Working with Evernote

After you start working with Evernote you see how simple and yet how really powerful this program really is. Evernote allows you to:

  • Keep all your Notes Organized
  • Cloud Management
  • Multi-Platform Support
  • Tagging and Organization
  • Optical Character Recognition (OCR)
  • The ability to share notes and whole notebooks with classmates, coworkers, family, etc.
  • The ability to take and attach pictures to a note right from within the app.
  • The ability to take and attach voice memos and audio to a note right from within the app.
  • The ability to attach files (spreadsheets, images, docs) to any note.
  • The ability to set reminders for yourself for various tasks, goals, and projects from within the app.
  • The ability to create checkboxes that serve as virtual to-dos.
  • Best of all – it’s FREE! There’s a premium version that offers a few bonus features, but the freebie offers all of the above.
  • The ability to sync automatically between all devices, meaning you can access your notes even when offline. (This feature is somewhat limited in the free version.)
  • The ability to scan text in a photo using Optical Character Recognition technology.
  • Track meals, appointments and more!
  • Plus much more!

When working with Evernote you should organize like you would you filing system on a computer. So no matter what field you're in, you can adaptor it to your needs.

Getting Started

Best way to get started from a desktop or laptop is go to Evernote here and sign up for a free account. 

Working with Evernote Evernote-Menu-Panel-singup 

Left mouse click on the 3 lines (Menu) and select Sign Up and enter in your email and password your going to use for this account..

Working with Evernote: The Unofficial Manual  

Table Of Contents 
§1–What Is Evernote?

§2–An Overview Of The Desktop App

§3–An Overview Of The Smartphone Apps

§4–Tips, Tricks & Hacks

§5–Evernote Add-Ons / Plugins


How to Attach Doc's, SpreadSheets, PDF's and other Files from Dropbox
You must already have a Dropbox account before you continue. From a web browser go to Dropbox and login into your account. Find the item you wish to share, you will then see the Share box appear. Click on it. 

The screen with the URL link should appear, just copy that into your EverNote note and you now have a Public Dropbox Link that anybody can view. Great if you don't want large pictures or files in your EveryNote.  Working with EveryNote
Working with EverNote
Working with EveryNote

Now working in EverNote you can add a Dropbox hyperlink in a existing note or create a new one.  Working with EverNote

Highlight the text you want for the hyperlink and click on the paper clip to insert the URL for the hyperlink.  Working with EverNote Next hit apply and now with hit the space bar or enter and you will see the text turn into a hyperlink. You can also just insert the url without any text, and you can also hover over the url and remove the link so if you would like to copy and past from within EverNote this makes it much much easier. 

How to Use Tags to Organize Evernote

Working with EverNote

The power of Evernote is that there is no right or wrong way to use it.

From audio notes to websites, it’s the perfect place to capture and store the content you need to be productive.

The question we get from many users is how to organize the material they bring into Evernote. From notebooks to tags, you have the option to decide your own personal classification system. That taxonomy can be as simple or complex as you need, but it’s remarkable how powerful Evernote becomes when you find the right system that works.

Yesterday, we discovered a post on Medium that provides a clear example of how one user has successfully structured his Evernote account to help make the most impact in his work with an emphasis on tags.

Thomas Honeyman is a student at the University of Southern California and co-founder of a music collaboration platform. Recently, he found that focusing on tags gave him the most flexibility by associating the notes he creates to his tags.

Much like author Michael Hyatt, tags have become the engine that helps power the organizational success with how Thomas manages content in Evernote.

Let’s take a look at the ways Thomas has used tags.

Simplified notebook structure

By having fewer than five notebooks, Thomas is able to manage the flow of notes much like you would in an email inbox. Content is initially processed in an Inbox Notebook and then moved into a Cabinet Notebook.

Working with EverNote

 Tag hierarchy

With notebooks, you can have stacks. With tags, you can have hierarchies. Thomas organizes his notes within three major tag categories:

.Descriptors – the source of notes, media types, and conversations.
.Knowledge – what kind of information is contained within a note.
.Projects – notes that are associated to the type of work he is actively completing.

Power tip: Tags appear alphabetically. Use symbols such as hashtags, periods, and numbers to force them into an order that works for you.

Working with EverNote

Adding Tags in Evernote

All Evernote users can have up to 100,000 tags per account. Your notes can be associated with multiple tags.

Here is how you can quickly add a tag to notes in Evernote:

1. Open the note you wish to tag
2. Open the tags editor
3. Type to add your tags. Tag suggestions based on previous tags in Evernote will appear as you type.
4. Press Return to add a tag
5. To delete a tag, backspace over the tag text

Adding tags by platform:

Mac or Windows Desktop: On the top of the note, to the right of the Evernote notebook name, click to add tags
iPad, iPhone, and iPod Touch: Under the note title, select the (‘i’) icon, and then tap Add Tag.
Android: On the top bar of the note, select ‘…’ and then Tags
Web browser: On the top right of the note, select Info and then click ‘+’ Tags

How are you using tags to organize content in Evernote? Share your tips in the comments.

