This guide is available to download as a free PDF. Feel free to copy and share this with your friends and family. All that power is great — but it doesn’t make for an easy learning experience. Learning how to use Evernote on your own takes a long time, which is why we’ve put together this tutorial that will show you how to take full advantage of the We'll show you the best productivity features you never knew were hidden in Evernote. We can’t cover everything, but we’ll highlight the main functions, the best ways to use the apps, and the basics of what you need to know to become an Evernote productivity master.

Let’s get started! What Is Evernote? As I mentioned, Evernote used to be a note-taking app — and that’s still its primary function. But so many features have been added that it’s now a productivity suite. At its core, though, it’s still driven by notes. You can create new notes, add text and multimedia to them, and store them in notebooks. Evernote supports nested notebooks and tags to help you find previous notes.

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It has a powerful search function for recalling things you saved long ago. It lets you create checklists, presentations, reminders, photo and audio notes, and much more. While the desktop Evernote client is usually considered to be the main plank of the platform, its mobile apps have steadily been getting better, too. You can easily capture information, whether text, photo, or audio, in just a few taps. Evernote’s Web Clipper — one of its most popular tools — helps you capture information from your browser (and one of the reasons it’s OneNote has been receiving a lot of praise. But in many areas, Evernote still beats OneNote.

The question is whether Evernote's benefits are enough to convince you to stay. Let's find out.).

You can also access your notes through the browser interface on any computer. And Evernote’s many integrations let you make your other apps even more powerful. In short, Evernote is a full productivity tool. As you can probably imagine, all these features can get overwhelming when you’re a beginner.

So we’ll start with the basics. A Note on Different Platforms Evernote is available for Windows, Mac, Chrome OS, Android, Windows Phone, iOS, and even BlackBerry. The features provided on most of these platforms are very similar. I’ll try to cover multiple different platforms when I talk about specific features, but I’ll occasionally only focus on a single platform. If the screenshots don’t match what you see on your computer, it’s probably because I used a different app (I’ll be switching between Windows and Mac for different examples). Unfortunately, there are a surprising number of differences between the Mac and Windows apps. Most of the functionality is similar, and accessing those functions is usually straightforward, but there are exceptions.

I’ve tried to make it clear where there are differences, but I may have missed a few things here and there. When in doubt, check the help files. To create a new note, just click the New Note button at the top of your screen. That creates a new note in the current notebook. You can also hit Ctrl + N (or Cmd + N on a Mac). Then, just add a title (if you want one) and start typing! More than Just Text Notes aren’t limited to simple text, however.

You can put all sorts of things in as well. Like photos, for example. Just click and drag a photo into your note, and you’ll see it right next to your text. You can also click the Attach button in the menu (it may be hidden behind the  symbol): Want to add a photo or audio recording directly from your computer? Click the corresponding button from the menu (again, possibly behind the  button in the toolbar). In addition to photos, you can drag any other sort of file into your note. Try it with an MP3 file or a video.

You can even attach other types of files, like Excel spreadsheets or Pages documents (and with a Premium subscription, you can search them, too). And the Google Drive button lets you attach files directly from your cloud storage. Using Evernote as a To-Do List You can easily turn a note (or many notes) into a to-do list by using Evernote’s checkboxes. Click the checkbox button in the formatting bar to insert a checkbox. It works the same was as a list: when you hit enter, you’ll get another box. Hit enter twice to stop the list.

To check an item off your list, just click the box. (You can clear it in the same way.) But, task management is not its main strength. It takes some work to get Evernote set up as a task management app, and it shows. You can’t, for example, attach due dates or reminders to specific tasks. You can set a reminder for the note itself, as we’ll see in a moment, but that’s not the same. It also doesn’t provide the collaborative tools you might find in other Productivity is a constant search for more organization with less work. A way to accomplish everything you dream to accomplish, without losing out on sleep.

Can this automated time management system do it all? Evernote doesn’t directly sync with task management apps that give you this functionality, either. You can use an app like to sync your tasks with your favorite task management app, but there’s no native support.

Nonetheless, checkboxes can be useful in making notes of follow-up items from meetings, grocery lists, or any other kind of list for which you want to track your progress. Getting Information on Your Notes Evernote keeps a lot of information about your notes on hand, and you can see it by clicking the Note Info button in the top-right corner of the note view. It contains information like the created and updated dates, source URL for clipped items, size, tags, location of creation, author, and others.

