Todopedia
James Rutherford, Ph.D.

Todopedia

A blog about my journeys exploring
the intersection of AI and productivity

LinkedIn icon for James Rutherford
By James Rutherford, Ph.D.
AI Engineer, Productivity Geek

September 16, 2024 (1mo ago)

Evernote Tips and Tricks Guide

Master Evernote with these essential tips and tricks for note organization and productivity.

James Rutherford, Ph.D.
James Rutherford, Ph.D.
AI Engineer, Productivity Geek
← Back to blog
Cover Image for Evernote Tips and Tricks Guide

How can you make the most of Evernote for note organization and productivity? The answer is by leveraging key features, shortcuts, and integrations that enhance your workflow, making your note-taking and organization more efficient and powerful.

Evernote is a powerhouse for note-taking and organization, but are you truly harnessing its full potential? In this guide, I’ll share essential tips and tricks to elevate your Evernote experience, turning it into a core component of your productivity arsenal.

Master the Basics First

Before diving into advanced tricks, make sure you've locked down the basics:

  • Notes & Notebooks: Organize your thoughts with notes, and group related notes into notebooks.
  • Tags: Utilize tags for a flexible way to categorize and retrieve notes.
  • Web Clipper: Save interesting web content directly into Evernote with the browser extension.

If you're new to note organization, you might find this guide helpful.

Utilize Advanced Search Syntax

Evernote’s search is powerful, but few take full advantage of it. Here are some search operators to remember:

  • intitle: Find notes with specific words in the title (intitle:meeting).
  • tag: Search for notes with specific tags (tag:project1).
  • notebook: Specify the notebook you want to search within (notebook:"Work Projects").

Combine these operators for even more precise results.

Scan Documents Directly into Evernote

Use your smartphone camera to scan documents directly into Evernote. The app’s OCR (Optical Character Recognition) feature makes text searchable, turning your phone into a portable scanner.

Integrate with Other Productivity Apps

Evernote's functionality can be extended with various integrations. Connect Evernote with task management apps like Todoist or Trello to create seamless workflows that enhance productivity.

Use Templates for Repetitive Notes

Templates can save you a lot of time. Whether for meeting notes, project planning, or daily journals, you can create custom templates or choose from Evernote’s template gallery. Simply go to 'Template' within the note editor to access this feature.

Set Reminders for Time-Sensitive Notes

Keep track of deadlines by adding reminders to your notes. Click the alarm clock icon in any note to set a reminder, ensuring that important tasks and deadlines don’t slip through the cracks.

Keyboard Shortcuts for Speed

Speed up your workflow with some handy keyboard shortcuts:

  • New Note: Ctrl + N
  • Search: Ctrl + Q
  • Sync: Ctrl + S

Use the Presentation Mode

If you frequently share information from your notes, use Evernote’s Presentation Mode to turn your notes into a clean, distraction-free presentation. This is particularly useful for meetings and tutorials.

Email Notes Directly to Evernote

Each Evernote account comes with a unique email address. You can forward important emails directly into your Evernote account. Use the subject line to specify the note title, notebook, and tags.

Here’s an example format for an email:

Subject: Meeting Summary @work #meetings

This will create a note titled "Meeting Summary" in the "work" notebook, tagged with "meetings".

Review and Clean Up Regularly

Regular maintenance is crucial for keeping your Evernote organized:

  • Archive Old Notes: Move outdated notes to an “Archive” notebook.
  • Review Tags: Remove unused tags and simplify where possible.
  • Notebook Reorganization: Ensure your notebooks reflect your current projects and goals.

Conclusion

Evernote is much more than just a note-taking app; it’s a versatile tool that can significantly enhance your productivity when used effectively. Incorporating these tips and tricks can help you stay organized and maximize your productivity.

Make sure to check out my other guides for staying organized and habit tracking on todopedia.com to complement your Evernote skills. Mastering tools like OneTask alongside Evernote can further elevate your productivity game.

Happy note-taking!

← Back to blog