Broad overview of some cool productivity tools.
More info: http://www.laughtercrystal.com/2014/01/evernote-beyond-productivity-tools-to.html
By Crystal Paradis
vital. | vtldesign.com
2. Crystal Paradis
@laughtercrystal
Founder, #portsbkfstclub, weekly
local tech / marketing meetup
Co-Organizer,
TEDxPiscataquaRiver
2013 & 2014
Copywriter &
Content Strategist,
vital.
Spreader of
#PortsmouthLOVE
Board member, Seacoast Social Media
Presenter, Social Media Breakfast NH
PR & Media Relations,
New Hampshire Film
Festival
11. What does Evernote
do?
Stores:!
Text notes!
Pictures / image files!
Audio files / MP3s (record on mobile app)!
Documents: PDFs, Word, Excel!
Web pages / articles
12. What does Evernote
do?
View by date, title, notebook, tag!
Reminders!
Attachments!
Checklists!
Mark-up (highlight / Skitch)!
Links (URLs or links to other Evernote notes)
13. How can I use it?
On your computer(s)!
On your phone!
On your tablet!
Not your computer? Log in through website
14. How can I use it?
Document storage (Dropbox / iCloud)!
Links / Articles / Bookmarks (Delicious, Pocket)!
Inspiration / Research (Pinterest / scrapbook)!
Archive of communications (Gmail / Outlook)!
To-do Lists (Siri / Wunderlist / pen & paper)!
Personal reference information (your brain / files)
15. How do I add stuff?
Type or paste directly into it on mobile, desktop, or web
interface!
Email to your Evernote account email address (find under
Account Info)!
Drag & drop files to desktop app!
Page Camera/Microphone in mobile app!
Browser extension (Web Clipper) or mobile apps (EverClip,
Lightly)!
IFTTT recipes
17. Search
Lightning-fast, very robust search function !
Title!
Tag or notebook name!
Body text!
Text in images, PDFs, Word docs, Excel files, etc.!
Filenames of attachments
18. How can I search?
Notebooks!
Tags!
Keywords (very robust)!
Text in photos, PDFs, documents (great OCR)!
Location created!
Date created or modified
21. Document Storage
Limitless cumulative storage space!
Monthly allowance is large (esp. if Premium)!
Never have to email yourself!!
Scan paper docs directly (Doxie/Eye-Fi)!
Document Camera (mobile)!
Business Card Camera (mobile — it autofills!)
22. Run Your Business
Keep track of bills (reminders)!
Keep track of clients (tags)!
Clip / collect inspiration from the web!
Meeting notes, to-do lists!
Learn more: evernote.com/business
23. Link / Article Saver
Copy / Paste!
Web clipper (browser)!
EverClip (mobile)!
IFTTT / Pocket!
Forward emailed articles!
Available offline! (Premium feature)
24. Inspiration Board
Project lists!
Inspirational photos!
Household projects!
Travel plans!
Design / decorating inspiration!
Blog post ideas / drafts!
Personal & Professional goals!
Shareable with friends / family / team (Premium feature)
25. Archive of
Communications
Meeting minutes!
Notes from calls!
Emails (forwarded to Evernote)!
Mail (scanned to Evernote / document camera)!
Confirmation numbers / order history!
Access, reference, and search easily
26. To-do Lists
Default Inbox notebook (empty constantly)!
Mark Reminders / Due dates for all actionable
items!
Ordered by notebook / project!
Link to / between notes for accessing complex
projects (Table of Contents)!
Reminder IS the note you’re working on
27. Personal Reference
Information
Login usernames / passwords!
Account numbers!
Bills, pay stubs, reference documents!
Manuals (QR linked to item / equipment)!
Scan everything—Going paperless
28. Is my information
safe?
Export & archive your information for backup, as you
would your laptop/desktop!
Read more in Evernote’s Terms & Conditions!
Very respected reputation for security & encryption!
Like emails or Dr./Patient privilege, can be
subpoenaed
29. Should I go
Premium?
