The Quick and Easy Guide to Evernote: 2013 Edition (Quick and Easy Guides)

Tap it once again to hide your reminders. Tap the little calendar icon to the right to show your reminders by Date, Recently Completed, or Upcoming. If you want to see them all, of course, just tap into the All Notes view, as above. If your notebook is shared, all the folks you share it with will also see the Reminders for that notebook, making this a super handy way to collaborate via Evernote. The latest version of Evernote for iOS includes a new Home screen and Quick Notes buttons, both of which make creating a new note in Evernote super quick and easy.

Now, you can create notes with the Quick Notes buttons, which helps bypass the typical way of tapping into a notebook, hitting the plus button, and then filling out the details. Starting at the left of these icons is the Add New Note button. Tap this to go right to the note editing process, adding body text, images, or audio as you like. The next Quick button looks like a camera. Tap it to go right to the Add Image Note screen. It looks a lot like the iOS Camera app, with a different shutter snap button at the bottom.

Simply aim and shoot anything you like. Evernote will process the image for a second, and then you can either capture more photos to go into the note, or hit the blut checkmark botton to finish adding images. The note will be titled Snapshot, but you can edit that in the note itself. The third icon will take images from your Evernote Smart Notebook, by Moleskine.

This is a special, purchased-separately notebook that works with Evernote for iOS and allows you to save information rich images and notes from the special notebook. Did you know, however that Evernote allows you to add attachments to your notes, letting you connect images and audio with ease? To add audio, tap on the little Microphone icon next to the Camera icon, and begin recording when you see the dark gray recording bar drop down from the top.

Now you can attach all sorts of images and sound files to your Evernote database. When I come across a great website, story, or even just some text on a page, I clip it right to Evernote, and then have the clipped notes with me on any platform, whether on the go with an iPad, iPhone, or at home on my Mac. Download a copy of EverClip to your iPhone or iPad. Notes have to go somewhere and Evernote gives you, when you first sign up for an account, a default notebook. Mine has been updated already, but you can see me here by going to the notebook settings that you'll have a checkbox about make this my default notebook.

The dot is going to force the notebook always to sort at the top of the list. Very functional for actually finding information. If this doesn't make sense to you I would advocate you just do it and as you start to work with the system you'll see why this is helpful. It's helpful because you're going to be adding information to Evernote from lots of different channels: You can move the notes from there but in your inbox you know that at least where it's going to go by default.

If you're an Evernote business user you're going to want to actually also take that first notebook that they assign for you or create for you and rename it and I call it. This is more than I can get into in this session but business and personal are really almost two separate accounts just viewed in one common interface.

You're going to want to have an inbox for your business side as well. It's not possible to make it a default notebook, but you definitely want to rename it. You can see here I renamed it Inbox-Business to separate it from the business or personal. Those are just some quick tips for renaming and visually having your notebooks in a pattern that's going to work for you. The next thing I want to show you is how to actually change some of your preferences and which preferences matter. If you go here to check for updates you'll be able to see if you're on the most current version or not.

If you don't have that option, check for updates, something that was recently added it to the interface, you're definitely on an older version. Just simply go to the Evernote. The next thing you're going to do is your going to go to the Preferences option right here.

I'm going to go through which ones really matter for you as you are setting up your account and again this is kind of a one time thing you know it's worth spending the time to do it now and then you can always know where it is. The first thing is I told you that all notes must go into a default notebook. Here's where you can actually define that and you can see that it's going to show me all of my personal notebooks.

The best recipe manager for iPhone, iPad, and Mac – The Sweet Setup

Your default notebook has to be a personal notebook so if you're free premium or business user you're going to have this option. You want to be sure that you select the. Definitely make sure that open note links from other applications in a new window selected. I prefer that view and show note counts in the sidebar. Again, this is that option I showed you in the View menu. As for the Evernote helper absolutely I keep these turned on. Keep Evernote helper running in the background when I quit Evernote, start the Evernote helper when I log into my computer.

