9 Ways I Use Evernote

9 Ways I Use Evernote

April 23, 2009  |  Get More Done

Post by David Pierce. Find me on Twitter.

Evernote, more than any other application, is what keeps me productive, sane, and on-task. It helps me remember everything, helps me get things done, and has all manner of other purposes and uses in my life.

My productivity system is based on Evernote as my inbox, my school organization is all based within Evernote, and so on and so forth. I could continue to rant and rave about how great it is, but instead I’ll tell you how it is that I use it.

First, the reason I use Evernote. It’s simple to set up, easy to customize, and available everywhere. I use the iPhone version, the Windows Mobile version, the Web version, and the desktop version daily – being so available means I can always add to and access Evernote, which makes it easy to create a system I trust.

I need to be sure that I can always get things out of my head, and into a place I can find them, and I’ve finally found that in Evernote. Here’s how I use it:

Everything Inbox

This is what Evernote started as for me, and it remains the most important use. Everything that comes into my head – everything – goes straight into Evernote. I can add things to Evernote via my iPod Touch, my Windows Mobile phone, my computer via the Evernote desktop client, or on any computer thanks to Evernote’s fantastic Web version. It’s the most ubiquitously available application I’ve ever seen, which makes it perfect for acting as my “ubiquitous capture” tool, to steal from GTD-speak. Every thought, every to-do item, and every random entrant into my mind grapes goes out of my head and into Evernote. Then it gets processed into Remember the Milk, but we’ll get to that tomorrow.

To do this, I created a default notebook called “Inbox” within Evernote. Every new note goes into the Inbox, and once or twice I day I process all the notes in the notebook.

evernote

Tickler

Staying in the GTD mindset, using Evernote as a Tickler has been hugely useful for me. I created a notebook called, of all things, “Tickler.” Then, anything date-significant gets put in there with the date first in the title, in the format YYMMDD – this keeps it in exactly the right order for me. I check it every morning, and all things relevant to that day – files, tickets, anything – are right there.

File Backup

Evernote is fundamentally free – it’s just got a 40MB upload limit every month, and a smaller number of files that can be added (pictures and PDFs are always okay). For $5/month or $45/year, you get a 500MB upload limit and no limit on the files you can upload. I paid, and now Evernote also acts as a backup for all my personal files. There’s nothing you can’t add (adding music and movies will add up fast), and having all my important files searchable and available anywhere is incredibly useful.

School Organizer

As a college student, I’ve got a ton of notes, handouts, tests, papers, and general stuff to deal with. To deal with it all, I created a notebook called “School.” Then, I created a tag for each individual class, and everything associated with that class goes in the School notebook, and gets tagged with the proper class. That way, I can look through my notebook easily, and find all my notes and information, which makes everything from studying to writing papers a whole lot easier.

Ideas Bin

One of the things that goes into my Evernote Inbox most often are ideas for blog posts – I write for a number of different sources, and having a steady stream of article ideas is important. So, I created a Notebook called “Blog” for everything blogging-related. I created a tag for each of the blogs I write for, as well as one called “Post Ideas.” If I have an idea that could work for multiple spots, it just gets tagged Post Ideas. If there’s a particular blog an idea fits best with, it gets that tag as well. There’s also a tag for “Blog Admin,” which is a storage place for all the things I want to do on the back end of this site and others.

Writing is much easier when I have a storage of ideas to look at and reference – that’s a cinch with Evernote.

Journal

I kept a daily journal for a long time, but eventually found it to be more of a chore than anything else – I always felt like I had to write, and felt guilty when I didn’t. Now, my journal comes more in one or two sentences, put directly into Evernote. Things I notice, or find interesting, or want to reflect on, get entered into my Evernote, put into a “Reference” notebook, and get tagged with “Journal.” That way I can see all my entries, all the things I want to remember and think about, in one place – there’s no pressure to keep it updated, and there’s no hassle when I do update it.

My journal’s really more of a “Note to Self” section, but it’s worked really well for me, dealing with the things that take up space in my brain.

List Manager

Grocery lists. Bands to check out. Movies to watch. Gift ideas. These are all lists I update constantly, and might need available at any given moment. That’s why I created a Notebook in Evernote called “Lists.” All these lists, and more, go into that notebook, and are always accessible via any of Evernote’s many platforms (most often my Windows Mobile phone). Using Evernote’s ability to create checkboxes, I can make these lists, and check things off as I do or buy them. Grocery shopping without a list is bad news – thankfully, I don’t have to do it anymore.

