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This Evernote video training course with Jim Anthony covers how to utilize all the features of this useful note-capturing application....
This Evernote video training course with Jim Anthony covers how to utilize all the features of this useful note-capturing application.

Recommended skills:
  • Familiarity with with Mac, iPad or iPhone devices

Recommended equipment:
  • Macintosh, iPad or iPhone
  • Evernote

Related certifications:
  • Not applicable

Related job functions:
  • Office professionals
  • Students


Get the maximum value from Evernote on your Mac, iPad, and iPhone. In this course, trainer Jim Anthony will teach you how to create, edit, sort, share, and manage all of your notes and notebooks on all three of these devices. Learn the best practices on how to capture anything, access it anywhere, and find it quickly using all of the functionality of this very useful application.

 show less
1. How To Use Evernote - Mac Overview (24 min)
2. How To Use Evernote - iPad & iPhone Interface (29 min)
3. Notes, Notebooks & Stacks, Oh My! (31 min)
4. Evernote Tags - Macbook, iPad and iPhone (24 min)
5. How To Search In Evernote (21 min)
6. Evernote For Project Management (29 min)
7. Evernote & Third Party Apps (29 min)
8. Evernote Tips & Tricks (24 min)

How To Use Evernote - Mac Overview

00:00:00

This is a CBT Nugget on how to use Evernote. We're going to show you how to use this great application on your MacBook, your iPad, your iPhone, and how beautifully this application works within and among these different devices. So we've got a lot to cover here.

00:00:15

And we're going to take a look at what Evernote is, and how it's laid out, and the basic features and capabilities of this application. And then just some basic stuff on how to set up an account and sign in. And then I'm going to spend a little time on why you ought to consider upgrading to a premium account, because there are definitely some benefits that are pretty indispensable there.

00:00:37

We'll talk a little about the data limits and how much you're allowed to store in the cloud, that kind of thing. And then we'll get into the MacBook interface. That'll be the main interface we work from for the training. But we are definitely going to, throughout this video series, get into the iPad and iPhone interface as well, and just show you what all you can do on all of these devices.

00:00:58

And then I want to show you how to email right into Evernote and how to sync Evernote with the cloud. It's just the click of a button, really. And then there's a great feature, notifications. When you share notebooks or share notes, it notifies you on when a note was shared or when something was sent in to your inbox, or when changes were made on shared notebooks and notes.

00:01:22

And then we'll just show you some basics, like how to create a note and the layout and the format of an individual note. And then we'll talk about shortcuts, which is a new feature in Evernote 5 for Mac. And you can store your frequently accessed notes and notebooks in a shortcut area that's quick to get to.

00:01:38

And then some basic search capabilities and different viewing options when you're managing all of your notes, and how to sort notes in various ways. And then we'll talk about creating notebooks, adding a note to a notebook. And then setting up a default notebook that you're going to use as your inbox.

00:01:55

You kind of have to set that up yourself. And so I recommend you create a notebook called Inbox, and every time you create a note or email yourself a note, it'll go into that particular notebook. We'll talk a little bit about tags, which is a great way to tag every note.

00:02:10

So when you want to find information, this is a very, very powerful feature here. Deleting notes, sharing notes, basic metadata on each note and how you can alter things like the title or whatever on each note. And then the basic note history and going back to older versions of notes, which is one of the features you get when you upgrade to the premium subscription.

00:02:33

OK, so the first question we want to answer is what is Evernote? Evernote is an amazing application, really, that allows you to capture information. You can capture just about any type of information you can think of, whether it's your own ideas, or pictures, or sounds, or just about anything.

00:02:56

If you see a picture on the web that you want to save, you can drag that into Evernote. Sometimes you're going to hand-write information to yourself. You can snap that with your phone-- scan it, so to speak-- and then it saves right into Evernote, and we're going to show you how to do that.