You know we want Evernote loading when we turn on our computer even if we don't have Evernote open because again Evernote is going to be so powerful in many contexts even outside in the application for us. Speaking of Context, this is a brand new feature that Evernote deployed in the new Mac client and I think PC client as well. Here's the settings for that; you can choose to turn on or off of those based on this setting right here. We'll learn much more about that as Evernote tells us more about Context.

Again a brand new feature that's just released three days ago. So on the Mac you can change this to every five minutes. I believe on the PC the quickest you can have is every 15 minutes, but you want to shorten that so that automatically Evernote is sinking as quickly as possible. Very important when it comes to collaborating with Evernote and making sure your data stays current across all the channels.

What happens here is sync is save. There's no save button but there's the sync button. You can see my cursor in Upper left-hand corner here is a little round button. You can manually force a sync by simply clicking on that but what this setting is telling you is that without clicking that button Evernote will sync every 5 minutes. Just so you know it syncs when you open and close the application.

I like it to warn me if I quit while sinking. That's just fine and definitely want to sync your shortcuts. Software update, again another place to check for the software update and how often you have a check. I do not upgrade to beta versions on my desktop client. It's really my most important piece of software and I prefer to have the majority of the bugs worked out by the time the desktop version comes to me. So I am NOT the one that jumps on the beta version of the desktop client. Again, your own choice, but this is where you would define the settings. This is another element that can really transform your Evernote usage: You're going to want to configure the settings and if you do not have the Web Clipper installed … the Web Clipper is a piece of software that Evernote owns separate from Evernote and integrates with Evernote.

It's a browser extension and I will get over to showing you this as we go through this. You're going to want download and install this Evernote Web Clipper for every single browser that you have on your system and what you use on most of the time. After clipping I like to bring the clip to the front I like to bounce the dock icon once that's fine I don't mind if it plays a sound.

Here's another setting that is just a user choice. For those of you that use Evernote you know that you can insert a document into a note and you can impact the view of that note at a global level right here. There's a choice between in line or as attachments and if any of you are unfamiliar with the difference there when we get into the notes I can show you the difference.

This is where you would change that setting. My preference is in line; I know a lot of people I work with like to have it as attachment. Depending on if they put a lot of data in to one note or not. Again, it's a preference; you can always override it by a note by note basis. If you find that in your workflow you prefer by default have everything one way or the other you can change that here.

Shortcuts are really personal; if you care, the keyboard commands are here. Same with formatting if you're very sensitive to how the characters look and what the date format is you can modify that here. You also get prompts throughout the system to do that when you are first setting up a notebook. Certainly you can select it on a note by note basis, but certainly you can select those reminders here as well. I'm not a big reminder user in terms of dated reminders, so I have it as you can see totally turned off.

But if your use is to use the reminder feature this would be important. The final one here is the ScanSnap. This is for the specific Evernote market Fujitsu ScanSnap. There are some specific settings related just to the scanner that you can set here. You can have those things auto-file based on tags or definitions that you set up here.

This is kinda where you define that. We also have the beta of Scannable which is a iPhone app that Evernote is getting ready to launch. So that's the Preferences tab; you can go in to make some choices again the key ones are going to be this default inbox and the note counts and your sync.

You can see here, here's the sync. So every five minutes it will or I can manually sync by just simply clicking on it. So your name on the Mac will appear here in your account information and you want to go down here to account info that is a … appearing at the bottom of the pulldown menu. You can see here that there's going to be your account information.

What you're going to want to do is view this in address book and if you have not added it to the address book already it'll say add to contacts list or something similar. I want to make sure that that's accessible on every place that I access internet. Whether it's my phone, my computer, tablet … in my case my contacts are all synchronized across the platform so I have this Evernote upload email which is a very important part of your setup to be accessible from all places. That really concludes what the basic setup is that I recommend for the Evernote Web Client.

The last two elements that I want to cover are actually the Web Clipper and Skitch which are Evernote owned applications that integrate and provide additional functionality for Evernote. They are stand-alone applications that are an essential part of your overall productivity. Again I used Chrome so I'm going to show you the Chrome item right here.

