborate on their own time. For people who don’t have an Evernote account, we simply have them email information directly into the appropriate notebook.

The payoff

Using Evernote to plan events has a lot of benefits. For one, I’ve significantly cut down on email, but more importantly, I’m getting a ton more sleep now. I used to run around like a chicken with its head cut off, but now everything is more organized and I feel a sense of calm (as much as you can when you plan events!). On a daily basis, I can just go into my Evernote account, be reminded of what needs to get done, and get right to it.

A few of my favorite Evernote apps

I’ve started diving more into other Evernote apps including Evernote Hello. When I go from conference to conference, I meet so many people. I have a good brain but it’s not close enough to keep track of everyone I meet and how I met them. In a brief 5 minute chat I have with a person, I try to capture as much information about them as possible using Evernote Hello. Back at my office, I can recall if that person asked me questions about partnership opportunities, for example, and follow up. I also use Skitch to quickly annotate notes on the go.

5 Evernote tips for event planners

Since I’ve made Evernote my event-planning hub, I’ve picked up a few ideas for ways to use the tool more efficiently. Here are a few of my tips for using Evernote for event planning:

• Tip 1: Use the email address you get with Evernote. Send everything that’s pertinent to this email so it automatically gets saved to your Evernote account. [How to email things to your Evernote account]
• Tip 2: Use notebooks to their full potential. Make specific notebooks for each event you’re working on, then organize them into Notebook Stacks. You can share individual notebooks with groups of people responsible for various aspects of the event and keep certain ones private. I try to save everything that’s relevant into each notebook as I get it. Keeping notebooks very specific makes it easier to find things later.
• Tip 3: Tagging is huge. I try to tag as I email stuff into notebooks. This is another great layer of organization for notes.
• Tip 4: Utilize the Trunk. I love DocScan for my Android phone; it lets me scan everything from receipts to contracts so I can access them on the road. [Check out the Evernote Trunk]
• Tip 5: Use the Web Clipper. Capture pictures, articles and cool ideas for what you could do for future events.

The Evernote Ambassador Program

Evernote Ambassadors are amazing individuals that are here to teach, share and help you get more out of Evernote. Learn more about Ambassadors and consider submitting your story.

Join the conversation happening in our Lifestyle Forum to connect with Ambassadors and other Evernote users.

Join the conversation

Download Ambassador Guides

Drag and drop them into a New Note or attach them to a note so you can access them from any computer or mobile device where you have Evernote installed!

Joshua Zerkel’s Productivity Tips (PDF)
Brandie Kajino’s Organization Tips (PDF)
Carley Knobloch’s Spring Cleaning Tips (PDF)
Jamie Todd Rubin’s Paperless Tips (PDF)
Jenni Lathrop’s Crafting Tips (PDF)
Lindsey Holmes’ Small Business Tips (PDF)
Krisstina Wise’s Real Estate Tips (PDF)
Rob van Nood’s case study on Evernote for Portfolios (PDF)

• Name: Captain Daniel Ogren
• Location: Potomac, Maryland
• Profession: Captain at Montgomery County Fire and Rescue Services

Bio

Daniel Ogren is a Captain at Montgomery County Fire and Rescue Services in Potomac, Maryland. His primary job is working for the fire department; however, he also heads up response and disaster management for his unit. On the side, he runs his own photography business. Daniel uses Evernote for everything from organizing procedures for disaster response to running his photography business.

I use Evernote, Everywhere

• Windows
• Android Phone
• iPhone
• iPad
• Web Clipper

I use Evernote for…Coordinating and Planning a Disaster Relief Effort

I use Evernote every day, both in my personal and professional life. I’m trying to go completely paperless, so everything from tax documents to receipts gets scanned with my Fujitsu ScanSnap and gets sent to my Evernote account. Evernote has also proven to be hugely helpful for my work in disaster response.

I’m active in coordinating local disaster response efforts, and am also a member of the FEMA Task Force. I first started using Evernote for disaster response back when Hurricane Irene descended upon us. As the person in charge of safety for our local task force, I’m responsible for a lot of planning and management. I work with structural engineers and hazardous material folks to make sure that a disaster scene is promptly and safely overseen. From the moment that something happens (an earthquake, hurricane, terrorist attack) I begin gathering information to get an idea of the scope of our job. I use Evernote to capture and manage all of this information.