Research Hub

Another school-friendly use, this one’s also applicable to anyone. If you’re doing research for a given project, create a notebook for it. When you find quotes, or interesting tidbits, or just things you want to reference, put them all into Evernote – adding notes is easy, and there’s even a Web clipper extension available for Firefox. I do this for papers, and it’s a great practice – it makes searching for information easier, puts all my research and sources in one place, and I can find and use all my research easier without having to hunt for information all over the Web.

If your research involves screenshots and images, taking them with Evernote is simple: you can clip entire Web pages into Evernote, or use the built-in clipping tool to be able to Print your screen directly into Evernote. It’s how I get screenshots for blog posts, and find images for a variety of uses.

Filing Cabinet

I’m in the (slow and cumbersome) process of making my life totally paperless. Everything gets scanned into my computer, and most things go into Evernote. Things I found in magazines, receipts, bank statements and the like are all getting put into Evernote. Thanks to Evernote’s Optical Character Recgonition, the text of these scanned documents actually becomes searchable, meaning I can find the right bank statement or memo with a quick search, rather than flipping through all my files.

I created a Notebook in Evernote called “Files,” and a number of tags based on things I frequently file – receipts, statements, handouts, and the like. Everything gets added and tagged, and then is incredibly easy to find.

There’s a ton more that can be done with Evernote – the beauty of it is that it’s a massively customizable, universally-available way of managing all the information in your life.

For more on Evernote, here are a couple of articles I’ve written about how I use Evernote:

MakeUseOf – “7 Ways to Make Use of Evernote

Gearfire – “Using Evernote to Save Your Schooling

How do you use Evernote? Do you use it, or something similar?

Photo: t.magnum

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  • Bud
    I love Evernote. I use it to put notes on personal business (no account numbers) and to capture a photo of something I want to remember (a good wine, etc.).

    For me the big concern is the lack of security even though you can encrypt notes, I just can't trust it with personal financial or client information. Does anyone else have this concern?
  • raul
    evernote is not a good program, i have found better things. it simply does not work
  • Really? What about it doesn't work for you? I'm curious, because I've been totally unable to find something that doesn't work about Evernote. I'm glad someone's not a fanboy, but I'd love to hear more.
  • Cool, this is almost exactly how I use Evernote. We have similar thought process I guess.
  • John
    I use the Windows client for Evernote at work as a journal of the day's work (offline) and at home (online).
    It works really well.

    My one complaint is search is optimised for speed so it will find "abc" in abcdef but it will not find "bcd" in abcdef.
    This is important if you are unsure of spelling or want to find related words

    You can export to xml and then do grep if you are desperate but this is not an instant search!
  • Sadly, no. One thing Evernote's not good at is parsing its data and figuring out what's a to-do or calendar event. I'm hoping that's coming, and I'd bet it is, but for now, no dice.


    Enjoy Evernote! You won't be sorry you gave it a try.
  • Wonderful article. I am getting ready to jump in with two feet to Evernote. I am primarily going to use it to organize my to-do's ... Any way I can get that aspect to sync into iCal and offer notifications through my iPhone and/or desktop.
  • Great post David. Although I've been using Evernote for several months, I'm only now starting to see the possibilities, thanks to this post.
    I had a question about bookmarks though. I know you tried out Diigo a while ago and wondered just how you marry Delicious - Diigo - Evernote for archiving bookmarks/content. I like Diigo as it goes a step further than Delicious in that you can search content as well as titles so I've started using it and imported all my old Delicious bookmarks. But when I import all my Delicious bookmarks into Evernote I only get the links and can't search the content from within Evernote. Yes I know you can clip web content directly into Evernote but that doesn't seem to help with all my old Delicious bookmark archive.

    How did you get around this problem? Did you import any/all of your bookmarks into Evernote? If so do you still find a use for Diigo?
  • tommanderson
    http://blog.evernote.com/2009/08/14/send-blog-p...
    You can now add to evernote from google reader
  • jakerocheleau
    This is a huge list, definitely used in the "2.0 life"
  • Evernote and the Fujitsu ScanSnap are absoulutely awesome together. Scans documents directly in to Evernote in pdf or whatever. Really go paperless!
    http://www.fujitsu.com/us/services/computing/pe...

    I am just a very satisfied owner.
  • This is something Evernote ought to address directly, but for me? I just created a notebook called Archive, and everything gets funneled in there. Simple, not particularly functional, but it works for me - without losing anything I might want back.
  • Ray
    i've been using Evernote on your suggestion. not bad.
    one question: what do you do with notes you want to archive?
  • Great list! I hadn't thought of using EN for backup- I think you just gave me a project to work on.
  • When files get added to Evernote, they actually exist within the application. You can open it directly from within Evernote, edit it and save it, and the changes are automatically made within Evernote. There's no need for a copy on your hard drive, but I guess the short answer to your question is yes - everything would get duplicated.


