setting up your evernote

Everything You Need to Setup A Successful

Evernote EnvironmentJason Frasca

jmf@jasonfrasca.com@jaymf

C: 203-505-9575#evernotelnl

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April 5, 2013

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April 5, 2013

ABANDONMENT!

• How Many People Have Abandoned Evernote?

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April 5, 2013

AGENDA• Setting Up your Main & Default Notebooks

• Notebooks vs. Tagging

• The Sidebar

• Sync, Sync, Sync

• Encryption

• Searches

• Creating Links in Evernote

• Create a CRM or Anything Else in Evernote

• Conducting Research with Clippers

• Powerbot

• Take Notes Faster on your iOS & Android

• Sharing & CollaboratingFriday, April 5, 13

April 5, 2013

WHAT GOES INTO EVERNOTE?

• Take Notes, Write Blog Posts, R&D, Manage Vendors, Research Vendors, Employee Handbook, Corporate Manuals, Hobbies, Write Books, Itinerary, Record Audio of Business Meetings / Presentations, Research Vacations, Bills, Paperless, Pictures of Daughters Artwork Since She was 3, Resume Screening, Collaborate w/ Teammates, Contact DB, Case Management, History of School Work, Legal Docs, Scan Docs, Twitter Favorites, Run A Business, Insurance Claims, Preserve Web Pages, Code Repository, Scan Business Cards.

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NOTEBOOKS• Important parts of your life.

• Current projects. People, School, Each Business.

• Think of notebooks in Evernote as the verticals in your life.

• You do not want is too many notebooks.

• Notebooks should only be for active projects or ongoing endeavors.

• Examples Notebooks: Businesses, Startup Ideas, Wife, Rutgers University, Blogs, Travel, R&D, Meetings.

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MAIN NOTEBOOK

• The main notebook is for everything. Your second brain if you will.

• Let’s name it: .YourName so it rises to the top of your notebook list.

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CREATE NOTEBOOK

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DEFAULT NOTEBOOK

• The default notebook is a essentially your Evernote Inbox.

• Let’s name it: .Inbox* so it too rises to the top.

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CREATE NOTEBOOK

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SET DEFAULT

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NOTEBOOK STACKS

• Multiple notebooks in the same category can be grouped together, called Evernote Stacks.

• Drag one notebook onto another and a stack will automatically be created.

• This is helpful if you have more than 1 blog, a few kids, multiple notebooks for business, etc…

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TAGS• Tags are like manilla folders

• You can never have enough tags

• You can search by multiple tags

• You can scroll through the tags

• With tags you can create very specific filing systems.

• Dates (Y/M/D), File #’s, people, places, things, topics, teams.

• Tags can duplicate notebooks. Tags can replace inactive notebooks, and they should.

• ++

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A LOOK AT TAGS

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SIDEBAR

• Access most active notebooks and tags

• Drag the ++ tags to the very top of the sidebar

• Drag the default .inbox directly underneath the ++

• Drag your main Evernote notebook next

• The rest of the sidebar should have whatever notebooks and tags you are currently working on.

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April 5, 2013

SIDEBAR SETUP

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April 5, 2013

SYNC, SYNC, SYNC

• Sync is the New Save

• I suggest changing your Sync preferences to every 5 minutes.

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SYNC SETTINGS

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ENCRYPTION

• Ability to Encrypt Individual Notes

• In the Note field > Select Text to be Encrypted Right Click > “Encrypt Selected Text” > Enter Your Password.

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SEARCHES• tag:coffee > Note - there is no space

between the colon and the tag coffee.

• intitle:coffee > If you want to search for text just in the title:

• tag:juicetank tag:awesome

• intitle:Meetup tag:”juice tank”

• EN Search Parameters: bit.ly/10t81Mj

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SAVED SEARCHES

• Searching for the same items repeatedly?

• tag:coffee notebook:.Jason > Save this search

• Enter search > Edit > Find > “Save Search”

• Enter name of search in Pop Up > OK

• Run saved search > Click in Search Field

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SAVING SEARCHES

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CREATING LINKS

• 2 Types of Links: Linking Notes & Linking Text

• To Link a Note: Right click > Copy Note Link

• Paste Link for One Click Access Similar to HTML

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April 5, 2013

NOTE LINKING

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April 5, 2013

CREATING LINKS

• To Link Text: 1st Get Link >

• Right Click Note: Copy Note Link

• Highlight text > Right Click Highlighted Text > Link > Add > Paste Copied Note Link OR Web HTML

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LINK TEXT INACTION

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CLIPPERS• How to get “stuff” into Evernote?

• Web Clipper

• Evernote email address

• Only Plain Text & URL’s

• Everclip for iOS & Android

• Show Elephant in Menubar (OSX)

• Screenshots & Audio Recordings

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EVERNOTE EMAIL ADDRESS•Username in Toolbar > Account Info

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EVERCLIP for iOS & ANDROID

• Preserves Formatted Web Pages by URL

• Handy Copy & Paste Multiclip Tool to Evernote...

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POWERBOT• Powerbot for Gmail

• Formatted E.mails & Email Threads to Evernote

• Powerbot for Google Calendar

• Creates Agenda Note Based on Event in Evernote!

• Outlook Too

• www.powerbotapps.com

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POWERBOT GMAIL

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POWERBOT GCAL

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POWERBOT GCAL

Meeting details - Evernote Lunch & Learn @ JuiceTank

Date and time: Apr 05 2013, 13:00

Duration: 1 hour

Location: [not specified]

Description: Present Evernote at Juicetank Re: Lunch & Learn

Participants (1): jmf@jasonfrasca.com

Agenda

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Notes

Action items

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TAKE NOTES FASTER

• Evernote for iOS takes 4.326 seconds to open

• 1.168 Seconds to Start a New Note

• 5.5 Seconds = Eternity When You Must Record a Thought!

• Drafts for iOS takes 1.726 Seconds from launch to cursor blinking. 3X Faster!

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DRAFTS for iOS

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SHARING / COLLABORATING

• Share any Document with Anyone.

• Post to Twitter, Facebook, LinkedIn. Email. URL.

• Share Any Notebook with Evernote Users w/ Control:

• View Notes, View Notes & Activity, Modify Notes, Modify & Invite Others, Create Public Link, Manage Permissions.

• Import / Export .Enex Files...

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SHARE SOCIALLY

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INVITE to COLLABORATE

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IMPORT / EXPORT

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THANK YOU!

• jmf@jasonfrasca.com

• 203-505-9575

• @jaymf

• Email Me! I am happy to forward the presentation and assist with Evernote anytime.

• #evernotelnl If I Improved Your Evernote Environment.

Friday, April 5, 13