I have been using Evernote for a number of years now, though have not been conscious of how I use it. Here’s my reflection on what has worked for me:
- Get Premium. While the free account gets you going, I enjoy the fact that I can access the notes from a variety of devices- including offline and has a more powerful search facility (including searching pdfs and handwritten notes)
- Organise folders the same as email. I have used the GTD strategy of organising folders in my email. By replicating this in Evernote, I automatically organise appropriate documents into the right folder. Always problematic when you think that a key phase is best at the time, though makes no sense later on- better have the two systems using same “key words”
- Tag- if it works for you. Certainly helps for grouping. Personally, I find tagging more labour intensive as the built-in search tool and use of the folders above does me fine. Others I know who use Evernote swear by the tagging…
- Know your Evernote email. This can be found by looking in your Account Info
- Know some shortcuts. When sending emails, know that:
- The beginning of the subject line will be the title of your note
- To pop your email straight into a known notebook, include “@” immediately followed by the appropriate notebook in the Subject field.
- Into tagging? Add “#” immediately followed by an existing tag in the Subject field
- Need a reminder? Include an exclamation point- e.g. Email Subject: Portfolio Meeting !2017/04/12
- Need all of the above? Then the order is Email Subject: [Title of Note] ![Reminder Date] @[Folder] #[Tag]
- Want to quickly present your info? The presentation tool is a quick and easy way to present what is in an Evernote note. Once in presentation mode, look to the far right where you can change the “Presentation Settings”, adding horizontal lines to your note to create the likes of slides…
- Install browser add-ins. Most browsers have add-ins that you can download to make clipping notes to Evernote a piece of cake!
- iOS IFTTT applets. The “if [this occurs] then do this” applets for iPhone and iPad are also handy. This might include converting your Reminders to a note, saving Instagram photos or Tweets to Evernote, quickly appending to a to-do (or shopping) note, or copying new Evernote to Onenote