    What I did was just put everything in Evernote and delete most of it from my desktop. Evernote essentially acts as a filing system, and I found I wasn't using the ones on my hard drive anymore.
  • Sridhar
    Hi


    Thanks for the nice write-up. One question: when you scan docs to your machine or download stuff from the internet, you must be putting it into a folder. When you add them to Evernote, does it create a copy of the files or does it just create a virtual link? The reason I am asking is that I have a lot of files organized by directories. What happens if I add them to Evernote? Will everything get duplicated?
  • I did, for a long time, and I liked it a lot. Once Jott started charging, I went over to Dial2Do -www.dial2do.com. It's essentially identical, and free! Have you tried it?
  • David,


    Have you used Jott.com with evernote
  • Pam
    This was a great article. I especially like the idea of using evernote for all your blogging ideas. That is something I will have to try!


    Wedding Ideas
  • Really enjoyed this post! I wrote a post "How Evernote changed my life" some time back, and as a student, your way of using Evernote really makes sense!


    The "tickler" concept has really made life so much easier. The difference is I keep it all in one note and manually write in the days just so that I don't create too many notes and make it a little unwieldy, but I suppose as long as it does what it's supposed to do, who cares!
  • I have been using Evernote for about a year now and never have bothered to do seperate notebooks and also I am orrible with keeping my tags updated. I'm still able to find everything almost instantly though with one simple tip:


    Whenever I snter something in Evernote I think in my head "If I want to find this note again 10 years from now, what word or words would I definitely use to find it?" If that word is in the text, then no tag is needed and it will come up when I search.



    It hasn't failed me yet. This also works well for my Delicious bookmarks although I put the word in a tag if not in the title. Whenever there is something I need, I search Evernote or Delicious and I find it right away.



    Great post.



    Anthony Russo

    Conferencing Consultant

    Great America Networks Conferencing

    arusso@ganconference.com

    www.ganconference.com

    http://blog.ganconference.com/

    Skype: anth.russo

    Twitter: @AnthonyRusso
  • In theory, yeah. It doesn't waste time, I don't think, but it certainly doesn't gain me any. The biggest reason I resisted moving is that notebooks with enormous numbers of notes tend to take forever to load, and it would take me a while to move everything to one place in a way I liked.


    So you're probably right - it is redundant. But I think it's six one way, half a dozen the other.
  • jonathan
    Agreed on all account but I wonder what the value of having notebooks and tags is. With sorting and searching the notebook is redundant and wastes time. No?
  • I definitely hear that, but I don't think Evernote's going anywhere. And even if it does, with the desktop versions, you've got everything locally.


    Your worry is a smart one, but I think Evernote's here to stay. Fingers crossed!
  • The RTM post is new today - check out the home page, let me know what you think!


    As for how RTM and Evernote fit together, everything initially goes into Evernote. Then, action items and projects get put into RTM, where I deal with them as tasks. But Evernote's the starting part.
  • Bill Fuller
    David, is that to say, you put all you notes into Evernote and then later manually turn them into RTM tasks?

    I was thinking what would be great is if Evernote supported "auto-emailing" of notes with a specific tag or placed in a specific folder. This way I could tag reminders as @RTM and they could be auto-forwarded to my RTM email address.
  • karen
    id like to use Evernote a bit more - but I was screwed when iwantsandy left me. I'm a bit nervous about committing my whole life to another web-based application
  • Nico
    DAvid, you didn't get to RTM, how does it integrate w/your RTM???
  • Good call about the Clipper. I always forget about IE, in particular...


    As for the phone thing, are you a Twitter user? If so, you can send tweets to Evernote using your phone and SMS - I think you can actually send SMS directly to Evernote, but I might be wrong about that. For more about the Twitter thing, check this out: http://blog.evernote.com/2009/04/14/evernote_tw...



    Hope it helps! And yeah - iPhone's a great decision :)
  • Phil Reynolds
    I started using Evernote about a year ago but struggle with how to use it best. I have recently come back to it and started using it almost everyday. It seems each day I find a new way to integrate it into my life. The one short coming I have right now is I can't use my phone to get data to Evernote but that is going to change this summer when I can finally change to AT&T;, which means..... you guessed it an iPhone, woo hoo.


    The Evernote Clipper is not just for Firefox it works on IE and Safari. Just thought I would let you know.
  • Sheryl
    One thing you do is send an SMS to your evernote email address. Works perfectly without adding data charges, only SMS charges.
  • michael
    Good article. Looking forward to your RTM article tomorrow.
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