While there are numerous means to use Evernote, searching out ways to tailor it for yourself can seem a little nerve-wracking. Compared to many similar software, the Evernote team is regularly adding features—some of which you may not need—in the hope of staying fresh.
That being said, it’s cost the effort to launch in and play around, because there are numerous means Evernote can make your life easier. Most importantly, a free account gives you access to most of its features.
Five of the key things Evernote can help you do better:
Facts in Evernote is stored in “notebooks” and “notes” (think “folders” and “files” for a close analogy). This permits you to organize your material by customer, job, type of project, e.tc. You can also tag separate notes, much as you would use hashtags on Twitter.
Don’t permit all these preferences devastate you when you begin. You need not know everything at start. Kristi Willis, an Evernote’s Freelance Ambassador endorses that you focus on unraveling just one organizational task when you get started, and mug up as you go from there.
For instance: You can use Evernote notebook to store collection samples, and tag each note with one or more groups. When a consumer requests for samples of website copy, you can use your custom “web copy” tag to narrow your search.
Recollect stuff, and discover it fast
Evernote’s principal purpose is to make sure you never fail to recall useful information. You can use it to type text, record audio or video, take pictures, scan documents, and access links to websites or other notes in your Evernote account, clip web pages, and store files in any format.
Do you have a collection of papers on your small table or a board on the wall covered with a hundred little pieces of paper? Get that stuff into Evernote and it all becomes searchable using the content your notes contain, tags you assign, or the names you give to individual notes. Evernote even scans PDF files and images of hand-written documents to enhance its search. If you give Evernote permission to use location services, you can also search for notes based on where you were when you created them.
I still have the first note I ever created: the name and phone number of a piano tuner recommended by a friend. That was March of 2010. I would have lost or discarded a Post-it note with that information long ago, but today I can still find it quickly just by typing “piano tuner” in Evernote’s search field.
Stay on schedule
One of Evernote’s newest features is the ability to assign reminder alarms to notes. On the day you need to deal with something, the note pops up at the top of your Evernote list, allowing you to access any files or information that need to be dealt with. Optional email notifications give you another way to stay on top of these reminders.
Share files with clients or collaborators
You can post notes in Evernote directly to Facebook, Twitter, and LinkedIn, send notes via email, or create custom web links to individual notes.
I use this feature to handle one of the most common requests I get from new clients: submitting a W-9 form. No matter where I am, I can send this form to an HR department in seconds—even from my phone. This note alone has prevented corporate bureaucrats from holding up job assignments and payments for more than three years—priceless.
If you have a paid account, you can also create shared notebooks, which allow multiple users to share a collaborative space. You can assign editing privileges to shared notebooks or make them read-only on a user-by-user basis.
The maximum amount of stuff you can store in Evernote is constrained by a monthly upload limit and a maximum note size (these vary depending on the type of account you have), but not a total storage cap. This allows the amount of stuff you store to grow on an ongoing basis, but limits Evernote’s usefulness if you need support for large files. Many users get around this limitation by using Evernote in conjunction with Dropbox or other Web drive services.
Access information anywhere
Evernote harmonizes your notes across every device you use it on, and is also accessible from the Web. In addition, the desktop version of Evernote keeps a local copy of everything so that you can access it even if you don’t have an Internet connection at the time.
This feature is especially useful when you work on the go. For example, you can start something on a tablet computer, flesh it out on a desktop machine, and later make edits on your phone.