Creating a Disaster Relief Plan in Evernote

Whenever a disaster occurs, I usually set up a new notebook with the name of that event. From there, I can use a combination of Notebook Stacks and tags to keep my research, communications, and reference documents organized and easy to find.

I use the Evernote Web Clipper to clip weather reports, research information on chemicals and hazardous materials, and begin contacting people in the service. Evernote is my central hub of information: I clip all my research to it, store our standard operating procedures in a Shared Notebook, and forward important emails and correspondences to a notebook for that specific event. All of this information is available on my iPhone and iPad, and I can even store it offline and not have to worry about an Internet connection [Offline Notebooks are a Premium-only feature].

Creating separate notebooks, both private and shared, for different events as well as for general topics makes it easy to distribute information quickly to the right people. For example, I can selectively share notebooks with volunteers who are working on a certain event, or give access to standard operating procedures to everyone in my organization. This saves me an enormous amount of time and keeps me focused on the task at hand.

Evernote for News Monitoring

Since my job requires me to be on top of what’s happening in the world, I use Evernote to help me manage an inflow of information. I subscribe to federal government sites like the National Hurricane center, and follow a number of news-oriented Twitter feeds, all of which are configured to automatically send information straight to my Evernote account.

Evernote as a Reference Hub

For general information on urban search and rescue, as well as documents, manuals, PDFs, and training documents, I create separate notebooks that serve as an electronic encyclopedia that I can access from anywhere. Many of these documents can be referred to anytime, and some may come in handy someday! For example, I once had to do research on a UH60 Blackhawk helicopter. I wasn’t familiar with this aircraft, so ended up doing a bunch of research online, clipping specifications, pictures and operating procedures to my general notebook. It was useful for the Hurricane Irene effort and now lives in my Evernote account forever.

Before Evernote, I was collecting information from different places; I didn’t have a central, easy-to-access and searchable place for all of this information. The longer I use Evernote, the better it works for me. Every time I deal with a new disaster it takes me less and less time to hit the ground running.

1. Just click on the item (note, notebook, search term, tag) you want to pin and drag it from its home into the Favorites Bar at the top of the screen.
2. Once it’s in your Favorites Bar, you can click on the item to bring up the note, the contents of the notebook, or view notes for the specified tag or search, without having to look through your account. If you decide you don’t need the item in your Favorites Bar anymore, just drag it out of the bar again and it will blend back into the rest of your notes.
3. Use your Favorites Bar to organize, prioritize, and create shortcuts to important information in your Evernote account.

This process is the same for Windows and Mac.

This tip was suggested by Evernote product manager Daniel Lu and Evernote designer Adam Glynn-Finnegan.

Today, Evernote Web, Evernote for Mac and Evernote for Windows got a number of much-requested sharing improvements. You can now easily update sharing permissions for individuals, and, if you’re a Premium user, you can allow others to re-share your notebooks. In addition, the whole sharing interface got a nice redesign. Let’s take a look.

Changing Permissions

Changing notebook permissions used to be a hassle. Not anymore. If you decide to change someone’s permission from read-only to modify and back again, simply open the sharing options for that notebook. You’ll now see a drop down menu near the names of everyone who has access. Click on the drop down and change the permissions. Then click done. That’s it.

I Share, You Share

Premium users now have a new sharing option that lets them grant others the ability to re-share a notebook. For example, let’s say you’re working with another department at your company. You share a notebook with the head of that department. With the new functionality, she can share that notebook with individuals within her group. In order to do this, the notebook owner must be a Premium user.

To re-share a notebook, select “Modify and Invite Others” from the permission menu. If at some point you would like to revoke or change that permission, you can do so by following the instructions above.

All of the notebooks that aren’t yours, but that you have permission to re-share, are listed in the sharing screen below your own notebooks.

View Notes and Activity

We’ve created a new read-only permission level called View Notes and Activity that pushes notebook updates into the recipient’s Activity Stream in the desktop versions of Evernote. This is great if you want to keep people aware of changes to your notebook without granting them access to edit your notes.

A new look

Our sharing interface was getting a little long in the tooth. We made all of the buttons and labels clearer, and significantly improved usability of the menus and screens. We hope you like it.

More to come

Sharing notes and notebooks with your friends or your team is an incredibly useful way to share ideas and keep your projects on track. There are many more enhancements to come. Stay tuned.