 Email Syntax for EverNote

It’s no secret that one of our most popular features is the ability to email notes directly into your Evernote account.

Email serves as a primary method for communicating with others at work and in your personal day to day. Yet, it’s also one of the things that bogs down your daily efforts. And, it lacks some of the comprehensive organizational tools and search functionality that you already use in Evernote.

Whether you strive for inbox zero or hope to do a little archiving, use email into Evernote for a wide array of purposes:

* Declutter your rapidly growing inbox.
* Auto-magically file daily and weekly messages into content appropriate notebooks.
* Wrangle e-receipts and purchases for easy expense report filing.
* Archive emails older than a few months or one year.
* Quickly organize details of an upcoming trip, including confirmations and itineraries.
* Archive company newsletters and content-rich digests.

No matter what you send into Evernote, it is all easily searchable, so you can quickly find it later when you need it.

Find yours in Evernote from any platform.

Windows: Click on your username, then select “Account Info,” your email address will appear below “Email notes to”
Mac: Click on your username, then select “Account Info.” Your email address will appear below “Email notes to”
iPhone, iPad, and iPod Touch: Tap your username to access your account Settings. Scroll down and select General > Evernote Email Address
Android: Tap the Evernote menu, select Settings and scroll down until you see Evernote email address
Windows Phone: Tap on your name on the main screen. From “Account” information, you can access your Evernote email address.

Premium Tip: Evernote Premium users can customize their Evernote email address.

Put your email to work for you, and integrate Evernote’s versatility into your daily workflow for better results. Here’s some great tips to get you started.

Re: Subject!
The beginning of your subject line will automatically become the title of your new note. Everything you add after that will help make content easier to file and find later.

Designate @ Notebook
Send your email directly to the notebook you want. At the end of the subject, add “@“ immediately followed by the name of an existing notebook. Presto! Receipts will be sent to an expense report notebook and travel confirmations will fly directly into your upcoming trip notebook.

# it All
Simply include “#” followed by an existing tag to add another layer of organization. This way, you can easily discover all of your #receipts, #recipes, and #confirmations.

! = Reminder
With an exclamation point, you can easily turn an email into a Reminder. You can set the Reminder up for a specific date using numeric values for year, month, and day, or you can just simply say something like ‘tomorrow.’ Here’s an example:

Email Subject: Airfare Reservation Check-in !2014/06/26
Email Subject: History Research Paper !2014/09/25

Order of Operations
For all of this to work, order is important. Just follow this standard logic, and you should be set:

Email Subject: [Title of Note] ![Reminder Date] @[Folder] #[Tag]

These tips will get you started emailing content and figuring out a workflow that fits you best. In the future, we will publish more in-depth tips that will allow you to master email into Evernote to automatically organize and file material within Evernote.

Create Notebook Stacks With Evernote

One very important thing you must learn in how to Stack. While everybody else would ask how to create a sub-folder, EverNote Calls it Stacking and you can only have one Stack per Notebook.

Posted by Taylor Pipes on 29 Jan 2015


What will you accomplish in 2015? Throughout January, we’re sharing our favorite #EvernoteTips, shortcuts, and tricks perfect for powering productivity, whether you work for yourself or on a team.

Sometimes, you have notebooks that contain a common theme. Perhaps you’re working on blog posts for the month of January and you want to work closely with your notebook that lists content ideas.

With Evernote, you can group notebooks together so you can access them easily.

Note: Stacks in Evernote can contain a blend of both personal and business notebooks. But, they are only visible to you and cannot be shared entirely with others.

Here’s how to stack notebooks with Evernote for Android, iOS, Mac desktop, Windows desktop, and Web:

Evernote for Mac

1. Select the notebooks from the side navigation menu.
2. Drag and drop one notebook into another notebook. Your new stack containing both notebooks is now created.
3. To add additional notebooks, simply drag them into your notebook stack.

Working with EverNote

Evernote for Windows

1. Select the notebooks from the side navigation menu.
2. Drag and drop one notebook into another notebook. Your new stack containing both notebooks is now created.
3. To add additional notebooks, simply drag them into your notebook stack.

Evernote for iOS

1. Navigate to your notebook list view.
2. Tap Edit in the upper right screen.
3. Select the information icon (“i”) next to the notebook you would like to move to your stack.
4. Tap Stack.

Evernote for Android

Adding notebooks to a stack with Android is a one-step process!

1. Press and hold a notebook and select ‘Move to stack’ or ‘Move to new stack

Great YouTube video at: Video on Stacking

References for this Article

How to use Tags to Organize EverNote 

Email Syntax for EverNote 

How to Use EverNote 

Templates for EverNote