00:03:14

If you're at a store somewhere-- it looks like this is some kind of a plane ticket right here. But if you're at the store and you want to take a picture of something you're thinking about buying or some information, you could save that in Evernote. You can actually dictate audio right into Evernote and then save the audio recording.

00:03:33

So there are just a variety of things you can do and ways to save information. And the beautiful thing is you can access that information anywhere when you have a web connection, or you could also save stuff offline and access even when you don't have a web connection.

00:03:49

But the real power the beauty of this whole thing is that all of your devices-- your phone, your pad, your laptop-- will have access to anything you save on any device. And then because of the search capabilities, it's really fast and easy to search for things, whether you use just a word search through all the notes, or whether it's your tag search, or whether you're searching by notebooks.

00:04:14

There's so many ways to organize information and to search and find things. You're going to really like the ability to pull up information quickly. So I'm thinking a good way to start this training is, let's just take a trip around the interface here.

00:04:27

Let's look at these different buttons and what each one does, all these little areas here, this drop-down and adding tags, et cetera. So we're going to walk around the layout so you get just kind of comfortable with what's before you here. What I'll point out is that we're in the Notes tab here, and we are currently in what's called the card view.

00:04:52

And we'll walk through these different views and show you what they all look like. I've created a few sample notes. But the first thing I want to show you here is this account drop-down. This drop-down arrow gives you some pretty good information. First of all-- let me pull up my pen here-- you can tell this is a premium account in this account information drop-down box.

00:05:15

And when you have a premium account, you get a gig of upload capability each month. Now on the free version of Evernote, it's 60 megabytes for free, Evernote. So it's worth the $5 a month to have the ability to put a lot more information in the cloud.

00:05:33

And then one of the really great capabilities of Evernote is the ability to email to yourself. Evernote is going to give you an email address. And when you're out and about and you want to email right into Evernote and say something into Evernote, you just send it to that email address, and it'll go right into your inbox.

00:05:53

Now in Evernote, you'll want to create a notebook called Inbox, and you'll label it your default notebook. And I'll show you how to do that. And then every note that gets created or sent to you goes right into that inbox. And then if you do happen to need more than a gig, you can purchase more for $5 per gig per month, if it turns out we need to upload more data.

00:06:22

So let's go to the Evernote website here. We're at evernote.com. And let's create an account. We tap there, create an account. You're going to put in your email address, create a user name, create a password. Type those numbers in there to prove your not a robot, and then you'll register.

00:06:40

They'll send you a confirmation email, and then you'll be able to sign in. And when I sign in, mine's already in there, my username and password, so I'll just tap on Sign In. And now we're in Evernote. This is the web interface of Evernote. So if you are on a PC, laptop, MacBook, whatever, and you're on the internet, this is the view and the look of Evernote on the web.

00:07:08

What we're going to transfer to here in a minute is the Mac interface, and we'll do most of the training in the series on the Mac interface, with a lot of interaction on the iPad and the iPhone. So here's a list of the benefits of going to a premium version of Evernote.

00:07:23

And I'm not selling Evernote here-- I just think there are some real benefits that you're not going to get otherwise if you just had the free version of this app. But the first thing is just a lot more ability to put more data in the cloud. It's 60 meg for a free version.

00:07:39

It's 1 gig each month of upload capability. So it's a lot more photos, lot more files. That's pretty critical. And then the offline notebook capability's really important. I've been in buildings where I don't have very good internet reception, but I want my information for the meeting.

00:07:56

And if you can sync it to your iPad or your iPhone or whatever, it's really nice to have your information on the device. And you can pick and choose which notebooks you want to sync offline. And then note history, in the premium version, you're able to go back to previous versions of each note, which can come in handy.

00:08:19

And then faster image recognition-- the big deal here is that it makes text within a PDF, text within an image, searchable. It has character-recognition capability. And so when you type a search into Evernote, it's going to search the documents that you have dragged and dropped into Evernote, which is very cool.

