How do I love Evernote? Let me count the ways…

evernote

My evernote set up

My friends know I’m a big Evernote geek, and one of them recently asked me about my use of it. She actually introduced me to the company, but it is always helpful to have another person’s perspective on integrating a tool into your life.

If you don’t know Evernote, be sure to give it a try. It is a note taking tool on the surface, somewhat like Microsoft’s OneNote. The big difference is that you can use it on multiple devices (like iPhone, PC, Blackberry). The company has gotten a lot of attention lately (and hype), but honestly it is deserved. I have tremendous respect for this company and think they deliver a solid product. Admittedly though it can take a while to get used to it and make it your own.

So, in the interest of sharing, below are some of the ways I use Evernote. These are written for someone at least somewhat familiar with the layout. And then, for fun, the top 10 reasons I love Evernote.

1. I use the inbox as a staging ground for other notebooks. Like if I have a meeting, I’ll take notes in a note in the inbox. Then after the meeting and after I’ve gotten the to do’s off, I’ll take the note and put it in the appropriate folder and tag it as necessary.

2. I’ve created “temp” folders for big active projects (like ala midwinter or our upcoming wedding). Once a project is finished I tag the notes, merge them altogether into one, and throw them into my Reference notebook.

3. I have a work reference and a personal reference notebook so that my past projects at work are separate from my gift ideas.

4. I create a committee folder which includes notes from all of my committees (university, library or professional). I tag the heck out of those notes so I can create pseudo-subfolders. For example, any notes I take from a reference department meeting, I throw in the committee notebook and tag with reference mtng. If I want to reference anything, I can click on the notebook and then click on the reference mtng tag. Or I can search for notes with that tag (see image).

Reference Meeting Notes

5. I email into Evernote any supporting documents for my committee meetings (which is why I went premium) and then merge the files and use content tags. For example, for a reference department meeting on information literacy assessment, I tag it “reference mtng” and “infolit assess”. This way I can get back to the info lit stuff without having to remember at which reference meeting it was discussed.

6. I nest tags. I have a committee tag that includes acronyms for all of my committees. That way I’m not hunting though a long list of tags. I did the same for all of the classes I teach using the main tag as .instruction and then the subtags for each class (psc 260, eng 101 etc.).

You can nest tags by dragging one tag and dropping it on another tag. At least this is true for Mac and for the Web versions. I can’t recall for the Windows version. It is a handy little hidden feature.

7. I have a reference questions folder for the complex questions I am currently working on. I create a note with the person’s name and the date and then throw in any documents, URLs, whatever. I can also use it to take notes, keep their contact info, and then refer back to it all later. VERY HELPFUL!!

Those are the main tips I gave. Now. What do I love most about Evernote?
1. Fun geeky podcasts and yes, I listen to them.

2. You can clip screen shots. I’ve found this most helpful for comparison shopping on the web. If I comparison shop, then I might buy something, which is good for the economy. Therefore Evernote should get a stimulus grant. How’s that logic for you?

3. If you have a iPhone-like phone (ie, not mine), you can take pics in Evernote and then include them in your collection. If you are not so lucky, like me, you can still email pics to Evernote. They give an example on their blog of using the snapshot function to create a picture collection of your favorite wines. I did this just for kicks one night, and it really came in handy when I returned to the store and couldn’t remember the name of that cheap but bearable wine.

4. The company is responsive and adaptable. They don’t just make a product for the Mac or just for the iPhone. They have created versions for Pre, Pixi, Droid, Blackberry, as well as a mobile site. You have to appreciate that. They also have a huge audience of geeks on their forum that like to give advice on using the software.

5. I can access it from any of my computers, the web, or my phone and then sync across those devices. Def a huge reason to luv.

6. Tagging is fun. Nested tags are double the fun.

7. It keeps me from being a grumpy girl because I can forward emails from our awful email system. The less time I spend in LotusNotes, the more likely I am to smile at you. True story.

8. Anything is better than anything Microsoft produces (ie, OneNote).

9. Even the free version allows a ton of uploads. The monthly allowance for free users is 40 MB.

10. The elephant logo gives remember the milk’s bob t. monkey a run for his money.

Do you use Evernote? What tips do you have?

29 Responses to “How do I love Evernote? Let me count the ways…”


  1. 1 Phil Libin February 13, 2010 at 3:05 am

    Wow, thanks! I hope we continue to make you smile for a very long time.

