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.

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. April 5, 2013
Friday, April 5, 13

3. April 5, 2013
ABANDONMENT!
• How Many People Have Abandoned
Evernote?
Friday, April 5, 13

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. 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. 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. 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. April 5, 2013
CREATE NOTEBOOK
Friday, April 5, 13

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. April 5, 2013
CREATE NOTEBOOK
Friday, April 5, 13

11. April 5, 2013
SET DEFAULT
Friday, April 5, 13

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. 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. April 5, 2013
A LOOK AT TAGS
Friday, April 5, 13

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. April 5, 2013
SIDEBAR SETUP
Friday, April 5, 13

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. April 5, 2013
SYNC SETTINGS
Friday, April 5, 13

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. 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. 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. April 5, 2013
SAVING SEARCHES
Friday, April 5, 13

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. April 5, 2013
NOTE LINKING
Friday, April 5, 13

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. April 5, 2013
LINK TEXT INACTION
Friday, April 5, 13

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. April 5, 2013
EVERNOTE
EMAIL ADDRESS
•Username in Toolbar > Account Info
Friday, April 5, 13

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. 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. April 5, 2013
POWERBOT GMAIL
Friday, April 5, 13

32. April 5, 2013
POWERBOT GCAL
Friday, April 5, 13

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. 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. April 5, 2013
DRAFTS for iOS
Friday, April 5, 13

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. April 5, 2013
SHARE SOCIALLY
Friday, April 5, 13

38. April 5, 2013
INVITE to
COLLABORATE
Friday, April 5, 13

39. April 5, 2013
IMPORT / EXPORT
Friday, April 5, 13

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