00:08:39

And then as far as support goes, you're at the top of the queue over the free version customers. And then collaboration-wise, the difference here in premium is that you can share notes with other people in the free version of Evernote, but they cannot edit those notes.

00:08:57

So in the premium version, you can work collaboratively with people, and they can edit notes that you have shared, and you can go back and forth. And then you increase the average file size in the premium version to 100 meg, so it's a pretty good size for each individual document or file.

00:09:14

And then you have the PIN lock capability for your mobile devices. So those are the premium add-ons, if you go that way. And I think it's only $5 a month or $45 per year, so it's pretty much worth the cost. And so let's do a real quick progress check here.

00:09:32

We talked about, what is Evernote? And we're going to go through the layout and the features of the MacBook interface here. We talked a little bit about the account set-up and the sign-in process, and why you might want to upgrade to the premium account.

00:09:48

And then that takes you to a 1-gig limit of data upload capability. Now we're going to jump into the Mac interface and really just walk around, go clockwise around the interface and really show you the layout and the types of things you're able to do.

00:10:02

So this is the MacBook interface here. We already talked about this account drop-down box and the information you can get there. Now I'll show you the Sync button, which is just that icon there. When you tap on it, it is going to sync with the cloud.

00:10:15

And then any of your other devices can access whatever you just synced. This icon is the notification icon. And basically, it lets you know-- this is all about the shared notebooks and the shared notes. So it will inform you when you've shared something or when something's been shared with you, or if you're in a collaborative situation, this is your notification.

00:10:40

It'll turn blue and little numbers will show up here, above the icon, with how many notifications it has for you. And then coming across here, this is the very self-explanatory icon here. New Note in the Inbox. So I'm in Notes. I am in my Inbox notebook.

00:11:00

Have a couple of notes here. And when you tap on this button, you're going to create a new note. And so as I mentioned before, this is the card view of notes here. And then this is the actual note over here. So you would put your title in this section, and then you'd put your text and all the rest of the information in this section.

00:11:23

You can drag and drop documents into this section, put links in this section, pictures, et cetera. So let's come over here now. We're not going to go deep on search right now. We'll do that later-- probably in a subsequent video, actually. But when you type a search here, you're searching all of the notes, which is different than typing a search over here.

00:11:43

Because here, you're searching for a notebook. So if you have different notebooks, each notebook having many notes in it, and you want to find the notebook, you search here. If you want to find a particular note-- you may have 1,000 notes in your Evernote-- you would type here and it's going to scan all notes that have whatever word you type in there.

00:12:05

Then let's come over here to this button, All Notes. When you tap on that, everything is going to show up in this view. And then again, when you tap on that, you're searching for a notebook. When you tap on tags-- these are the only two tags I have in this particular notebook instance.

00:12:23

But every time you add a tag to a note, it's going to add to that list, and you're going to develop a long list of tags. So then if you wanted to search tags, you would just tap on that drop-down arrow, and then there'd be a long list of tags. And if you're wanting all of your notes that have eggs in it, then you would just tap on that tag.

00:12:44

Now let's take a look at this card view, expanded view, snippet, and list view. Because there's some interesting capabilities here. This is the card view. So it's kind of like note cards, files. There's a long list this way. But if you go into the expanded card view, then it spreads that out over the whole interface.

00:13:04

Gives you more room, so if you had a whole bunch of cards there-- and I'm in one folder there. So here's All Notes. So this is the expanded card view. I'm not a super big fan of the card view, expanded or not, because of the lack of sortability. And I'll show you what I mean by that.

00:13:25

If you come over here and tap on the snippet view-- put it back over here. This is the snippet view. And I like this view, because you can see the first few lines of each note. So it gives you a much better idea of what content is in that note when you're looking through.

00:13:47

If there's an image in the note, that image is going to show up right here. And you'll have them up and down here. But my favorite view, and the one I use most often, is the list view. And the main reason for that is because of the ability to sort by columns.