Larger monthly upload allowance (Cumulative always
free)!
Larger single note allowance/attach larger files!
Share notebooks with others (accepting shared
notebooks always free)!
See all note history/previous versions!
Search within PDFs (text in photos always free)!
Annotate PDFs with Skitch
32. Collaborate At Work
Invite team members to various notebooks!
Record audio messages from mobile & save to
shared notebook w/ team members/assistants!
Easily clip articles/web content to share or
archive for projects!
Related notes pulls up notes you may not
know/remember that are relevant
33. Decide What To Eat
Save photos of delicious food to inspire
while at the grocery store!
Recipes with photos (web clipper)!
Categorize/tag: healthy, breakfast, quick
meals, snacks, lunch, or new recipes!
List of restaurants to try/revisit
(Evernote Food)!
Share individual recipes online or in
emails
34. Remember Where
You Parked
Open new note & type “Parked” or small note
& drop a pin.!
Upon returning, open that note & tap
“Location” to lead yourself back to parking
spot
35. Create a public link
with a press kit
Never email your bio/headshot again!
36. SmartFiling:
Emails to Reminders
Forward to Evernote address (save to address book for quick autocomplete forwarding)!
Simply sending will send to default inbox!
Sending with “!” at the end will add Reminder!
Smart Filing by subject line SRNT!
Subject !Reminder @Notebook #Tag (Should Really Note This)!
Example: Sign up for this !tomorrow @work #todo #events!
Reminder options: “!tomorrow”, “!monday”, “!YYYY/MM/
DD”, or simply “!”
37. Some Shortcuts
⌘ + ‘ = Tags!
⌘ + J = Jump to notebook!
Shift + ⌘ + J = Jump to tag!
⌘ + [ = Back!
⌘ + i = View Note info!
⌘ + / = Copy share URL to clipboard
38. More resources
Endless case studies, examples, tutorials at
blog.evernote.com!
Evernote Paperless: jamierubin.net!
My tips & tricks: laughtercrystal.com
45. Easy sharing
Free storage (up to 2GB)!
No more large attachments!
Send link to view or download a file or folder!
*Bonus: If the recipient is low on space, they can simply
download!
Invite to join folder!
Pro/Business accounts with larger storage & number of users
is available
46. Privacy Levels
Personal storage!
Copy public link and send to anyone!
anyone with link can view/download!
Invite other dropbox users to folder(s)!
only their email address can access)
50. Google Drive
Free storage !
Connected to your Google account!
Upload images, files (.doc, .xls, .ppt, PDF, etc.)!
Create, edit, and save files (.doc, .xls, .ppt, PDF, etc.)
52. Real-time Sync
PRO: Say goodbye to versions!!
Those shared can edit / alter!
Everyone can be confident that they have the most
recent version (attendee lists, etc.)!
CON: Say goodbye to versions!!
Those shared can edit / alter!
*History is still saved
53. Privacy Levels
Private (only your Google account can access)!
Invite-only (only specific Google users or those with
Google sign-in set up may view)!
Anyone with link (Email list where some may not have
or know how to access Google sign-in)!
Public / searchable (Stuff you want to promote)
73. *Question*
If you need to mark up a photo or screenshot,
what do you use?
!
A.
B.
C.
D.
Photoshop
Word
Other program
I just describe with a long message
93. *Question*
Has this ever happened to you?
1. Check email!
2. Forget to add to a list / write down
/mark “unread”!
3. Lose track / forget about it until
3am next Tuesday morning (or
never!)
95. Why do I need to
achieve Inbox Zero?
What’s wrong with a perpetually full Inbox?
96. Inbox ≠ To-Do List
Inboxes are not designed for task management!
Inboxes don’t allow you to sort or prioritize!
Inboxes don’t show a comprehensive view of
all projects/tasks (ongoing projects, calls,
meetings, verbal to-dos, etc.)
97. Sure, But How?
So many emails coming in, how to keep track
of it all?