In the Mac version of Evernote, it also contains word and character counts. If you want to get this same information in Windows, you’ll need to right-click somewhere in the body of the note and select Word and Resource Counts. If you display the status bar with View Status Bar, you’ll also get a count. Organizing with Notebooks As you might expect, Evernote’s notebooks hold your notes. Every note is stored within one, and only one, notebook. Notebooks are displayed in the left panel of the desktop client.

There are two types of notebooks: Synchronized notebooks are synced between all of your devices and the browser version of the app. Local notebooks are only accessible on a single device. In general, it’s a good idea to use synchronized notebooks, because it gives you more portability. If you have a notebook that you definitely won’t need on any other devices, you could create it as a local notebook. You can’t change notebook types, but it’s easy to move your notes to a different notebook if you change your mind. To create a new notebook, go to File New Notebook and select whether you want a synchronized or local notebook.

In Windows, you’ll need to go to File New Local Notebook if you want one that doesn’t synchronize. After you’ve created your notebook, you’ll see it in the left panel. When you select it, you’ll see a list of all the notes contained in that notebook in the middle of the window.

From there, just click a note to display it in the right panel. Changing Notebook Views When you’ve selected a notebook and you’re seeing a list of all the notes it contains, Evernote defaults to the “most recently edited” organization. This is often a useful way to view your notes, but you can change the ordering in the notebook to make it easier to find what you’re looking for. Click the Note List View button to change the sort order. You’re given many options, including updated and created dates, titles, tags, size, source URL, reminder date, and more. If you can think of a sorting method, Evernote can probably do it.

You can also change your note view from this menu. The Snippet view shows you the note title and a bit of text from the beginning of the note, which is nice, but tends to take up a lot of room.

The list view is much more compact. Card and thumbnail views give you a better look at the notes you’re working with, but take up more room. Notebook Stacks Another level of organization in Evernote is the notebook stack, which collects multiple notebooks under a single heading. The stack itself doesn’t contain any notes — just notebooks.

It doesn’t change any functionality, but it does make Evernote easier to navigate if you have a lot of notebooks. Here, you can see a few minimized stacks (“1 Hubstaff” and “2 MakeUseOf”) and some expanded stacks (“3 Other” and “Fun”): To create a stack, right-click on a notebook in the left panel and mouse over Add to Stack. Select New Stack and you’ll be prompted to name your notebook stack.

To add more notebooks to the stack, simply drag them or right-click and select Add to Stack, then choose the stack. Using Search to Find Anything One of the best features in Evernote is its powerful search. When you have more than a few hundred notes, it can be tough to find the one you’re looking for. Search solves that problem. (As does Evernote is the junk drawer of our digital lives. Like the junk drawer in our homes, we have to clean it out and organize it every so often.

Here's a master strategy.) Evernote’s search bar is the one place you need to go to find anything. Just type in the word or words you’re looking for, and Evernote will show you every note that has a match. Note that in Windows you need to be viewing the notebook or set of notebooks that you want to search.

(To search everything, click on Notebooks in the left panel to bring up all your notes.) Evernote for Mac’s search is a bit more intuitive; the primary search bar in the top-right searches all of your notes. If you press Cmd + F while in a note, you can search the note text. The Mac search bar makes it easy to look for tags, notebooks, and suggested search terms. You can also search tags or search within specific notebooks if you have an idea of where your note might be. There are a few operators you can use to further refine your search:. intitle: limits your search to note titles.

notebook: limits your search to a single notebook. any: returns notes that contain any of the search terms, instead of all of the search terms. tag: searches for notes with the specified tag.tag: searches for notes not tagged with the tag. todo: searches notes with one or more checkboxes There are other search operators that you may want to use, too. You can also save searches that you run regularly. Click File New Saved Search in Windows or Edit Find Save Search on a Mac, and you’ll get a new Saved Searches section in the left panel.

Now all you need to do is click on the saved search to get the results without having to type them in every time. Advanced Organizational Techniques Creating notebooks, storing notes, and using Evernote’s great search capabilities will get you far in your productivity quest. But there are plenty more features for you to take advantage of. Tagging Notes Evernote allows you to tag your notes for another Is your Evernote a huge mess? We show you a simple tweak that'll help you organize your notes like never before. This can be especially useful if you have notes that are related to each other, but are stored in different notebooks. To add a tag to a note, just click the Add tag field from the note and start typing a tag.

