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Setting up your Evernote

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This is an Evernote presentation I have given several times on how to setup your Evernote account. The Evernote strategies and tips are for those getting started with Evernote and those struggling to organize their Evernote data. Following the Evernote structure outlined will allow the user to find their stored data more easily and quickly. Suggestions for Evernote 3rd party applications too.

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Setting up your Evernote

  1. 1. EverythingYou Need to Setup A Successful Evernote Environment Jason Frasca jmf@jasonfrasca.com @jaymf C: 203-505-9575 #evernotelnl Friday, April 5, 13
  2. 2. April 5, 2013 Friday, April 5, 13
  3. 3. April 5, 2013 ABANDONMENT! • How Many People Have Abandoned Evernote? Friday, April 5, 13
  4. 4. 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 & Collaborating Friday, April 5, 13
  5. 5. April 5, 2013 WHAT GOES INTO EVERNOTE? • Take Notes,Write Blog Posts, R&D, Manage Vendors, ResearchVendors, Employee Handbook, Corporate Manuals, Hobbies,Write Books, Itinerary, Record Audio of Business Meetings / Presentations, ResearchVacations, 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. Friday, April 5, 13
  6. 6. April 5, 2013 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. Friday, April 5, 13
  7. 7. April 5, 2013 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. Friday, April 5, 13
  8. 8. April 5, 2013 CREATE NOTEBOOK Friday, April 5, 13
  9. 9. April 5, 2013 DEFAULT NOTEBOOK • The default notebook is a essentially your Evernote Inbox. • Let’s name it: .Inbox* so it too rises to the top. Friday, April 5, 13
  10. 10. April 5, 2013 CREATE NOTEBOOK Friday, April 5, 13
  11. 11. April 5, 2013 SET DEFAULT Friday, April 5, 13
  12. 12. April 5, 2013 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… Friday, April 5, 13
  13. 13. April 5, 2013 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. • ++ Friday, April 5, 13
  14. 14. April 5, 2013 A LOOK AT TAGS Friday, April 5, 13
  15. 15. April 5, 2013 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. Friday, April 5, 13
  16. 16. April 5, 2013 SIDEBAR SETUP Friday, April 5, 13
  17. 17. April 5, 2013 SYNC, SYNC, SYNC • Sync is the New Save • I suggest changing your Sync preferences to every 5 minutes. Friday, April 5, 13
  18. 18. April 5, 2013 SYNC SETTINGS Friday, April 5, 13
  19. 19. April 5, 2013 ENCRYPTION • Ability to Encrypt Individual Notes • In the Note field > Select Text to be Encrypted Right Click > “Encrypt Selected Text” > Enter Your Password. Friday, April 5, 13
  20. 20. April 5, 2013 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 Friday, April 5, 13
  21. 21. April 5, 2013 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 Friday, April 5, 13
  22. 22. April 5, 2013 SAVING SEARCHES Friday, April 5, 13
  23. 23. April 5, 2013 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 Friday, April 5, 13
  24. 24. April 5, 2013 NOTE LINKING Friday, April 5, 13
  25. 25. 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 Friday, April 5, 13
  26. 26. April 5, 2013 LINK TEXT INACTION Friday, April 5, 13
  27. 27. April 5, 2013 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 Friday, April 5, 13
  28. 28. April 5, 2013 EVERNOTE EMAIL ADDRESS •Username in Toolbar > Account Info Friday, April 5, 13
  29. 29. April 5, 2013 EVERCLIP for iOS & ANDROID • Preserves Formatted Web Pages by URL • Handy Copy & Paste Multiclip Tool to Evernote... Friday, April 5, 13
  30. 30. April 5, 2013 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 Friday, April 5, 13
  31. 31. April 5, 2013 POWERBOT GMAIL Friday, April 5, 13
  32. 32. April 5, 2013 POWERBOT GCAL Friday, April 5, 13
  33. 33. April 5, 2013 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 ☐ ☐ ☐ Notes Action items ☐ ☐ ☐ Friday, April 5, 13
  34. 34. April 5, 2013 TAKE NOTES FASTER • Evernote for iOS takes 4.326 seconds to open • 1.168 Seconds to Start a New Note • 5.5 Seconds = Eternity WhenYou Must Record a Thought! • Drafts for iOS takes 1.726 Seconds from launch to cursor blinking. 3X Faster! Friday, April 5, 13
  35. 35. April 5, 2013 DRAFTS for iOS Friday, April 5, 13
  36. 36. April 5, 2013 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... Friday, April 5, 13
  37. 37. April 5, 2013 SHARE SOCIALLY Friday, April 5, 13
  38. 38. April 5, 2013 INVITE to COLLABORATE Friday, April 5, 13
  39. 39. April 5, 2013 IMPORT / EXPORT Friday, April 5, 13
  40. 40. April 5, 2013 THANKYOU! • jmf@jasonfrasca.com • 203-505-9575 • @jaymf • Email Me! I am happy to forward the presentation and assist with Evernote anytime. • #evernotelnl If I ImprovedYour Evernote Environment. Friday, April 5, 13

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