Transcript How To Get Organized With Evernote 101

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So what is Evernote exactly?
It’s a “note taking” Application, with over 100 million
users, that is extremely flexible, and has a very
powerful search engine
In practical terms, it’s a place where you can put lots
and lots of stuff that you can organize and search
with ease
Are you like me, a control-freaky nerd who wants to keep
everything you see for later reference?
Or are you just a “normal” person who wants to stay organized?
Maybe you want to catalog recipes?
Would you like to do research for a project, big or small?
Then Evernote may be for you!
So what can you DO with Evernote?
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Create notes of all kinds
Create To-Do lists
Make handwritten notes on a phone/tablet/phablet
Save screenshots
Save complete documents
Capture & record audio clips
Save bookmarks for web pages
Email stuff directly into notebooks
Take a pic with a mobile device, add comments, and save it
Save scanned images and documents
Scan business cards and convert them into contacts (iPhone)
Create presentations from notes (beta)
Have location data saved with notes
As you can see, Evernote is MUCH more than just an app to
take notes.
It will capture all sorts of digital data, info, or files quickly and
its powerful search engine makes organizing and finding
them very easy later.
Evernote can be used and viewed on all devices:
Smart phones
PCs & laptops
Phablets
Tablets
Evernote has full functionality on all platforms.
The beauty and magic of
Evernote is that it can capture
and save almost anything, and
you can organize “stuff”
however you like. You’re not
locked in to a format that isn’t
intuitive or comfortable
for you!
There are 3 versions of Evernote
Free (for free, duh!)
60MB of upload per month
Max note size 25MB
Max attachment size 25 MB
Max notes 100,000
Premium ($5/month or $45/year)
4GB of upload per month (more can be purchased)
Max note size 100MB
Max attachment size 100MB
Max notes 100,000
Words inside documents and files can be searched
More functions on mobile devices:
Work without a data connection
Scan business cards
Add a lock to the App
Business ($10/user per month)
500,000 notes total
You can use Evernote as an App, or in a web browser
For the purposes of this class, we will show everything
in the App
Evernote looks a little different in different browsers
When we say “note” in Evernote we are referring to
anything that has been saved, whether text, a
picture, audio or whatever. Think of notes like
“files” on your computer.
The easiest way to create a note
is to start one from scratch:
First, open Evernote; look for the “New Note” button.
It has 2 options; a blank new note and a drop-down
menu with the 5 types of notes you can create:
Note(like a blank sheet of paper)
Ink Note (handwritten on a touch screen)
Audio
Webcam
Screenshot
You can create any of these notes however you’d like. Drag &
drop a picture into the note and add text, record some audio,
take a screenshot, etc.
Just like all notes, you can add a title, put whatever tags you’d
like on the note, share them on social media, link them, email
them, etc.
Another method of creating a note is if you find something on a
web page that you would like to save. This is where the “Web
Clipper” comes in.
THE WEB CLIPPER
The “Web Clipper” is an add-on extension to your web browser,
that allows you to make a note from a web page in 5 different
versions:
- A full article
- A simplified article
- The full web page
- A bookmark to the page
- A screenshot of the page which you can crop to size
(see kittie examples in Evernote)
In the Web Clipper you can:
- Add & edit the title of the note
- Pick the notebook to send the note to
- Add & create new tags
- Add remarks
- Annotate screen shots
- Share the note on social media
- Email the note
- Add a link to the note
You can send stuff to Evernote, as well as
drag-and-drop straight into it.
The most common things users will do in
Evernote are:
“Clip” a note from a web page
Create a note from scratch
Send a note to Evernote by email
Drag-and-Drop notes
There are 3 Basic Parts in Evernote:
- Tags
- Notebooks
- Stacks
TAGS
Tags are important because they are what allow you to organize your notes,
and find them later
You can have up to 100,000 tags per account
You can use up to 100 different tags per note; for example, you could tag a
blog post with one or more types of subject matter, the author’s
name, the title of the publication it came from, or whatever you
need to stay organized. You create the tags so it’s all up to you!
When you open the Tags section of Evernote, you not only see a list of your
tags, but how many notesyou used that tag on. If you click the tag it
will open all the notes with that tag. You can search for notes with
multiple tags as well; just hold down the CTRL key and pick
whichever tags you want to include, then hit Enter
If you prefer to use tags extensively, you can put all your notes into one
notebook and organize them by tags ONLY
NOTEBOOKS
You can create up to 250 personal notebooks, and up to 10,000 in a business
account
Up to 100 notebooks can be shared with a free account, and up to 500 with a
Premium or Business account
Tags still work the same no matter what notebooks a note is in, so if you have
tagged a note completely you can always find it
STACKS
Stacks are simply groups of notebooks
Think of it as if you had a bunch of actual notebooks all piled up,
and you wanted to sort them by subject matter; you
could arrange each subject into a stack on a shelf. You can
do the same with Evernote notebooks
To create a stack, go to the list of notebooks, and then drag one
notebook into another that you want in that stack;
Evernote will automatically create a “Notebook Stack”
that you can rename
Additional Tips
There are limits on emails and saved searches for different types of accounts. See
Evernote terms for those.
Microsoft Office documents can be made into notes, but you still must have the
program to open them
For MS Word docs you can save them as a pdf, then save them in Evernote if you want
to use them without MS Office
You can save an email directly into Evernote by:
Open Evernote
Click on “Tools>Account Info”
The line “Email notes to:” will have the address for your Evernote account
Copy that and then use it send or forward any email to
Evernote will save it as a new note in your Default notebook
You can treat it like any other note; tag it, title it, put it in a notebook
Evernote has an update coming shortly with a better PC interface and the ability to do
presentations directly from notes
Additional Tips
When you delete notes, they go into the Trash notebook and can be restored from
there; once you delete from the Trash notebook they’re gone for good
To use the Web Clipper on your phone, use the “Share” function in your browser;
when you select Evernote, you will see the Evernote logo in a circle at the
bottom of the page. If you tap that before it finishes loading, it will allow
you options of how to clip the article, what notebook to send it to, and what
tags to add.
Evernote keeps a copy of your notes on both your PC and their servers. If you want to
keep another backup see this(Windows):
https://evernote.com/contact/support/kb/#!/article/23186097
Evernote has a Current Monthly Usage Meter, under Settings on mobile devices and
browsers, and at the top of the screen in the PC App.
Evernote automatically “Syncs” at customizable intervals
(see Tools>Options in the PC App)
Even MORE things you can do with Evernote
Record Audio
Create Checklists for To-Do, Groceries, Goals, whatever!
http://blog.evernote.com/blog/2011/08/02/did-you-know-how-to-create-a-checklistin-evernote/
Set Reminders
http://blog.evernote.com/blog/2013/08/06/how-to-never-miss-a-deadline-withevernote/
Password protect your account
http://blog.evernote.com/blog/2013/08/09/how-to-enable-passcode-lock-inevernote/
RESOURCES
https://evernote.com/
https://evernote.com/contact/support/
https://evernote.com/introduction/creating-a-note
There are numerous websites and YouTube videos for free (and
paid) Evernote training
You can always reach me directly at:
[email protected]
Cell # 210-831-8903