• Name: Russell Curtis
• Location: London, UK
• Profession: Architect
• Company: RCKa (employees: 10)
• Website:  www.rcka.co.uk
• Twitter:  @russellcurtis

Bio

Russell Curtis is the founder and director of London-based architectural practice RCKa, a finalist for 2011 Young Architect of the Year. His firm employs Evernote as its main content management and collaboration tool.

I use Evernote, Everywhere

• Windows
• iPad
• Android

I use Evernote for managing content and collaborating with colleagues at my architectural firm

I started using Evernote about four years ago, but in the last twelve months, it’s become a core tool at my firm. As a young architecture practice, we were looking for a way to better manage and share information amongst our team and we also needed to find a quality management system for our business. A few of us were already using Evernote on a personal level, so we decided to make the jump to a Sponsored Account. As a Chartered Practice in the UK, we have to have a formal management system in place. We turned to Evernote as that quality management system that we use to record information and make it accessible to other people in the organization. Now, we do everything in Evernote.

Evernote as a central database

Besides being a tool that everyone at the firm uses for various projects, Evernote is the universal database for our practice. We store examples of work (including materials, interesting buildings, etc.), as well as helpful information, such as examples we’ve scoured in journals and on websites, in a Shared Notebook. We tag all of our notes and are continually adding to this library. Previously, this information was stored on a server but it was impossible to organize information in a rational way. In Evernote, everything is searchable, and even accessible on the go. If we want to do a search for buildings made of render, or art galleries, for example, we can just type a few keywords into Evernote to quickly find what we’re looking for.

Working together on the go

Evernote is hugely helpful for storing all information related to a building project because we can carry all of this documentation with us everywhere. When one of us visits a building site, we can immediately pull up everything we need on an iPad, phone or laptop. We have Shared Notebooks for each project, so all of our documentation is neatly organized for all to easily search.

Evernote has fundamentally changed the way we do business. Essentially, every piece of information — whether paper or digital — goes into Evernote. The way we used to do things was quite painful; with Evernote, the sharing of information has been streamlined. Historically, we’ve organized information in folders on a server but the problem with that system was that there were always things that didn’t neatly fall into a folder. Now, people know exactly where to go and because Evernote offers an almost non-structured format, no one has to spend a lot of time figuring out exactly where something is, and they know they can view things in chronological order and search for them regardless of whether they know which notebook they’re in.

Whether we’re at the office or on the go, we are constantly adding information to our Shared Notebooks. We’ve deployed Evernote as a formal way of doing business at various stages of every project. At the office, we have a scanner that we email a lot of marked up drawings to. It’s configured to automatically send everything to Evernote. When we’re finishing a project, we’re often on site and go through a process called snagging — scheduling small items of unfinished work which need to be put right. We go through a list of items that need to be checked off using Evernote on our mobile devices. With Evernote, you can snap a photo and make annotations in that same note about what still needs to be completed. By the time you’re back at the office, you’ll be able to hop on your computer and pull up all of the notes you took on site (which will already have synchronised to your computer). From there, you can evaluate what else needs to be done.

Evernote gives us the freedom to be mobile and away from the office. Since we share so much information in one, central, easy-to-search place, even if one of us is out of the office or on holiday, any other team member can respond to a client query. Because all reference information (including correspondence) is in Evernote, no one is ever out of the loop.

More ways to use Evernote

The more we use Evernote, the more we find interesting ways to get more out of it. It grows with us. We recently set up ifttt (an app you can find in the Evernote Trunk) to send new articles from architecture websites to our Shared Notebook in Evernote. We’ve also discovered how powerful the geo-location feature is. We geo-reference examples of work a lot. That way, when one of us travels abroad, we can quickly work out if we’re close to any locations we want to visit. It’s just another way of filtering information. The close integration of Skitch with Evernote also allows us to mark up drawings and sketches quickly and share these ideas with the office.

Are you already using Evernote for your business? Evernote Business is coming soon. Sign up here to stay up-to-date.

• Name: Daniel Hedrick
• Profession: Digital Content Manager
• Hobby: Photography
• Website: www.danielhedrick.com
• Location: Portland, Oregon

Bio

Daniel Hedrick works as a digital content manager by day, and spends his nights and weekends growing his photography business. He uses Evernote for everything from location scouting to business management.

I use Evernote, Everywhere:

• Mac
• Windows
• iPhone
• iPad
• Web

I use Evernote for managing my photography business

I was looking for a way to take notes at work and be able to access them from my home. I found Evernote and realized it was the perfect solution. Since then, my Evernote use has expanded into everything that I do, including my photography. I’ve become so passionate about Evernote that I preach about it to anybody that will listen. I’ve used my website as a place to teach people through articles and PowerPoint presentations because I believe that it’s an invaluable tool for any photographer — amateur or professional.