00:14:05

When you tap on this column header, it's going to sort by that particular column. And I like to sort by Updated. That way I can go to my most recently changed note and all the way down to the oldest notes. I use this sort more than anything. It just means I want to go back to my most recently used notes pretty often, so I used the Updated sort capability there.

00:14:27

So let's go back to the card view. You can't see it. It's off the screen there. So let's go back over here for a second. I want to talk about Shortcuts and Recent Notes. These are two new features in Evernote 5 for Mac that just came out in late 2012 here.

00:14:46

So Shortcuts is a very nice feature, because whenever you have a notebook that you frequently access, like your Inbox, you can just drag that notebook into Shortcuts. And now that notebook lives there. These shortcuts stay here. So that's a notebook I'm going to use quite often, and therefore, I've dragged it into the shortcut area.

00:15:07

And it's the same thing for a note. If you have a special note that you keep a lot of information in, you want to keep going back to it on a frequent basis, you would drag that into the Shortcut area and be able to access it very quickly. Now the Recent Notes, this is just a list of the last five notes you have updated.

00:15:26

I mentioned to you earlier that I like the list view, because I can just sort by update. And if I had all my notes in there, I can just sort by most recently updated. So let's come back over here to Notebooks. I want to show you-- I didn't show you how to create an Inbox notebook when I was playing around with it here.

00:15:44

But if you tap on New Notebook, you're going to be able to put a title in there. So for my inbox, I use all caps, just to make it stand out. And then when you hover over this new notebook, you have these icons that come up. When you're not hovering, it goes away, and then when you hover, it comes back.

00:16:06

I just accidentally tapped that icon. I didn't mean to tap it. But the gear, you tap on the gear, and you can rename the notebook. And then you can check the box and make it your default notebook, and then tap save. Now INBOX3's the default notebook.

00:16:23

That means every time I create a note or receive one, it's going to go right into that box. So it's a good idea, then, to go ahead and drag that box in your Shortcuts and have it handy. And then if you have a box like this one that you want to remove, you would actually right-click on it and remove that from Shortcuts.

00:16:43

I don't need that one there anymore, because now INBOX3 is my new default inbox notebook. So I just want to show you how to create that notebook. You go down to Notebooks there. You create that notebook, and then you set it as the default. So let's come back to our table of contents, check our progress here.

00:16:58

We did talk about and continue to go through the Mac interface of Evernote and how it's all laid out. Talked a little about emailing to yourself, with that email address that they provide for you, and tapping on that sync icon to sync up with the cloud.

00:17:13

And then the notifications icon lets you know what's going on with the shared notes and shared notebooks. We talked about how to create a note, and where the title and the workspace of a particular note is. And then the new Shortcuts feature in Evernote 5, where you can keep frequently accessed notes.

00:17:32

Basic search capabilities, searching for a notebook or searching for notes. We'll go into much greater detail in a future video in this series. And then we looked at the different options for viewing the layout-- the card view, the expanded card view, snippet, and list views.

00:17:46

And I like the list view, because I think it's easier to sort just by tapping on those column heads. And then we looked at just creating a notebook, and especially that Inbox default notebook, so that you identify a particular notebook for new notes or notes that you email to yourself or receive.

00:18:06

And then we looked at how to add a note. So now let's talk about tags. So let's look at the Eggs Benedict note here. You would come down here, click in this area to add tags. And one thing about tags is Evernote is going to index every single word that is in every note.

00:18:24

So if you have the word eggs in this note, you don't need to create a tag that says eggs. So what we'll do is we'll put a tag in here like cooking or recipes. But again, you don't need to put eggs in there because Evernote's already indexing it and going to search for that.

00:18:45

So when you do a search up here, it's going to find eggs. Now if you want to do a tag search, you come down here to the Add Search Option. Tap on tag, and then let's do Cooking. And now we've done a search on tags. Any note that has the tag Cooking on it is going to show up here, and that's because we put this tag here.