    • 2 Roger Gale February 14, 2010 at 4:54 pm

      You and your team really should be proud of Evernote. Its value just keeps growing. But you are still not responding in a timely way to technical problems–i’ve been waiting over a week to get a reply to not being able to sync.

      • 3 lyndamk February 14, 2010 at 6:12 pm

        My mac version was doing that last week. There was a post on the forum describing how to resolve, but I’m having trouble finding it atm. I know I had to remove the database file from my local folders, uninstall/reinstall, and resync. Everything worked fine from them on. Sorry you haven’t gotten a response though!

  2. 4 Christine Simiriglia February 14, 2010 at 4:48 pm

    Great post.

    I too am an Evernote junkie. Evernote is how I organized my entire wedding this past May and saved on the cost of having someone do it for me.

    I’m the C.O.O. of a non-profit, and a professional organizer with an e-coaching business and website to maintain. Evernote is how I stay on top of all of it.

    I recently posted about using Evernote to keep track of favorite wines (great minds think alike). You can find it here:
    http://www.organize-more-stress-less.com/home/2010/1/13/remembering-the-name-of-that-wine.html

  3. 5 Jeanne February 14, 2010 at 5:22 pm

    Thanks, this is going to be stupid, but until I saw your clip I didn’t realize there was another way to use Evernote other than the browser. Completely in love with the Mac interface. You’ve made me fall in love with Evernote all over again. What a great Valentine’s Day gift!

    • 6 lyndamk February 14, 2010 at 6:00 pm

      cool! awesome. i like the mac version much better than any of the others to be honest, but the windows one is coming along too.

  4. 7 Vanessa February 14, 2010 at 5:54 pm

    One suggestion only about your Inbox. Why not start it with 00 or a character like * so it appears at the top of your notebook list?

    I renumbered my someday and Reference notebooks after seeing your example.

    I love using Evernote and only recently discovered the merge function =)

  5. 10 solak February 14, 2010 at 6:14 pm

    I didn’t even know about nested tags. Now I’ve got some re-tagging to do, but it will help me in the long run.

  6. 11 Brad February 14, 2010 at 8:16 pm

    Great Post!

    How do you merge the notes together as mentioned in reason 2?

  7. 13 Michelle Hudson February 14, 2010 at 8:18 pm

    I also love Evernote!

    I use Windows at work, and we use Outlook for email. I love the integrated Evernote-Outlook add-in button that will take e-mails I need to remember and just magically put them in my Evernote where I can actually FIND them again (unlike Outlook). I can’t imagine doing work without it.

    Also, searching for text within images works surprisingly well. And I can embed PDFs related to meetings right in my meeting notes.

    Also also, that grey-green color scheme is my favorite and I love elephants. NOT a trivial thing in a piece of software!

  8. 15 Bree February 15, 2010 at 1:13 pm

    Thanks for some new ideas on how to use Evernote.

    One of my favorite uses is to make a note of items that I have to replace infrequently. Sometimes it’s text, sometimes a picture. Then when I am out shopping and see a sale on something like printer ink, I can take advantage of the sale- if they have the kind I need. Same w/ things like vacuum belts and bags and so on.

  9. 16 barbara February 17, 2010 at 7:26 pm

    I have to agree with everything you have said. I’m not much for emailing pictures (I suck at photography) but it works with email and twitter and it is very useful.

    I wish they’d come out with Evernote for Dummies, because I tend to fail when I am looking in the forums to fix what may be broken, but what is probably user error.

  10. 17 Chad February 28, 2010 at 11:25 am

    I use Evernote for mainly inventory. I keep track of my storage bins and what are in them. Also I use it to keep tabs on everything I need/want to do. My system is a combination of all of the different articles I have read that work for me. At work, I use a flash drive with portable Evernote installed, since Evernote is blocked at my work and then sync it once I get home. If you get a chance check out my website which has the 10 main ways I use Evernote.

    • 18 Hannah January 3, 2011 at 10:10 pm

      I have the same problem in that my high school’s blocked Evernote. How do you put a portable file of Evernote on a flash drive?

  11. 19 Pierre March 2, 2012 at 2:02 pm

    Very good post!

    I see you are into podcast, check my show about Evernote, The Elephant Channel at http://elephantchannel.net and let me know what you think.

    Pierre.

  12. 20 dsarna March 10, 2012 at 12:42 pm

    Your prayers have been answered. Evernote For Dummies is out and available at bookstores everywhere.

  13. 21 Jawbone ERA review July 2, 2013 at 2:25 pm

    Hi there, I log on to your new stuff regularly. Your writing style is witty,
    keep it up!


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