Download Daniel’s presentation on how to use Evernote for Photography >>>

Here are just a few of the ways that I use Evernote for photography:

• I save inspiration from the Web. I use the Evernote Web Clipper to capture ideas for photography. I’m always looking for inspiration for lighting setups, scenes, etc.
• I organize my client work. I have notebooks for every client that include my notes, release forms, and other pieces of relevant information for work I’ve done or will be doing.
• I teach myself. I use Evernote as a repository for tutorials related to Photoshop and Illustrator, so I can easily reference them in the studio or on location.
• I organize business documents. I keep important business documents like business plans, logos and price lists in Evernote.
• I location scout. On weekends, I take off and drive around Portland in search of great spots to photograph. When I see something that looks like it would be good for a photoshoot, I make a note of it using my phone and it automatically gets geo-tagged, so I can always find that place by pulling up my Map View.
• I use Evernote for resources. Whenever I’m working on a project that I’m new to (for example: a maternity shoot or senior photos), I do a bunch of research in advance, clipping articles and examples from the Web. That way, when I’m on the shoot, I can just pull out my iPad and reference examples, as well as ask for a client’s input into what they like or don’t like.
• I keep contact information. I often use models in my shoots, so I keep their headshots, contact info, and notes about each one in my Evernote account.
• I have a catch-all notebook. I have a general photography notebook that serves as a catch-all for anything related to photography, but may not fit into a specific project notebook.

Evernote for keeping work and photography organized

I use Evernote for work, my photography business, my website and everything else. In order to keep things organized, I create Notebook Stacks and individual notebooks for various projects. For example, for my job, I’ve created a notebook for requests I receive from colleagues for various updates to our company’s site and digital signage. Before I started using Evernote for these requests, they would get buried in my email inbox. I have an entire Notebook Stack devoted to photography, and a separate notebook for my website which includes frequently referenced information like color schemes and CSS code.

Other Evernote products I love

I’ve really gotten into Evernote Food. Whenever I go out to eat, or fix something at home, I grab a picture of it with Evernote Food. I try a lot of new restaurants around Portland, and often use my Evernote Food notes as a jumping off point for writing reviews on Yelp.

Get Evernote for Windows

The Activity Stream, available by clicking the new satellite dish button, allows you to see what’s happening in all of your Shared Notebooks, as well as those that others have shared with you. Whenever something changes, a badge appears on the icon.

Each item in the stream includes an icon that illustrates the event, text describing what has occurred with a link to notebook, and the time that Evernote checked for updates.

Here’s what you’ll see:

Who’s new?
Whenever you share a notebook with an individual or group, you’ll now get a notification in Activity Stream showing the usernames or email addresses of individuals that have joined that notebook.

Updates and edits
Every so often, Evernote checks for updates in notebooks that are linked to your account and notebooks that you have shared with others. If Evernote notices a change in a notebook since the last time it checked, the app will describe that change and the user that made it.

You’ll see alerts for:

• New notes
• Edits to existing notes
• Deleted notes

It’s important to keep in mind that Evernote will only alert you to the most recent change. For example, if Evernote checks for updates twice, and in that span of time five people made edits to a note, the Activity Stream will show only the last change, not the four before it.

Discover more about Evernote

The Activity Stream serves double duty. It not only updates you on the goings-on in Shared Notebooks, but it also helps you get more out of Evernote. Click the satellite dish to see several useful tips and features. We will be adding a variety of tidbits here that will be great for newbies and experts, alike. To hide an item, simply click on it or click the ‘X.’

Auto-download of linked notebooks

One of the other new teamwork-friendly features is automatic linked notebook downloads. Now, whenever you accept an invitation to join a notebook, that notebook will download to Evernote for Windows. This significantly streamlines the previous, multi-click process.

Reminder: The Premium side of sharing

All Evernote users are able to share their notes and notebooks with anyone. If you would like to allow others to edit the notes in your account, then you’ll need a Premium subscription. Evernote Premium comes with ten features designed for the active user including Offline Notebook support on mobile, larger monthly uploads, and faster support.

More to come

Activity Stream makes Evernote dramatically more powerful app to keep your team productive. Let us know how you’re using it.