00:19:09

Now another thing you can do is go to the Tags tab and then select the tag you want to pull up. And when you double-click on that tag, you'll get all the notes that have that tag. So that's obviously just a very cursory overview of tags, and what you can do there.

00:19:27

But we're going to do a video that'll pretty much just focus on searching and tagging. And we'll go really deep into the different types of things you can do. You can tag notes before you email them to yourself, or you can snap pictures with your phone and tag that picture and then send it into Evernote, so it's already tagged when it gets into Evernote.

00:19:42

So there's so much you can do there. This is just an overview video to give you a good feel for the types of things you can do with Evernote. And then we'll go deeper in the next videos. Now we'll go back to the card view, which is where we started. I just wanted to talk about deleting and sharing and note information.

00:19:58

These are the last three icons we'll cover in this particular video. But if you have a note here-- we'll say the Untitled Note is right there. And we want to delete it-- it's highlighted here. We'll just come over here and tap on the trash can, and it's gone.

00:20:12

And here's another untitled note, or we'll delete that, and it's gone. So very simple to delete there, obviously. So the sharing capability's pretty interesting. Let's just move this over here a little bit. So when I tap on the Share icon, you can see it inside the screencast.

00:20:31

But when you want to share a note, like this Eggs Benedict note here, you could post to Facebook, Twitter, LinkedIn. Or you could email that note just by tapping on Email. And what's going to happen is it's going to open up your email client. And then you would just type in the email address and go ahead and send it to that person.

00:20:52

So that's the email integration piece of that. And then let's look at sharing the URL. This is pretty interesting. If you tap on this, it just copied to the clipboard. Evernote assigns a URL for each note. And the way I'll prove that to you is-- let's create a new note.

00:21:20

And you just saw me copy the URL to the clipboard. So if I hit Command-V, it ought to paste that link right here, and it did. This the URL for that particular note. So if we send this to somebody or whatever and they click on that URL, it's going to open up a web page.

00:21:42

And I have it here on my other monitor. I'm going to drag it in and show it to you. And it opened up this web page. So this is the Eggs Benedict note, and it's a URL, web-based version of that note. So when you want to share a note with somebody, you can just send them that link.

00:22:03

They click on it, and now you're sharing notes. And in the premium version, you can both edit notes and share with each other. So pretty powerful share capability there. And then lastly, the information button. When you tap on that, this gives you kind of the data on this particular note.

00:22:19

So you can put a title in here. You can obviously edit this. Didn't just give you information. It's in your default notebook. We made INBOX3 our default. And then we could add tags if we want to. And then it tells you when it was created and last updated.

00:22:34

And then you can set the URL for this note. You can kind of make it a static URL. So to do that, we would just go back into the share button, copy the URL. And once you have that URL copied, just come back into the information and paste it there. And now that URL is locked into that note.

00:22:58

And any time, you could send it to a friend or whoever you want to share that note with. Location is automatically put in via your GPS. And sync status here, needs to be synced. Attachment status, no attachments on this particular note. Size of the note, author of the note, and then the view history.

00:23:19

And that just basically gives you versions of the note. So there's a version history if you need to go back to an earlier version. So let's go back to our table of contents here and finish out the progress check here. Looks like we've covered the gamut here.

00:23:33

We've talked about tagging and deleting and sharing notes, and that note information drop-down to get information about that particular note. And then that you can, in the premium version, go back in the history of a particular note and look at earlier versions.

00:23:49

So we're going to cover a lot of these thoughts in much greater detail in the future videos. But this video was really about giving you a summary and an overview of the capabilities. And stay tuned for future videos here, because we're going to go and really have some fun showing you what this application can do.

00:24:11

So I hope this has been informative for you, and I'd like to thank you for viewing.

How To Use Evernote - iPad & iPhone Interface

Notes, Notebooks & Stacks, Oh My!

Evernote Tags - Macbook, iPad and iPhone

How To Search In Evernote

Evernote For Project Management

Evernote & Third Party Apps

Evernote Tips & Tricks

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