Here is Evernote product page and you can see that both Skitch and the Evernote Web Clipper are accessible there. You can see which platform you use. The browser extension will appear as an elephant in your browser window depending on which browser. It'll be in a different spot so for I'm Chrome, it's on the right hand side. I think on Firefox it appears over here and Safari I'm not sure exactly where it is. I know for Internet Explorer it actually appears I think in the menu bar.

So different locations but you're looking for this Evernote icon and note that you can move and drag these things around here. It's my most important extension so I have it first next to my browser bar here. The first thing you're going to want to do is actually click on it because when we first install it it will have a little red X and you're going to want to actually click on it.

It's going to ask you to sign into Evernote and I want you to actually go ahead and do that because it's a one-time sign in.

1. 10 Useful Ways For Photographers & Creative Professionals To Use Evernote?
2. Serious Premise vs. Entertainment: Essay A Long Way Down?
3. How to make 1000$ a day.
4. Les histoires extraordinaires de mon grand-père : Alsace: 1 (Les Chemins de lImaginaire) (French Edition).
5. Perry Rhodan n°261 - La Lumière de la raison (French Edition).

It will authorize Evernote to save web pages directly to your Evernote account. The next thing I'm going to have you do, before I show you the functionality of the Evernote Web Clipper is I want to bring attention to this Options button down here. So you want to configure the options for your Evernote Web Clipper by clicking on the Options button. It'll bring these up. You can also get to it from the extensions manager in Chrome browser.

I just had a and comment from Enrico, thank you very much, she says Safari shows on the right. So for Safari you're going to see the Evernote icon over here so thank you for that clarification. These clipper settings can be different based on the browser, but I want to go through them and that's a one-time setup thing. It will go to your default. Inbox unless you override that. In my case I like to send my clipped notes to my business. Inbox because they tend to be business-related.

You can override on a clip by clip basis but this is your overall settings that you can choose. If you use tags you can choose to always tag it. Again I don't, so I don't have these turned on. I don't use smart filings so the tags is something that I personally have turned off. I will coach a lot of my clients to use less last action used. I will explain what that means in a minute but my preference is always start with simplified article. I find that that's my favorite view of clipped articles, it's mst functional for me. Again I can override it on a case by case basis but by default I like it to start the simplified article.

Again I will clarify for you what that means in just a minute. If you're new you can use last action and that will probably suffice for you. After clip, I leave this at default to show successful clip dialogue. If you want to on make it a little more efficient and automatically close the Evernote web clipper you can do that and you can also choose to not display a related note.

Those are just interface options. This is a really functional thing and it works most the time. I was training demo yesterday and it didn't work for me but it works for my clients. I will avoid not having it work today by not demoing it but the goal is you want to turn it on and what this does is when you do a Google search for something it will bring up your Google search results just like you're used to seeing, but on the right side of the Google search page it will also bring up notes that it found in your personal Evernote account that are related to the search term you are looking for on the web.

That can be really cool; it's like combining the power of the Google interface with your Evernote account. Definitely make sure you have this box checked and when you experience it you will definitely see that it's really cool. Those are the options I want you set up. Then I can have it saved.

Popular Topics

You click the Save button after you decide where you want to organize it. Note here it's going to organize it an based on those settings that I have. I go back here to my desktop client on Evernote and I sync here hopefully this 66 will go to a 67, which it did, I'm going to look up here and you can see there's my note with the typed things. You can see why it's really important to set up that what clipper because this is a brilliant way to get data into your Evernote account.

A couple things I want to point out about this when you do a web clipping. When I have this note clicked and then I go here to the upper right hand corner about it and look at the Info tab little I associated with the Info tab, I'm actually able to see the originating URL and I can click view site and it'll take me back to that website that it originated from. Maybe this becomes a to-do for you and you need to download Skitch and this is your reminder about how to do it. Just quick tutorial you can certainly resize images right there so that's really helpful as well.