Each note can have many tags, so you can be as detailed as you want. Tags are very useful in systems like “Getting Things Done”, where you want to track items’ progress through a workflow. You can also view notes by tag in the left panel by selecting a tag under the Tag heading. Linking Notes You can insert hyperlinks to websites, but did you know that you can also insert links to other notes? This is useful if you have a large number of notes on the same topic.

You can also use a single note as a table of contents for a large number of other notes — this is great for working on large projects or organizing a lot of information very clearly. To insert a note link, right-click a note in the note list to copy the link, and then paste it wherever you’d like. You’ll get a clickable link with the name of the note as the anchor text.

If you’d like to use something else as the anchor text, you can do that, too. Just highlight the text you’d like to link, press Cmd + K or Ctrl + K, and paste the note link into the resulting field. Note that on a Mac, these links are green, where standard URL links are blue. Creating Shortcuts If you use a specific note or notebook often, you can add it to the shortcuts bar by dragging it into the left panel.

Now you’ll be able to get back to that note or notebook with a single click. This is especially useful if you keep any sort of master project list.

But you can also use it to highlight the notes or projects you’re working on at any given time. Don’t be afraid to change these shortcuts on a regular basis to help you save time! Reminders As I mentioned earlier, Evernote can’t give you reminders about specific tasks, but it can bring a note to your attention at a particular time. And it couldn’t be simpler: just click the clock on a note and you’ll see a reminder at the top of the note list in the notebook. Click the clock again and you’ll be able to add a date. Evernote will remind you on that date that you need to do something with the note.

(Though it won’t tell you what, so you’ll have to remember that on your own!) While Evernote’s reminders aren’t quite as useful as some of the more detail-oriented features of competing task management apps, they can be a big help. And you can Get the most out of both your Evernote account and your Google calendar with these tips and tools.

To get even more use out of them. Pro Tip: If you jot a quick note on your phone or tablet, put a reminder on it so you remember to edit, complete, or file it later. Keyboard Shortcuts Evernote has a huge number of keyboard shortcuts that you can use to navigate, create, capture, and search even faster.

Harness the power of Evernote for Mac, the popular note-taking and note-sharing tool that lets you ditch your paper notebooks in favor of a sleeker, cloud-based solution. The course begins with an explanation of Evernote and how you can use it to jot down and track important items. Next, discover how to create notebooks and notes within the application and take and store photos and screenshots, and even add audio to those notebooks. Learn how to use the tagging and search features to keep your notes organized and accessible—you can even search for text in handwritten notes. Finally, the course covers how to share your notes with others, as well as how to protect your content with encryption.

Instructor. David Rivers specializes in elearning and productivity. His clients include Microsoft and Corel. Author, trainer, and learning and development expert David Rivers has over 20 years experience helping government, hi-tech, and healthcare businesses increase their efficiency and productivity by integrating technology tools. With deep experience in Microsoft Office, elearning tools, and assorted productivity tools such as FrameMaker and RoboHelp, David is passionate about helping people improve their workflows to recover time in their schedules. His clients include Microsoft, Corel Corporation, Halogen Software, and the City of Ottawa. David is also a published book author on topics ranging from Photoshop to Acrobat and the Microsoft Digital Image Suite.

By: Curt Frye course. 6h 23m 42s. 18,864 viewers. Course Transcript - David Hi, and welcome to this course on Evernote for the Mac. I'm David Rivers. In this course I'll be showing you how Evernote can replace your paper notebooks while giving you even more options for storing content, but without any of those paper notebook limitations. We'll begin with a quick discussion about Evernote and what it really is, what you can do with it, and how you go about getting it.

Then we dive into creating notebooks and adding various types of notes which go far beyond the standard text note or sketch you add to a paper notebook. Notes can be more than just text, like images you snap with your smartphone, audio clips, or even screenshots from a favorite website or document. I'll be showing you how to create all of these types of notes and more. Of course, one of the really big advantages to Evernote is once you have all this content assembled, there are fast and easy ways to find that one piece of information you're looking for. I'll show you how tags and.

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