A lot of data and your system can be very helpful for finding and retrieving information and this is something I covered in much more detail in the Ins and Outs of Evernote search which was a webinar that we did in the GetUntethered group. I will post the URL to that when we're done here. Often I'll change it to newest to oldest, often I'll change it from day created to the title because I know what I named my note.

Or date updated or what URL or maybe size. So play around with these; they are very functional in actually working with Evernote. In our last couple of minutes I'm going to go over Skitch, which is the final application that you're going to want to make sure that you have installed. Again go back to the web browser; you're going to want to download Skitch which is a full version application outside of Evernote.

For Mac you're going to download the Mac OS version; I also recommend you install it on your iPhone or your mobile device. If you're on a Windows machine obviously you can do that here. I've already gone through the process of downloading Skitch and have a seasoned account. What Skitch does is it allows you to take screenshots and then mark-up any image that you capture. It allows you to mark up any image or any. Really powerful; then it will automatically sync with Evernote or you can share it to other places.

You should be able to sign in or sign out right here.

You want to be sure that you signed in, again another reason why having that Evernote username and password is really, really helpful. Then you'll notice that you can take screenshots of whatever you want. Skitch up here will allow you to create different types of screen snaps. I use the screen snap one most often; you just simply click this button here and then it'll bring you over to your browser with crosshairs and I can pick this image. I can choose to capture it, it will bring it into Skitch here and then you can see I can type, or draw an arrow, move it around, I can drop boxes, I can draw the lines like this.

I can highlight text. There are some cool little icons here that you can ask questions about. You can hit the plus button and I can move these things around. Move it around, that kinda thing. If you have sensitive data, which I have a lot in a lot of my presentations, I can blur something out. I can simply use this blur feature. Then I can decide to crop this like so if I care to. This is probably the ugliest Skitch that ever existed but that's how it works. You can also change the color down here with yellow or if you want to make the line thinner or this arrow is too thick I can make it thinner and I can make it red.

Table of Contents

All kinds of options and then the cool part is I can just drag-and-drop this image into an e-mail or just onto my desktop. Or you can see here it's syncing with Evernote in the upper right hand corner. I have all kinds options here; I can share it in a bunch of different ways, I can trash it or I can sync it directly to Evernote. If I go back to Evernote I actually have a Skitch notebook. Now it is sinking and doing its thing and again it's a little slower than normal because I'm doing a webcast. You can see these are all images so this is the one that I saved and then when I go over to Evernote it will bring it in.

That is Skitch and that's really, really powerful and as a stand-alone product allows you to capture anything that I need to capture and use some visual images. So that is the base set up; once you have those parts and pieces in place you're really prepared to make the most of most trainings that people like me will give. Here you can see it sunk over to my Evernote account so I've got access to that. I had a question here let me answer this question from Sam. That's a really good question, Sam I do not know.

I would guess that the typing is, I'm really guessing here, but I would guess that any text that you put in there is because of the OCR scanning that is in Evernote. That's my best educated guess. I will figure out now what I can. That's my best educated guess that any text that does appear in the image will ultimately get indexed and make it searchable. If there's any other questions feel free to kind of queue them up here. Hopefully you found that helpful. I certainly know that with every client that I work with, they really benefit from having these basic configurations and places.

It really sets the stage for you to be a power user. It has everything kind of up and running but let;s you take the learning curve up the steps and I really get on I'm going with everything. So if it doesn't work it's not that it doesn't work it's that it hasn't been indexed yet. I just got another notation from Enrico that Skitch annotations are fully searchable which is logical and makes sense. So thank you both for that feedback. Queue your questions up; I just have a little bit of closing material. I covered the default notebook and the importance of that.

So renaming it to your inbox. We talked about how to sort your notebooks and some of those kinds of features and the notebook button. I think we covered the basics that I really wanted to go through. That'll give you access to everything. Now that you have this setup, for those of you that are collaborating with other people, you may get a lot of value out of the presentation I gave at the Evernote conference.

I have actually put it in SlideShare and paired it with my slide deck because they cut out the cameras just on me it doesn't show my slides on YouTube channel Evernote video.